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Silicon Futures for December 2025 – NVIDIA + Groq, Trainium4, Marvell, and 2026 predictions!

Silicon Futures for December 2025 – NVIDIA + Groq, Trainium4, Marvell, and 2026 predictions!

by Karl Freund | Dec 27, 2025 | Video

Silicon Futures is a neXt Curve reThink Podcast series on AI and semiconductor tech and the industry topics that matter. In this mega-catchup recap episode, Leonard and Karl talk about some of the top headlines of December 2025. Topics that mattered in the AI and...

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...

The 2024 AI HW Summit: Here’s What Caught My Attention

by Karl Freund | Sep 18, 2024 | In the News

The Summit drew over 1000 attendees this year, with scores of presentations and hundreds of AI leaders from large companies as well as many startups. Every September since 2019, the AI HW Summit in the Bay Area has been the focal point for new technologies around AI....
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