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Silicon Futures for February 2025: The State of NVIDIA (with Karl Freund)
Manage episode 468677925 series 3556820
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.
Please subscribe to our podcast which will be featured on the neXt Curve YouTube Channel. Check out the audio version on BuzzSprout or find us on your favorite Podcast platform.
Also, subscribe to the neXt Curve research portal at www.next-curve.com for the tech and industry insights that matter.
Chapters
1. Silicon Futures for February 2025: The State of NVIDIA (with Karl Freund) (00:00:00)
2. Karl's initial impressions from the NVIDIA Q4 25' earnings call (00:02:31)
3. The DeepSeek factor: factored in or not? (00:06:00)
4. The distilled future of AI: cheaper tokens, more models (00:10:03)
5. How will the gravity of AI computing shift and can NVIDIA shift? (00:11:21)
6. The diverging economics of AI supercomputing (00:16:50)
160 episodes
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