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Jim McGregor of TIRIAS Research and Karl Freund of Cambrian-AI Research joined me to recap another action-packed month of November 2024 in the world of semiconductors and accelerated and non-accelerated computing on the neXt Curve reThink Podcast series, Silicon Futures.

We parse through the key announcements and semiconductor headlines that mattered in November October:

➡️ November, month two of the crazy season for industry analysts (2:04)
➡️ SC (Supercomputing) 2024 - AMD taking the spotlight with El Captain (3:39)
➡️ Scaling laws in GenAI supercomputing and GenAI (6:00)
➡️ Qualcomm's Investor Day 2024 - Is diversification working? (11:27)
➡️ More takes from SC 2024 - NVIDIA's Moat (25:35)
➡️ The GenAI supercomputing hype residual (27:16)
➡️ AI-RAN - GenAI supercomputing at the edge (27:40)
➡️ How will AI change your company? Jim drops some wisdom (29:01)
➡️ Getting beyond crap AI to good AI (28:07)
➡️ The heterogenous compute blob that is accelerated computing (34:21)
➡️ 2025 - The year of GenAI what? The experts chime in (38:39)

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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