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Qualcomm Lays Out New Data Center Roadmap For AI; Meta Buys It

by Karl Freund | Jun 24, 2026 | In the News

At the Qualcomm 2026 Investor Day, the company disclosed it’s data center roadmap and, perhaps more importantly, announced that Meta has entered into a multi-year, multi-generation agreement with Qualcomm to deploy its data center technologies. This is a strong...
Silicon Futures for February 2026 – NVIDIA earnings, Qualcomm & HUMAIN, AMD & Meta and more!

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

by Karl Freund | 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...

Taalas Launches Hardcore Chip With ‘Insane’ AI Inference Performance

by Karl Freund | Feb 24, 2026 | In the News

The AI hardware market looks a lot different today than it did yesterday, thanks to the introduction of the Taalas Hardcore AI architecture. Founded two and a half years ago, Taalas has developed a platform for transforming any AI model into custom silicon, hardening...

Google AI Shot Heard Globally; Another Shoe Is About To Drop

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

The AI sphere is abuzz lately with news and rumors that the latest Google TPU, Ironwood, is powering the Gemini3 model, outpacing OpenAI on many metrics including intelligence and performance. Now, The Information, echoed by Bloomberg and CNBC, is reporting that...

Who Needs Big AI Models? Amazon Web Services Using Cerebras Hardware

by Karl Freund | Jul 10, 2025 | In the News

The AI world continues to evolve rapidly, especially since the introduction of DeepSeek and its followers. Many have concluded that enterprises don’t really need the large, expensive AI models touted by OpenAI, Meta, and Google, and are focusing instead on...
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  • Silicon Futures for June 2026 – COMPUTEX, Nebius Inflection, Qualcomm Investor Day, and more…
  • Qualcomm Lays Out New Data Center Roadmap For AI; Meta Buys It
  • As Agentic AI Reshapes Computing, Could It Reshape Qualcomm?

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