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Jim McGregor of TIRIAS Research and Karl Freund of Cambrian-AI Research joined neXt Curve to cover the first half of 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 shared their thoughts on IBM THINK 2025, CadenceLIVE 2025, and other events of note in the first half of May.

This episode covers the follow topics:

➡️ Highlights and key takes from IBM THINK 2025 according to Jim (3:23)

➡️ Jim's recap of Intel Direct Connect and TSMC Symposium 2025 (11.27)

➡️ Highlights and key takes from CadenceLIVE 2025 (17:30)

Hit 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.

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 for the tech and industry insights that matter.

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Jo Peterson, cloud and security thought leader and VP of Cloud and Security at Clarify360 joins Leonard Lee of neXt Curve to exchange notes on what they thought were highlights and key takes from RSAC Conference 2025 which took place at the Moscone Center in San Francisco. They also discuss the newly published "The State of SaaS Security: Trends & Insights for 2025-2026" report by The Cloud Security Alliance.

Jo and Leonard hit on the following topics:

➡️ What is on Jo's mind from RSAC 2025 (2:34)
➡️ The specter of shadow AI (5:05)
➡️ The Cloud Alliance SaaS Security Report 2025 (5:24)
➡️ Shadow AI and shadow IT are related (9:02)
➡️ Agentic AI is not your daddy's minivan AI (10:50)
➡️ What is your security posture? DSPM + AI-SPM (15:27)
➡️ Letter to the Board: Give your CISOs more money! (17:39)
➡️ Cyber risk and attacks get more sophisticated with AI (21:04)

Connect with Jo on LinkedIn at www.linkedin.com/in/jopeterson1

Please subscribe to our podcast which will be featured on the neXt Curve YouTube Channel. Check out the audio version on BuzzSprout - https://nextcurvepodcast.buzzsprout.com - or find us on your favorite Podcast platform.

Also, subscribe to the neXt Curve research portal at www.next-curve.com for the tech and industry insights that matter.

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Jim McGregor of Tirias Research joined Leonard Lee of neXt Curve to recap March and April 2025 in the world of semiconductors and accelerated and non-accelerated computing on the neXt Curve reThink Podcast series, Silicon Futures. Jim and Leonard share their thoughts on the state of this semiconductor industry in light of a volatile pair of months that saw the starting of a global tariff regime instituted by the White House that has roiled the markets and industries and trade relations with the U.S. face unprecedented uncertainty. What are the implications on the semiconductor industry and the global electronics supply chain as the tumult continues?

This episode covers:

➡️ Global tariffs and its impact on the global electronics industry (3:19)
➡️ Jim's impression and takes from Embedded World 2025 (34:45)
➡️ Edge AI and the diffusion of AI accelerates (39:22)

Hit both Leonard 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.

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 for the tech and industry insights that matter.