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Karl Freund

Karl Freund

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Founder and Principal Analyst, Cambrian-AI Research LLC

Lafayette

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criminal justice, race, foreign policy Islamophobia, immigrants, refugees Muslims, extremism, South Asia ethics, language, North Africa Middle East

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Content

Total articles 703

  • Can CEO Lip-Bu Tan Save Intel?

    By Karl Freund| Cambrian-AI Research LLC@ 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.

    By Karl Freund · Cambrian-AI Research LLC

    Apr. 18, 2025

  • AI Inference Is King; Do You Know Which Chip is Best?

    By Karl Freund| Cambrian-AI Research LLC@ 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.

    By Karl Freund · Cambrian-AI Research LLC

    Apr. 18, 2025

  • Is Jensen Huang Nvidia’s Chief Revenue Destruction Officer?

    By Karl Freund| Cambrian-AI Research LLC@ 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).

    By Karl Freund · Cambrian-AI Research LLC

    Apr. 06, 2025

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Company Info

Cambrian-AI Research LLC

Lafayette, United States