by Karl Freund | Sep 14, 2026 | In the News
As I described in a recent article, several chip design startups are working to revolutionize chip design with AI, just as Anthropic’s Claude Code has revolutionized software development. Could we be approaching the day when AI can design a finished chip just from the...
by Karl Freund | Oct 6, 2025 | In the News
AMD just won the biggest AI deal in the company’s history, with OpenAI entering a definitive agreement to deploy 6 gigawatts of AMD GPUs, with the first gigawatt of capacity powered by AMD Instinct MI450 series GPUs set to start in the second half of 2026. The...
by Karl Freund | Jul 10, 2025 | In the News
The AI world continues to evolve rapidly, especially since the introduction of DeepSeek and its followers. Many have concluded that enterprises don’t really need the large, expensive AI models touted by OpenAI, Meta, and Google, and are focusing instead on...
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 | Dec 10, 2024 | In the News
OpenAI launched Strawberry — another name for its its 01 model — on Sept. 12, including the full function o1-preview and the more affordable o1-mini to demonstrate how AI can be greatly improved by breaking a query down into step-by-step reasoning. This...
