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41:05ENAnthropic’s 2028 AI Leadership Scenarios: Chips, Open Models and a Policy DebateMatthew Berman, Jensen Huang · Forward FutureMatthew Berman examines Anthropic’s US–China scenarios, questions its proposed export restrictions and argues that adoption and open-weight models matter as much as frontier capability.
53:30ENThomas Kurian on Google Cloud’s TPUs, AI Agents and CybersecurityMatthew Berman, Thomas Kurian · Forward FutureThe Google Cloud CEO explains how Google allocates compute between its own models and competitors, designs infrastructure for agents, and approaches security and code review.
1:33ENOpenAI’s Cerebras Deal and the Limits of a 100× Speed ClaimMatthew Berman, Andrew Feldman · Forward FutureMatthew Berman discusses OpenAI’s 2026 agreement for Cerebras inference capacity and a speed chart. The contract and comparison require more context than the video’s headline provides.
14:34ENLTX-2, NVIDIA Rubin and ChatGPT Health: January 2026 AI NewsMatthew Berman, Jensen Huang · Forward FutureMatthew Berman reviews open video-model tools, NVIDIA’s CES announcements, a health feature, GPU price rumors and reported Anthropic fundraising.
11:34ENNvidia’s Groq Licensing Deal: AI Inference, Talent and Competitive StrategyMatthew Berman, Jonathan Ross · Forward FutureGroq investor Matthew Berman examines a non-exclusive technology license and the move of senior Groq staff to Nvidia, and speculates about the future of AI chips.
17:06ENAI News: 1X Neo, Extropic’s TSU, MiniMax M2 and Cursor 2Matthew Berman, Matt Garman · Forward FutureMatthew Berman reviews home robotics, emerging compute hardware, model releases and Amazon job cuts in an October 2025 news roundup.
1:02:17ENDylan Patel on AI Labs, Chip Competition and the Race for SuperintelligenceMatthew Berman, Dylan Patel · Forward FutureThe SemiAnalysis founder discusses Meta’s AI talent drive, OpenAI’s Microsoft relationship, Apple’s strategy, accelerator economics and the future of work.
7:41ENCES 2025 and Running DeepSeek R1 Distills on an RTX 5090Matthew Berman · Forward FutureMatthew Berman tours AI demonstrations at CES and runs two quantized DeepSeek R1 distilled models locally on an NVIDIA GPU.
32:29ENNVIDIA at CES 2025: AI Agents, Cosmos and Project DIGITSMatthew Berman, Jensen Huang · Forward FutureMatthew Berman examines Jensen Huang’s keynote, from neural graphics and AI scaling to a desktop system for local model development.
24:22ENJonathan Ross on Groq's Inference Chips, AI Economics and Human AgencyMatthew Berman, Jonathan Ross · Forward FutureThe Groq founder explains the company's compiler-first approach and argues that inference speed could enable new applications, while discussing risks of handing decisions to AI.









