Cambrian-AI Research LLC

With extensive experience in the field, Karl Freund has performed strategic evaluations, offered investment analysis, and authored numerous blogs and research articles. Our expertise lies in simplifying intricate technology concepts into clear and engaging narratives.

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Articles

Nvidia Takes Major Step To Leverage Its Rack-Scale Ecosystem

1 month 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.
Meta Enters The Token Business, Powered By Nvidia, Cerebras And Groq

1 month 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.
EDA Vendors Help Intel Get The USA Back Into Chip Manufacturing

1 month 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.
Speeding AI With Co-Processors

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

Most chips today are built from a combination of customized logic blocks that deliver some special sauce, and off-the-shelf blocks for commonplace technologies such as I/O, memory controllers, etc. But there is one needed function that has been missing; an AI co-processor. In AI, the special sauce has been the circuits that do the heavy-lifting of parallel matrix operations. However, other types of operations used in AI do not lend themselves well to such matrix and tensor operators and silicon.
Can CEO Lip-Bu Tan Save Intel?

2 months ago | cambrian-ai.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?

2 months ago | cambrian-ai.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?

2 months 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).
Big AI Inference Has Become A Big Deal And A Bigger Business

Mar 18, 2025 | 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

Mar 18, 2025 | 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.
OpenAI’s Deep Research Demands More Hardware, Not Less

Mar 11, 2025 | 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.