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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 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.