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MLPerf 5.1: Nvidia Stays In The Lead While AMD Shows Off Its Latest

by Karl Freund | Sep 9, 2025 | In the News

The Nvidia juggernaught faces increased competition, but keeps innovating in silicon, software and systems design to keep its No. 1 position in the AI market. The industry standard MLCommons organization has just released the latest benchmarks for inference...

Qualcomm Readies CPUs For The Data Center Using Nvidia NVLink Fusion

by Karl Freund | Sep 5, 2025 | In the News

NVLink has become a second, and perhaps deeper, moat for Nvidia, following its CUDA software tools and libraries. There’s a reason the AI community prefers NVLink for connecting multiple GPUs: it is mind-blowingly fast, more than three times the performance of...

Nvidia Ups Its Robotics Game With Blackwell-Based Jetson Thor

by Karl Freund | Aug 25, 2025 | In the News

Nvidia focuses on maximum performance and efficiency. We’ve all heard the predictions: the Next Big Thing will be “Physical AI” (Nvidia) or “Embodied AI” (Qualcomm). Jensen Huang has predicted that in a decade, there will be more robots than humans on Earth. These...
Silicon Futures for August 2025: Intel Drama, Trump’s AI Export Tax, MIT NANDA’s AI Progress Report.

Silicon Futures for August 2025: Intel Drama, Trump’s AI Export Tax, MIT NANDA’s AI Progress Report.

by Karl Freund | Aug 23, 2025 | Video

Silicon Futures is a neXt Curve reThink Podcast series on AI and semiconductor tech and the industry topics that matter. In this special August midpoint episode, Leonard, Karl and Jim talk about some of the top headlines of the first couple of weeks of August while we...

HotChips Preview: Nvidia Scales AI Beyond The Data Center

by Karl Freund | Aug 22, 2025 | In the News

The annual HotChips conference starts this Sunday, Aug. 24, in San Francisco. Nvidia is scheduled to present six sessions covering topics of interest to AI data center users and operators and will make several key announcements I’ll cover in this article. (Like most...
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