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

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!

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

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

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...
Silicon Futures for August 2025: Intel Drama, Trump’s AI Export Tax, MIT NANDA’s AI Progress Report.

Silicon Futures for August 2025: Intel Drama, Trump’s AI Export Tax, MIT NANDA’s AI Progress Report.

by Karl Freund | Aug 23, 2025 | Video

Silicon Futures is a neXt Curve reThink Podcast series on AI and semiconductor tech and the industry topics that matter. In this special August midpoint episode, Leonard, Karl and Jim talk about some of the top headlines of the first couple of weeks of August while we...
Silicon Futures for May 2025 Part 1 – IBM Think, CadenceLIVE 2025 and more!

Silicon Futures for May 2025 Part 1 – IBM Think, CadenceLIVE 2025 and more!

by Karl Freund | May 11, 2025 | Video

Silicon Futures is a neXt Curve reThink Podcast series on AI and semiconductor tech and the industry topics that matter. Jim McGregor of TIRIAS Research and Karl Freund of Cambrian-AI Research joined neXt Curve to cover the first half of another action-packed month in...
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