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33 件
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スライド 7 枚18:57EN
Matthew Berman· 2026年8月29日GLM-5.3-Flash: Ox Alpha Benchmarks, Costs and Coding TestsMatthew Berman · Forward FutureMatthew Berman reviews Z.ai’s open-weight model, compares benchmark costs and tries coding and presentation tasks against a competing model.Open-weight modelsBenchmarksAI cost & performance+2
1:40EN
Matthew Berman· 2026年7月30日Qualcomm'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.インフラとデプロイSemiconductorsAI Strategy
0:42EN
Matthew Berman· 2026年7月15日DeepSeek 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.SemiconductorsインフラとデプロイGeopolitics
スライド 6 枚41:05EN
Matthew Berman· 2026年5月15日Anthropic’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.GeopoliticsAI RegulationSemiconductors+2
53:30EN
Matthew Berman· 2026年4月24日Thomas 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.インフラとデプロイSemiconductorsエンタープライズ AI+2
スライド 3 枚1:50:42EN
Matthew Berman· 2026年4月4日The Future Live: Open Models, Compute Markets and the Future of Tech MediaMatthew Berman, Nick Wentz, Ben Pouladian, Wayne Nelms, Jayden Clark · Forward FutureMatthew Berman and Nick Wentz speak with Ben Pouladian, Wayne Nelms and Jayden Clark about AI infrastructure, pricing and OpenAI’s acquisition of TBPN.Open-weight modelsインフラとデプロイSemiconductors+2
0:52EN
Matthew Berman· 2026年2月13日GPT-5.3-Codex-Spark Brings Faster Coding InferenceMatthew Berman · Forward FutureMatthew Berman highlights OpenAI's smaller coding model and its use of Cerebras hardware for low-latency responses.コーディングエージェントInferenceSemiconductors
スライド 3 枚12:13EN
Matthew Berman· 2026年1月15日OpenAI’s Cerebras Deal and the Race for Faster AI InferenceMatthew Berman, Andrew Feldman, Greg Brockman · Forward FutureMatthew Berman explains why inference speed and computing capacity matter, while a closer look at the agreement and benchmark puts his 100-times-faster scenario in context.InferenceSemiconductorsOpenAI+2
スライド1:33EN
Matthew Berman· 2026年1月15日OpenAI’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.OpenAIInferenceSemiconductors+1
1:58EN
Matthew Berman· 2026年1月9日Memory Shortages and Gaming GPU Prices: Nvidia’s Options in 2026Matthew Berman · Forward FutureMatthew Berman discusses rising memory costs and a possible revival of older graphics cards, while separating predictions from Nvidia’s actual commitments.SemiconductorsインフラとデプロイAI cost & performance
スライド 7 枚14:34EN
Matthew Berman· 2026年1月8日LTX-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.Generative mediaインフラとデプロイAI in healthcare+2
スライド 2 枚1:38EN
Matthew Berman· 2025年12月29日NVIDIA’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
スライド 2 枚11:34EN
Matthew Berman· 2025年12月25日Nvidia’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.SemiconductorsInferenceAI Strategy+1
スライド 5 枚22:48EN
Matthew Berman· 2025年11月25日Matthew 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 Modelsインフラとデプロイ+2
スライド 7 枚17:06EN
Matthew Berman· 2025年10月30日AI 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.AI agentsRoboticsFoundation Models+2
スライド 3 枚14:07EN
Matthew Berman· 2025年10月23日Inside Cerebras’s Oklahoma City AI Data CenterMatthew Berman, Andrew Feldman, Billy Wooten · Forward FutureMatthew Berman tours the facility with Cerebras CEO Andrew Feldman and Scale Data Centers COO Billy Wooten, exploring wafer-scale chips, liquid cooling and backup power. Their performance and expansion figures are presented as company claims from 2025.SemiconductorsインフラとデプロイInference+2
スライド15:43EN
Matthew Berman· 2025年10月13日How AI Data Centers Work: Power, Cooling and Community TradeoffsMatthew Berman · Forward FutureMatthew Berman explains the physical infrastructure behind AI prompts, from accelerator racks and backup power to water use and local planning.EnergySemiconductorsDistributed training & inference
1:02:17EN
Matthew Berman· 2025年6月30日Dylan 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.AI StrategySemiconductorsインフラとデプロイ+2
スライド 2 枚1:03EN
Matthew Berman· 2025年2月21日Microsoft’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
スライド 5 枚7:41EN
Matthew Berman· 2025年1月30日CES 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.Local inferenceOpen-weight modelsSemiconductors+2
スライド16:45EN
Matthew Berman· 2025年1月27日DeepSeek-R1 and the Debate Over AI Costs and ComputeMatthew Berman · Forward FutureMatthew Berman examines the January 2025 reaction to an open-weight reasoning model, disputed cost claims and competing views of future demand for AI chips.Foundation ModelsReasoning & test-time computeOpen Source+1
スライド0:55EN
Matthew Berman· 2025年1月23日A 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
スライド 6 枚32:29EN
Matthew Berman· 2025年1月8日NVIDIA 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.AI agentsSemiconductorsWorld models+2
スライド 6 枚23:29EN
Matthew Berman· 2024年10月19日AI 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
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