by Karl Freund | May 31, 2026 | Video
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...
by Karl Freund | May 4, 2026 | Video
Silicon Futures is a neXt Curve reThink Podcast series on AI and semiconductor tech and the industry topics that matter. This month shall be dubbed the month of specialization as the tide of AI compute make a hard turn toward inference and agentic AI. What is all this...
by Karl Freund | Apr 20, 2026 | Video
Silicon Futures is a neXt Curve reThink Podcast series on AI and semiconductor tech and the industry topics that matter. In this special Silicon Futures podcast episode, Karl and Jim provide a master class on the modalities of quantum computing and the state of their...
by Karl Freund | Mar 28, 2026 | Video
Silicon Futures is a neXt Curve reThink Podcast series on AI and semiconductor tech and the industry topics that matter. Oddly, all three of us agree, March has turned out to be a pivotal month set by MWC and NVIDIA’s GTC. The AI silicon and systems script is being...
by Karl Freund | Mar 21, 2026 | Video
Leonard, Karl, and Jim attended the AI event of the year, NVIDIA’s GTC 2026. This year, the agentic AI theme went into overdrive with its DeepSeek moment, OpenClaw. Or was it a ChatGPT moment? The trio unpacks a deluge of announcements from NVIDIA’s technology stack...
by Karl Freund | Feb 26, 2026 | Video
Silicon Futures is a neXt Curve reThink Podcast series on AI and semiconductor tech and the industry topics that matter. In this episode, Leonard, Karl and Jim talk about some of the top headlines from February of 2026. ➡️ NVIDIA’s earnings results for Q4 FY26...
