by Karl Freund | Aug 23, 2025 | In the News
Everyone thinks they are a comic. And everyone in big-cap high tech says they can design better and/or cheaper AI chip alternatives to the industry leader, Nvidia. Turns out, it’s simply not so easy. Apple and AWS have recently faced setbacks in AI growth, and Tesla...
by Karl Freund | Aug 11, 2025 | In the News
Everyone thinks they are a comic. And everyone in big cap high tech thinks they can design better and/or cheaper AI chip alternatives to the industry-leader, Nvidia. Turns out, it’s simply not that easy. Apple and AWS have recently run aground in AI growth, and Tesla...
by Karl Freund | Feb 14, 2025 | In the News
While the Deep Seek Moment crashed most semiconductor stocks as investors feared lower demand for data center AI chips, these new, smaller AI models are just the ticket for on-device AI. “DeepSeek R1 and other similar models recently demonstrated that AI models are...
