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Silicon Futures is a neXt Curve reThink Podcast series focused 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! (2:21)
🔥 No quantum assets for NVIDIA in 2025.... why? (6:02)
🔥 NVIDIA seems to be diversifying their IP & architecture portfolio in 2025 (7:16)
🔥 NVIDIA's diffusion plays in 2025 to tap the custom AI infra market (9:29)
🔥 AWS launches Trainium3 instances & tees up Trainium4 (12:55)
🔥 Shifting competitive & technological landscapes impact "AI leadership" (16:11)
🔥 Marvell acquires Celestial AI for optical scale-up IP & advanced interconnect (21:30)
🔥 Karl's 10 AI and semiconductor industry predictions for 2026! (23:31)
🔥 Leonard's AI and semiconductor industry predictions for 2026! (37:32)
🔥 Wrap up (41:16)

Hit Leonard, Karl, and Jim up on LinkedIn and take part in their industry and tech insights.

Check out Jim and his research at Tirias Research at www.tiriasresearch.com.
Check out Karl and his research at Cambrian AI Research LLC at www.cambrian-ai.com. Check out Karl's Substack at: https://substack.com/@karlfreund429026

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NOTE: The transcript is AI-generated and will contain errors.

DISCLAIMER: This podcast is for informational purposes only.