Silicon Futures for February 2026 – NVIDIA earnings, Qualcomm & HUMAIN, AMD & Meta and more!

by | Feb 26, 2026 | Video

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

In this episode, Leonard, Karl and Jim talk about some of the top headlines from February of 2026.

➡️ NVIDIA’s earnings results for Q4 FY26 – What did it mean?
➡️ Cadence acquires ChipStack to advance AI and agentic verification
➡️ The accelerating agentic AI disruption of 2026
➡️ AMD cuts a 6GW AI infrastructure deal with Meta, warrants included
➡️ Is Taalas proving that ASICs are the future of AI inference?
➡️ Meta’s AI infrastructure diversification strategy
➡️ The ramp of sovereign AI, the current driver of AI infrastructure growth
➡️ Qualcomm delivers A100 racks to HUMAIN
➡️ Is there an AI bubble or not?
➡️ What’s the deal between Intel and SambaNova?
➡️ Is Ericsson flipping the script on AI-RAN?

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