by Karl Freund | Oct 6, 2026 | Video
Silicon Futures is a neXt Curve reThink Podcast series on AI and semiconductor tech and the industry topics that matter. This month, Leonard, Karl, and Jim unpack the hottest takes from Qualcomm’s Snapdragon Summit 2026, AI Infrastructure Summit, the Bank of...
by Karl Freund | Sep 19, 2026 | In the News
The AI Infra Summit (formerly AI HW Summit) this year was huge, with over 9,000 registered on-site attendees over three packed days of sessions in Santa Clara stretching over six large stages and a show floor that seemed to span miles. Next year will be even bigger,...
by Karl Freund | Sep 10, 2026 | In the News
Nvidia has done something unexpected: the AI leader is partnering with its (previous?) competitor d-Matrix to build an alternative disaggregated inference solution. Why not wait for the Groq LPU3, which essentially solves the same problem using fast SRAM for...
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...
