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Silicon Futures for February 2025: NVIDIA, Arm, Dragonwing (with Jim McGregor)
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Jim McGregor of Tirias Research joined Leonard Lee of neXt Curve to recap February 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. Jim and Leonard share their thoughts on the state of NVIDIA, Arm's new edge AI play, and Qualcomm's Dragonwing.
This episode covers:
➡️ NVIDIA's Q4 2025 Earnings & Outlook - The bellweather of AI (2:31)
➡️ Intel dismantling rumors regarding Broadcom & TSMC (6.00)
➡️ Arm announces new IoT Platform and Cortex A320 (10:03)
➡️ Qualcomm unveils their new Dragooning brand for industrial(11:21)
➡️ MWC 2025, Embedded World, NVIDIA GTC, OFC, IBM and more! (16:50)
Hit both Leonard 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.
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