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1:40EN
Matthew Berman· 2026년 7월 30일Qualcomm'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.인프라와 배포SemiconductorsAI Strategy
0:42EN
Matthew Berman· 2026년 7월 15일DeepSeek 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.Semiconductors인프라와 배포Geopolitics
슬라이드1:33EN
Matthew Berman· 2026년 1월 15일OpenAI’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
슬라이드 7장14:34EN
Matthew Berman· 2026년 1월 8일LTX-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 media인프라와 배포AI in healthcare+2
슬라이드 2장1:38EN
Matthew Berman· 2025년 12월 29일NVIDIA’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
슬라이드 3장14:07EN
Matthew Berman· 2025년 10월 23일Inside 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.Semiconductors인프라와 배포Inference+2
슬라이드 2장1:03EN
Matthew Berman· 2025년 2월 21일Microsoft’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
슬라이드 5장7:41EN
Matthew Berman· 2025년 1월 30일CES 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
슬라이드0:55EN
Matthew Berman· 2025년 1월 23일A 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
슬라이드 3장12:37EN
Matthew Berman· 2024년 4월 2일The Reported Stargate Supercomputer and AI’s Compute BottleneckMatthew Berman, Sam Altman, Elon Musk · Forward FutureIn April 2024, Matthew Berman examines a reported Microsoft–OpenAI data-center proposal and argues that chips and electricity could shape the AI industry.인프라와 배포SemiconductorsAI cost & performance+2