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Silicon Futures for February 2025: The State of NVIDIA (with Karl Freund)
- 2025/02/27
- 再生時間： 21 分
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Karl Freund of Cambrian-AI Research joined Leonard Lee of neXt Curve to recap February 2025, another action-packed month in the world of semiconductors and accelerated and non-accelerated computing on the neXt Curve reThink Podcast series, Silicon Futures. Karl and Leonard share their thoughts on the state of NVIDIA and their Q4 25' earnings call.
This episode covers:
➡️ Karl's initial impressions from the NVIDIA Q4 25' earnings call (2:31)
➡️ The DeepSeek factor: factored in or not? (6.00)
➡️ The distilled future of AI: cheaper tokens, more models (10:03)
➡️ How will the gravity of AI computing shift and can NVIDIA shift? (11:21)
➡️ The diverging economics of AI supercomputing (16:50)
Hit both Leonard and Karl up on LinkedIn and take part in their industry and tech insights.
Check out Karl and his research at Cambrian AI Research LLC at www.cambrian-ai.com.
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