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

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 mattered in the AI and semiconductor universe:

🔥 The Quantum Pivot is underway as the industry looks beyond AI (4:20)
🔥 The front loading of future tech and the end market digestion issue of AI (7:51)
🔥 The shift in the AI narrative – circular investment and over-investment debates (10:37)
🔥 Google’s TPU and Ironwood might have changed the AI infrastructure game (11:18)
🔥 Novel forms of AI infrastructure CapEx offload to 3rd party neoclouds (14:41)
🔥 The debate over useful life of AI infrastructure and accelerated depreciation (18:23)
🔥 Intel 18A is ramping and Panther Lake looks like it will debut on it H1 2026! (21:59)
🔥 Intel will be keeping their NEX (Networking & Edge) group! (25:23)
🔥 TSMC, Amcor, and Intel advance U.S. semiconductor manufacturing resiliency (26:45)
🔥 The circular deals defining the current phase of the AI infrastructure story (30:03)
🔥 NVIDIA continues investment streak with Synopsys and Nokia! (32:27)
🔥 What will be the future of AI-RAN with NVIDIA and Nokia? (35:11)
🔥 Karl’s paper on Google’s Ironwood and a deep dive into implications! (40:20)
🔥 Qualcomm enters the AI infrastructure game with AI 200 and AI 250 racks! (48:11)
🔥 Memory market restructures as Micron drops its Crucial consumer brand! (49:08)