Artificial Intelligence: The Next Era of Compute
The Latest News in AI
We follow all the moves made by the leaders and challengers in AI semis and services. Here are recent announcements that caught our eye:
Cambrian AI Visions: Meet the Leaders
Karl Freund with Cambrian AI sits down with key newsmakers and influencers in the world of AI.
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IBM is playing a large role in the Albany NanoTech Complex's work to advance semiconductor technology in the USA. The CHIPS Act provides approximately $11B in tax...
IBM Research constantly explores the intersection of clients, partners, semiconductors, system design, and software to find the best solutions to business problems. In...
Cambrian AI Research Papers
The latest in AI Research from Cambrian AI. Available free to download
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As data centers become more heterogeneous, it becomes inevitable that RISC-V will vie for a piece of the market. Ventana Microsystems seems well positioned to do just that. Let’s take a closer look....
Karl Freund presents his market perspective to the International Semiconductor Executive Summit 06.24.21.
Company’s recent design wins with leading server vendors indicates potentially high customer demand, especially in edge image processing. Ever since Qualcomm announced its first-generation cloud...
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Cambrian AI Research is an industry analyst firm dedicated to understanding and explaining AI hardware and cloud services. We deliver a range of advisory and marketing services to investors and to providers of AI tech.
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VP Marketing, Graphcore
explore the explosion
What’s with the “Cambrian-AI” theme?
A few years ago, NVIDIA CEO Jensen Huang used the term “Cambrian Explosion” to refer to the rapid growth in AI models. I think the term is appropriate to both AI software models and the specialized hardware that accelerates AI. I began publishing an annual blog in January 2019, summarizing the year’s innovations and forecasting what we expect for the coming year. But I am getting ahead of the story…