Francis Sideco

1.5K posts

Francis Sideco

Francis Sideco

@fsideco

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

شامل ہوئے Temmuz 2012
112 فالونگ417 فالوورز
Francis Sideco ری ٹویٹ کیا
TIRIAS Research
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. forbes.com/sites/tiriasre…
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TIRIAS Research
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. forbes.com/sites/tiriasre…
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Francis Sideco ری ٹویٹ کیا
TIRIAS Research
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. forbes.com/sites/tiriasre…
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Francis Sideco
Francis Sideco@fsideco·
Maybe this is a sub-layer to one of @nvidia 's 5-layer cake of AI? l could definitely see it as part of the model layer - primarily the data underlying the models.
TIRIAS Research@tiriasresearch

If AI is the vehicle, then a “semantic highway” determines how far and how fast it can go. This latest article on @forbes defines the "semantic highway" and why it is just as important of an infrastructure as your accelerated data center. forbes.com/sites/tiriasre…

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Francis Sideco ری ٹویٹ کیا
TIRIAS Research
TIRIAS Research@tiriasresearch·
@AnthropicAI and the US DoW are engaged in a dispute over the acceptable military use of Anthropic’s models highlighting tension between private T&C vs national security. How will this impact the broader AI industry? Check out our latest article on Forbes. forbes.com/sites/tiriasre…
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Francis Sideco ری ٹویٹ کیا
Jim McGregor
Jim McGregor@TekStrategist·
#NVIDIAGTC was packed with announcements - 7 new chips, 5 new racks, updated frontier models, NemoClaw at more. Join the Technologists as we discuss GTC 2026 on the latest #TechStack episode youtube.com/watch?v=ocwnWI…
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Francis Sideco ری ٹویٹ کیا
David Altavilla
David Altavilla@DaveAltavilla·
My good friends @fsideco, @TekStrategist and I sat down for a little post @NVIDIA GTC 2026 Recap in this latest TechStack episode. Agentic AI is here and the platform architectures are being defined as we watch and speak. Tune in to learn more. Good times and insightful commentary with my fellow Technologists from GTC! youtu.be/ocwnWIEIWOs?si… via @YouTube
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Francis Sideco ری ٹویٹ کیا
TIRIAS Research
TIRIAS Research@tiriasresearch·
Trading off FPS vs video quality is an everyday reality for gamers. Until now that is, if @AMD's FSR Redstone and @nvidia's DLSS 4.5 (and now 5.0) have anything to say about it. Check out Lucas Sideco's latest on @eetimes eetimes.com/ai-ushers-in-t…
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Francis Sideco ری ٹویٹ کیا
Jim McGregor
Jim McGregor@TekStrategist·
@nvidia presents @Micron with an award for "the fastest HBM4" dated November 2025. This contradicts reports that Micron would not be qualified for HBM4. BTW, we have not seen any announcements of HBM4 qualifications yet. #NVIDIAGTC
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Jim McGregor
Jim McGregor@TekStrategist·
According to Jensen Huang, every SaaS Company will become an AaaS company #NVIDIAGTC
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Francis Sideco ری ٹویٹ کیا
Jim McGregor
Jim McGregor@TekStrategist·
The more I hear about NemoClaw, the more excited I get. All the benefits of OpenClaw without the risk. Basically a secure wrapper around around OpenClaw.
Jim McGregor tweet mediaJim McGregor tweet media
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Francis Sideco ری ٹویٹ کیا
Jim McGregor
Jim McGregor@TekStrategist·
Even though I just attended #MWC26 and #ew26, two of the largest tradeshows in the tech industry, there seems to be more buzz and excitement around #NVIDIAGTC, where it's all about AI and now robotics/physical AI.
NVIDIA@nvidia

We’re going live at #NVIDIAGTC in 30 minutes. ⏱️ Join us for GTC Live at 8 a.m. PT as we get ready for Jensen Huang's keynote 11 a.m. Featuring industry leaders from: @bfl_ml, @Cadence, @CaterpillarInc, @cohere, @CoreWeave, @DellTech, @EdisonSci, @FireworksAI_HQ, @IBM, @LangChain, @MistralAI, @MorganStanley, OpenClaw, @EvidenceOpen, @PalantirTech, @perplexity_ai, PhysicsX, @PrimeIntellect, @SkildAI, @Waabi_ai 🔗 nvda.ws/4lx8m0w

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Francis Sideco ری ٹویٹ کیا
Jim McGregor
Jim McGregor@TekStrategist·
Autonomous Vehicle technology, and the companies developing the technology, is leading the revolution to advanced robotics like humanoids. Read more about it in @Forbes.com at forbes.com/sites/tiriasre…
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Francis Sideco ری ٹویٹ کیا
Jim McGregor
Jim McGregor@TekStrategist·
The new @Qualcomm-based Arduino board, the Ventuno Q, for physical AI that will be available in Q2.
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Francis Sideco ری ٹویٹ کیا
Jim McGregor
Jim McGregor@TekStrategist·
A first look at the @Quacomm AI200 rack. So many people are interested in it, hopefully I can get better images later.
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Francis Sideco ری ٹویٹ کیا
Jim McGregor
Jim McGregor@TekStrategist·
Once again, just me at #MWC2026 at the @IBM booth in hall 2 at 12:30 as IBM, @PaloAltoNtwks, and @tiriasresearch discuss the challenges of AI and 6G, and the urgency to meet them.
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Francis Sideco ری ٹویٹ کیا
TIRIAS Research
TIRIAS Research@tiriasresearch·
TIRIAS Research Analyst, Lucas Sideco, got a chance to put @AMD 's latest Ryzen 7 9850X3D through its paces and it did not disappoint. Check out his review and test results in his latest article on @eetimes eetimes.com/amd-sets-the-s…
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دریافت کریں

@Tesla @SpaceX @xai @Forbes @nvidia @AnthropicAI @TechnologistNet @DaveAltavilla