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.

International

English

Research Company/Group

Outlet metrics

Domain Authority

Ranking

Global

#7619825

United States

#2963346

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).
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

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...
The Raging Debate: When Will Quantum Arrive?

1 month 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

1 month 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?

1 month 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.
Cerebras And Mayo Clinic Announce Foundation Model For Healthcare

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

JP Morgan’s annual Healthcare Conference is almost becoming an AI event as doctors and AI scientists collaborate to turn petabytes of clinical data into generative AI models and actionable insights. The progress made since Chat GPT’s arrival demonstrates that we are on the precipice of a revolution that will produce cures for many common diseases and save countless lives.
AI Enables Major Healthcare Advances At JP Morgan Event

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

How do we create AI in Healthcare? If you are like me, when you see your doctor, the constant probing for data can be somewhat annoying. First, you fill out forms with endless questions about your medical and familial history. Then, your doctor asks about your symptoms, adding more data to a laptop. Afterward, the outcome of any treatment is entered into your file. The reason? All this data will someday be used to provide personalized medicine to cure disease better and improve our lives.