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...
by Karl Freund | Jul 22, 2026 | In the News
In A Nutshell: Infleqtion to deliver neutral-atom quantum computing platform to Illinois in 2027, one of the first contracts for a fault-tolerant, Nvidia NVQLink-integrated, neutral-atom quantum system, according to the company. Chicago, Illinois is laying the...
by Karl Freund | Jul 21, 2026 | In the News
Nvidia has unveiled more details about its Vera CPU, announced earlier this year and now in volume production. Vera appears differentiated in the crowded CPU market, with Nvidia claiming more efficiency and better performance especially for agentic AI workloads. The...
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...
