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1:40EN
Matthew Berman· 30 jul 2026Qualcomm's Edge-to-Cloud AI StrategyMatthew Berman · Forward FutureIn a sponsored short, Matthew Berman argues that AI infrastructure across devices and data centers could be an important business opportunity.Infraestructura y despliegueSemiconductorsAI Strategy
0:42EN
Matthew Berman· 15 jul 2026DeepSeek and Zhipu Reportedly Explore Custom AI ChipsMatthew Berman · Forward FutureMatthew Berman discusses 2026 reports of Chinese model developers pursuing their own processors and the strategic appeal of controlling more of their AI infrastructure.SemiconductorsInfraestructura y despliegueGeopolitics
2 diapositivas1:38EN
Matthew Berman· 29 dic 2025NVIDIA’s Groq Licensing Deal and the Inference MarketMatthew Berman · Forward FutureMatthew Berman discusses why NVIDIA licensed Groq’s inference technology and hired members of its team.SemiconductorsInferenceAI cost & performance+1
5 diapositivas22:48EN
Matthew Berman· 25 nov 2025Matthew Berman on Gemini 3 and the AI Competitive LandscapeMatthew Berman · Forward FutureA November 2025 strategy scorecard weighs models, infrastructure, chips, distribution and data across major AI companies.AI StrategyFoundation ModelsInfraestructura y despliegue+2
2 diapositivas1:03EN
Matthew Berman· 21 feb 2025Microsoft’s Majorana 1 Quantum Chip: What Was Claimed and What Was DemonstratedMatthew Berman · Forward FutureMatthew Berman discusses Microsoft’s 2025 Majorana 1 announcement and its possible implications for quantum computing and cryptography.Quantum MechanicsCybersecurityCryptocurrency+1
Diapositivas0:55EN
Matthew Berman· 23 ene 2025A Quick RTX 5090 Local AI TestMatthew Berman · Forward FutureMatthew Berman runs an 8B DeepSeek R1 distillation locally and reports the speed of one generation.Local inferenceSemiconductorsOpen-weight models
6 diapositivas23:29EN
Matthew Berman· 19 oct 2024AI News in October 2024: Swarm, Blackwell, Video Models and Edge AIMatthew Berman · Forward FutureMatthew Berman reviews a wide range of announcements, including OpenAI’s experimental agent framework and new models from NVIDIA and Mistral.AI agentsSemiconductorsGenerative media+2
0:57EN
Matthew Berman· 17 jun 2024ASM and the Equipment Behind Semiconductor ManufacturingMatthew Berman · Forward FutureIn an ASM-sponsored short, Matthew Berman highlights the machinery and people involved in making the chips used in everyday devices.SemiconductorsInfraestructura y despliegue