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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 case against OpenAI. Too bad.

Regardless, another action packed month in May 2026.

In this episode, Leonard, Karl and Jim talk about some of the top headlines from May of 2026.

➡️ Qualcomm's mystery hyperscaler customer?
➡️ The geopolitical risk of playing the AI game
➡️ Huawei teases "1.4 nm" chip and novel architecture
➡️ Cerebras finally IPOs!
➡️ NVIDIA's Q1 FY27 results and new reporting structure
➡️ Memory vendors are now $trillion market cap
➡️ Will Apple use Intel Foundry for Apple Silicon?
➡️ The state of Intel Foundry business
➡️ Alex Katouzian joins Intel to head up Client Computing Physical AI
➡️ AMD proving they are more than AI accelerators
➡️ Is the AI infrastructure boom driving IoT revival?
➡️ AMD, Arm, NVIDIA, Intel, and the CPU boom
➡️ Dell's pivot toward warm-water cooling
➡️ Dell leans into AI workstation!
➡️ NVIDIA investments in Taiwanese AI startups
➡️ "Other income" unrealized gains of AI investments
➡️ All eyes on COMPUTEX 2026

Hit Leonard, Karl, and Jim up on LinkedIn and take part in their 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://substack.com/@karlfreund429026

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://substack.com/@nextcurve) for the tech and industry insights that matter.

NOTE: The transcript is AI-generated and will contain errors.

DISCLAIMER: This podcast is for informational purposes only.

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It was great to have a chance to share the stage with Azita Arvani, Stanford Sloan Fellow at Sensors Converge 2026 to talk about the "Edge Continuum" as it relates to edge AI and what I call the Perception Edge (Sensors + Edge AI).

Azita and I talk about what the edge continuum is, what is shaping the present and future of the perception edge, where AI makes sense across the edge, and what the role of sensors and edge AI will play in physical AI.

Thanks to David Drain and the Sensors Converge team for setting us up with this spot to share with this year's attendees! Congrats on another great event!

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I had a great time hanging out with Pete Bernard, CEO of EDGE AI FOUNDATION at Sensors Converge 2026 which took place at the Santa Clara Convention Center this week. We had a chance to chat about the key trends that we see shaping what I've been calling the Perception Edge. What is it?

Simple. Sensors + Edge AI. Check out our brief conversation where we touch on the implications of this convergence of sensor technology with edge AI, the possibilities created, and the critical mindset shifts we need to make to appreciate and capitalize on the change and opportunity that is coming at the Perception Edge.