Silicon Futures for March 2026 – Intel Foundry, Embedded World, Edge AI and Arm Everywhere

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...

The Silicon Futures NVIDIA GTC 2026 Recap (with Karl Freund and Jim McGregor)

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...

Silicon Futures for February 2026 – NVIDIA earnings, Qualcomm & HUMAIN, AMD & Meta and more!

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...

Silicon Futures for January 2026 – CES, Panther Lake, Vera Rubin, Maia 200 and more!

by Karl Freund | Feb 7, 2026 | Video

Silicon Futures is a neXt Curve reThink Podcast series focused 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 January of 2026. ➡️ Silicon highlights from CES 2026 ➡️...

Silicon Futures for December 2025 – NVIDIA + Groq, Trainium4, Marvell, and 2026 predictions!

by Karl Freund | Dec 27, 2025 | Video

Silicon Futures is a neXt Curve reThink Podcast series on AI and semiconductor tech and the industry topics that matter. In this mega-catchup recap episode, Leonard and Karl talk about some of the top headlines of December 2025. Topics that mattered in the AI and...

Silicon Futures for November 2025 – Circular AI investment, Google Ironwood, and more!

by Karl Freund | Dec 8, 2025 | Video

Silicon Futures is a neXt Curve reThink Podcast series on AI and semiconductor tech and the industry topics that matter. In this mega-catchup recap episode, Leonard, Karl and Jim talk about some of the top headlines from September through November of 2025. Topics that...