by Karl Freund | May 31, 2026 | Video
Silicon Futures is a neXt Curve reThink Podcast series on AI and semiconductor tech and the industry topics that matter. This month, the AI narrative has rediscovered its mojo with hyperscalers continuing to double down on their CapExc on AI infrastructure, while...
by Karl Freund | Apr 6, 2026 | In the News
AMD, Nvidia and Intel participated in the most recent round of MLPerf inference benchmarks. While I was surprised that Google didn’t participate with their new Ironwood TPU, there is still plenty to talk about. This particular round of MLPerf benchmarks makes it...
by Karl Freund | Feb 26, 2026 | Video
Silicon Futures is a neXt Curve reThink Podcast series on AI and semiconductor tech and the industry topics that matter. In this episode, Leonard, Karl and Jim talk about some of the top headlines from February of 2026. ➡️ NVIDIA’s earnings results for Q4 FY26...
by Karl Freund | Nov 12, 2025 | In the News
With so much focus on inference processing, it is easy to overlook the AI training market, which continues to drive gigawatts of AI computing capacity. The latest benchmarks show that the training of AI models, an immense investment in power and compute, continues to...
by Karl Freund | Oct 6, 2025 | In the News
AMD just won the biggest AI deal in the company’s history, with OpenAI entering a definitive agreement to deploy 6 gigawatts of AMD GPUs, with the first gigawatt of capacity powered by AMD Instinct MI450 series GPUs set to start in the second half of 2026. The...
