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Karl Freund

Lafayette

Founder and Principal Analyst at Cambrian-AI Research LLC

Contributor at Forbes

Founder and Principal Analyst, Cambrian-AI Research LLC

Articles

  • 5 days ago | forbes.com | Karl Freund

    Advanced Micro Devices (AMD) headquarters on in Santa Clara, California. Getty ImagesAs you AI pros know, the 125-member MLCommons organization alternates training and inference benchmarks every three months. This time around, its all about training, which remains the largest AI hardware market, although not by much as inference drives more growth as the industry shift from research (building) to production (using). As usual, Nvidia took home all the top honors.

  • 1 week ago | cambrian-ai.com | Karl Freund

    While few dispute the incredible performance of Nvidia AI platforms, many complain that it is a closed system. You can’t replace the Arm CPUs with, say, a CPU from a RISC-V , or take advantage of a new AI ASIC like the Meta MTIA accelerator, without redesigning and building everything from scratch. The key to the gate of this walled garden is NVLink, which no non-Nvidia CPU or GPU/ASIC supports today. Thats about to change, with huge potential ramifications.

  • 2 weeks ago | forbes.com | Karl Freund

    While few dispute the incredible performance of Nvidia AI platforms, many complain that it is a closed system. You can’t replace the Arm CPUs with, say, a CPU from a RISC-V , or take advantage of a new AI ASIC like the Meta MTIA accelerator, without redesigning and building everything from scratch. The key to the gate of this walled garden is NVLink, which no non-Nvidia CPU or GPU/ASIC supports today. Thats about to change, with huge potential ramifications.

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

    This is really a big deal for Meta and the AI industry as the maker of the popular open-source Llama LLM seeks to directly monetize the incredible adoption Meta has realized. Developers just access the model from the cloud; no hardware or software to install. But it is also a big deal for Cerebras and Groq, the two startups selected by Meta for serving fast tokens, many times faster than a GPU.

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

    Intel is the primary (only) hope for revitalizing advanced domestic manufacturing in the USA, and the entire industry is anxiously awaiting adoption of Intel “18A” fabrication capability and solid proof of its performance.

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Karl Freund
Karl Freund @karlfreund
7 May 25

Lots of numbers here to digest… https://t.co/KNtu2tODLG

Karl Freund
Karl Freund @karlfreund
7 May 25

“AI is not going to take your job. Somebody who uses AI is going to take your job” - Jensen Huang https://t.co/kYmwxl7oUn

Karl Freund
Karl Freund @karlfreund
7 May 25

Wow. @Cadence and @nvidia https://t.co/FKMNnGLw0I