Silicon Futures is a neXt Curve reThink Podcast series on AI and semiconductor tech and the industry topics that matter co-hosted by Jim McGregor of TIRIAS Research, and Karl Freund of Cambrian AI Research. 🎥 WATCH HERE! 👉 https://lnkd.in/ggbiMpbJ 🔊 LISTEN HERE! 👉 https://lnkd.in/gAAVDEZp This month, the AI narrative has rediscovered its mojo with hyperscalers continuing to double down on their CapExc on AI infrastructure, while realizing unrealized "other income" from their investments in AI startups and labs as the likes of Anthropic, OpenAI, and xAI prepare to go public. We didn't cover it in our discussion, but yes, Elon Musk lost his case against OpenAI. Too bad. Regardless, another action packed month in May 2026. In this episode, Karl, Jim, and I talk about some of the top headlines from May of 2026. ➡️ Qualcomm's mystery hyperscaler customer? (2:07) ➡️ The geopolitical risk of playing the AI game (4:46) ➡️ Huawei teases "1.4 nm" chip and novel architecture (7:29) ➡️ Cerebras finally IPOs! (14:17) ➡️ NVIDIA's Q1 FY27 results and new reporting structure (20:57) ➡️ Memory vendors are now $trillion market cap (23:50) ➡️ Will Apple use Intel Foundry for Apple Silicon? (25:42) ➡️ The state of Intel Foundry business (28.22) ➡️ Alex Katouzian joins Intel to head up Client Computing Physical AI (29:07) ➡️ AMD proving they are more than AI accelerators (30:57) ➡️ Is the AI infrastructure boom driving IoT revival? (32:15) ➡️ AMD, Arm, NVIDIA, Intel, and the CPU boom (34:50) ➡️ Dell Technologies' pivot toward warm-water cooling (37:36) ➡️ Dell leans into AI workstation! (38:57) ➡️ NVIDIA investments in Taiwanese AI startups (40:56) ➡️ "Other income" unrealized gains of AI investments (42:29) ➡️ All eyes on COMPUTEX 2026 (43:21) Hit me, Karl, and Jim up on LinkedIn and take part in our industry and tech insights. Check out Jim and his research at Tirias Research at www.tiriasresearch.com. Check out Karl and his research at Cambrian AI Research LLC at www.cambrian-ai.com. Check out Karl's Substack at: https://lnkd.in/gVmhmUWc Please subscribe to our podcast which will be featured on the neXt Curve YouTube Channel. Check out the audio version on Buzzsprout or find us on your favorite Podcast platform. Also, subscribe to the neXt Curve research portal at www.next-curve.com and our Substack (https://lnkd.in/gcxS8SV9) for the tech and industry insights that matter. #nextcurve #agenticai #semiconductorindustry #nvidia #intel #qualcomm #cerebras
