Silicon Futures for January 2026 - CES, Panther Lake, Vera Rubin, Maia 200 and more!

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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 episode, Leonard, Karl and Jim talk about some of the top headlines from January of 2026.

• Silicon highlight from CES 2026
• Silicon supply chain issues of 2026
• The accelerating agentic AI disruption of 2026
• The evolution of the accelerated computing thesis
• The next big thing in AI infrastructure
• The new memory architectures for AI inference
• AI infrastructure starts off on a different foot in 2026
• The edge AI movement in 2026
• The CPU picture for 2026

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. Check out Karl's Substack at: https://substack.com/@karlfreund429026

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 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.

DISCLAIMER: This podcast is for informational purposes only.