Send us a textSilicon 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 Conferences03:14 Quantum Computing Insights07:08 AI and Data Center Evolution10:14 Google's TPU Strategy19:39 Intel's Manufacturing Advances22:13 High NA Integration in Manufacturing22:57 Intel's Strategic Decisions and 6G24:05 US Manufacturing Capacity and Challenges26:58 Nvidia's AI Roadmap and Market Position29:26 Nvidia's Investment in Synopsys31:16 Nokia and Nvidia's 6G Partnership35:51 Google's AI Advancements with TPU42:51 Qualcomm's AI Infrastructure43:46 Micron's Memory InnovationsHit 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/@karlfreund429026Please 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.

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