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Silicon Futures is a neXt Curve reThink Podcast series on AI and semiconductor tech and the industry topics that matter.

Oddly, all three of us agree, March has turned out to be a pivotal month set by MWC and NVIDIA’s GTC. The AI silicon and systems script is being dramatically rewritten around the CPU and inference accelerators and architectures that arguably challenge the myth of the NVIDIA moat as AI an agentic pivot in 2026.

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

➡️ Jim recaps March in the semiconductor industry and AI in 2 minutes.
➡️ Karl on NVIDIA GTC 2026 and Arm's new AGI CPU.
➡️ Leonard invents Application-specific General-purpose Computing with Rene Hass.
➡️ The different approaches to CPU architectures.
➡️ Why some CPU makers exclude Spatial Multi-threading (SMT) from their chips.
➡️ Do buyers buy Arm or agentic AI systems?
➡️ What is Arm's AI systems ecosystem game?
➡️ Is agentic AI changing the AI supercomputing game?
➡️ Is OpenClaw the ChatGPT moment for agentic AI?
➡️ There is a new AI in town. That AI is edge AI!

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

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NOTE: The transcript is AI-generated and will contain errors.

DISCLAIMER: This podcast is for informational purposes only.