Silicon Futures for September 2026 – Snapdragon Summit, the Bank of NVIDIA, Hugging Face, High-NA

by | Oct 6, 2026 | Video

Silicon Futures is a neXt Curve reThink Podcast series on AI and semiconductor tech and the industry topics that matter.

This month, Leonard, Karl, and Jim unpack the hottest takes from Qualcomm’s Snapdragon Summit 2026, AI Infrastructure Summit, the Bank of NVIDIA, the Open Agent Safety Platform, the emergence of EUV High-NA, and more!

We break down the AI and chip trends that matter! Tune in!

In this episode, Leonard, Karl and Jim talk about….

➡️ Jim sets the agenda for our September 2026 talk. (2:11)
➡️ The Bank of NVIDIA throws its money around. (4:46)
➡️ Qualcomm’s AI DC confidence at Snapdragon Summit. (5:11)
➡️ How HBC (High Bandwidth Compute) scales to mobile. (8:22)
➡️ Snapdragon 8 Elite and 8 Elite Extreme mobile SoC review. (9:31)
➡️ Qualcomm refreshes personal AI with agentic AI. (10:46)
➡️ Smartphone is main actor of Snapdragon Summit. 2026. (11:42)
➡️ Qualcomm expands ecosystem with healthcare. (12:50)
➡️ Qualcomm’s privacy and trust for personal agentic AI. (13:38)
➡️ Qualcomm’s blueprint for personal physical AI. (16:12)
➡️ DEBATE: Is Apple really behind on AI and agentic AI? (16:47)
➡️ To Meta Muse or not to Muse, that is the question. (19:57)
➡️ The growing concern about agentic AI safety. (21:19)
➡️ Are we coming to an AI reckoning? (24:31)
➡️ The asymmetrical fight against AI bad stuff. (26:54)
➡️ TSMC and Samsung pull EUV High-NA trigger. (31:00)
➡️ AI Infrastructure Summit 2026 recap. (33:06)
➡️ NVIDIA partners with D-Matrix for inference AI. (37:11)
➡️ Reclassifying GPU useful life with modernization. (39:46)
➡️ Anderon quantum foundry funded by U.S. and IBM. (41:36)
➡️ IonQ buys Skwater for vertical integration. (42:14)
➡️ The Things Conference & Edge AI. (44:02)
➡️ Ericsson & Nokia on physical AI and Space AI. (44:40)
➡️ Perception AI is the practical frontier of physical AI. (45:59)
➡️ The sobering reality & state of AI-RAN and edge AI. (46:51)
➡️ The funny math and expectations of physical AI. (48:21)

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