Silicon Futures for January 2025 (with Karl Freund and Jim McGregor)

The neXt Curve reThink Podcast

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Jim McGregor of TIRIAS Research and Karl Freund of Cambrian-AI Research joined me to recap January 2025, another action-packed month in the world of semiconductors and accelerated and non-accelerated computing on the neXt Curve reThink Podcast series, Silicon Futures. The trio also shares their thoughts on where the industry and the tech are going in 2025.
We parse through the key announcements semiconductor industry and AI headlines of January 2025 and their year-end thoughts:

➡️ CES 2025 - AI everywhere (1:53)

➡️ Nvidia's supercomputing at the edge (3.00)

➡️ Nvidia's vision for the AI PC challenging the meaning of the AI PC (5:49)

➡️ The compelling use case of AI on the PC (8:14)

➡️ CES 2025 impressions by Intel, AMD and Qualcomm (14:48)

➡️ Jim's sparse trek on the CES 2025 floor - MIPS, Synaptics, NXP (18:18)

➡️ Arm's reinvention and their ongoing battle with Qualcomm (19:10)

➡️ CES 2025's hidden wireless gem (20:20)

➡️ DeepSeek and the implications on the AI industry (22:30)

➡️ Reasoning and agentic AI changing the slope of AI (28:30)

➡️ DeepSeek's semi-open kimono (30:34)

➡️ A middle finger to U.S. AI diffusion rule, Stargate, and regulation (34:05)

➡️ The engineer who will design the first 8th generation tactical fighter (37:20)

➡️ The prospects and pivot of Quantum - Willow & Trillium (37:55)

➡️ Jim, Karl, and Leonard give their thoughts on AI and chips in 2025 (42:46)

Hit both Leonard, Jim, and Karl 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.
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 for the tech and industry insights that matter.
Happy New Year!

Chapters

1. Silicon Futures for January 2025 (with Karl Freund and Jim McGregor) (00:00:00)

2. CES 2025 - AI everywhere (00:01:53)

3. Nvidia's supercomputing at the edge (00:03:00)

4. Nvidia's vision for the AI PC challenging the meaning of the AI PC (00:05:49)

5. The compelling use case of AI on the PC (00:08:14)

6. CES 2025 impressions by Intel, AMD and Qualcomm (00:14:48)

7. Arm's reinvention and their ongoing battle with Qualcomm (00:14:48)

8. Jim's sparse trek on the CES 2025 floor - MIPS, Synaptics, (00:18:18)

9. Arm's reinvention and their ongoing battle with Qualcomm (00:19:10)

10. CES 2025's hidden wireless gem (00:20:20)

11. DeepSeek and the implications on the AI industry (00:22:23)

12. Reasoning and agentic AI changing the slope of AI (00:28:30)

13. DeepSeek's semi-open kimono (00:30:34)

14. A middle finger to U.S. AI diffusion rule, Stargate, and regulation (00:34:05)

15. The engineer who will design the first 8th generation tactical fighter (00:37:20)

16. The prospects and pivot of Quantum - Willow & Trillium (00:37:55)

17. Jim, Karl, and Leonard give their thoughts on AI and chips in 2025 (00:42:46)