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

Joined July 2012
421 Photos and videos
Francis Sideco retweeted
#AI will not only change how we view and use technology, but also the devices that we choose to use. @tiriasresearch continues to examine this dynamic. Read more about AI's impact on wearable tech on Forbes.com at forbes.com/sites/tiriasresea…
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Francis Sideco retweeted
The primary personal computing device has changed multiple times over the years from the desktop to currently, the smartphone. However, with AI and companies such as @Qualcomm, @Meta and Specs leading the way that could soon change. forbes.com/sites/tiriasresea…
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Francis Sideco retweeted
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.
The world’s first @nvidia Vera Rubin NVL72 server rack is here. We’re thrilled to deliver the first working, liquid-cooled @Dell PowerEdge XE9812 for @CoreWeave. Built for the next era of AI infrastructure. 🚀🤝
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Francis Sideco retweeted
The architecture of an agent as presented by @Nvidia at #Computex2026
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Francis Sideco retweeted
A look at the @Nvidia Vera Rubin platform that is now in production. #Computex2026
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Francis Sideco retweeted
AI factories are unique, not just high-performance data centers, which is why @Nvidia has built the DSX ecosystem just for AI factories. #Computex2026
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Francis Sideco retweeted
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
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Francis Sideco retweeted
According to @Nvidia, it built the Vera CPU for the performance needs of agents, not humans, with very high performance and low latency. #Computex2026
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Francis Sideco retweeted
A look at the new @Nvidia Vera Ruben system trays, DGX Station, & RTX Spark notebooks and small form factor PCs at #Computex2026
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Francis Sideco retweeted
#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?
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Francis Sideco retweeted
When it comes to custom silicon, @intel isn't standing still with design wins at @Google and @Ericsson.
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Francis Sideco retweeted
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! 👇 youtu.be/0qNvYn0mN5w?si=J759… via @YouTube
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Francis Sideco retweeted
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.
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Francis Sideco retweeted
Replying to @TechnologistNet
@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 youtu.be/nhxZbNQ0RlA?si=x0n8…
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Francis Sideco retweeted
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. youtu.be/nhxZbNQ0RlA?si=tVlz… via @YouTube
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Francis Sideco retweeted
@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 youtu.be/XwpY-I1cshg?si=-Jsd…
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Francis Sideco retweeted
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. forbes.com/sites/tiriasresea…
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Francis Sideco retweeted
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. forbes.com/sites/tiriasresea…
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Francis Sideco retweeted
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. forbes.com/sites/tiriasresea…
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