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Silicon Futures for May 2026 – Qualcomm hyperscale AI, Cerebras IPO, Huawei 1.4 nm

Silicon Futures for May 2026 – Qualcomm hyperscale AI, Cerebras IPO, Huawei 1.4 nm

by Karl Freund | May 31, 2026 | Video

Silicon Futures is a neXt Curve reThink Podcast series on AI and semiconductor tech and the industry topics that matter. This month, the AI narrative has rediscovered its mojo with hyperscalers continuing to double down on their CapExc on AI infrastructure, while...
Silicon Futures for April 2026 – The AI CPU craze, Qualcomm’s custom AI, Google TPU 8 explained!

Silicon Futures for April 2026 – The AI CPU craze, Qualcomm’s custom AI, Google TPU 8 explained!

by Karl Freund | May 4, 2026 | Video

Silicon Futures is a neXt Curve reThink Podcast series on AI and semiconductor tech and the industry topics that matter. This month shall be dubbed the month of specialization as the tide of AI compute make a hard turn toward inference and agentic AI. What is all this...
Silicon Futures for March 2026 – Intel Foundry, Embedded World, Edge AI and Arm Everywhere

Silicon Futures for March 2026 – Intel Foundry, Embedded World, Edge AI and Arm Everywhere

by Karl Freund | Mar 28, 2026 | Video

Silicon Futures is a neXt Curve reThink Podcast series on AI and semiconductor tech and the industry topics that matter. Oddly, all three of us agree, March has turned out to be a pivotal month set by MWC and NVIDIA’s GTC. The AI silicon and systems script is being...
Silicon Futures for November 2025 – Circular AI investment, Google Ironwood, and more!

Silicon Futures for November 2025 – Circular AI investment, Google Ironwood, and more!

by Karl Freund | Dec 8, 2025 | Video

Silicon Futures is a neXt Curve reThink Podcast series on AI and semiconductor tech and the industry topics that matter. In this mega-catchup recap episode, Leonard, Karl and Jim talk about some of the top headlines from September through November of 2025. Topics that...

Qualcomm Snapdragon Takes Aim At PC Rivals Intel, AMD And Apple

by Karl Freund | Sep 25, 2025 | In the News

Snapdragon sponsored my trip to Maui to see the new hardware being announced at the annual Snapdragon Summit in Maui. Qualcomm has rolled out new Snapdragon 8 for mobile and X2 Elite for Laptops that take on the competition with faster performance and lower power than...
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