Silicon Futures for July 2026 – AMD Advancing AI, Open model debate, OpenAI’s rogue agent crisis

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

Leonard Lee (neXt Curve), Karl Freund (Cambrian AI Research), and Jim McGregor (Tirias Research), try to make sense of a world of AI and semiconductors that has gone truly mad. Drama and volatility are the only ways to describe what we witnessed in July with AI agent swarms going rogue, a frantic effort to save open-weight models from being banned by the U.S. government, and AMD coming to market with their first rack-scale AI supercomputing system to take on NVIDIA’s dominance.

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

➡️ AMD Advancing AI 2026 highlights (3:47)
➡️ AMD + Cerebras partnership for inference AI (4:18)
➡️ AMD’s strategy for heterogeneous AI inference compute (7:04)
➡️ AMD touts CPU portfolio and diversity for AI (10:34)
➡️ Is agentic AI compute the same as AI training compute? (13:57)
➡️ Is AMD’s ecosystem 18-month behind NVIDIA’s? (17:29)
➡️ Could ROCm.ai be a CUDA equalizer for AMD? (19:46)
➡️ Are we in the infancy of AI still? (24:54)
➡️ Will closed AI models and labs continue to lead? (26:34)
➡️ AI for security vs. AI for threat actors. Who wins? (33.39)
➡️ Is the gigawatt a good metric for “AI capacity”? (37:57)
➡️ QUANTUM NEWS! IBM acquires HRL Laboratories (43:58)
➡️ What to make of Intel’s public commitment to 14A? (43:58)