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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

Please subscribe to our podcast which will be featured on the neXt Curve YouTube Channel. Check out the audio version on BuzzSprout or find us on your favorite Podcast platform.

Also, subscribe to the neXt Curve research portal at www.next-curve.com and our Substack (https://substack.com/@nextcurve) for the tech and industry insights that matter.

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

DISCLAIMER: This podcast is for informational purposes only.

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neXt Curve's reThink Podcast focuses on tech and the industry topics that matter.

In this episode, Leonard Lee of neXt Curve is joined by renowned cloud computing thought leader, David Linthicum of Linthicum Research, to talk about the state of cloud and AI along with a recap of our time at re:Invent 2025.

They discuss the current state of cloud computing, particularly focusing on the widespread shift towards AI and agentic AI. David shares his experiences and thoughts on the significant focus on AI infrastructure witnessed at AWS re:Invent 2025. Both Leonard and David delve into the potential pitfalls of overemphasizing AI while neglecting core cloud services, stressing the importance of a balanced approach. They also explore the innovations and the lack thereof in the current cloud landscape and provide insights for what they expect and recommend for AWS in 2026.

Topics that mattered in the AI and semiconductor universe:

🔥 00:48 Background and Experience of David Linthicum
🔥 01:20 Consulting and Career Insights
🔥 03:44 Discussion on Cloud and AI Trends
🔥 04:56 Challenges and Realities of AI Adoption
🔥 14:52 Advice for Enterprises on AI Strategy
🔥 17:54 The Hype of Technology Providers
🔥 18:58 Reinventing Thought Leadership
🔥 19:20 AWS and the AI Overcorrection
🔥 19:47 Innovation and Core Business Focus
🔥 21:42 Missed Opportunities and Future Directions
🔥 24:06 AWS's Industrial Footprint
🔥 27:47 Recommendations for AWS 2026
🔥 33:00 Technical Debt and Modernization

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

Check out David Linthicum at www.davidlinthicum.com.

Please subscribe to our podcast which will be featured on the neXt Curve YouTube Channel. Check out the audio version on BuzzSprout or find us on your favorite Podcast platform.

Also, subscribe to the neXt Curve research portal at www.next-curve.com and our Substack (https://substack.com/@nextcurve) for the tech and industry insights that matter.

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

Send us a text

Silicon Futures is a neXt Curve reThink Podcast series focused on AI and semiconductor tech and the industry topics that matter.

In this mega catch-up recap episode, Leonard, Karl and Jim talk about some of the top headlines from September through November of 2025.

00:31 Industry Updates and Conferences
03:14 Quantum Computing Insights
07:08 AI and Data Center Evolution
10:14 Google's TPU Strategy
19:39 Intel's Manufacturing Advances
22:13 High NA Integration in Manufacturing
22:57 Intel's Strategic Decisions and 6G
24:05 US Manufacturing Capacity and Challenges
26:58 Nvidia's AI Roadmap and Market Position
29:26 Nvidia's Investment in Synopsys
31:16 Nokia and Nvidia's 6G Partnership
35:51 Google's AI Advancements with TPU
42:51 Qualcomm's AI Infrastructure
43:46 Micron's Memory Innovations

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

Please subscribe to our podcast which will be featured on the neXt Curve YouTube Channel. Check out the audio version on BuzzSprout or find us on your favorite Podcast platform.

Also, subscribe to the neXt Curve research portal at www.next-curve.com and our Substack (https://substack.com/@nextcurve) for the tech and industry insights that matter.

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