Silicon Futures for December 2024 (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 December 2024, 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 highlights from 2024 in a retrospective of the things matter this year.
We parse through the key announcements semiconductor industry and AI headlines of December 2024 and their year-end thoughts:
➡️ We share our thoughts on Pat Gelsinger's departure from Intel (2:18)
➡️ Marvell, AWS and the other GenAI supercomputing market (14.40)
➡️ The impact of the hyperscaler custom chip game on AI (16:35)
➡️ The objective of economical GenAI (19:07)
➡️ The end market red flags of GenAI and the adoption/diffusion dilemma (22:50)
➡️ Jim gives his report on the Arm vs. Qualcomm trial (27:30)
➡️ Does the CPU matter in GenAI supercomputing? (36:50)
➡️ What does the trio expect in the industry and AI in 2025? (38:11)
➡️ Jim throws a monkey wrench into the works at the last minute (45:04)
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.
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Also, subscribe to the neXt Curve research portal at www.next-curve.com for the tech and industry insights that matter.
Happy New Year!

Luvut

1. Silicon Futures for December 2024 (with Karl Freund and Jim McGregor) (00:00:00)

2. We share our thoughts on Pat Gelsinger's departure from Intel (00:02:18)

3. Marvell, AWS and the other GenAI supercomputing market (00:14:40)

4. The impact of the hyperscaler custom chip game on AI (00:16:35)

5. The objective of economical GenAI (00:19:07)

6. The end market red flags of GenAI and the adoption/diffusion dilemma (00:22:50)

7. Jim gives his report on the Arm vs. Qualcomm trial (00:27:30)

8. Does the CPU matter in GenAI supercomputing? (00:36:50)

9. What does the trio expect in the industry and AI in 2025? (00:38:11)

10. Jim throws a monkey wrench into the works at the last minute (00:45:04)