Francis Sideco

Tech/Strategy executive advisor focused on all things tech #5G, #Mobiletech, #Cloud, #AI, #MachineLearning,#Autotech,#semiconductors,#IoT, #Cybersecurity, #PC

[Jim McGregor @TekStrategist]

One of the key focuses at #Computex26 and for the rest of 2026 will be the shipments of @Nvidia Vera Rubin systems. The industry just can't receive them fast enough.

[Jim McGregor @TekStrategist]

The architecture of an agent as presented by @Nvidia at #Computex2026

[Jim McGregor @TekStrategist]

A look at the @Nvidia Vera Rubin platform that is now in production. #Computex2026

[Jim McGregor @TekStrategist]

AI factories are unique, not just high-performance data centers, which is why @Nvidia has built the DSX ecosystem just for AI factories. #Computex2026

[Jim McGregor @TekStrategist]

Designing a system is much more than just assembling components. The design of the @Nvidia Vera Rubin system trays is a huge improvement, reducing assembly time and enhancing reliability. #Computex2026

[Jim McGregor @TekStrategist]

According to @Nvidia, it built the Vera CPU for the performance needs of agents, not humans, with very high performance and low latency. #Computex2026

[Jim McGregor @TekStrategist]

A look at the new @Nvidia Vera Ruben system trays, DGX Station, & RTX Spark notebooks and small form factor PCs at #Computex2026

[Jim McGregor @TekStrategist]

#Mediatek CEO Rick Tsai joins #Nvidia CEO Jensen Huang for a Q&A session at #Computex2026. This partnership now extends from PCs and workstations to automotive. Where else will these two companies go together?

[Jim McGregor @TekStrategist]

When it comes to custom silicon, @intel isn't standing still with design wins at @Google and @Ericsson.

[Francis Sideco @fsideco]

@nakulduggal and team are firing on all cylinders (pun intended) over at @Qualcomm. And they've been tasked with doing the same thing as Qualcomm looks to establish leadership in industrial and robotics. Should be wild ride over the next couple of years!

[TIRIAS Research @tiriasresearch]

@Qualcomm has rapidly shot past its peers to become a leader in the automotive sector with a record 15 consecutive quarters of growth and if the recent stock performance is any indication, the Street is loving it. How? Check out our latest on @Forbes https://t.co/B5NgvUOhbG

[David Altavilla @DaveAltavilla]

Just launched a new #TechStack conversation with Infineon Technologies’ Paula Finnegan Jones and HotTech Vision And Analysis Principal Analyst @MarcoChiappetta on the rapidly evolving Software Defined Vehicle and the semiconductor infrastructure enabling it.

We dug into zonal architectures, Automotive Ethernet as the new in-vehicle backbone, Infineon’s AURIX and TRAVEO MCU platforms, security, OTA updates, RISC-V momentum and why SDVs are opening up significant opportunities across embedded networking, power delivery, sensing and distributed compute at the edge.

Worth a watch if you follow automotive tech, semis and the sensing edge.
@AgnesToan, @TekStrategist , @fsideco and @MarkVenaTechGuy you too! 👇

https://t.co/ED20E9GVZQ via @YouTube

[Francis Sideco @fsideco]

@Qualcomm reported yesterday. Seems like the Street liked it. It's a proof point of it rev diversification strategy. Even with handset softness, strong auto clearly offset concerns. Entrance in hyperscaler custom ASIC just continues to signal the focus on diversification.

[Jim McGregor @TekStrategist]

It's official, @Google announced plans to sell TPU chips to customers. With @Amazon, @Microsoft, and @Meta follow? Even if they do, it is unlikely to change the market dynamics, especially given the unconstrained growth of AI.

[Mark Vena @MarkVenaTechGuy]

@TechnologistNet weigh in with their thoughts on @Apple's new CEO and weigh in on #TimCook's legacy, as well as commenting on @Intel's boffo earnings report @DaveAltavilla @MarcoChiappetta @FSideco @TekStrategist @brettbfaulk https://t.co/e7KOx3d1Hb

[David Altavilla @DaveAltavilla]

Had a great discussion last Friday with my colleagues @TekStrategist and @MarkVenaTechGuy on this TechStack podcast, breaking down Intel’s latest earnings and what looks like solid forward momentum across its product and foundry businesses.

We dug into the signals behind the numbers: renewed AI and enterprise demand, improving execution, and continued ramp of key process nodes. The results suggest Intel’s turnaround strategy is gaining traction, though sustaining consistent delivery at scale will remain the leading indicators over the coming quarters.

We also spent some time discussing Apple’s leadership transition from Tim Cook to John Ternus. Leadership changes at a company of Apple’s scale can signal a shift in operational priorities and product focus. It’ll be worth watching how Ternus shapes Apple’s next phase, particularly as #AI capabilities and platform integration become more central to the company’s long-term roadmap.
https://t.co/0lXxJ7AfRN via @YouTube

[Mark Vena @MarkVenaTechGuy]

@Qualcomm’s #SnapdragonX2Elite is turning up the heat in the #AI #PC race, but @Intel’s #Terafab ambitions remind everyone this fight is bigger than benchmarks. This #TechStack episode cuts through the hype around performance, manufacturing scale, and the future of client computing. The big takeaway: AI PCs are no longer a marketing slogan. They are becoming the next battleground for silicon dominance, ecosystem control, and enterprise relevance. Check it out! @DaveAltavilla @MarcoChiappetta @FSideco @TechnologistNet @TekStrategist https://t.co/O6z2OvdKI3

[Jim McGregor @TekStrategist]

Test results on the new @Qualcomm @Snapdragon
X2 Elite PCs and details the slew of @Intel
partnership announcements on the latest episode of #TechStack. @MarcoChiappetta @MarkVenaTechGuy @DaveAltavilla @fsideco https://t.co/dl5hwpFvgn

[TIRIAS Research @tiriasresearch]

Elon Musk recently unveiled Terafab, a proposed semiconductor mega-factory jointly driven by @Tesla, @SpaceX and @xai to produce unprecedented levels of AI computing hardware. Will he be able to pull it off? Check out our latest article on @Forbes.
https://t.co/waKX0TwhQY

[TIRIAS Research @tiriasresearch]

Helium powering the world’s most advanced semiconductor processes is suddenly in short supply. Our latest on @Forbes breaks down the current situation, which companies/regions are most impacted and what a prolonged closure would mean to the global AI boom.
https://t.co/yAX4rAJSdU

[TIRIAS Research @tiriasresearch]

OpenClaw is building AI agents at scale. Deemed “Raising a lobster”, it is transforming the AI landscape rapidly. Now with @nvidia's NemoClaw, it is more secure. Our latest on @Forbes analyzes this phenomenon and what it means to the global AI race.
https://t.co/QI1UyEO1li