After the rapid advances of the past few years, who would dare to predict even the near-term future of AI?
Yet several clear trends are clear. As agentic AI is being deployed at scale, we can look forward to increased collaboration of agents in orchestrated ecosystems. Physical AI is a crucial next step, including (humanoid) robots transforming our homes and workspaces. In parallel, AI - just like advances in quantum computing - could unlock innovations that we can scarcely imagine, including breakthroughs in fields such as physics and biology.
Building the AI future requires a solid hardware foundation. In data centers, the demand for high-performance, energy-efficient compute will be unprecedented. At the edge, energy- efficient and real-time inference must be enabled, combined with new semiconductor sensing and actuation technologies for AI to interact with the physical world.
ITF USA at SEMICON® West presents the building blocks for shaping this AI future. We take stock of the full AI deep-tech stack: from silicon to systems, from research to manufacturing.




