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Silicon Futures October 2026 – Qualcomm HBC, Dragonwing IoT Day, DSX Pod, Intel’s PC malaise

Silicon Futures October 2026 – Qualcomm HBC, Dragonwing IoT Day, DSX Pod, Intel’s PC malaise

by Karl Freund | Nov 2, 2026 | Video

Silicon Futures is a neXt Curve reThink Podcast series on AI and semiconductor tech and the industry topics that matter. In this October Silicon Futures episode of the neXt Curve podcast, Leonard Lee joins Karl Freund (Cambrian AI Research) and Jim McGregor (Tirias...
Silicon Futures for July 2026 – AMD Advancing AI, Open model debate, OpenAI’s rogue agent crisis

Silicon Futures for July 2026 – AMD Advancing AI, Open model debate, OpenAI’s rogue agent crisis

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...

Disaggregated Inference Is Splitting AI Hardware In Two

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...

What Is Driving The Divergence Between AI Analyst Targets And Reality

by Karl Freund | Jul 15, 2026 | In the News

Have you noticed a disturbing trend lately in your AI stocks? As analysts continue to increase their earnings and price projections for popular AI stocks, the prices continue to decline. All in spite of massive revenue growth projections. Yahoo Finance tallies the...

Tensordyne Revives Logarithmic Math In A Bid To Cut AI Power Use

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...
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  • Silicon Futures October 2026 – Qualcomm HBC, Dragonwing IoT Day, DSX Pod, Intel’s PC malaise
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