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Agentic AI Reshapes Nvidia Strategy Beyond GPUs At GTC

by Karl Freund | Mar 23, 2026 | In the News

Donning his signature black leather jacket, Nvidia Founder and CEO Jensen Huang once again wowed his fans, totaling over 30,000 in the San Jose’s SAP Arena, with dazzling technology and extreme claims, including the company’s first post-GPU product. Agentic AI took...
The Silicon Futures NVIDIA GTC 2026 Recap (with Karl Freund and Jim McGregor)

The Silicon Futures NVIDIA GTC 2026 Recap (with Karl Freund and Jim McGregor)

by Karl Freund | Mar 21, 2026 | Video

Leonard, Karl, and Jim attended the AI event of the year, NVIDIA’s GTC 2026. This year, the agentic AI theme went into overdrive with its DeepSeek moment, OpenClaw. Or was it a ChatGPT moment? The trio unpacks a deluge of announcements from NVIDIA’s technology stack...

Cerebras, Groq And SambaNova Line Up To Compete With Nvidia

by Karl Freund | Oct 21, 2025 | In the News

While Nvidia gets most of the press and market volume, there are three startups that have designed custom silicon and rack-scale infrastructure to compete with them head-on: Cerebras, Groq and Samba Nova. While Groq and Samba Nova seem to be getting some traction,...

Meta Enters The Token Business, Powered By Nvidia, Cerebras And Groq

by Karl Freund | Apr 29, 2025 | In the News

Meta held its first-ever event for AI developers, LlamaCon, at the company’s headquarters in Menlo Park, where it announced that it was ready to compete with ChatGPT from OpenAI, as well as Google, AWS, and AI-as-a-service startups. This is really a big deal for Meta...

Big AI Inference Has Become A Big Deal And A Bigger Business

by Karl Freund | Mar 12, 2025 | In the News

Thanks to innovations like DeepSeek, training AI has become cheaper. However, inference is becoming more demanding as we ask AI to think harder before answering our questions. Nvidia, Groq, and Cerebras Systems (clients of Cambrian-AI Research) have all released...
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  • Silicon Futures for March 2026 – Intel Foundry, Embedded World, Edge AI and Arm Everywhere
  • Agentic AI Reshapes Nvidia Strategy Beyond GPUs At GTC
  • The Silicon Futures NVIDIA GTC 2026 Recap (with Karl Freund and Jim McGregor)

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