Karl Freund
Karl FreundI'm an industry analyst specializing in AI Semiconductors now, having been an executive at HP, IBM, AMD, and Calxeda.
| Platform |  | Pricing | Only free issues | Publishes | Daily |
|---|---|---|---|---|---|
| Issues | 6 | Subscribers | Read | karlfreund429026.substack.com |
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Latest Issues
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AI Hardware Trends
I am presenting on Wednesday at the IBM/IEEE AI Compute Symposium 2025 (AICS’25) at the IBM T.J. Watson Center in New York, and while researching for the event, I came to realize that the memory wall is about to be scaled. Not by HBM4, but ...
As we said, Google is the Exception to the Rule!
Google is taking the next step in its quest to become a serious challenger to Nvidia GPUs. As I recently noted in my post on CSP silicon costs and failures, Google is the exception. Google possesses the silicon, software, and systems expert...
Qualcomm Reshapes AI Strategy with help from (GASP!) Nvidia NVLink Fusion
Here’s a piece I wrote for Forbes explaining how NVLink Fusion enables Qualcomm to integrate NVLink into its Oryon CPU, allowing it to connect to Nvidia GPUs. This complements, not replaces, Qualcomm’s successful edge AI strategy, where the...
Nvidia Ups Its Robotics Game With Blackwell-Based Jetson Thor
We’ve all heard the predictions: the Next Big Thing will be “Physical AI” (Nvidia) or “Embodied AI” (Qualcomm). Jensen Huang has predicted that in a decade, there will be more robots than humans on Earth. These devices require small, power-...
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I'm an industry analyst specializing in AI Semiconductors now, having been an executive at HP, IBM, AMD, and Calxeda.
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