Silicon Futures for May 2026 - Qualcomm hyperscale AI, Cerebras IPO, Huawei 1.4 nm
The neXt Curve reThink PodcastShow Notes
Send us Fan Mail 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 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 c...
More from The neXt Curve reThink Podcast
Send us Fan Mail In this special episode of neXt Curve's reThink Podcast, Prakash Sangam, Principal Analyst at Tantra Analyst joins Leonard Lee to cover the top stories in tech. Qualcomm and Arm were back in court last week. This time Qualcomm is the plaintiff bring a wide-ranging case to a jury in Wilmington, Delaware, which could shape the future of Arm core IP licensing going forward with not only Qualcomm, but the massive base of licensees who depend on Arm's core IP. Prakash Sangam, Pr...
Send us Fan Mail "From the Radio to the RIC" is a podcast series covering mobile wireless technologies and the AI-evolution of the mobile infrastructure and computing. In this special episode of "From the Radio to the RIC", Leonard meets up with Patrick Lopez of {Core Analysis} have an impromptu conversation on the final day of TM Forum's Innovate Americas 2026 event, which took place in Plano, Texas. Patrick and Leonard talk about the following topics and highlights: ➡️ Don't call m...
Send us Fan Mail "From the Radio to the RIC" is a podcast series that is a collaboration between Earl Lum of EJL Wireless Research and Leonard Lee of neXt Curve covering mobile wireless technologies and the AI-evolution of the mobile infrastructure and computing. In this episode of "From the Radio to the RIC", Earl and Leonard talk about the following topics and highlights: ➡️ The state of the RAN market in H2 26 and beyond. (2:40) ➡️ The perennial 5G monetization mystery. (7:52) ➡️ Closing...
Send us Fan Mail 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 NVIDIA, the Open Agent Safety Platform, the emergence of EUV High-NA, and more! We break down the AI and chip trends that matter! Tune in! In this episode, Leonard, Karl and Jim talk about.... ➡️ Jim sets the ag...
Send us Fan Mail In this episode of the neXt Curve reThink podcast, Leonard Lee is joined by special guest, Prakash Sangam, Principal Analyst at Tantra Analyst, to recap Qualcomm's biggest event of the year, Snapdragon Tech Summit 2026, which took place in Maui, Hawaii. Prakash and Leonard cover the following topics in their recap of Qualcomm's Snapdragon Summit 2026: 👉 Overview of the Snapdragon Summit program, key themes & impressions. (2:12) 👉 The smartphone takes center stage with Sn...