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...

Redefining AI Infrastructure: A Conversation with Baya Systems and Tirias Research

by Karl Freund | Oct 30, 2025 | Video

In this roundtable, Baya Systems’ Nandan Nayampally joins Karl Freund (Cambrian-AI Research) and Jim McGregor (Tirias Research) to discuss how chiplets, modular design, and software-driven interconnects are reshaping AI infrastructure. More Cambrian-AI Visions Video...

Silicon Futures for August 2025 II – Hot Chips 2025, GlobalFoundries Technology Summit, and MIPS

by Karl Freund | Aug 31, 2025 | Video

Silicon Futures is a neXt Curve reThink Podcast series on AI and semiconductor tech and the industry topics that matter. In this second August monthly recap episode, Leonard, Karl and Jim talk about some of the top headlines of the second half of August. Topics that...