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

Can CEO Lip-Bu Tan Save Intel?

4 weeks 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?

4 weeks 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?

1 month 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

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.
OpenAI’s Deep Research Demands More Hardware, Not Less

2 months 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.

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

In this installment of the Silicon Futures...
The Raging Debate: When Will Quantum Arrive?

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

There has been considerable discussion and stock price volatility of late surrounding the expected timing of useful applications and hardware for quantum computing. One month after Google created excitement around its Willow quantum chip, Nvidia CEO Jensen Huang and Meta CEO Mark Zuckerberg, started a food fight on Wall Street by predicting that quantum computing won’t be a significant computing paradigm for at least a decade. Quantum stocks dropped over 30%.
Qualcomm Could Benefit Most From DeepSeek’s New, Smaller AI

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

While the Deep Seek Moment crashed most semiconductor stocks as investors feared lower demand for data center AI chips, these new, smaller AI models are just the ticket for on-device AI. “DeepSeek R1 and other similar models recently demonstrated that AI models are developing faster, becoming smaller, more capable and efficient, and now able to run directly on device,” said Qualcomm CEO Cristiano Amon at the company’s recent earnings call.
Who Wins If The New Biden AI Export Rules Stand?

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

While Nvidia and the European Union have expressed their displeasure with the latest salvo of AI export restrictions from the Biden administration, a few companies and countries could actually benefit from them. But the industry as a whole will suffer, and so will American technology leadership. Nvidia is clearly upset, and rightly so, about the new rules, which restrict sales to all but 18 US buddies.