Silicon Futures for June 2025: AMD Advancing AI, Cisco Live!, Sensors Converge 40th and more!

The neXt Curve reThink Podcast

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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 the month of June, Leonard and Jim talk about their key takes and highlights from AMD Advancing AI, Cisco Live!, the 40th Anniversary Sensors Converge event. They cover the big news across AI computing, networks, edge AI, and the fast-evolving sensor edge, and provide their analysis of Qualcomm’s announced acquisition of Alphawave Semi and much more!

Topics that mattered in the AI and semiconductor universe in June of 2025:

• Highlights and analysis of AMD Advancing AI 2025
• The uber growth in AI computing demand - Tiria Research forecast
• Highlights and analysis of Sensors Converge 2025 - 40th Year!
• Highlights and analysis of Cisco Live! 2025
• The power and cooling problem with AI data center
• Intel cleans house with layoffs while Apple and others clean out their support
• Qualcomm makes a big AI data center move with Alphawave Semi acquisition
• Is the defense industry the new frontier of innovation and tech?

Hit 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.
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.