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

This month shall be dubbed the month of specialization as the tide of AI compute make a hard turn toward inference and agentic AI. What is all this all this madness about CPUs about? The Silicon Futures Trio unpacks the mystery of the month. 

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

➡️ What's up with the CPU mania in AI?
➡️ Why is everyone going custom, specialized AI systems? 
➡️ The diverse velocities of AI change & digestion. 
➡️ The many roles of CPU in an agentic AI system. 
➡️ Cloud demand driven by AI system complexity and speed. 
➡️ The AI narrative has graduated from the "chip". 
➡️ Is the AI boom sustainable? 
➡️ Clarifying the Google TPU 8 Enigma. 
➡️ How will AI system specialization and general purpose play out? 
➡️ The hyperscale red flag for NVIDIA. 
➡️ Where are the AI business model transformations? 
➡️ A quick thought on Terafab by Intel & Elon. 
➡️ Impressions on Qualcomm's custom AI silicon & systems. 

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.

The topic of agentic security was a very big one at RSAC Conference this year. The conversation was split between safe and secure agentic AI enablement for the enterprise (and consumers), and the agentic enablement of threat actors armed with a new generation of AI tools. 

The second part of our conversation with Rajneesh Chopra, SVP and CPO of Cisco Security, touched on the crisis of trust that we face, and the framework that Cisco is contributing openly to help foster safe, enterprise grade GenAI and agentic AI applications. 

Raj does a great job of outlining a holistic blueprint that Cisco is working off for safe agentic AI and enterprise GenAI. 

Bottom line, Getting to safe agentic AI is a journey with many twists and chasms along the way. We are in the early rounds facing a threat environment that is highly fluid and moving at machine speed. 

It will take a mindset of safe AI innovation that preemptively injects what Raj calls "common sense" in lieu of lagging best practices to meet the challenges and threats of fast-evolving AI-assisted cyberattacks.

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.

It was a busy week at RSAC Conference 2026. The topic of agentic security was a very big one, whether you were contemplating it for securing agents you deploy in your enterprise or protecting it from malicious AI agents.

neXt Curve's Leonard Lee had an enlightening conversation with Raj Chopra, SVP and CPO of Cisco Security, about what the company is discovering about the path to enabling safe and secure agentic AI. What impressed was the humility with which Raj approaches the task. We are dealing with unknown unknowns in the age of agentic AI. 

Yes, agentic AI is here, whether we like it or not, as a productivity tool or a threat.

Check out this conversation. Raj highlights some priorities and approaches that we agree with based on neXt Curve research. He also introduces some additional angles that CISOs and security practitioners need to contemplate in approaching safe agentic AI for their organizations.  

AI security will require the cybersecurity community to think beyond its comfort zone. Yes, fundamentals matter more than ever, but the threats and the countermeasures are unknown.

We hope you find part one of this conversation with Raj Chopra informative. Remember to follow neXt Curve for the agentic security insights and analysis that matter.

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.

In this special Silicon Futures podcast episode, Karl and Jim provide a master class on the modalities of quantum computing and the state of their development and commercialization. The trio then provide their insights and analysis of NVIDIA's Quantum Day 2026.

The following topics are explored in this episode.

➡️ Quantum computing landscape and modalities described. (5:15)
➡️ The pros and cons of quantum modalities. (15:57)
➡️ Comparative maturity and capabilities of quantum modalities. (17:42)
➡️ The quantum continuum and the race to 1 million Qubits. (19:16)
➡️ What is a quantum application? (25:38)
➡️ Thoughts on how the quantum industry will evolve and the game play out. (26:50)
➡️ What is the role of accelerated computing and AI in quantum computing? (30:54)
➡️ What is the AI opportunity and business model for quantum computing? (35:44)
➡️ The quantum computing ecosystems and emerging business models. (38:56)

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.

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

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.

Leonard, Karl, and Jim attended the AI event of the year, NVIDIA’s GTC 2026. This year, the agentic AI theme went into overdrive with its DeepSeek moment, OpenClaw. 

Or was it a ChatGPT moment?

The trio unpacks a deluge of announcements from NVIDIA’s technology stack and across the domain-specific industry and computing solutions that are meeting the agentic AI moment.

In this episode, Leonard, Karl and Jim talk about the top headlines and share their analysis from NVIDIA GTC 2026. 

➡️ Staying ahead of the fast-rising tide of AI
➡️ Agentic AI's ChatGPT moment with OpenClaw and NVIDIA's NemoClaw
➡️ NVIDIA pivots its AI data center inference roadmap with Groq 3 LPX for agentic AI
➡️ NVIDIA is innovating at and competing with the speed of light 
➡️ NVIDIA is shifting away from GPU-centricity with Groq 3 LPX & Vera CPU systems 
➡️ NVIDIA is becoming more than a GPU company. It is heterogeneous! 
➡️ NVIDIA claims that it will become a $trillion company by end of 2027! Will it? 
➡️ Is NVIDIA GTC becoming more of a VC/Wall Street event than one for developers?
➡️ The continuous reinvention of NVIDIA and its new identity in the age of agentic AI 
➡️ NVIDIA's storage play with SDX and the AI infrastructure/factory memory tiers ➡️ The explosion of heterogeneity of computing driven by agentic AI
➡️ Does Jensen know everything, or is he learning as he goes like the rest of us?➡️ NVIDIA is becoming more application and domain specific because of agentic AI
➡️ Clarifying performance & scaling. "More for less" or "more is more"?
➡️ Jensen's Paradox: one-year cadence or extended useful life? Can you have both?
➡️ Agentic FinOps and the economics of agentic AI
➡️ Enterprises need Agentic AI strategy for ROI and for agentic risk/threats 
➡️ Did NVIDIA crack the enterprise-grade personal AI nut with NemoClaw?
➡️ Is AI Grid NVIDIA's pathway to AI-RAN or is it an edge fabric for "physical AI"? 
➡️ 2025 was a big year for AI infra networking but a light topic at GTC 2026. Why? 

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.

neXt Curve had the privilege to have Dean Bubley of Disruptive Analysis, and Andrew Collinson of Connective Insight join us to have an "Unthinkable" recap of Mobile World Congress 2026, which took place in Barcelona, Spain, last week. It's a sequel to their chat with Leonard Lee of neXt Curve in London a couple of days before Ericsson's pre-MWC analyst event that covered many of the key themes that shaped the MWC 2026 agenda.

In this episode, Leonard, Dean, and Andrew give their "unthinkable" takes on the top topics of Mobile World Congress 2026. 

➡️ Andrew's "Unthinkable" impression of MWC 2026.
➡️ Dean's "Unthinkable" impression of MWC 2026.
➡️ Making sense of "kinetic tokens" and physical AI.
➡️ Is the nature of the network changing with 6G?
➡️ Making sense of ISAC (Integrated Sensing and Communications).
➡️ Making a case for better 6G use cases.
➡️ Thoughts on OCUDU and GSMA's Open Telco AI initiative.
➡️ Who benefits from all the AI buzzwords?
➡️ Andrew's proposal for healthy thinking!
➡️ Key themes in mobile/telco in 2026...

Hit Leonard, Andrew, and Dean up on LinkedIn and take part in their industry and tech insights.

Check out Dean and his research at Disruptive Analysis at www.deanbubley.com.
Check out Andrew Collinson at Connective Insight at www.connectiveinsight.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 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.

It’s become an annual neXt Curve tradition. A brutally honest recap and reflections on Mobile World Congress with Earl Lum of EJL Wireless Research, and Marc Pous of Edge Impulse, over amazing food, amazing wine, at a hidden, lesser-known culinary gems in the beautiful city of Barcelona - Oido.

This year, the GenAI bulldozer continues to plow through the halls of Fira Gran Via affecting every layer of the mobile industry and ecosystem. Leonard, Earl and Marc test the hype and realities of AI-RAN, network APIs, sovereign telco neocloud, and oldie but goodies, 5G monetization, NTN, and the path to 6G.

In this episode, Leonard, Earl, and Marc talk about some of the top topics of Mobile World Congress 2026. 

➡️ Humanoid robots were the biggest distraction of MWC 2026.
➡️ The evolution of "sovereign" infused with defense and national security. 
➡️ Is the mobile industry drifting rudderless?
➡️ Will MWC become a physical AI conference?
➡️ The killer AI for the telco/mobile industry!
➡️ rApps and SMO have an agentic heyday!
➡️ 3-years later: The flop that was Copilot for telco.
➡️ The value of simple and boring AI.
➡️ What is 6G? Has anyone figured it out?
➡️ The physical AI for the mobile/telco industry unveiled!
➡️ Uplink steals the 6G and 5G Advanced show at MWC 2026.
➡️ Why is 5G monetization still a mystery?
➡️ What was hot in IoT at MWC 2026?
➡️ The state of telco neocloud. Is it just another Metaverse?
➡️ The brutal reality of connecting the middle of nowhere and weapons guidance.
➡️ Is the data center in space the new "Pigs in Space"?
➡️ What do we expect will be the key themes and topics of MWC 2027?

Hit Leonard, Marc, and Earl up on LinkedIn and take part in their industry and tech insights.

Check out Earl and his research at EJL Wireless Research at www.ejlwireless.com.
Check out Marc at IoT Stars at www.iotstars.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 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.

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 February of 2026. 

➡️ NVIDIA's earnings results for Q4 FY26 - What did it mean?
➡️ Cadence acquires ChipStack to advance AI and agentic verification
➡️ The accelerating agentic AI disruption of 2026
➡️ AMD cuts a 6GW AI infrastructure deal with Meta, warrants included
➡️ Is Taalas proving that ASICs are the future of AI inference?
➡️ Meta's AI infrastructure diversification strategy
➡️ The ramp of sovereign AI, the current driver of AI infrastructure growth
➡️ Qualcomm delivers A100 racks to HUMAIN
➡️ Is there an AI bubble or not?
➡️ What's the deal between Intel and SambaNova>

➡️ Is Ericsson flipping the script on AI-RAN?

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.

What is immersive reality? It is the current generation of XR experiences characterized by ultra-high-definition spatial video and audio that deliver near-life-like experiences.

More than two years after Apple announced the Vision Pro, Samsung made its entry into the immersive reality (IR) game along with partners, Qualcomm and Google.

The Samsung Galaxy XR emulates much of the Vision Pro blueprint for immersive reality, but is leading about the device? Is there much more to consider? Listen and find out. 

Prakash Sangam of Tantra Analyst joins Leonard Lee in a debate on who is leading the immersive reality game from real experience with these devices and their respective ecosystems, Prakash with his test Galaxy XR, which he has been using for a few weeks, and Leonard with his personally purchased Apple Vision Pro, which he has been using for almost 2 years.   

Hit Leonard and Prakash up on LinkedIn and take part in their industry and tech insights.

Check out Prakash and his research at Tantra Analyst at www.tantraanalyst.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 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.

There is a ton of talk about how AI is disrupting everything and will reinvent industries, especially telco. 

Is that truly the case?

At the forefront of this notion going into MWC and Ericsson’s pre-MWC Analyst Briefing are the hot topics of agentic AI and network APIs, in particular, global network APIs. 

Leonard Lee is joined by Dean Bubley of Disruptive Analysis and Andrew Collinson of Connective Insights to unpack the potential and the unthinkable possibilities of a fusion of network APIs and agentic AI at a heavy metal gastro pub, World's End, in Camden Town, London.

Hit Leonard, Andrew, and Dean up on LinkedIn and take part in their industry and tech insights.

Check out Dean and his research at Disruptive Analysis at www.deanbubley.com.
Check out Andrew and his research at Connective Insights at www.connectiveinsight.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 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.

Leonard Lee, Executive Analyst at neXt Curve, was invited by Industry 4.0 Club to present at MD&M West 2026 to talk about the state of agentic AI and the prospects of the technology for industrial automation.  

Agentic AI has been a hot topic since the beginning of 2025 fueled by the promise of autonomous automation of operations and business for all industries. Yet, much like generative AI overall, agentic AI solutions have turned out to more challenging than anticipated and forecasted. What's the deal?

The session will address the following questions:
- Where are we today with agentic AI in manufacturing and industrial applications?
- Where is agentic AI landing?
- What does industrial-grade agentic AI look like?
- What are the leading practices for applying agentic AI in manufacturing?

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.

Check out Industry 4.0 Club at 

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.

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.

In this episode, Leonard is joined by our good friend and privacy and security maven, The Data Diva, Debbie Reynolds of Debbie Reynolds Consulting to get a feel for the outlook of security, privacy, and trust in 2026.

The security and trust landscape is constantly shifting, and the threats and risks are growing and accelerating as GenAI expands the fine line between digital marketing (surveillance economy) and the AI-augmented criminal economy.

Leonard and Debbie unpack the following:

💥 Where are we going with security & trust in 2026?
💥 Taller walls & bigger locks are not good enough!
💥 Is breaking down silos of data for AI expanding security risk?
💥 The neXt Curve AI Security Sandwich
💥 The missing focus on curation and knowledge
💥 Over-trust and over-reliance on GenAI danger
💥 The death of Metaverse & the rise of AI glasses
💥 The rise of the robotic privacy problem
💥 The outlook for trust in the era of deepfakes
💥 The AI chatbot for spam & agentic cyberattacks
💥 AI will only get better,... for threat actors too!

Hit Leonard and Debbie up on LinkedIn and take part in their industry and tech insights.

Check out Debbie Reynolds at www.debbiereynoldsconsulting.com. Also make sure to check out "The Data Diva Talks Privacy" podcast, celebrating its 1 millionth download! Congrats, Debbie!

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.

In this episode, Leonard Lee, Executive Analyst at neXt Curve, and special guest, Sebastian Barros, managing director at Circle, former-Ericsson, and former-Google telco leader, tackle some of the top questions of the telco industry for 2026.

• Where is Telco going in 2026?
• What is 6G and what should it be about?
• Why will GenAI matter in telco and how? What about AI?

Sebastian is one of the bright thought leaders in the telco industry who has and continues to generously shared his insights and analysis at an amazingly prolific level. It was a pleasure to have him on the reThink Podcast to have an unscripted, honest discussion of the state and direction of the telco industry faced with AI hype, hope, prospect for disruption, and opportunity. How much of each will we see in 2026 and beyond, and when?

Leonard and Sebastian unpack the following:
💥 What will the role of the GPU be in the RAN?
💥 Is Open RAN dead, or does it have some life left in it?
💥 What is AI-RAN, and what is its value proposition?
💥 The reinvention of the telco and the telco business model - Telco Neocloud
💥 Addressing the telco industry stagnancy and 5G monetization gap
💥 Was telco and ecosystem readiness the thing that made 5G disappoint?
💥 Will 6G need solution-oriented thinking to be successful?
💥 Does the industry know what innovating on 5G looks like? What about 6G?
💥 How will the volatile geopolitical picture and outlook impact 6G?
💥 Will 6G be able to sustain 5G's greatest success?
💥 5G happiness is all about timing!
💥 Massive AI investments in telco will need to show ROI this year!
💥 Agentic AI will be the big focus and the big AI exploration of the year!
💥 2026 will be the year of the great AI unlearning!

Hit Leonard and Sebastian up on LinkedIn and take part in their industry and tech insights.

Check out Sebastian on LinkedIn and his Substack at https://sebastianbarros.substack.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 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.

Agentic AI has been a hot topic since the beginning of 2025 fueled by the promise of autonomous automation of operations and business for all industries. Yet, much like generative AI overall, agentic AI solutions have turned out to more challenging than anticipated and forecasted. What's the deal? 

Join Leonard Lee, Executive Analyst, neXt Curve, as he shares his insights into the impact of Agentic AI for manufacturing and industrial applications. 

Leonard will be expanding on this topic at MD&M West in Anaheim, CA on Feb 3rd. For this broadcast, he will be joined by Industry 4.0 Club Co-Founder Tim Stuart and CEO Mike Ungar.

Leonard is joined by Anurag Agrawal of Techaisle and Prakash Sangam of Tantra Analyst to discuss the highlights of CES 2026, the Mecca of Tech, and Tech World 2026, Lenovo’s marquee event and showcase, which took place at The Sphere. 

Unsurprisingly, AI continues to be the centerpiece of keynote conversation. The AI flavor of this year’s event was physical AI, teed up as agentic AI continues to search for footing. 
The trio cover the things that mattered from silicon to device hitting the topics of AI PC, automotive tech, private hybrid AI, humanoid robotics, the NPU, the perception edge, and more.

Outline:

Hit Leonard, Prakash, and Anurag up on LinkedIn and take part in their industry and tech insights.

Check out Anurag and his research at Techaisle at www.techaisle.com.
Check out Prakash and his research at Tantra Analyst at www.tantraanalyst.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 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 program is for informational purposes only.

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

In this mega-catchup recap episode, Leonard and Karl talk about some of the top headlines of December 2025. 

Topics that mattered in the AI and semiconductor universe:

🔥 Kicking off the agenda for Silicon Futures December 2025 (0:32)
🔥 NVIDIA acquihires and licenses IP from Groq for $20 billion! (2:21)
🔥 No quantum assets for NVIDIA in 2025.... why? (6:02)
🔥 NVIDIA seems to be diversifying their IP & architecture portfolio in 2025 (7:16)
🔥 NVIDIA's diffusion plays in 2025 to tap the custom AI infra market (9:29)
🔥 AWS launches Trainium3 instances & tees up Trainium4 (12:55)
🔥 Shifting competitive & technological landscapes impact "AI leadership" (16:11)
🔥 Marvell acquires Celestial AI for optical scale-up IP & advanced interconnect (21:30)
🔥 Karl's 10 AI and semiconductor industry predictions for 2026!  (23:31)
🔥 Leonard's AI and semiconductor industry predictions for 2026! (37:32)
🔥 Wrap up (41:16)

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.

neXt Curve's reThink Podcast focuses on tech and the industry topics that matter.

In this episode, Leonard Lee of neXt Curve is joined by renowned cloud computing thought leader, David Linthicum of Linthicum Research, to talk  about the state of cloud and AI along with a recap of our time at re:Invent 2025. 

They discuss the current state of cloud computing, particularly focusing on the widespread shift towards AI and agentic AI. David shares his experiences and thoughts on the significant focus on AI infrastructure witnessed at AWS re:Invent 2025. Both Leonard and David delve into the potential pitfalls of overemphasizing AI while neglecting core cloud services, stressing the importance of a balanced approach. They also explore the innovations and the lack thereof in the current cloud landscape and provide insights for what they expect and recommend for AWS in 2026.

Topics that mattered:

🔥 00:48 Background and Experience of David Linthicum
🔥 01:20 Consulting and Career Insights
🔥 03:44 Discussion on Cloud and AI Trends
🔥 04:56 Challenges and Realities of AI Adoption
🔥 14:52 Advice for Enterprises on AI Strategy
🔥 17:54 The Hype of Technology Providers
🔥 18:58 Reinventing Thought Leadership
🔥 19:20 AWS and the AI Overcorrection
🔥 19:47 Innovation and Core Business Focus
🔥 21:42 Missed Opportunities and Future Directions
🔥 24:06 AWS's Industrial Footprint
🔥 27:47 Recommendations for AWS 2026
🔥 33:00 Technical Debt and Modernization

Hit Leonard, David up on LinkedIn and take part in their industry and tech insights.

Check out David Linthicum at www.davidlinthicum.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 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.

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

In this mega catch-up recap episode, Leonard, Karl and Jim talk about some of the top headlines from September through November of 2025. 

00:31 Industry Updates and Conferences
03:14 Quantum Computing Insights
07:08 AI and Data Center Evolution
10:14 Google's TPU Strategy
19:39 Intel's Manufacturing Advances
22:13 High NA Integration in Manufacturing
22:57 Intel's Strategic Decisions and 6G
24:05 US Manufacturing Capacity and Challenges
26:58 Nvidia's AI Roadmap and Market Position
29:26 Nvidia's Investment in Synopsys
31:16 Nokia and Nvidia's 6G Partnership
35:51 Google's AI Advancements with TPU
42:51 Qualcomm's AI Infrastructure
43:46 Micron's Memory Innovations

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.

It’s time for the biggest cloud and AI event on the planet! AWS re:Invent 2025 is about to kick off.

Leonard Lee of neXt Curve caught up with Jo Peterson, Principal Analyst at ClearTech Research, to share our predictions for the present and future of cloud and AI computing just before we stepped into the analyst pre-brief a day before AWS CEO Matt Garman’s keynote.

Last year, Matt Garman led with cloud and security. Will AWS hold to the foundation of their business in a year of subdued enterprise AI adoption, or will they go all in on AI, AI, AI?

Hit Leonard and Jo up on LinkedIn and take part in their industry and tech insights.

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.

Leonard Lee, Executive Analyst at neXt Curve, and Earl Lum, President of EJL Wireless, were invited to Mavenir's Global Analyst Event 2025, which took place in Allen, Texas. 

After skipping a couple of years of the event, it was good to catch up with the Mavenir leadership team and with Earl to get an update on the state of Mavenir after its re-capitalization in July of 2025, it's new charter and strategy, and the state of Open RAN.

As many of you know, Mavenir has been a bellwether of the Open RAN movement. Early on, they were pioneering the movement and the open technologies that have shaped the standard and the architectures that persist today. 

Leonard and Earl unpack the following:
💥 The vibe and highlights of Mavenir Global Analyst Event 2025.
💥 The state of Open RAN Squid Game and Mavenir's post-recapitalization strategy.
💥 Open RAN for NTN - the new Open RAN frontier.
💥 AI for operations and 5G modernization.
💥 5G core with Mavenir's converged core software and strategy.
💥 AI for monetization with conversational AI and security.

Hit Leonard and Earl up on LinkedIn and take part in their industry and tech insights.

Check out Earl and his research at EJL Wireless Research at www.ejlwireless.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 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.

neXt Curve had the privilege of being invited to the first Snapdragon Architecture Day, which took place in San Diego, CA, unveiling the second-generation Snapdragon X2 Elite and Snapdragon X2 Extreme AI PC processors.

Leonard Lee of neXt Curve had an opportunity to have a casual chat with Kedar Kondap, SVP & GM of Compute & Gaming, at the Qualcomm headquarters about the microarchitecture and core IP innovations of his latest SoCs, a new generation of Oryon CPU cores, and the power-efficiency that changed the PC game as we knew it.

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.

Leonard Lee was joined by Anurag Agrawal, Chief Global Analyst of Techaisle, at the Cisco Partner Summit 2025, which took place in San Diego, CA. Leonard and Anurag took a moment at the partner pavilion to recap the event and share their analysis of Cisco’s product announcements and the Cisco 360 partner program.
While AI infrastructure is the talk of the town, enterprise AI is what will matter. Where is Cisco in helping their partners help their customers along their enterprise AI journey? Find out!

Hit Leonard, Anurag up on LinkedIn and take part in their industry and tech insights.

Check out Anurag and his research at Techaisle at www.techaisle.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 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.

Leonard Lee, Executive Analyst at neXt Curve, is joined by Peter Linder, Head of Thought Leadership for Ericsson in the Americas, in this enlightening episode of the Rethink Podcast. 

Together, they delve deep into what thought leadership truly entails, especially in the complex world of telco and mobile wireless industries. 

Peter shares his invaluable insights and experiences, emphasizing the importance of framing problems differently, providing strong evidences, and facilitating actionable steps for audiences within and outside the organization and industry. 

This discussion offers a comprehensive look at how thought leadership can drive change and advance the industry, making it a must-listen for anyone keen on understanding the nuances of this influential role. 

00:00 Introduction and Welcome
01:54 Meet Peter Linder: Thought Leadership Expert
02:47 Defining Thought Leadership
04:44 Challenges and Strategies in Thought Leadership
06:45 The Role of Thought Leadership in the Telecom Industry
07:44 Practical Examples and Analogies
16:43 The Mental Resilience of a Thought Leader
25:22 Conclusion and Final Thoughts

Like, share, and comment to join the conversation!

I always have a blast spending time chatting and debating the leading edge tech topics of the day with my fellow analyst, especially Jim McGregor of TIRIAS Research and Karl Freund of Cambrian-AI Research LLC. It's even better when we are in Maui for these discussions as we were this week at Qualcomm's 10th Snapdragon Tech Summit 2025 (#paidtravel_snapdragon).

Jim and I took a moment to take one last look at a gorgeous view of Larry's Island as we recapped Snapdragon Tech Summit 2025. We cover personal AI, the ecosystem of you, HUMAIN's big announcement, and the new line up of Snapdragon X2 mobile and AI PC silicon.

Check it out and remember to follow neXt Curve, Tirias Research, and Cambrian-AI Research LLC for the tech and industry insights that mattered from Qualcomm's Snapdragon Tech Summit 2025!

Exploring AI and Generative AI Innovations at Snapdragon Summit 2025

In this episode, Leonard Lee, executive analyst at neXt Curve, interviews Vinesh Sukumar, Vice President of Product Management AI at Qualcomm, during the Snapdragon Summit 2025 in Maui. The discussion delves into Qualcomm's bold vision of AI as the next user interface, the evolution of AI experiences, and the critical role of heterogeneous computing involving NPU, GPU, and CPU. Vinesh elaborates on the advancements in generative AI, the challenges of inference on edge devices, and the concept of Agentic AI, a personalized AI experience. The episode highlights Qualcomm's commitment to overcoming these challenges and shaping the future of digital experiences with AI.

00:00 Welcome to Snapdragon Summit 2025
00:27 Introduction to AI and Generative AI
01:32 AI Experiences and Infrastructure
03:56 The Role of NPU, GPU, and CPU in AI
06:04 Challenges and Future of AI Computing
07:36 Agentic AI and Personalization
10:11 Concluding Thoughts and Future Prospects

Insights from Qualcomm's Snapdragon Summit 2025: A Conversation with Don McGuire

In this episode, Leonard Lee, Executive Analyst at Next Curve, sits down with Don McGuire, CMO of Qualcomm, at the Snapdragon Summit 2025 in Maui. The discussion covers Qualcomm's journey and milestones, including the rise of Snapdragon as a consumer brand and the significance of its BrandZ ranking. They delve into Qualcomm's marketing strategies, emphasizing creativity, storytelling, and audience relevance. The conversation also explores upcoming technology trends like personal AI, edge computing, and the future of mobile and PC platforms. The episode highlights Qualcomm's role in advancing technology and its vision for the digital and AI-driven future.

00:00 Welcome to Snapdragon Summit 2025
00:44 Celebrating 10 Years of Snapdragon Summit
01:20 Snapdragon's Brand Journey
03:17 Marketing Strategies and Objectives
09:23 The Role of Technology in Brand Evolution
10:15 Personal AI and the Ecosystem of You
16:03 Product Announcements and Future Vision
16:33 Closing Remarks from Maui

Why are enterprise GenAI and agentic AI solutions challenging to design, deploy, and maintain? What are organizations doing wrong, and what can they do to get ROI out of their GenAI investments against the feverish pace of innovation and technological advancements?

This episode of the neXt Curve Rethink podcast addresses the challenges, opportunities, and the elusive nature of enterprise-grade generative AI and agentic AI. Leonard Lee, Executive Analyst at neXt Curve, is joined by Cal Al-Dhubaib, Head of AI and Data Science at Further, and Joseph Enochs, Chief AI Officer at Enterprise Vision Technologies, who share their perspective and stories from the frontlines of the struggle to make GenAI and agentic AI enterprise and industrial-grade.

00:00 Introduction and Episode Overview
00:52 Meet the Guests: Cal Al-Dhubaib and Joseph Enochs
01:39 The Challenges of Enterprise Generative AI
03:54 Key Questions on Generative AI and AgTech
05:02 Understanding the Adoption Barriers
10:52 Valuable Gen AI Use Cases and Limitations
20:52 Ensuring Safe and Enterprise-Grade AI
26:44 Recommendations for Starting or Course-correcting AI Initiatives
32:14 Closing Remarks and Contact Information

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

In this special August midpoint episode, Leonard, Karl and Jim talk about some of the top headlines of the second half of August. 

Topics that mattered in the AI and semiconductor universe capping off August of 2025:

• Analysts' takes and analysis of Hot Chips 2025
• GlobalFoundries Technology Summit 2025 and the MIPS acquisition

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.

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

In this special August midpoint episode, Leonard, Karl and Jim talk about some of the top headlines of the first couple of weeks of August while we were together at KeyBanc Capital Markets Technology Leadership Summit which took place in Deer Valley, UT. 

Topics that mattered in the AI and semiconductor universe at the midpoint of August of 2025:

• Karl's latest Forbes article: "Skipping Nvidia Left Amazon, Apple And Tesla Behind In AI"
• Intel's cash malaise - Softbank and the U.S. government to the rescue?
• Trump's AI export tax and its implications on NVIDIA and AMD and U.S. AI leadership
• Jim recaps his takes from FMS (The Future of Memory & Storage) Conference 2025 and the evolving role of memory in AI supercomputing
• The MIT NANDA Initiatives controversial report on AI, "The GenAI Divide: State of AI in Business 2025"

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.

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.

Leonard has been skeptical about the foldable category for years, but 2024-2025 has brought about devices that are starting to reach a level of technical and design maturity, he felt compelled to compare notes with long-time foldable user and reviewers, Prakash Sangam of Tantra Analyst.

Samsung was good enough to let Leonard and Prakash take the new Galaxy Z Fold7 foldable smartphone for a test drive.

In this episode of the neXt Curve reThink podcast, Leonard and Prakash share their initial impressions of Samsung’s latest premium smartphone that is going up against tough competition from Chinese OEMs.

Watch and find out about the technical innovations and improvements in the usability and user experience of the Galaxy Z Fold7 that could finally break foldable smartphones into the mainstream.

Prakash and Leonard cover the following topics in their review of Samsung Galaxy Z Fold7:

• The unveiling of Galaxy Z Fold7 at Galaxy Unpacked (Unfold) 2025 in Brooklyn
• Off to a great start - record pre-orders for the Fold7 and Flip7
• Great thermal engineering and Snapdragon 8 Elite for Galaxy
• What worked and didn't work with the Galaxy Z Fold7
• Improvement opportunities for Galaxy Z Fold8
• The formula for good agentic AI and recommendations for Galaxy AI
• Will Galaxy Z Fold7 take foldable smartphones into the mainstream?

Hit both Leonard and Prakash up on LinkedIn and take part in their industry and tech insights. 

Check out Prakash Sangam and his research at Tantra Analyst at www.tantraanalyst.com. Also check out the Tantra's Mantra Podcast. 

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.

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

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

In the month of July, Mario Morales, GVP of Semiconductors and more at IDC, joins Leonard, Karl, and Jim talk about their key takes on Intel's earning and their announcements regarding the prospects of 14A and 18A in determining the future of Intel Foundry, and a number of other hot topics and news items running up to the end of July 2025.

Topics that mattered in the AI and semiconductor universe in July of 2025:

• Intel's earnings results and the future of the company, Intel Foundry, and 14A.
• TSMC's blowout quarter and what it means for the industry at large.
• The Trump Administration's America's AI Action Plan - what does it mean?
• The state of China's AI industry and future.
• Micron and their SOCAMM deal with NVIDIA - implications.
• Consolidation and new industry structure - GlobalFoundries acquisition of MIPS, Synopsys acquisition of Ansys.
• Why Apple's AI strategy is a dog. ABN (Anything But NVIDIA).

Hit Leonard, Karl, Mario, 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 Mario and his research at IDC at www.idc.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.

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

TM Forum Digital Transformation World (DTW) Ignite 2025 is one of the leading telco tech conferencesfocused on OSS, BSS and customer experience modernization. Some call it digital transformation but not Dean Bubley of Disruptive Analysis, who joined Patrick Lopez of {Core Analysis} and Leonard Lee for a recap of the event this year. 

This year, DTW Ignite was heavily slanted toward the topic of autonomous networks and reaching L4, but there was much more. The trio converged on Zoom to compare notes and share their thoughts on what mattered at DTW Ignite 2025.

In this chat, Dean, Patrick, and Leonard Lee discuss:

➡️ Analyst impressions of TM Forum DTW Ignite 2025 (4:20)
➡️ The state of agentic AI in telco transformation and modernization (7:55)
➡️ The state of telco modernization, service innovation, and monetization (11:35)
➡️ Where are we with network APIs and the market For them? (14:55)
➡️ Post-DTW Ignite 2025 recommendations for operators (18:25)

Remember to like, subscribe to the neXt Curve reThink channel. Also, follow neXt Curve by subscribing at www.next-curve.com. Also subscribe to the neXt Curve newsletter at https://bit.ly/3LbXVgZ and join the over 29,000 subscribers who get the tech and industry insights that matter on a monthly basis.

Check out Patrick's research at {Core Analysis} at www.coreanalysis.ca. Make sure to connect with him on LinkedIn to get a steady pulse of his thought leadership and perspectives on the industry and tech. 

Check out Dean's research and thought leadership at www.disruptiveanalysis.com. Make sure to connect with him on LinkedIn to get a steady pulse of his thought leadership and perspectives on the industry and tech. You can also follow Dean on Twitter (X) at @disruptivedean as well as on LinkedIn.

neXt Curve’s ComTech Podcast series focuses on the latest and emerging trends in commercial and enterprise tech catering to IT buyers ranging from SMBs to global enterprises. 

Anurag and Leonard discuss the rise of the AI workstation as the AI PC continues to struggle finding footing with thin and light laptops which have the hope and rage of the last two years. Find out why the AI workstation might breathe life into the AI PC and provide a bridge for GenAI to cross from cloud to the enterprise.

Anurag and Leonard touch of the following topics in this episode:

➡️ What happened to the AI PC? It was supposed to be the big thing to bring PCs back. (2:45)
➡️ What is the AI workstation and where does it fit in the pocket to cloud continuum and the enablement of hybrid AI? (9:19)
➡️ Anurag shares the key points of his research note "Realizing AI Potential: Why Lenovo Workstations should be at the heart of compute strategy." (10:05)
➡️ Getting over the security and confidentiality adoption hurdle of enterprise GenAI. (12:49)
➡️ What are the leading AI workstation workflows and use cases? (19:55)
➡️ Why the AI workstation could be the bridge between GenAI in the cloud and enterprise AI. (22:18)
➡️ AI Workstations - Are they a solution of shadow AI or a catalyst? (26:18)
➡️ The secret to enterprise AI - Don't chase whales (a AI Moby Dick story). (29:11)
➡️ How AI workstation deployments can foster safe and secure enterprise GenAI applications and hybrid systems. (31:18)

Hit both Leonard and Anurag up on LinkedIn and take part in their industry and tech insights. 

Check out Anurag and Techaisle at www.techaisle.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.

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

In the month of June, Leonard and Jim talk about their key takes and highlights from AMD Advancing AI, Cisco Live!, the 40th Anniversary Sensors Converge event. They cover the big news across AI computing, networks, edge AI, and the fast-evolving sensor edge, and provide their analysis of Qualcomm’s announced acquisition of Alphawave Semi and much more!

Topics that mattered in the AI and semiconductor universe in June of 2025:

• Highlights and analysis of AMD Advancing AI 2025
• The uber growth in AI computing demand - Tiria Research forecast
• Highlights and analysis of Sensors Converge 2025 - 40th Year!
• Highlights and analysis of Cisco Live! 2025
• The power and cooling problem with AI data center
• Intel cleans house with layoffs while Apple and others clean out their support
• Qualcomm makes a big AI data center move with Alphawave Semi acquisition
•  Is the defense industry the new frontier of innovation and tech?

Hit 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.
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.

AI is transforming the world. From predictive maintenance to content creation, AI is set to push the world into a new era, enabling industries to maximize efficiency, productivity and profitability. Sensors are the core technology for AI. Responsible for the capture and processing of the real-world data used to power AI models, without sensors, AI would not be possible. This roundtable will explore the role of sensors in fueling AI capabilities, and in turn, will examine how AI itself can be utilized in the design and optimization of advanced sensor technologies. Speakers will explore the combined potential of AI and sensor technology in building intelligent and responsive systems across industry, as well as focus on practical applications, recent breakthroughs and future trends that will shape the next generation of smart sensor solutions.

Leonard Lee of neXt Curve moderated a Leaders' Roundtable at Sensors Converge 2025 with:

• Simon Ford, President at Blecon
• Azita Arvani, Founder of Arvani Group
• Manuel Cantone, Sr. Director, Product Marketing at STMicroelectronics
• Rob Watts, AI Architect at Intel
• Yuhan Long, Co-founder and CTO of Infermove 

It's been a short four months since the last episode of "From the Radio to the RIC" with Earl Lum of EJL Wireless Research and Leonard Lee of neXt Curve. The duo decided to get on the mic to talk about Nokia's Midsummer Update 2025, Mavenir's latest business and financial update, and TM Forum's DTW Ignited 2025 which took place in Copenhagen, Denmark.

In this episode of "From the Radio to the RIC", Earl and Leonard talk about the following topics and highlights:

• Nokia's new radio portfolio and the elimination of those fans!
• Nokia's SMO play and entree into autonomous networks L4 with Manta Ray
• Mavenir's recapitalization and reinvention
• TM Forum DTW Ignite 2025 - the Mecca of autonomous networks
• The SMO - the centerpiece and backbone of the autonomous network
• Modernization before monetization - the rationale for 5G SA

If you would like to set up a meeting, connect with Earl Lum at www.ejlwireless.com and Leonard Lee at www.next-curve.com. Make a request through our respective request forms. 

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.

Sensors Converge celebrated its 40th year as a fixture and iconic event that has tracked the history of sensor technology in the Silicon Valley. This year was a comeback year as the even has worked its way out of the pandemic nadir that has challenged the conference. This year, event drew over 5,000 from around the world attending one of the few sensor and MEMS conferences in the epicenter of tech innovation, the Silicon Valley.

Prakash and Leonard cover the following topics and highlights from Sensors Converge 2025:

• Prakash provides is impression of Sensors Converge 2025
• Is IoT back at Sensors Converge?
• The influence of wearables and the search for the next big device
• Edge AI takes center stage bringing the excitement of AI to the sensor edge
• Trends in sensor and perception system architectures with edge AI
• The digital twin and physical AI and its impact on the sensor discussion
• Wireless made a Wi-Fi HALO heavy presence
• Trends in wireless changing and energy harvesting
• Leonard invents "Long-thinking Sensor Data Fusion"

Hit both Leonard and Prakash up on LinkedIn and take part in their industry and tech insights. 

Check out Prakash Sangam and his research at Tantra Analyst at www.tantraanalyst.com. Also check out the Tantra's Mantra Podcast. 

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.

FinOps has become a thing over the past four to five years as enterprises began to grip on their cloud spending across the board from infrastructure to SaaS software. FinOps was a long time coming and built on pioneering work a decade ago to bring cloud economics into view. 

Now we face a new era in FinOps as enterprises ramp up their spending on AI infrastructure services and applications. What is the state of FinOps in an era of AI?

Hyoun Park, CEO and Principal Analyst at Amalgam Insights joins Leonard Lee of neXt Curve to discuss his insights and key findings from FinOpsX and Databrick Data & AI Summit 2025.

Hyoun and Leonard hit on the following topics:

➡️ FinOpsX and Databricks Data & AI Summit 2025 (3:07)
➡️ The State of FinOps (4:39)
➡️ Cloud Migration Behaviors Today (8:29)
➡️ NeoCloud FinOps and Economics (12:07)
➡️ Databricks Data & AI Summit 2025 (17:30)
➡️ Shift from AI, AI, AI to Data and Good Ole' Analytics (17:43)
➡️ Rolling Your Own Model is Passe (22:45)
➡️ Where Do We Land With FinOps and AI Next Year? (24:35)

Connect with Hyoun on LinkedIn at www.linkedin.com/in/hyounpark. You can also follow him at www.amalgaminsights.com. Also, check out his podcast, "This Week in Enterprise Tech"

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.

After two extremely dense and informative days of Cisco's analyst program at Cisco Live! 2025 which too place in San Diego, Leonard Lee of neXt Curve and Maribel Lopez of Lopez Research sat down in the analyst forum plenary ballroom to tape what was supposed to be a greeting video to Jo Peterson, a mutual friend who has been on the neXt Curve podcast. Hi, Jo!

The analyst relations team at Cisco put on a fantastic program this year to give analyst the opportunity to engage with the Cisco executives who were amazingly generous with their time. Maribel and Leonard provide share highlights from two-days of session, roundtables, 1-on-1 briefings, and announcement-packed keynotes. 

Maribel and Leonard hit on the following topics:

➡️ Everyone is talking about AI. How is Cisco talking about it? (2:20)

➡️ Network and security convergence (4:00)

➡️ Platformization - the value and the challenges for Cisco (6:18)

➡️ Balancing of consolidation and integration on the road to pjatformization (9:21)

➡️ The great hope and the great threat of agentic AI (12:05)

Connect with Maribel Lopez on LinkedIn at www.linkedin.com/in/maribellopez. You can also follow her on X at @maribellopez, and at www.lopezresearch.com.

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.

Jim McGregor of TIRIAS 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 duo 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 CadenceLIVE 2025
➡️ Jim's recap of IBM Think 2025
➡️ Highlights and key takes from Google I/O and Microsoft Build 2025
➡️ Highlights and key takes from COMPUTEX 2025 and Dell Tech World
➡️ Highlights of May 2025 including HUMAIN and AI Middle East
➡️ Celebrating 40 years of Qualcomm!

Hit 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.
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.

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.

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.

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.

Bob Carver, cybersecurity thought leader and CEO of Cybersecurity Boardroom, joins Leonard Lee of neXt Curve and Debbie Reynolds of Debbie Reynolds Consulting LLC on the reThink Podcast to talk about the cybersecurity priorities for consumers and enterprises for 2025. This is the first time for Bob on the show. Debbie and Leonard were anxious to get a sense of what is top of mind for Bob as he look forward into the year and beyond as AI-infused and -augmented cybersecurity threats and attacks challenge us all.  

Bob, Leonard, and The Data Diva hit on the following topics:

➡️ How Bob got started in cybersecurity (2:00)
➡️ Top security concerns according to Bob (5:20)
➡️ The problem with smarter and more capable infostealers (8:00)
➡️ What do you get when you combine AI with cybercrime? (10:58)
➡️ The future of cybersecurity - AI versus AI (14:30)
➡️ Introducing Agent Smith (15:50)
➡️ Deepfakes, the other exponential cybercriminal enabler (16:50)
➡️ The biggest cybersecurity challenge: awareness and hyperbole (22:34)
➡️ Bob's view on solutions for consumers and enterprises (25:32)
➡️ Micro-segmentation: obscuring for security (27:31)
➡️ Privacy, an important factor in cybersecurity and trust (32:50)
➡️ The consumer and enterprise mindset shifts needed (38:50)

Connect with Bob Carver on LinkedIn and at www.cybersecurityboardroom.com

Connect with Debbie Reynolds at www.debbiereynoldsconsulting.com 

Hit both Debbie and Leonard on LinkedIn and take part in their industry and tech insights. 

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.

Karl Freund of Cambrian-AI Research, Jim McGregor of Tirias Research, and Dave Altavilla of HotTech Vision and Analysis joined Leonard Lee of neXt Curve at the Virgin Hotel in Las Vegas to recap ‪@Intel‬'s Vision 2025 event.

This episode covers:
➡️ Key impressions of the Intel Vision 2025 event.
➡️ The "New Intel" strategy of Lip-Bu Tan, Intel's new CEO.
➡️ Intel's AI strategy from a data center perspective.
➡️ 18A upon which Intel's hopes and future leadership hang.
➡️ Intel's less than compelling AI strategy and vision.
➡️ The diversity of AI and the heterogeneous present and future of AI compute.
➡️ The incremental Intel vibe of Vision 2025.
➡️ The fate of Intel Foundry - Killing the rumor.
➡️ The state of Intel's DCAI (Data Center & AI) business. 
➡️ Intel Vision 2025 in a word.

Hit Leonard, Jim, Dave, and Karl up on LinkedIn and take part in their industry and tech insights. 

Check out Karl and his research at Cambrian AI Research LLC at www.cambrian-ai.com.

Check out Jim and his research at Tirias Research at www.tiriasresearch.com.

Check out Dave Altavilla and his research at www.hottech.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.

neXt Curve's Leonard Lee was invited on a tour of Ericsson's booth at MWC 2025 Barcelona with VP of Strategy, Oliver Buschmann. Oliver takes Leonard on a journey from the Aduna, network APIs, differentiated connectivity, to programmable networks, to the topic of 5G monetization.

Many thanks to Ericsson for the booth tour and inviting neXt Curve to share our insights into the future of the industry and the opportunities amassing behind 5G SA.

This was one of the highlights of MWC 2025 for neXt Curve. Leonard Lee, Executive Analyst of neXt Curve, was invited by Ericsson to have chat with one of the industry’s tech luminaries, Erik Ekudden, CTO of Ericsson. It was great to get the essence of our ongoing conversations about the industry, tech leadership, and the reinvention of the network in a 5G era and beyond.

Erik and Leonard hit on some serious topics important to the industry with a nice mix of levity. We didn’t know where the conversation would go but we knew we had to start with a view on where we are with 5G.

It’s really time to unleash the backlog of 5G technologies waiting to deliver on the promises of 5G yet unrealized which I have been advocating in neXt Curve for a least two years now. 

Karl Freund of Cambrian-AI Research, Jim McGregor and Francis Sideco of TIRIAS Research joined me on a neXt Curve reThink Podcast to recap NVIDIA GTC 2025 from the Signia Hilton Hotel in San Jose on the third day of the event.

This episode covers:
➡️ Key impressions from NVIDIA GTC 2025
➡️ NVIDIA's evolving identity
➡️ NVIDIA's moves widening the lead in AI supercomputing
➡️ NVIDIA's broadening AI computing portfolio and the software stack
➡️ The NVIDIA philosophy of "more is more"
➡️ Synthetic data, digital twins, and robotic training
➡️ Jensen's jacket and more!

Hit Leonard, Jim, Francis and Karl up on LinkedIn and take part in their industry and tech insights.

Check out Karl and his research at Cambrian AI Research LLC at www.cambrian-ai.com.

Check out Jim and Francis and their 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.

Make sure to follow me here on LinkedIn and hit that 🔔 at the top of my profile for a constant diet of the tech and industry insights that matter.

⭐ Subscribe to the neXt Curve reThink Podcast on Buzzsprout here: https://bit.ly/43mr2Hm
⭐ Subscribe to the reThink YouTube channel here: www.youtube.com/@nextcurve
⭐ Follow neXt Curve at www.next-curve.com
⭐ Subscribe to the neXt Curve newsletter here: https://bit.ly/3LbXVgZ

Peter Jarich, Head of GSMA Intelligence at GSMA Intelligence, and Chetan Sharma of Chetan Sharma Consulting joins Leonard Lee of neXt Curve to recap the mobile industry event of the year, Mobile World Congress 2025.

This year, MWC drew over 109,000 attendees and almost 3,000 exhibitors who packed the Fira Gran Via for another post-pandemic year to match an attendance record set in 2019. So, what mattered at the otherwise overwhelming event?

Peter, Chetan, and Leonard touch on the following topics: 

• Key impressions from the event. What was different from last year?
• What were the key themes for MWC 2025?
• What technologies and applications stood out at MWC 2025?
• Peter, Chetan, and Leonard give their takes on:
  • Metaverse, 
  • Generative AI & Agentic AI
  • AI-RAN
  • Open Gateway & Aduna
  • 5G & 6G
  • Private 5G
  • Open RAN and Squid Game Season 1
  • Geopolitics of global telco
• Where does the trio think that we will land at MWC 2026?

Remember to like, subscribe to the neXt Curve reThink YouTube channel. Also, follow neXt Curve by subscribing at www.next-curve.com.

Check out Chetan Sharma, his research and thought leadership at www.chetansharmaconsulting.com. 

Check out Peter Jarich and GSMA Intelligence at www.gsmaintelligence.com.

Welcome to the neXt Curve reThink series that focuses on the present and the future of mobile wireless technologies and industry - The Radio to the RIC.

In this installment of the Radio to the RIC series, Leonard and Earl and special guest, Marc Pous, the IoT Giant, provide their full recap of their puts and takes from Mobile World Congress 2025 held in Barcelona. The trio just finished grueling week of analyst briefings, interviews, dinners, and receptions settling at Fonda Peppa, a wonderful restaurant by a Michelin-star chef to enjoy good food and drink while synthesizing thoughts on the key takes and insights from #mwc2025

The trio talk about:

* (3:11) Initial impressions
* (8:02) What is the state of AI-RAN? Is it Open RAN Season 2?
* (12:51) Has GenAI hype been hiding good stuff happening in AI for telco?
* (15:54) The year of some strange geopolitics that trouble the industry
* (19:02) 10 years of IoT Stars! Congrats!
* (23:18) A MWC 2024 retrospective. How did we do?
* (30:29) The GSMA seems to have learned its lesson - Connectivity First!
* (37:11) Where will we land at MWC 2026?
* (44:56) Delusions of grandeur

Feel free to comment and share your disagreement and argumentation. We are happy to learn from you.

Remember to like, subscribe to the neXt Curve reThink YouTube channel. Also, follow neXt Curve by subscribing at www.next-curve.com.

Check out EJL Wireless Research at www.ejlwireless.com and contact Earl Lum for his new Radio report. 

Jim McGregor of Tirias Research joined Leonard Lee of neXt Curve to recap February 2025, another action-packed month 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 NVIDIA, Arm's new edge AI play, and Qualcomm's Dragonwing.

This episode covers:

➡️ NVIDIA's Q4 2025 Earnings & Outlook - The bellweather of AI (2:31)

➡️ Intel dismantling rumors regarding Broadcom & TSMC  (6.00)

➡️ Arm announces new IoT Platform and Cortex A320 (10:03)

➡️ Qualcomm unveils their new Dragooning brand for industrial(11:21)

➡️ MWC 2025, Embedded World, NVIDIA GTC, OFC, IBM and more! (16:50)

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.

Karl Freund of Cambrian-AI Research joined Leonard Lee of neXt Curve to recap February 2025, another action-packed month in the world of semiconductors and accelerated and non-accelerated computing on the neXt Curve reThink Podcast series, Silicon Futures. Karl and Leonard share their thoughts on the state of NVIDIA and their Q4 25' earnings call.

This episode covers:

➡️ Karl's initial impressions from the NVIDIA Q4 25' earnings call (2:31)

➡️ The DeepSeek factor: factored in or not? (6:00)

➡️ The distilled future of AI: cheaper tokens, more models (10:03)

➡️ How will the gravity of AI computing shift and can NVIDIA shift? (11:21)

➡️ The diverging economics of AI supercomputing (16:50)

Hit both Leonard and Karl up on LinkedIn and take part in their industry and tech insights. 

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.

Welcome to the inaugural episode of the Work n' Play Tech Series of the neXt Curve reThink Podcast, the series that brings you deep tech and industry analysis on the world of consumer and commercial devices and services. This podcast is geared toward enterprise IT and consumers looking for industry and tech trends that will matter as they choose, implement, and manage technologies for organization and/or personal utility and entertainment. 

The Work n' Play Tech Series is co-hosted by Leonard Lee, Executive Analyst at neXt Curve, Anurag Agrawal, Chief Global Analyst at Techaisle, and Prakash Sangam, Principal Analyst at Tantra Analyst.

In this inaugural episode, the hosts discuss the headline trend of 2024, the AI PC. How did it start, where are we today, and where do we think we are going. The hosts also provide their impressions of several AI PCs they have been recently testing including:

💻 Lenovo's X1 Carbon Gen 13 Aura Edition (powered by Intel's Core Ultra Series 2 Lunar Lake)
💻 Lenovo's Yoga Slim 7x (powered by Qualcomm's Snapdragon X Elite)
💻 Dell's XPS 13 (powered by Qualcomm Snapdragon X Elite)
💻 Samsung Book4 Elite (powered by Qualcomm Snapdragon X Elite)
💻 Apple MacBook Air 15" (powered by Apple Silicon M2)

The gang touch on the following topics on the subject of the AI PC:

➡️ Introducing co-hosts Anurag Agrawal and Prakash Sangam (2:07)
➡️ Introducing the Work n' Play Series on neXt Curve's reThink Podcast (3:20)
➡️ The gang kicks off Episode 1 with the AI PC (4:07)
➡️ What is the state of the AI PC and where is it going? (6:50)
➡️ The AI PC in a state of "experimentation" & discovery (11:13)
➡️ Is the AI PC and GenAI finding a home with creators? (16:04)
➡️ The outlook for the big AI PC refresh super cycle (20:24)
➡️ What are the differentiated use cases for the AI PC? (21:08)
➡️ The cost benefit analysis of upgrading to AI PC (25:38)
➡️ Key AI PC takeaways & highlights from CES 2025 (28:50)
➡️ AI PC Reviews & favorites from Lenovo, Dell, and Samsung (36:15)
➡️ Agentic AI on AI PCs and beyond? (46:05)
 
Hit both Leonard, Anurag, and Prakash up on LinkedIn and take part in their industry and tech insights. 

Check out Anurag and Techaisle at www.techaisle.com.
Check out Prakash and his research at Tantra Analyst at www.tantranalyst.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.

Jim McGregor of TIRIAS Research and Karl Freund of Cambrian-AI Research joined me to recap January 2025, 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 thoughts on where the industry and the tech are going in 2025.

We parse through the key announcements in the semiconductor industry and AI headlines of January 2025 and share their year-end thoughts:

➡️ CES 2025 - AI everywhere (1:53)

➡️ Nvidia's supercomputing at the edge (3.00)

➡️ Nvidia's vision for the AI PC challenging the meaning of the AI PC (5:49)

➡️ The compelling use case of AI on the PC (8:14)

➡️ CES 2025 impressions by Intel, AMD and Qualcomm (14:48)

➡️ Jim's sparse trek on the CES 2025 floor - MIPS, Synaptics, NXP (18:18)

➡️ Arm's reinvention and their ongoing battle with Qualcomm (19:10)

➡️ CES 2025's hidden wireless gem (20:20)

➡️ DeepSeek and the implications on the AI industry (22:30)

➡️ Reasoning and agentic AI changing the slope of AI (28:30)

➡️ DeepSeek's semi-open kimono (30:34)

➡️ A middle finger to U.S. AI diffusion rule, Stargate, and regulation (34:05)

➡️ The engineer who will design the first 8th generation tactical fighter (37:20)

➡️ The prospects and pivot of Quantum - Willow & Trillium (37:55)

➡️ Jim, Karl, and Leonard give their thoughts on AI and chips in 2025 (42:46)

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.

Happy New Year!

It's been three years in the making but neXt Curve made it happen! Leonard Lee finally had Mischa Dohler, VP of Emerging Technologies at Ericsson on the reThink Podcast to discuss what is hot in tech for 2025 on a whim. Unscripted, press record and away the two went to cover a wide range of tech topics that will matter in 2025 from 5G to AI. 

Mischa and Leonard stumble upon the follow topics:

• Introducing Mischa Dohler, musician, technologist, futurist (2:50)
• What's on Mischa's tech radar? (5:30)
• Remote health and emergency services (8:40)
• 5G's maturity and associated opportunities (11:05)
• What happened to the Metaverse and where is it going? (13:31)
• The unappreciated present and future of the smartphone (18:45)
• The XR + AI dynamic - catalytic for 5G? (21:20)
• What does Mischa think about the overall AI trend? (23:30)
• Who started the jacket thing, Mischa or Jensen? (25:50)
• Mischa's AAA pillars for telecom's future (29:03)
• Mischa's view on AI's impact - Alpha Fold (29:45)
• The economics of our AI future - dystopian or utopian? (30:29)
• The great opportunity for AI misuse (31:14)
• Trust Infrastructure: Network APIs and the role of Aduna (34:23)

Hit both Mischa and Leonard on LinkedIn and take part in their industry and tech insights. 

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.

Mobile World Congress (MWC) 2025 in Barcelona is fast approaching. Once again, Leonard Lee of neXt Curve will be there with Earl Lum of EJL Wireless Research to cover what will matter in 2025 in the world of mobile wireless and telecommunications.

This year, Earl and I have put together a pretty broad agenda that covers the follow topics and research objectives:

➡️ What's new with AI-RAN and AI-native?

➡️ Advances in radios and antennas

➡️ Open RAN Squid Game Season 2

➡️ Network APIs, marketplaces and exchanges

➡️ Open Gateway Initiative, CAMARA & Aduna

➡️ 5G transformation and modernization state of mind

➡️ What happened to Metaverse?

➡️ What's happening at the booths of the big guys? (Ericsson, Nokia, Huawei, ZTE Corporation)

➡️ The state of 5G Standalone, 5.5G/5G Advanced

➡️ Edge infrastructure, management & orchestration (SMO)

➡️ Semiconductor & chips

➡️ Where are we with generative AI for telco?

➡️ New culinary delights in Barcelona and novel wines

If you would like to set up a meeting, connect with Earl Lum at www.ejlwireless.com and Leonard Lee at www.next-curve.com. Make a request through our respective request forms. 

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.

Debbie Reynolds of Debbie Reynolds Consulting LLC joins Leonard Lee of neXt Curve on the reThink Podcast to talk about the Beta AI mentality that is ruling the day as "AI companies" scramble to push out experimental and Beta versions of their AI products and services out the door. We are also seeing a scramble to drive adoption of AI by opting users into these features by default with assumed consent or in the absence of it. 

Leonard and The Data Diva parse through some highlights of some recent Beta AI deployments that consumers and organizations should be aware of:

• Apple's recall of Apple Intelligence News Summary (2:04)
• Apple Intelligence default opt-in problem (9:06)
• LinkedIn AI training on your engagement and content (12:50)
• Meta's new AI-driven personalization across Facebook and Instagram (18:40)
• The risks and impact of DeepSeek model versus its AI service (27:47)
• The Chain of Thought (CoT) hack (36:40)
• OpenAI's agentic AI and its potential risks (39:23)

Connect with Debbie Reynolds at www.debbiereynoldsconsulting.com 

Hit both Debbie and Leonard on LinkedIn and take part in their industry and tech insights. 

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.

One of the pleasant surprises of NAMM Show 2025 was bumping into Qualcomm. We don’t see too many chip companies making a presence, but given that the AI PC is here as is Snapdragon X Series of mobile processors, it makes sense for Qualcomm to show up to make its presence known to creators and the music industry at large.

We had a chance to chat with PJ Jacobowitz of Qualcomm who was the mastermind of this Snapdragon’s introduction to NAMM Show. We talk about some of the collaborations that the company is doing to make the NPU matter in a substantial way that has eluded the AI PC since its inception.

Check out neXt Curve research and our takes from NAMM Show 2025. There is a lot that we picked up on in our short time at the conference. We’ve been coming here since the 80s and neXt Curve has covered it as an important part of our research since neXt Curve's beginning.

Make sure to follow Leonard on LinkedIn and hit that 🔔 at the top of his profile for a constant diet of the tech and industry insights that matter.

⭐ Subscribe to the reThink Podcast on Buzz sprout here: https://bit.ly/43mr2Hm
⭐ Subscribe to the reThink YouTube channel here:    / @nextcurve 
⭐ Follow neXt Curve at www.next-curve.com
⭐ Subscribe to the neXt Curve newsletter here: https://bit.ly/3LbXVgZ

While this Galaxy Unpacked event was largely about AI, it was indicative of a bigger vision spelled out by Samsung at CES 2025 earlier this month. The consumer electronics industry and mobile are getting very competitive, especially with daunting and resurgent challenges coming from Chinese players prompting Samsung and its South Korean peers to think bigger about AI and their differentiation in mobile.

Check out a couple of key takes from Leonard Lee who attended Galaxy Unpacked 2025 as he was on the verge of getting kicked out of the exhibition area.

Make sure to follow Leonard on LinkedIn and hit that 🔔 at the top of his profile for a constant diet of the tech and industry insights that matter.

⭐ Subscribe to the reThink Podcast on Buzz sprout here: https://bit.ly/43mr2Hm
⭐ Subscribe to the reThink YouTube channel here:    / @nextcurve 
⭐ Follow neXt Curve at www.next-curve.com
⭐ Subscribe to the neXt Curve newsletter here: https://bit.ly/3LbXVgZ

neXt Curve's Leonard Lee had a chance to catch up with Chris Patrick, SVP and GM of Mobile Handset at Qualcomm at Samsung's Galaxy Unpacked 2025 event which took place at the SAP Center in San Jose, CA.

Leonard and Chris discuss:

• CPUs are hot again. Why is it important in heterogeneous computing for AI broadly and then more specifically specifically for GenAI?
• NPU for mobile is different than the AI PC. Leonard and Chris talk about the legacy of the mobile NPU and where it is going.
• The smartphone is still a mobile device. Connectivity matters. What is the evolving role and new requirements of connectivity as these AI requirement evolve?
• What are the highlights of how Qualcomm is enabling Samsung’s Galaxy S25 family with the Snapdragon 8 Elite for Galaxy?

Make sure to follow Leonard on LinkedIn and hit that 🔔 at the top of his profile for a constant diet of the tech and industry insights that matter.

⭐ Subscribe to the reThink Podcast on Buzz sprout here: https://bit.ly/43mr2Hm
⭐ Subscribe to the reThink YouTube channel here:    / @nextcurve 
⭐ Follow neXt Curve at www.next-curve.com
⭐ Subscribe to the neXt Curve newsletter here: https://bit.ly/3LbXVgZ

Invention is the wellspring of technology that makes innovations in 5G, AI, quantum computing, and video compression possible. Yes, video compression, the technology that enables us to take hours of 4K video on our smartphones. The technology that allows Netflix to stream 4k and eventually 8K movies and TV shows to your home. The technology that has democratized video conferencing on our devices and much more.

neXt Curve’s Leonard Lee had the opportunity to speak with master inventor, Dr. Marta Karczewicz, VP of technology and fellow at Qualcomm, about her career-long cotribution to a technology that has yielded billions if not a trillion dollars in economic value and continues to be a foundational technology enabling the advancement of digital media, gaming, XR, IoT, robotics, automotive, AI and more. Marta has over 800 patents to her name and has been recognized as one of three finalist for the 2019 lifetime achievement in invention award by the European Patent Office.

Marta & Leonard discuss the following topics in a chat with a master inventor:

➡️ Introducing the Patent Trillionaire, Dr. Marta Karczewicz (0:30)
➡️ The essentiality of video compression (2:50)
➡️ Why Marta is one of the leading inventors in the world (6:45)
➡️ Leonard upgrades Marta’s inventor status (7:49)
➡️ The foundational pillar of digital tech and applications (10:14)
➡️ Marta’s top video compression trends for the future (16:15)

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.

Earl Lum of EJL Wireless joins Leonard Lee of neXt Curve to talk about the reigniting of his research in mobile wireless macro antennas after a multi-year hiatus. He has just released the first phase of his research, the "Global Macro Antenna Analysis & Forecast 2024 to 2028" report soon to be followed by his market share report.

This episode is a great primer for those of you who are not radio and antenna folks but have a curiosity to strong interest in why antennas matter and why they are so important and indicative of the prospects of the market and pace of infrastructure modernization in the mobile wireless world. 

Earl & Leonard discuss the following topic about the mobile wireless antenna tech and industry trends that matter for 2025 and beyond:

• Earl gets back into antenna game! (1:23)
• Why does the antenna market matter? (4:03)
• Key trends and takes from Earl's antenna market analysis (5:05)
• Technical and deployment trends and challenges for 2025 and beyond (7:50)
• Leonard's impressions of Earl's summary and highlights of his report  (14:28)
• Key features of the Global Macro Antenna Analysis & Forecast report (15:32)

Connect with Earl Lum at www.ejlwireless.com. Hit both of us on LinkedIn and take part in our industry and tech insights. 

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.

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 in the semiconductor industry and AI headlines of December 2024 and share 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 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.

Happy New Year!

Prakash Sangam of Tantra Analyst joins Leonard Lee of neXt Curve to share his insights on the Arm vs. Qualcomm trial that took place in Delaware from December 16th to the 20th 2024. Prakash was in the courtroom for all five days and observed the in entire trial to its conclusion. Prakash provided play-by-play coverage of the trial is it occurred providing his insights. He was kind enough to share some key highlights and takes on the special reThink Podcast episode.

Prakash and Leonard parse through the highlights and key takeaways fro Arm vs. Qualcomm:

➡️ The first in and last out of court (1:20)
➡️ Background of the case: Arm vs. Qualcomm (2:50)
➡️ Highlights of the Arm vs. Qualcomm trial (6:40)
➡️ The implications of the trial outcome (12:02)
➡️ Qualcomm's right to use acquired Nuvia technology (19:47)
➡️ The loose ends and the prospects of resolution (25:19)

Hit both Leonard, and Prakash on LinkedIn and take part in their industry and tech insights. 

Check out Prakash and his research at Tantra Analyst at www.tantraanalyst.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.

Debbie Reynolds of Debbie Reynolds Consulting LLC joins Leonard Lee of neXt Curve on the reThink Podcast to recap a crazy, tumultuous, and disturbing year for security, trust, and privacy where we saw some of the most catastrophic data breaches and cybersecurity incidents in recent memory and in history.    

Leonard and The Data Diva parse through the security and trust events and happenings that mattered in 2024:

• Leonard's impression of security & trust in 2024? (1:30)
• Debbie's highlights in security & trust in 2024 (2:54)
• The cybercriminal economy's catalytic moment (6:35)
• GenAI: cybersecurity friend or foe? (8:15)
• Data breaches find normalcy (9:20)
• Losing a foundation of security - privacy (11:30)
• The EU AI Act: Foundation for responsible AI? (15:33)
• The future of decentralized obscurity (23:13)
• Debbie's hot security & trust picks for 2025! (26:00)
• Leonard's hot security & trust picks for 2025! (28:10)
• We need to give less to suffer less (32:10)

Connect with Debbie Reynolds at www.debbiereynoldsconsulting.com 

Hit both Debbie and Leonard on LinkedIn and take part in their industry and tech insights. 

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.

Earl Lum of EJL Wireless joins Leonard Lee of neXt Curve to recap and to share and discuss the highlights and the key takes from Marvell's Industry Analyst Day 2024 and Mavenir's Analyst Event that capped of an intense year of events. Leonard and Earl cover the telco and networking aspects of Marvell's event while Earl provides what he can from Mavenir's 2-day information-packed analyst forum.

Earl & Leonard discuss the following topic that mattered from M&M Tour 2024:

• Marvell Industry Analyst Day 2024 Recap (2:09)
• Marvell - Every networking & interconnect for GenAI supercomputing (5:02)
• Marvell's telco story for 2024 and beyond (10:12)
• Why Mavenir doesn't love Leonard Lee anymore? (11:30)
• The many moving part of Mavenir (12:36)
• Should Mavenir be designing and making radios? (15:15)
• Can Mavenir to afford to boil the telco tech ocean? (18:44)
• Mavenir's telco AI and AI-RAN story (21:33)
• Thoughts on the state of Open RAN (25:16)

Connect with Earl Lum at www.ejlwireless.com. Hit both of us on LinkedIn and take part in our industry and tech insights. 

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.c... - 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.

Prakash Sangam of Tantra Analyst joins Leonard Lee of neXt Curve to recap Marvell's Industry Analyst Day 2024 event, which took place in Santa Clara at the Marvell HQ. Marvell brings together many of the leading tech industry analyst from around the world toward the end of the year for a reunion that turns out to be a great recap and temperature check of the semiconductor industry given the diversity of Marvell's business. This year was the year of generative AI and accelerated infrastructure. It looks like next year will be as well, but custom and optimized.

We parse through the key announcements and insights that mattered at Marvell Industry Analyst Day 2024:

➡️ Overview of Marvell Industry Analyst Day 2024 (2:35)
➡️ Marvell's Accelerated Infrastructure opportunity (5:00)
➡️ Prakash's key impressions of Marvell Industry Analyst Day (7:21)
➡️ Marvell brings the system level perspective to custom AI supercomputing (11:00)
➡️ Sandeep "Mr. BLT" Bharathi and his custom accelerated infrastructure sandwich (13:17)
➡️ Custom accelerated infrastructure - the next big thing in AI supercomputing (14:40)
➡️ What can we expect at Marvell Industry Analyst Day 2025? (20:10)
➡️ The nuances of operational Gen AI supercomputing versus experimental (23:09)
➡️ What did Marvell say about telco, automotive, and enterprise? (25:50)

Hit both Leonard, and Prakash on LinkedIn and take part in their industry and tech insights. 

Check out Prakash and his research at Tantra Analyst at www.tantraanalyst.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.

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:

➡️ 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 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.

In this episode of the neXt Curve reThink podcast, Leonard Lee and Earl Lum of EJL Wireless Research recap Ericsson's D-15 Analyst Event and ZTE's 5G Summit which took place in Istanbul, Turkey.

This episode is a cornucopia of international telco insights as Ericsson presents its case and big-picture vision for high-performing, differentiated networks and network APIs, and ZTE lays out its blueprint for the future of 5G and 5G advanced.

Earl & Leonard discuss the following topic that mattered from Ericsson's D-15 Analyst Event and ZTE's Analyst Day:

• Earl provides his overview of ZTE's 5G Summit 2024 (1:45)
• Earl's first impressions of Turkey (3:02)
• Headlines and key takes from ZTE's 5G Summit 2024 (4:05)
• The two-layer 5G spectrum birthday cake (7:34)
• The late 5G adopter advantage (8:40)
• The practical mystery of AI in the network and RAN (11:06)
• Leonard provides an overview of Ericsson's D-15 event (16:32)
• Ericsson's vision of reinventing the telco industry - network APIs (17:20)
• SMO and rApps, the first order accelerator for 5G modernization? (20:53)
• AI and automation of the network (26:43)
• GNP and NewCo JV, the cornerstone of the next phase of the industry (28:24)
• Thinking beyond connectivity (33:26)
• Bringing the ecosystem together (35:01)
• How big is the network API opportunity for operators? (37:22)

Connect with Earl Lum at www.ejlwireless.com. Hit us up on LinkedIn and take part in our industry and tech insights. 

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.c... - 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.

The 5G Americas Analyst Forum 2024 took place in Dallas. Leonard Lee of neXt Curve, Earl Lum of EJL Wireless Research, and Prakash Sangam of Tantra Analyst were there. This year's event highlighted the need for 5G standalone deployment to enable advanced features. The event also focused on the complexity of Latin America’s wireless industry and the importance of affordable 5G handsets for the region. 

Despite the hype surrounding AI, discussions were more realistic about its practical applications and the need for right-sizing vendor operations. In true 5G Americas fashion, we couldn't get enough of the expansive agenda and top-notch engagement with the leading operators and tech firms in the telco industry in the Americas.

Earl, Prakash, & Leonard discuss the following topic that mattered from 5G Americas Analyst Forum 2024:

• Impressions of 5G Americas Analyst Forum 2024 (2:40)
• 5G Americas by the numbers (4:42)
• The Latin American 5G story (6:48)
• 5G Standalone, the key to the 5G promises (7:43)
• The GenAI hype in telco is cooling and AI is practical again (11:20)
• FWA is the evolving killer 5G app if there was one (14:10)
• Innovations in the RAN. Anything new? (18:29)
• AI appropriation in telco (24:42)
• Scaling out a 5% error rate on your network (28:26)
• Automation versus AI - they are not the same (32:39)
• Network APIs in the work in progress  (37:30)
• The panel predicts the themes of 5G Americas Analyst Forum 2025 (40:10)

Connect with Earl Lum at www.ejlwireless.com and Prakash Sangam at www.tantraanalyst.com. Hit us up on LinkedIn and take part in our industry and tech insights. 

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.c... - 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.

Jim McGregor, Founder & Principal Analyst at Tirias Research joins Leonard Lee of neXt Curve on the October 2024 edition of Silicon Futures to talk about the hot topics in the semiconductor industry and technology.

It's busy season for analysts who are bouncing around the world attending the deluge of industry and company events. That means double, triple booking each week if not more. Then there are all those virtual session. 

October brought us Qualcomm's Snapdragon Summit, AMD's AI event, and a constant stream of headlines streaming of the industry including at Lenovo Tech World, the Westeros of the semiconductor industry where so many chip industry dramas are playing out at the moment. 

Leonard and Jim parse through the key announcements and semiconductor headlines that mattered in the month of October of 2024:

• The crazy season for industry analysts (1:06)
• Is IBM a phantom chip play with Sypre and Telum? (3:04)
• The chip industry is increasingly a systems game (7:09)
• AMD AI headlines with AI 300 Pro, MI 325 and more (7:47)
• Network and interconnect bound (10:01)
• GenAI scaling law bingo (12:57)
• Jim's next major architectural proposal and white paper (13:50)
• Hell freezes over with Intel and AMD - x86 advisory group (15:17)
• Is NVIDIA going open source with Blackwell? (19:56)
• Snapdragon Summit 2024 - Autos and Oryon 2 (21:12)
• Another Arm vs. Qualcomm flare up (22:03)

Connect with Jim and Tirias Research at www.triasresearch.com. Hit both Jim and Leonard on LinkedIn and take part in our industry and tech insights. 

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.c... - 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.

At MWC Las Vegas 2024, the absence of major operators and the emphasis on enterprise solutions signaled a shift in the industry. While the hype surrounding private networks generated significant interest, the scarcity of new spectrum and the decline in Capex raised concerns about the industry’s future trajectory. As expected AI was primarily discussed in the context of spectrum sharing and efficiency, with limited practical applications in call centers and network optimization.

Earl Lum of EJL Wireless joins Leonard Lee of neXt Curve to recap this year's MWC Las Vegas show and to share and discuss the highlights and the key takes from the premiere mobile wireless industry event in the Americas.

Earl & Leonard discuss the following topic that mattered from Mobile World Congress Las Vegas 2024:

• What has MWC Las Vegas become? How did it get here? (2:20)
• MWC Las Vegas 2024 in a nutshell according to Earl (4:56)
• The case for rural Open RAN opportunities (7:55)
• The big themes of MWC Las Vegas 2024 (10:34)
• Earl's agenda going in to MWC Las Vegas 2024 - Parental Supervision Advised! (13:16)
• A more practical slant on AI for the RAN and telco (16:17)
• What needs to change for MWC Las Vegas 2025 (21:30)
• The telco industry identity crisis (26:15)

Connect with Earl Lum at www.ejlwireless.com. Hit both of us on LinkedIn and take part in our industry and tech insights. 

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.c... - 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.

Dean Bubley and a group of industry colleagues made a proposition to reset 6G. neXt Curve could not resist but to bring Dean on to chat about the intent behind this call to arms of sorts.  

Dean joins Leonard Lee discuss the need to reset 6G and Dean's proposal that we take a “maximum usefulness” approach that prioritizes addressing customer needs, improving coverage, reducing energy consumption, and making 6G more inclusive and affordable.Dean Bubley or Disruptive Analysis joins Leonard Lee of neXt Curve to 

Dean & Leonard discuss the following topics regarding the proposal to reset 6G:

• What's wrong with 6G? (2:03)
• The 5G digestion issue - a contributing factor? (3:15)
• The 3 ideologies of 6G (4:06)
• The argument for maximum usefulness (6:09)
• The ITU vision of 6G: IMT 2030 - pros and cons (9:06)
• Dean's grading of the IMT 2030 vision (13:07)
• The "everyone and their dog" problem of 6G (16:25)
• 5G cans kicked down the 6G road (20:33)
• What's the deal with the Reset 6G? (23:43)

Connect with Dean Bubley at www.deanbubley.com.  

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.c... - 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.

In this episode of the neXt Curve reThink podcast, renowned industry and tech analyst, Chetan Sharma, joins Leonard Lee of neXt Curve to recap the 15th annual installment of Mobile Future Forward 2024, which brought together industry leaders to discuss the intersection of technology curves, such as 5G and AI, and their impact on the ecosystem. The event’s theme, “Quantumverse: Navigating Exponential Frontiers,” focused on how leaders can navigate the turbulent waters of exponential growth and build ecosystems and partnerships.

The summit focused on automation at scale, exploring its progress and challenges. The industry faces bottlenecks in storytelling and implementation, hindering the realization of 5G’s potential.

Find out more about Mobile Future Forward at https://www.mobilefutureforward.com/

Chetan & Leonard discuss the following topic that mattered from Mobile Future Forward 2024:

• What is Mobile Future Forward? (2:05)
• Quantumverse explained (6:04)
• Navigating exponential frontiers (8:10)
• The key themes of Mobile Future Forward 2024 (9:20)
• The challenge of storytelling in telco and 5G (17:30)
• Has 5G been a failure? (20:35)
• The future of the RAN: AI-RAN? (22:02)
• Key findings from Mobile Future Forward 2024 (24:55)

Connect with Chetan Sharma at www.chetansharmaconsulting.com. Hit both of us on LinkedIn and take part in our industry and tech insights. 

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.c... - 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.

The Things Conference 2024 took place in Amsterdam from the 24th to the 25th of September marking the seventhinstallment of what is becoming a key barometer for the state of IoT. neXt Curve had the pleasure of meeting up with Wienke Giezeman, Co-Founder of The Things Industries in the Metaverse with our Vision Pros to talk about where we are on the IoT hype cycle and discuss the main takeaways from The Things Conference which drew over 1,500 IoT practitioners, and solution providers from around the globe.

Find out more about The Things Conference at https://www.thethingsconference.com/

Wienke & Leonard discuss the following topic that mattered from The Things Conference 2024:

• Wienke and Leonard prove that they are Metaverse pioneers (2:05)
• What is the state of IoT according to Wienke and The Things Industries (2:54)
• What was the main theme The Things Conference 2024? (5:57)
• Scaling The Things Industries and the IoT growth trend (7:49)
• What was new with The Things Stack (9:10)
• The myth of wide area LoRaWAN (12:00)
• The need to revisit LoRaWAN (13:48)
• Has IoT reached the Plateau of Productivity or are we still being enlightened? (14:34)

Connect with Wienke Giezeman at www.thethingsindustries.com. Hit both of us on LinkedIn and take part in our industry and tech insights. 

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.c... - 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.

September 2024 was a ridiculously eventful month in the world of semiconductors and AI. With the news cycle dominated by conjecture, rumors, and curious proposals shrouding the future of Intel after what can only be described as a unexpectedly bad quarter, the competitive landscape in the data center, GenAI supercomputing, and AI PC continues to intensify while surfacing questions of the value and impact of GenAI as OpenAI looks to reinvent itself with some funding from friends.

Karl and Leonard discuss the following happenings in the world of chips and AI:

• Fem.AI (Cadence Giving Foundation) - Diversity matters in tech & AI (2:17)
• Big news in the world of AI and chips in September 2024 (10:01)
• Making sense out of tumultuous and difficult times at Intel (11:02)
• The price Intel paid for competitive pivots (13:14)
• Intel's long roadmap to competitiveness and leadership (15:22)
• The impact of Qualcomm's Oryon CPU & Snapdragon X Series (18:30)
• OpenAI secures investment to reinvent itself (19:44)
• Cerebras files for IPO. What does it mean for GenAI supercomputing? (23.58)

Connect with Karl Freund at www.cambrian-ai.com. Hit both of us on LinkedIn and take part in our industry and tech insights. 

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.

Earl Lum of EJL Wireless Research joins Leonard Lee of neXt Curve on another episode of "From The Radio to the RIC" to discuss their impressions and analysis of some big announcements coming out of Ericsson Enterprise Industry Analyst Day and T-Mobile Capital Markets Day which made many suggestions about the future of the telco industry and the RAN which Nvidia, Ericsson, Nokia and T-Mobile aspire to realize through their newly announced AI-RAN lab.

Earl & Leonard discuss the following topic that mattered from Ericsson's Enterprise Industry Analyst event and T-Mobile's Capital Markets Day 2024:

• Happenings of the week from Ericsson and T-Mobile (1:55)
• Theme of the week: Differentiated and high-performance networks (4:24)
• Ericsson announces their NewCo venture with 12 major global operators (5:13)
• Introducing Network Capabilities as a Service (NCaaS) (7:59)
• Globally scaling novel network capabilities with the Big 12 (9:18)
• The NCaaS race for developers (14:00)
• T-Mobile - What does 5G leadership have to do with NCaaS and vice versa? (17:00)
• The future of RAN infrastructure with AI-RAN according to T-Mobile, Nvidia, Ericsson, and Nokia (20:00)
• CradlePoint is now Ericsson (25:40)
• Ericsson Enterprise 5G coverage: a disruption in the making? (26:30)

Connect with Earl Lum at www.ejlwireless.com. Hit both of us on LinkedIn and take part in our industry and tech insights. 

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.c... - 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.

Lenovo held their Lenovo Innovation World 2024 event in Berlin, Germany just before IFA 2024 kicked off the 100th anniversary of what has become one of the largest consumer electronics trade shows in the world. This year, both Lenovo Innovation World and IFA were about the AI PC which has been tending for the better course of the year with the advent of on-device GenAI. 

Lenovo invited and hosted Leonard Lee of neXt Curve, and Prakash Sangam of Tantra Analyst in Berlin to attend Lenovo Innovation World 2024 in person. They had the privilege to have access to tech demo to get a sneak peek at the exciting new Copilot+ PC laptops Lenovo is announcing powered by Intel's upcoming Lunar Lake, Qualcomm, and AMD processors. Prakash and Leonard delve into the details of the ten new models across Lenovo's ThinkPad, ThinkBook, IdeaPad, and Yoga lines of ultra-long battery life, performant laptops for consumers and enterprises.

Finally, Leonard and Prakash were joined by press and an exclusive group of industry analysts to attend the live Lenovo Innovation World 2024 hosted by Luca Rossi, EVP of Lenovo's Intelligent Devices Group.

Prakash and Leonard cover the following topics from Lenovo Innovation World 2024:

🎱 Lenovo Innovation World 2024 (1:06)
🎱 Prakash's favorite new city (2:28)
🎱 Lenovo Innovation World 2024 event overview (3:08)
🎱 It's all about the AI PC and Copilot+PC (4:01)
🎱 New product announcement from Lenovo Innovation World 2024 (7:23)
🎱 The bottomline of AI PC value (10:58)
🎱 The NPU is in its early days (12:00)
🎱 Lenovo expands the AI PC base with Snapdragon X Plus (15:02)
🎱 Core Ultra 200V, the key to enterprise AI PC? (19:29)
🎱 Lenovo goes heavy with AMD's Ryzen AI 300 (21:54)
🎱 Lenovo's dedication to choice and differentiation (23:12)
🎱 Lenovo's consumer AI PC strategy (29:09)

Lenovo announced the following models at Lenovo Innovation World 2024:
· Lenovo ThinkPad X1 Carbon Gen 13 Aura Edition (intel)
· Lenovo ThinkPad T14s Gen 6 (AMD)
· Lenovo ThinkBook 16 Gen 7+ (AMD)
· Lenovo ThinkBook 16 Gen 7 (Snapdragon X Plus 8-core)
· Lenovo Yoga Slim 7i Aura Edition (15”, 9 (Intel)
· Lenovo Yoga Pro 7 (14”, 9) (AMD)
· Lenovo IdeaPad Slim 5x (14”, 9) (Snapdragon X Plus 8-core)
· Lenovo IdeaPad 5x 2-in-1 (14”, 9) (Snapdragon X Plus 8-core)
· Lenovo IdeaPad Slim 5 (15", 10) (AMD Ryzen 7000 Series) 
· Lenovo IdeaPad Slim 5 13" (AMD Ryzen 7000 Series)

Make sure to check out press release announcements with specifications for each model. 
https://news.lenovo.com/pressroom/press-releases/lenovo-unveils-pioneering-ai-driven-devices-at-lenovo-innovation-world-2024/ 

Hit both Leonard and Prakash up on LinkedIn and take part in their industry and tech insights. 

Check out Prakash Sangam and his research at Tantra Analyst at www.tantraanalyst.com. Also check out the Tantra's Mantra Podcast. 

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.

Prakash of Tantra Analyst joins Leonard Lee of neXt Curve to recap one of the largest consumer electronics trade shows in the world, IFA 2024, which took place in Berlin, Germany.

Leonard and Prakash parse through the stuff that matters from IFA 2024:

• First impressions of IFA 2024 (1:35)
• Key takes and themes from IFA 2024 (4:37)
• IFA: The European version of CES? (7:15)
• The impact and influence of Chinese brands (8:03)
• The big focus on smart living and smart devices (8:35)
• Did AI and generative AI make a big splash at IFA 2024? (9:50)
• The state of XR. Has the Metaverse been resurrected at IFA 2024? (11:30)
• Beyond the smart home, contextual computing (14:50)
• The AI PC and the ongoing Copilot+PC saga (19:15)
• The Honor splash in AI PC and foldable smartphones (23:06)

Connect with Prakash and Tantra Analyst at www.tantraanalyst.com. Hit both of us on LinkedIn and take part in our industry and tech insights. 

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.

In this August installation of the reThink Podcast Silicon Futures analyst corner, neXt Curve's Leonard Lee and Karl Freund of Cambrian AI Research are joined by Jim McGregor of Tirias Research to talk about the hot topics of the month and Hot Chips 2024.

Karl, Jim, and I cover the following agenda:

🎱 Hot Chips 2024 overture by Jim (2:44)
🎱 Hot Chips 2024 Take - Less of the new and more of the details (5:00)
🎱 Hot Chips 2024 Take - Deep dive on Oryon and Gerard Williams III's design philosophy (6:05)
🎱 Hot Chips 2024 Take - Balance (8:21)
🎱 Hot Chips 2024 Take - IBM Telum II bringing GenAI to the mainframe (9:48)
🎱 Hot Chips 2024 Take - Enfabrica: for resilient AI training? (13:30)
🎱 Hot Chips 2024 Take - Co-packaged optics for AI interconnect and networking (15:45)
🎱 Hot Chips 2024 Take - Where should AI be used in chip design? (16:25)
🎱 Hot Chips 2024 Take - The case for liquid-cooled data centers (17:02)
🎱 Hot Chips 2024 Take - NVIDIA Quasar Quantization System (19:03)
🎱 Demystifying AMD's acquisition of ZT Systems (24:20)
🎱 NVIDIA's Blackwell "Delay" takes from Jim and Karl (29:35)
🎱 Intel Gaudi 3 lands in IBM Cloud (32:44)

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.

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.

neXt Curve's Leonard Lee had a chance to catch up with Kirti Gupta who is Vice President & Chief Economist, Global Technology at Cornerstone Research, a leading DC-based think tank focused on matters of antitrust, intellectual property, and increasingly the implications of geopolitics in tech.

Kirti and Leonard discuss the state of geopolitics as it relates to trade, regulations, and leadership in the critical technologies that will shape the competitiveness of nations especially as the U.S. and China vie for global supremacy.

What is the outlook as we look forward to yet another U.S. election cycle against a comparatively steadfast Chinese tech agenda and policy.  

• Introducing Cornerstone Research and topics top of Kirti's mind (1:50)
• Artificial Intelligence - legal & regulatory implications and trends (3:00)
• Kirti's views on the EU AI Act of 2024 (3:45)
• Managing geopolitical and regulatory risk in tech trade (8:10)
• Geotech wars - shaping tech supply chain, regulation and trade (10:00)
• What constitutes effective geotech policies and measures? (13:15)
• How effective have U.S. geotech policies versus China worked out? (15:10)
• Huawei and China's AI industry doubling down on innovation (15:30)
• The defensive measures of taxes, tariffs and subsidies (17:18)
• The challenge of shifting priorities against a fluid geotech landscape (19:30)

Connect with Kirti Gupta as Cornerstone Research at www.cornerstone.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.

AMD recently announced their intent to acquire ZT Systems, a data center systems integrator and ODM based in Secaucus, NJ for $4.9 billion. On the surface, the deal looks like a curious one. Jack Gold, Principal Analyst at J.Gold Associates and tech industry colleague recently posted his thoughts on the nature, the benefits, and the implications of the acquisition. In many ways, this is a move that AMD was not likely to make but it may prove essential in upping their GenAI supercomputing game in their race against NVIDIA.

Jack and I cover the following agenda:

🎱 A little about the AMD + ZT Systems deal (3:13)
🎱 What does it mean for AMD and their play to compete with Nvidia? (9:39)
🎱 How will it impact Intel and others in the GenAI supercomputing race? (16:19)

I will be dropping the podcast on the neXt Curve reThink Podcast subscribe here at be notified when the podcast goes live in the next 24 hours.

Hit both Leonard and Jack up on LinkedIn and take part in their industry and tech insights.

Check out Jack and his research at J.Gold Associates at www.jgoldassociates.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.

Debbie Reynolds of Debbie Reynolds Consulting LLC joins Leonard Lee of neXt Curve on the reThink Podcast to coin and discuss what we believe will be a new problem that will impact out digital lives and businesses and digital advertising - Synthetic Engagement. Debbie and Leonard talk about how agentic generative AI applications are already flooding GenAI-fabricated engagement on social platforms which will inevitably have impact on the digital advertising and marketing. We ask the question, what are bot-to-bot engagement worth?   

Leonard and The Data Diva parse through the implications of Synthetic Engagement that matter:

• What is Synthetic Engagement? (1:50)
• The problem with Agentic GenAI (6:15)
• What is synthetic engagement worth to advertisers? (9:50)
• A coming crisis of authenticity and trust on social platforms (16:46)
• What is the price we should pay for trust? (18:45)
• What are the potential impacts of synthetic engagement on the future of digital advertising and marketing? (24:42)

Connect with Debbie Reynolds at www.debbiereynoldsconsulting.com 

Hit both Debbie and Leonard on LinkedIn and take part in their industry and tech insights. 

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.

One of the biggest items to hit the tech news cycle last week about this time was word that NVIDIA's Blackwell GPUs and associated systems, in particular, their GB200 NVL72 GenAI supercomputing systems would be delayed. There was a lot of confusion about what that meant and the industry and markets took a week to make sense of things.

I had the chance to finally get Dylan Patel, Chief Analyst and Founder of SemiAnalysis on my show to talk about the research note "Nvidia's Blackwell Reworked - Shipment Delays & GB200A Reworked Platforms
" that he and his team dropped last week that provided detail on what that "delay" means. You don't want to miss out on this chat.

LINK TO RESEARCH NOTE 👉 https://www.semianalysis.com/p/nvidias-blackwell-reworked-shipment

Dylan and I also had an opportunity to just catch up and talk about the present and future of generative AI and what I call (apparently I'm the only one) GenAI supercomputing. There is a little for everyone who is or thinks they are in "AI". 

Dylan and I cover the following agenda:

🎱 Mic check (1:45)
🎱 A 1-year retrospective on GenAI (4:20)
🎱 The state of GenAI supercomputing - What's got you excited, Dylan? (8:22)
🎱 Huang's Law and the GenAI supercomputing scaling wall (21:18)
🎱 The Blackwell "Delay" What is it and why or why will it not matter? (25:44)
🎱 Where do you see GenAI supercomputing going? (40:13)

I will be dropping the podcast on the neXt Curve reThink Podcast subscribe here at be notified when the podcast goes live in the next 24 hours.

🎱 neXt Curve reThink Podcast 👉 "Nvidia's Blackwell Reworked - Shipment Delays & GB200A Reworked Platforms"

Check out Dylan Patel and the work of his team at SemiAnalysis at www.semianalysis.com. 

Hit both Leonard and Dylan up on LinkedIn and take part in their industry and tech insights. Check out Dylan and the work of his team at SemiAnalysis at www.semianalysis.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.

Debbie Reynolds of Debbie Reynolds Consulting LLC joins Leonard Lee of neXt Curve on the reThink Podcast to talk about one of the biggest if not the biggest regulatory shoes to drop on "AI". On August 1, 2024, the EU AI Act came into effect and is poised to shape the future of "AI". Wrought in the midst of the AI hype that preceded the current generative AI hype, the new law will present new risks and guardrails for businesses and organizations all around the world as they contemplate the use and commercialization of "AI" technologies and applications. There is little doubt that companies big and small will be beleaguered to figure out what compliance and implications of the EU AI Act will mean for them. 

Leonard and The Data Diva parse through the bits and pieces of the EU AI Act that matter:

• What’s the EU AI Act about and how and why did it come about? (2:47)
• What are the implications of the EU AI Act on businesses & "Big Tech"? (17:35)
• What does the EU AI Act mean for "AI" innovation & global competition? (29:55)
• How will the EU AI Act impact the future of Gen AI? (38:20) 

Connect with Debbie Reynolds at www.debbiereynoldsconsulting.com 

Hit both Debbie and Leonard on LinkedIn and take part in their industry and tech insights. 

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.

Mario Morales, GVP of Semiconductors, Storage and Enabling Technologies of IDC joins Leonard Lee of neXt Curve jump on a reThink Podcast to catch up on the state and outlook of the semiconductor industry. They also touch on some of the hot topics that are shaping the market and the industry landscape at a time when GenAI super-computing is having an overwhelming influence on the industry and tech overall.

Mario and Leonard cover the following agenda: 

• Mario’s state of the semiconductor union address (3:20)
• The risk of a GenAI-induced glut and where GenAI could go for ROI (7:20)
• The Apple Intelligence GenAI monkey wrench (15:10)
• Mario's take on the Intel situation - Too much, too late? (17:15)
• Mario & Leonard debate the future of GenAI super-computing (30:23)
• The GenAI super-computing digestion challenge (35:40)
• The state of memory and the outlook according to Mario (38:30)
• What does Mario think about the AI PC and where it is going? (42:13)
• Mario and Leonard try to make sense of the NPU on PC (46:20)

Hit both Leonard and Mario up on LinkedIn and take part in their industry and tech insights. Check out Mario and his team's research at www.idc.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.

Prakash of Tantra Analyst joins Leonard Lee of neXt Curve delve into the newest headline in the DOJ's case against Google in an antitrust litigation that was filed in 2020 that concluded with a ruling by U.S. District Judge Amit Mehta that Google has an illegal monopoly in search by paying billions to become the default search engine.     

Leonard and Prakash parse through the stuff that matters:

• A bit about the case and the decision (2:00)
• Is this anything like the 2001 Microsoft antitrust case? (5:09)
• What is the business of "search" and what is the market definition? (8:30)
• Implications on Google, its partners, customers and industry (10:45)
• What kind of precedent does this decision have on Big Tech antitrust cases? (15:50)

Connect with Prakash and Tantra Analyst at www.tantraanalyst.com. Hit both of us on LinkedIn and take part in our industry and tech insights. 

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.

Roy Chua of AvidThink joins Leonard Lee of neXt Curve to talk about the big events and incidents since they last jumped on the reThink Podcast to recap RSAC 2024. Turns out that one of the biggest topics to hit the headlines is the CrowdStrike "Outage" which shook the cybersecurity world. Leonard and Roy also chat about TM Forum's DTW Ignite 2024 event, the state and direction of network APIs, and the implications and prospects of Nokia's acquisition of Infinera.  

Roy and Leonard cover the following agenda: 

• CloudStrike "Outage" - What really happened? (02:46)
• Highlights & takes from TM Forum's DTW Ignite 2024 (24:00)
• The state of the Network API. Is it going in the right direction? (33:40)
• The problems with boards and tech hype - misguided pressure problem (48:00)
• What does the Nokia acquisition of Infinera mean? (49:40)
• Not letting AT&T and Snowflake off the hook! Another straw on the cybersecurity camel's back. (56:20)

Connect with Roy Chua at www.avidthink.com, Hit both Leonard and Roy up on LinkedIn and take part in their industry and tech insights.

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.

• CrowdStrike "outage" - what happened and what is it? (02:03)
• The cybersecurity incident forgotten - AT&T data breach (24:00)
• Google's reversal on the elimination of cookies for privacy (30:27)
• Oracle settles and resets on their data brokerage business (38:55)

In this installment of the neXt Curve reThink Podcast Silicon Futures series, Leonard Lee of neXt Curve and Karl Freund of Cambrian-AI Research talk catch up after a far-too-long hiatus and talk about the state of AI supercomputing and Karl's new area of research, AGI (Artificial General Intelligence).

The duo talk and debate about:

• Karl's new research area - Artificial General Intelligence (AGI) (01:58)
• Is there a better way than LLMs to get to AGI? (06:30)
• The great illusion of intelligence (8:45)
• Will NVIDIA need to reinvent itself and its approach to AI? (11:55)
• Huang's Curve and the scaling wall (18:06)
• The profit in Generative AI (23:00)
• The consequences of the yearly cadence of AI supercomputing (27:00)
• Is interconnect and networking or CUDA the real NVIDIA moat? (28:29)
• Cerebras, the different way of looking at AI supercomputing (36:00)
• Apple's mystery Apple Silicon server chip (39:37)
• Qualcomm's growing AI supercomputing footprint (41:30)
•  What does NVIDIA Rubin mean to Karl? (44:46)

Remember to like, subscribe to the neXt Curve reThink YouTube channel. Also, follow neXt Curve by subscribing at www.next-curve.com.

Check out Cambrian-AI Research at www.cambrian-ai.com and get in touch with Karl Freund on LinkedIn. You can also read his research on Forbes where he has a column. 

Prakash of Tantra Analyst joins Leonard Lee of neXt Curve recap Samsung's Galaxy Unpacked summer event held at Paris. Prakash attended the viewing party in New York with a small contingent of industry analysts who got the inside scoop on Samsung's big Unpacked event for their foldable line of smartphones (Galaxy Z Fold6 and Z Flip6) and more including the new Galaxy Ring, Galaxy Earbuds, Galaxy Watch Ultra, some interesting developments in Samsung Health, and new Galaxy AI features coming to 200 million Galaxy devices this year.  

Leonard and Prakash parse through the stuff that matters:

• Intro and impressions of Samsung Galaxy Unpacked Summer Edition 2024 (0:50)
• Key themes of Samsung Galaxy Unpacked (4:02)
• The Qualcomm Snapdragon 8 Gen 3 situation (11:42)
• Galaxy Z Fold6 highlights & analysis (12:26)
• Galaxy Z Flip6 highlights & analysis (18:00)
• Galaxy Ring highlights & analysis (23:45)
• Samsung Galaxy Health highlights & analysis (29:50)
• Galaxy Watch 7 and Watch Ultra highlights & analysis (31:07)
• Galaxy Earbuds highlights & analysis (35:30)
• Galaxy AI updates (39:09)
• Wrap up (49:10)

Connect with Prakash and Tantra Analyst at www.tantraanalyst.com. Hit both of us on LinkedIn and take part in our industry and tech insights. 

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.c... - 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.

• Talking Privacy First before privacy became a thing (1:30)
• Privacy is about the R.E.S.P.E.C.T. for other's data (3:42)
• Debbie's big privacy headlines from Q2 of 2024 (5:45)
• Microsoft Recall and their privacy and security update (6:57)
• On device AI is not inherently private or secure (10:03)
• Privacy First & responsible AI are competitive differentiators (16:05)
• Apple Intelligence (17:30)
• Safety is a core factor in technology adoption (24:10)
• Apple's Private Cloud Compute (25:50)
• The trillion dollar privacy opportunity (29:50)

• Belle of the Computex AI PC Ball: Qualcomm's Snapdragon X Series (1:35)
• Redefining the PC experience with Snapdragon and Microsoft (4:46)
• Setting the benchmark for AI PC (6:10)
• The AI PC is not just about hardware and the chip (10:50)
• Mobile computing's disruption of PC in the AI PC era (12:00)
• The heterogeneity of AI computing and the NPU (14:00)
• The high stakes of being the AI PC Belle (17:39)
• The AI Engine - a driver for NPU adoption? (18:20)
• AI Hub - what is it and why is it important? (20:00)
• Accelerating developer community and mindshare (25:10)
• Jim says we all have no idea! (28:30)
• Qualcomm's legacy of trust & security on device and the AI PC (30:40)
• What will it take to convert Apple fanbois to an AI PC (35:30)

• ITT 2024 overview - It was all about AI (1:45)
• Hot takes on Lunar Lake's entry into the Copilot+ PC foray (3:39)
• Why software matters in the AI PC race (10:55)
• The microarchitecture innovations of Lunar Lake (12:54)
• How Intel's data center future is anchored on Xeon 6 + Gaudi 3 (15:13)
• Data center power-efficiency leadership in the making (19:10)
• The supercomputing mindset taking over the data center (21:00)
• The guys give Gaudi 3 some love (22:40)
• What is the competitive dynamic of AI supercomputing today? (24:46)
• Jim discovered that only he knows the future of AI and the killer app! (31:55)

• The big takes and  impressions from Computex 2024 (2:10)
• Hyperthreading & Lunar Lake (4:30)
• Confidential computing & edge AI (6:23)
• The NVIDIA keynote - Is Moore's Law dead? (8:55)
• Intel keynote - The XPU view on the future of AI (14:00)
• AMD keynote - Key to AI HPC competitiveness is in interconnect  (17:55)
• Computex 2024 - The stage for the AI PC revolution and the PC revolt (24:06)
• Qualcomm's proposition for the future of PC and AI on the PC (27:00)
• The rapid crowding of the AI PC and Copilot+ PC fields (32:50)
• The weird entry into the era of Copilot+ PC (36:45)
• The AI PC processor to beat (38:40)

• Intro and impressions of Microsoft Build 2024 (3:00)
• The advent of Copilot+ PC and Snapdragon X Series (11:15)
• What is the difference between the AI PC and Copilot+ PC? (17:55)
• The Apple dynamic. What do they have to do with Windows on Arm? (18:50)
• The impact of the AI PC on the economics of hybrid AI (22:20)
• What will Nvidia have to say about AI PC? (23:19)
• Windows 11 Recall - On or off? (25:25)
• The generative AI fragmentation problem (29:57)
• The persistent GenAI security gap and impediment to responsible AI (34:35)
• Microsoft's tools for realizing "clean data" essential for good AI (37:10)
• Microsoft's Real-Time Something or Other - IoT Platform redux? (40:34)
• The Microsoft versus Google-driven GenAI fragmentation challenge (41:09)

• "Windows on Arm" Mega Day - Exclusive Qualcomm VP Interview
• Qualcomm Snapdragon X Elite & X Plus based AIPCs - Market Impact Analysis
• Why does the NPU matter for the AI PC? (with Nitin Kumar)

• Overview of the new EJL Wireless Research report (1:22)
• The outlook for 2024 and 2025 for radios and baseband markets (4:02)
• Key market and technology assumptions (6:30)
• Are 5G deployments mature? (8:45)
• Some additional color on the trends and outlook going forward (12:15)

• EJL Wireless Research Publishes RAN RU/AAU Vendor Ranking Table for 2022-2023
• EJL Wireless Research Reports Global Macrocell RU/AAU Shipments Increased by 27% in 2023
• EJL Wireless Research Publishes RAN DU/BBU Vendor Ranking Table for 2023
• EJL Wireless Research Reports Global Macrocell DU/BBU Shipments Hit Record Level In 2023

• Discussion agenda (1:23)
• Impressions of RSAC 2024 from the analyst perspective (2:01)
• Roy's thoughts on the RSAC keynotes (6:16)
• Leonard's thoughts on the RSAC keynotes (7:42)
• Is generative AI the magic bullet? (9:46)
• The AI doing the heavy lifting in cybersecurity (11:43)
• The state of GenAI in security (13:34)
• The sweet spot for AI in security (14:51)
• Securing BYOGAI (17:32)
• The many flavors of GenAI (20:42)
• Zero trust GenAI for zero trust security (21:52)
• Emerging generative AI practices and implementations (24:41)
• Not all RAGs are the same (26:42)
• BOD pressure to put GenAI innovation ahead of security (28:26)
• The growing risk and cost of cybersecurity in a GenAI age (29:32)
• MFA lands on the endangered species list (31:01)
• Roy's recommendations to business and tech leaders (36:57)
• Leonard's recommendations to business and tech leaders (39:17)

In this installment of the neXt Curve reThink podcast, Leonard Lee of neXt Curve has a chat with Dr. Jeffrey Funk, well-known hypeslayer and technologist, to talk about unicorns, hypes & bubbles which also happens to be the title of his upcoming book on the dynamics of the constant stream of tech hype that dominates our tech discourse. 

The Leonard and Dr. Funk discuss:

• The reality of technology advancement and its potential (3:30)
• The perception issues that create perpetual cycles of hype (7:05)
• Fascination with novelty - The lowering of the standard for good (10:05)
• The importance of metrics in qualifying and quantifying tech impact (11:30)
• The unicorn challenge and the mystery of how they come about (16:12)
• Hype - The distraction from tech potential and value impact (21:15)
• The grounding of technology hype - economic impact (24:50)
• A better way of thinking about technology (26:38)
• Cutting through the hype (29:15)

Remember to like, subscribe to the neXt Curve reThink YouTube channel. Also, follow neXt Curve by subscribing at www.next-curve.com.

Check out Dr. Jeffrey Funk on LinkedIn and stay tuned for his book "Unicorns, Hypes & Bubbles" coming soon.

In this installment of the neXt Curve reThink Podcast Silicon Futures series, Leonard Lee of neXt Curve and Karl Freund of Cambrian-AI Research share their puts and takes from Intel's Vision 2024 event which took place in Phoenix, AZ. 

The duo talk and debate about:

• Introduction to Intel Vision 2024 (2:49)
• Gaudi 3 - King of the Gen A accelerator hill? (2:55)
• The power efficiency of Gaudi 3 as a GenAI inference differentiator (5:57)
• The headwinds facing Gaudi 3 in keeping the energy efficiency crown (7:31)
• The problem of chips-to-systems comparisons in Gen AI benchmarking (9:35)
• Three flavors of Gaudi 3 for all edge AI scenarios (11:24)
• Intel becomes a "software company" with Intel Tiber (13:31)
• Where will Intel likely sell Gaudi 3? (14:23)
• XEON 6 - Key to Intel's GenAI opportunity in the x86 brownfield? (16:24)
• Intel Vision 2024 bright spot - 5 Nodes in Four Years execution (20:28)
• The new systems game that is GenAI supercomputing (21:57)
• Where is Intel's GenAI supercomputing champion? (23:52)
• Data type is the unsung scaling factor for GenAI inference (25:24)
• Our thoughts on Lunar Lake and its impact on the AI PC race (27:14)
• It's a wrap! (29:49)

Remember to like, subscribe to the neXt Curve reThink YouTube channel. Also, follow neXt Curve by subscribing at www.next-curve.com.

Check out Cambrian-AI Research at www.cambrian-ai.com and get in touch with Karl Freund on LinkedIn. You can also read his research on Forbes where he has a column.

Also, remember to subscribe to the Silicon Futures playlist for insights into the semiconductor industry that matter.

In this installment of the neXt Curve reThink Podcast Silicon Futures series, Leonard Lee of neXt Curve has a chat with Nitin Kumar, Qualcomm's VP of Product Management of Snapdragon Chipsets, at a special Snapdragon X Series preview event held in San Francisco to ponder the question of why the NPU matters for the AI PC and how it defines new AI-enabled experiences for PC users who have long awaited something new. 

Leonard and Nitin discuss:

• The NPU, the net new thing defining the AI PC (00:40)
• Qualcomm's legacy in AI computing and NPU (01:30)
• The smartphone, the genesis of NPU (02:50)
• Why the NPU matters for the future of AI computing (03:45)
• The role of NPU for generative AI changing the PC experience (05:40)
• What difference does the NPU make in running AI workloads? (07:00)
• How does the NPU stack up against GPU in AI computing? (09:14)
• Leonard & Nitin invent "heterogeneous AI compute" (10:55)

Remember to like, subscribe to the neXt Curve reThink YouTube channel. Also, follow neXt Curve by subscribing at www.next-curve.com.

In this installment of the neXt Curve reThink Podcast Silicon Futures series, Leonard Lee of neXt Curve and Karl Freund of Cambrian-AI Research share their puts and takes from NVIDIA's GTC 2024 event which took place this week in person for the first time in five years. Leonard and Karl were there live partaking in the energy in the NVIDIA ecosystem fueled by generative AI hype and excitement. 

The duo talk and debate about:

• Key impressions of the first in person GTC event in 5 years! (2:49)
• Blackwell and the Mixture of Experts (3:46)
• NVLink or Ethernet? That is the question (7:39)
• Cost, the barrier to innovation, but not vision (12:28)
• Serendipity - Private course in AI with Bill Dally (14:20)
• NVIDIA, the AI systems company - the implications (15:00)
• NVIDIA Inference Microservices (17:14)
• The 2nd Gen Transformer Engine (25:21)
• Great! Selling tons of GPUs. Where is the end market value? (27:33)
• The tangible value of the Gen AI hype and investment (31:43)
• Final thoughts on NVIDIA GTC 2024 (35:02)

Remember to like, subscribe to the neXt Curve reThink YouTube channel. Also, follow neXt Curve by subscribing at www.next-curve.com.

Check out Cambrian-AI Research at www.cambrian-ai.com and get in touch with Karl Freund on LinkedIn. You can also read his research on Forbes where he has a column.

Also, remember to subscribe to the Silicon Futures playlist for insights into the semiconductor industry that matter.     • neXt Curve Analyst Corner - Silicon F...  

Patrick Lopez of {Core Analysis} and Earl Lum of EJL Wireless Research join Leonard Lee of neXt Curve to have a Radio Access Network (RAN) focused recap of Mobile World Congress 2024 held in Barcelona a week and a half ago. Patrick and Earl are two of the leading telco industry analysts who have covered MWC for years focusing on telco infrastructure and RAN radios respectively. Leonard gets these two experts in a dialogue about:

* Impressions of MWC 2024 from the analyst perspective (3:48)
* Are O-RAN and the Open RAN movement going in the right direction? (9:05)
* Does an open Open RAN mean becoming inclusive even with the so-called incumbents? (21:20)
* The future of Open RAN, is it hybrid and multi RAN? (29:00)
* AI-RAN. What is it and why? (31:00)
* The grounding of Open RAN by the operator agenda (40:00)
* What are the analysts hoping to see at MWC 2025 from RAN (42:23)
* Exciting new reports by {Core Analysis} and EJL Wireless Research (45:31)

Connect with Patrick Lopez at www.coreanalysis.ca and Earl Lum at www.ejlwireless.com. Hit both of them up on LinkedIn and take part in their industry and tech insights. 

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.

Roy Chua of AvidThink and Prakash Sangam of Tantra Analyst join Leonard Lee of neXt Curve to have a telco focused recap of Mobile World Congress 2024 held in Barcelona a week and a half ago. Roy and Prakash are two of the leading telco industry analysts who have covered MWC for years.  We wanted to get these two experts in a dialogue about:

• Impressions of MWC 2024 from the analyst perspective (1:22)
• 5G modernization and the state of Open RAN (9:05)
• The Open Gateway Initiative and the prospects of API gold (23:20) 
• AI-natve networks & the impact of generative AI a year later (36:35)

Connect with Roy Chua at www.avidthink.com and Prakash Sangam at www.tantranalyst.com. Hit both of them up on LinkedIn and take part in their industry and tech insights. 

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. 

neXt Curve in partnership with Transforma Insights bring you our joint recap of Mobile World Congress 2024, which occurred last week in Barcelona, Spain, drawing over 100K attendees. This recap is presented by Matt Hatton, Co-founder and Principal at Transforma Insights and Leonard Lee, Executive Analyst at neXt Curve.

neXt Curve was very excited to partner with Transforma Insights to bring what we call Essential Validated Insights to our clients and the industry from MWC 2024. neXt Curve and Transforma Insights collaborated on a broad research agenda that touched on the following Transition Topics for 2024:

* IoT and data regulations
* Market segmentation, channels, and partner programs
* eSIM, particularly SGP.32
* Non-Terrestrial Networks (NTNs) and hybrid connectivity
* The new data landscape and impact on IoT
* Contextualization
* 2G/3G sunsetting and implications for IoT
* Evolving mobile private networks (MPNs)
* IoT Application Enablement Platforms (AEPs)
* Video analytics enabled by AI
* 5G opportunities in IoT
* Cellular LPWA

Matt and Leonard share the following impressions and takes from MWC 2024:
* The IoT customer is not always right (5:20)
* The need for a new scaling thesis for IoT (6:50)
* Does private 5G need to be as easy as Wi-Fi? (7:54)
* Is private 5G looking for a new mojo? (11:09)
* eSIM and the SPG.32 standard - progress? Commercial viability? (14:13)
* Open & shared concepts of Open Gateway and eSIM roaming tested (17:00)
* The Water Bed Effect (20:25)
* Non-terrestrial ready for commercial prime time? (21:30)
* AI, an MWC 2024 bright spot thanks to Gen AI? (26:19)
* Regulation missing in action at MWC 2024 (29:31)
* The polarization of ICT - bifurcation or trifurcation? (31:10)
* Chinese ICT vendors take a very different tone at MWC 2024 (33:46)
* What do we expect or hope for from MWC 2025? (36:40)

Remember to follow subscribe to www.next-curve.com and www.transformainsights.com for the tech and industry insights from MWC 2024 that matter.

Welcome to the neXt Curve reThink series that focuses on the state of Open RAN and the future of open standards and technologies in mobile wireless infrastructure - The Radio to the RIC.

In this installment of the Radio to the RIC series, Leonard and Earl and special guest, Marc Pous of balena.io provide their full recap of their puts and takes from Mobile World Congress 2024 held in Barcelona. The trio just finished grueling week of analyst briefings, interviews, dinners, and receptions settling at Denassus, a wonderful tapas bar in Poble Sec to enjoy good food and drink while synthesizing thoughts on the key takes and insights from #mwc2024

The trio talk about:

* (1:33) Present first!
* (2:12) Open RAN - Is it really open or just conveniently kinda open?
* (5:03) Is IoT truly dead or on its way to resurrection?
* (7:59) Non-terrestrial networks - viable or a lesson unlearned?
* (10:50) What happened to metaverse?
* (11:05) Did generative AI have an impact beyond hype?
* (14:45) Private 5G networks - is it its time?
* (18:45) 6G is still an open question searching for a purpose
* (19:40) The EU Cyber Resilience Act of 2024 - a business opportunity?
* (20:50) 5G's time is arriving and we may ignore it to detriment
* (24:04) It's a wrap!

Feel free to comment and share your disagreement and argumentation. We are happy to learn from you.

Remember to like, subscribe to the neXt Curve reThink YouTube channel. Also, follow neXt Curve by subscribing at www.next-curve.com.

Check out EJL Wireless Research at www.ejlwireless.com and contact Earl Lum for his new Radio report. 

neXt Curve and Transforma Insights are excited to announce our new collaboration, "The Essential Validated Insights Podcast" which we are starting this year with the mission to provide enterprises and the IoT ecosystem with thought leadership and tech insights essential to navigating the trends shaping industries and markets.

Matt Hatton and Jim Morrish, Co-Founders of Transforma Insights and Leonard Lee of neXt Curve will host monthly discussion on a series of transition topics (technology, commercial, regulatory trends) that are influencing and impacting the present and future of the IoT landscape.

The Transition Topics for 2024 include:
* IoT and data regulations
* Market segmentation, channels, and partner programs
* eSIM, particularly SGP.32
* Non-Terrestrial Networks (NTNs) and hybrid connectivity
* The new data landscape and impact on IoT
* Contextualization
* 2G/3G sunsetting and implications for IoT
* Evolving mobile private networks (MPNs)
* IoT Application Enablement Platforms (AEPs)
* Video analytics enabled by AI
* 5G opportunities in IoT
* Cellular LPWA

Find out more about our podcast program by listening into this introductory kick-off  with Matt, Jim, and Leonard.

Please subscribe to the neXt Curve YouTube Channel here and subscribe to The Essential Validated Insights Podcast playlist to watch all the episodes.

Also, follow neXt Curve's research at www.next-curve.com.

Follow Transforma Insights at www.transformainsights.com.

In this installment of the neXt Curve reThink Podcast Silicon Futures series, Leonard Lee of neXt Curve and Karl Freund of Cambrian-AI Research talk about the emerging trend of custom AI chips that is starting to get a lot of attention in the semiconductor industry. Why is this happening and what is driving the interest and the economics of going with ASICs for AI and accelerated computing?

The duo talk and debate about:
(1:37) The custom AI chip trend
(2:34) Chiplets are changing the game
(4:37) The AI silicon premium and hyperscalers
(6:30) NVIDIA's play and motivations for custom chips
(7:51) NVIDIA's general-purpose accelerated computing
(8:45) The ASIC inflection point for Generative AI
(10:45) The expanding chip design ecosystem and options
(14:05) Is NVIDIA becoming a heterogeneous computing company?
(16:44) NVIDIA, the systems company
(17:34) Custom designs & IP to support growing need for application specific features
(19:39) The thinking behind that $30 billion TAM for custom chips
(21:24) CUDA - the software-defined FPGA based on GPU
(23:40) Follow the custom chip money!

Remember to like, subscribe to the neXt Curve reThink YouTube channel. Also, follow neXt Curve by subscribing at www.next-curve.com.

Check out Cambrian-AI Research at www.cambrian-ai.com and get in touch with Karl Freund on LinkedIn. You can also read his research on Forbes where he has a column.