by Karl Freund | 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...
by Karl Freund | Sep 19, 2026 | In the News
The AI Infra Summit (formerly AI HW Summit) this year was huge, with over 9,000 registered on-site attendees over three packed days of sessions in Santa Clara stretching over six large stages and a show floor that seemed to span miles. Next year will be even bigger,...
by Karl Freund | Jul 15, 2026 | In the News
Have you noticed a disturbing trend lately in your AI stocks? As analysts continue to increase their earnings and price projections for popular AI stocks, the prices continue to decline. All in spite of massive revenue growth projections. Yahoo Finance tallies the...
by Karl Freund | Jul 8, 2026 | Video
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), unpack a dense and drama-filled month in AI and...
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...
