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...
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...
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...
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...
by Karl Freund | Aug 11, 2025 | In the News
Everyone thinks they are a comic. And everyone in big cap high tech thinks they can design better and/or cheaper AI chip alternatives to the industry-leader, Nvidia. Turns out, it’s simply not that easy. Apple and AWS have recently run aground in AI growth, and Tesla...
