by Karl Freund | Aug 5, 2026 | Video
Silicon Futures is a neXt Curve reThink Podcast series on AI and semiconductor tech and the industry topics that matter. Leonard Lee (neXt Curve), Karl Freund (Cambrian AI Research), and Jim McGregor (Tirias Research), try to make sense of a world of AI and...
by Karl Freund | Jul 29, 2026 | In the News
For most of the AI boom, the industry has talked about inference as if it were one problem, solved with one accelerator architecture. The problem was treated almost as a lookup table: what is the question, then look up the answer by traversing through the neural...
by Karl Freund | Jun 24, 2026 | In the News
At the Qualcomm 2026 Investor Day, the company disclosed it’s data center roadmap and, perhaps more importantly, announced that Meta has entered into a multi-year, multi-generation agreement with Qualcomm to deploy its data center technologies. This is a strong...
by Karl Freund | Jun 15, 2026 | In the News
Remember in high school when your math teacher tried to teach (logarithmic) log math? Yeah, me either. But now Tensordyne, a startup based in Germany and California, has launched an AI accelerator that operates in the logarithmic domain, claiming a 17-fold improvement...
by Karl Freund | Jan 15, 2026 | In the News
Cerebras, famous for being the only AI company with a full wafer-scale chip, has landed OpenAI, its first major US-based hyperscaler. Prior to this deal, Cerebras has been successful securing investments and system commitments from a relatively small number of...
