Karl Freund

Lafayette

Founder and Principal Analyst at Cambrian-AI Research LLC

Contributor at Forbes

Founder and Principal Analyst, Cambrian-AI Research LLC

Featured in: Favicon

cambrian-ai.com

linkedin.com Favicon

forbes.com Favicon

eetimes.com Favicon

newsbreak.com Favicon

moorinsightsstrategy.com Favicon

beamstart.com Favicon

flipboard.com Favicon

businesspostexaminer.com Favicon

bfn.today + 2 more

Articles

Is Jensen Huang Nvidia’s Chief Revenue Destruction Officer?

2 weeks ago | cambrian-ai.com | Karl Freund

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 with their phones. (Among many other semiconductor vendors in the AI space, Nvidia is a client of my firm, Cambrian-AI Research).
Aula de Cine. En torno a la ópera. La dama de las camelias.

2 weeks ago | ulpgc.es | Karl Freund

EN TORNO A LA ÓPERA 16 Proyección: 05.05.2025LA DAMA DE LAS CAMELIAS(Camille)Estados Unidos, 1936, 108´DIRECCIÓN: George CukorGUION: Frances Marion, James Hilton, Zoe Akins. Novela: Alejandro Dumas hijoPRODUCCIÓN: Irving ThalbergFOTOGRAFÍA: William H. Daniels, Karl Freund (ByN)MONTAJE: Margaret BoothMÚSICA: Herbert StothartREPARTO: Greta Garbo, Robert Taylor, Lionel Barrymore, Elizabeth Allan, Jessie Ralph.
Can CEO Lip-Bu Tan Save Intel?

3 weeks ago | forbes.com | Karl Freund

After only 14 days on the job, Monday was showtime for Intel’s newest CEO, Lip-Bu Tan. During his keynote at the Intel Vision event in Las Vegas, Mr. Tan reiterated the messages communicated in his shareholder letter two weeks ago. He wants to focus Intel on engineering, build a humble culture that learns quickly from mistakes, and, most importantly, listen carefully to its customers. And he will certainly get an earful from customers who, while frustrated, want Intel to succeed.
AI Inference Is King; Do You Know Which Chip is Best?

3 weeks ago | forbes.com | Karl Freund

Everyone is not just talking about AI inference processing; they are doing it. Analyst firm Gartner released a new report this week forecasting that global generative AI spending will hit $644 billion in 2025, growing 76.4% year-over-year. Meanwhile, MarketsandMarkets projects that the AI inference market is expected to grow from $106.15 billion in 2025 to $254.98 billion by 2030.
Is Jensen Huang Nvidia’s Chief Revenue Destruction Officer?

1 month ago | forbes.com | Karl Freund

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 with their phones. (Among many other semiconductor vendors in the AI space, Nvidia is a client of my firm, Cambrian-AI Research).
Big AI Inference Has Become A Big Deal And A Bigger Business

1 month ago | cambrian-ai.com | Karl Freund

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 massive accelerators and infrastructure to support this trend. I suspect we will see more from Nvidia about inference next week than training, including clouds, robots, and cars.
The Case for Hardware-Assisted Verification in Complex SoCs

1 month ago | cambrian-ai.com | Karl Freund

This article was first published in EE Times. Synopsys recently launched two new hardware-assisted verification (HAV) systems, intended to address the need for specialized hardware to manage the complexity of modern chip design. In this article, we look at the rationale for HAV and look into the two new systems.
Big AI Inference Has Become A Big Deal And A Bigger Business

1 month ago | forbes.com | Karl Freund

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 massive accelerators and infrastructure to support this trend. I suspect we will see more from Nvidia about inference next week than training, including clouds, robots, and cars.
OpenAI’s Deep Research Demands More Hardware, Not Less

1 month ago | cambrian-ai.com | Karl Freund

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 struggle to square that with Jensen Huang’s claim that the inference task will require 100 times more compute power, which could overwhelm any potential reduction in training systems.
Frank Schirrmeister on Synopsys’ Upgraded Hardware-Assisted Validation Platforms.

1 month ago | cambrian-ai.com | Karl Freund

In this installment of the Silicon Futures...