by Karl Freund | Mar 21, 2025 | In the News
At this year’s GTC event in San Jose, Nvidia CEO Jensen Huang held over 25,000 people in the palm of his hand, captivated by his vision of AI and how it could transform the world we live in. Some folks in the audience couldn’t keep up and started fiddling...
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...
by Karl Freund | Mar 4, 2025 | In the News
Discussions about Deep Seek’s impact on Nvidia is everywhere. Yesterday, I heard an investor on CNBC’s “Fast Money” program pontificate that Deep Seek and its disruptive technology mean that “Nobody needs an Nvidia H100 anymore,” much less a Blackwell. I...
by Karl Freund | Feb 11, 2025 | In the News
There has been considerable discussion and stock price volatility of late surrounding the expected timing of useful applications and hardware for quantum computing. One month after Google created excitement around its Willow quantum chip, Nvidia CEO Jensen Huang and...
by Karl Freund | Jan 14, 2025 | In the News
While Nvidia and the European Union have expressed their displeasure with the latest salvo of AI export restrictions from the Biden administration, a few companies and countries could actually benefit from them. But the industry as a whole will suffer, and so will...
