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

by | 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 semiconductor universe:

🔥 Kicking off the agenda for Silicon Futures December 2025 (0:32)
🔥 NVIDIA acquihires and licenses IP from Groq for $20 billion! (2:40)
🔥 No quantum assets for NVIDIA in 2025…. why? (7:06)
🔥 NVIDIA seems to be diversifying their IP & architecture portfolio in 2025 (9:03)
🔥 NVIDIA’s diffusion plays in 2025 to tap the custom AI infra market (11:14)
🔥 AWS launches Trainium3 instances & tees up Trainium4 (15:15)
🔥 Shifting competitive & technological landscapes impact “AI leadership” (19:11)
🔥 Marvell acquires Celestial AI for optical scale-up IP & advanced interconnect (25:21)
🔥 Karl’s 10 AI and semiconductor industry predictions for 2026! (27:42)
🔥 Leonard’s AI and semiconductor industry predictions for 2026! (44:29)
🔥 Wrap up (49:02)

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