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 | Feb 10, 2026 | In the News
The semiconductor industry has been applying AI to accelerate chip design for over three years, achieving 10X productivity gains and focusing primarily on tasks that now seem relatively easy, such as floor-plan optimization using massive recurrent neural networks. But...
by Karl Freund | Jan 26, 2026 | In the News
Many analysts like to say that AI will become pervasive, applied to just about every aspect of computing to improve product quality, increase productivity, increase revenues, and lower costs. While investors remain alert for any signs that the bubble is about to...
by Karl Freund | Sep 19, 2025 | In the News
The data center business is in a bit of a panic. Demand is skyrocketing. Rack power requirements have increased from ~12KW per rack to over 125 KW in just the last year. Now they are preparing for a Gigawatt rack in the next two to three years (Nvidia Rubin Ultra)....
by Karl Freund | May 11, 2025 | Video
Silicon Futures is a neXt Curve reThink Podcast series on AI and semiconductor tech and the industry topics that matter. Jim McGregor of TIRIAS Research and Karl Freund of Cambrian-AI Research joined neXt Curve to cover the first half of another action-packed month in...
