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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 special August midpoint episode, Leonard, Karl and Jim talk about some of the top headlines of the first couple of weeks of August while we were together at KeyBanc Capital Markets Technology Leadership Summit which took place in Deer Valley, UT.

Topics that mattered in the AI and semiconductor universe at the midpoint of August of 2025:

• Karl's latest Forbes article: "Skipping Nvidia Left Amazon, Apple And Tesla Behind In AI"
• Intel's cash malaise - Softbank and the U.S. government to the rescue?
• Trump's AI export tax and its implications on NVIDIA and AMD and U.S. AI leadership
• Jim recaps his takes from FMS (The Future of Memory & Storage) Conference 2025 and the evolving role of memory in AI supercomputing
• The MIT NANDA Initiatives controversial report on AI, "The GenAI Divide: State of AI in Business 2025"

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.
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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.