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Silicon Futures for March 2026 – Intel Foundry, Embedded World, Edge AI and Arm Everywhere

Silicon Futures for March 2026 – Intel Foundry, Embedded World, Edge AI and Arm Everywhere

by Karl Freund | Mar 28, 2026 | Video

Silicon Futures is a neXt Curve reThink Podcast series on AI and semiconductor tech and the industry topics that matter. Oddly, all three of us agree, March has turned out to be a pivotal month set by MWC and NVIDIA’s GTC. The AI silicon and systems script is being...

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...

Taalas Launches Hardcore Chip With ‘Insane’ AI Inference Performance

by Karl Freund | Feb 24, 2026 | In the News

The AI hardware market looks a lot different today than it did yesterday, thanks to the introduction of the Taalas Hardcore AI architecture. Founded two and a half years ago, Taalas has developed a platform for transforming any AI model into custom silicon, hardening...

Cerebras AI Lands A Whale As It Prepares To Go Public

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...
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  • Agentic AI Reshapes Nvidia Strategy Beyond GPUs At GTC
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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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