The neXt Curve reThink Podcast

Send us Fan MailSilicon 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/@karlfreund429026Please 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.

Send us Fan MailThe 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.

Send us Fan MailIt 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.

Send us Fan MailIn 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/@karlfreund429026Please 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.

Send us Fan MailSilicon 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/@karlfreund429026Please 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.

Send us Fan MailLeonard, 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/@karlfreund429026Please 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.

Send us Fan MailneXt 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.

Send us Fan MailIt’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.

Send us Fan MailSilicon 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/@karlfreund429026Please 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.

Send us Fan MailWhat 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.

Send us Fan MailThere 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.

Send us Fan MailLeonard 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.

Send us Fan MailSilicon 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 2026Silicon supply chain issues of 2026The accelerating agentic AI disruption of 2026The evolution of the accelerated computing thesisThe next big thing in AI infrastructureThe new memory architectures for AI inferenceAI infrastructure starts off on a different foot in 2026The edge AI movement in 2026The CPU picture for 2026Hit 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/@karlfreund429026Please 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.

Send us Fan MailIn 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.

Send us Fan MailIn 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.

Send us Fan MailAgentic 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.

Send us Fan MailLeonard 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.comPlease 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.

Send us Fan MailSilicon 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/@karlfreund429026Please 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.

Send us Fan MailneXt 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 ModernizationHit 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.

Send us Fan MailSilicon 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 Conferences03:14 Quantum Computing Insights07:08 AI and Data Center Evolution10:14 Google's TPU Strategy19:39 Intel's Manufacturing Advances22:13 High NA Integration in Manufacturing22:57 Intel's Strategic Decisions and 6G24:05 US Manufacturing Capacity and Challenges26:58 Nvidia's AI Roadmap and Market Position29:26 Nvidia's Investment in Synopsys31:16 Nokia and Nvidia's 6G Partnership35:51 Google's AI Advancements with TPU42:51 Qualcomm's AI Infrastructure43:46 Micron's Memory InnovationsHit 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/@karlfreund429026Please 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.

Send us Fan MailIt’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.

Send us Fan MailLeonard 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.

Send us Fan MailneXt 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.

Send us Fan MailLeonard 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.

Send us Fan MailLeonard 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 Welcome01:54 Meet Peter Linder: Thought Leadership Expert02:47 Defining Thought Leadership04:44 Challenges and Strategies in Thought Leadership06:45 The Role of Thought Leadership in the Telecom Industry07:44 Practical Examples and Analogies16:43 The Mental Resilience of a Thought Leader25:22 Conclusion and Final ThoughtsLike, share, and comment to join the conversation!

Send us Fan MailI 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!

Send us Fan MailExploring AI and Generative AI Innovations at Snapdragon Summit 2025In 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 202500:27 Introduction to AI and Generative AI01:32 AI Experiences and Infrastructure03:56 The Role of NPU, GPU, and CPU in AI06:04 Challenges and Future of AI Computing07:36 Agentic AI and Personalization10:11 Concluding Thoughts and Future Prospects

Send us Fan MailInsights from Qualcomm's Snapdragon Summit 2025: A Conversation with Don McGuireIn 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 202500:44 Celebrating 10 Years of Snapdragon Summit01:20 Snapdragon's Brand Journey03:17 Marketing Strategies and Objectives09:23 The Role of Technology in Brand Evolution10:15 Personal AI and the Ecosystem of You16:03 Product Announcements and Future Vision16:33 Closing Remarks from Maui

Send us Fan MailWhy 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 Overview00:52 Meet the Guests: Cal Al-Dhubaib and Joseph Enochs01:39 The Challenges of Enterprise Generative AI03:54 Key Questions on Generative AI and AgTech05:02 Understanding the Adoption Barriers10:52 Valuable Gen AI Use Cases and Limitations20:52 Ensuring Safe and Enterprise-Grade AI26:44 Recommendations for Starting or Course-correcting AI Initiatives32:14 Closing Remarks and Contact Information

Send us Fan MailSilicon 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 2025GlobalFoundries Technology Summit 2025 and the MIPS acquisitionHit 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/@karlfreund429026Please 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.

Send us Fan MailSilicon 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 leadershipJim recaps his takes from FMS (The Future of Memory & Storage) Conference 2025 and the evolving role of memory in AI supercomputingThe 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.

Send us Fan MailLeonard 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 BrooklynOff to a great start - record pre-orders for the Fold7 and Flip7Great thermal engineering and Snapdragon 8 Elite for GalaxyWhat worked and didn't work with the Galaxy Z Fold7Improvement opportunities for Galaxy Z Fold8The formula for good agentic AI and recommendations for Galaxy AIWill 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.

Send us Fan MailSilicon 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.

Send us Fan MailTM 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.

Send us Fan MailneXt 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.

Send us Fan MailSilicon 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 2025The uber growth in AI computing demand - Tiria Research forecastHighlights and analysis of Sensors Converge 2025 - 40th Year!Highlights and analysis of Cisco Live! 2025The power and cooling problem with AI data centerIntel cleans house with layoffs while Apple and others clean out their supportQualcomm 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.

Send us Fan MailAI 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 BleconAzita Arvani, Founder of Arvani GroupManuel Cantone, Sr. Director, Product Marketing at STMicroelectronicsRob Watts, AI Architect at IntelYuhan Long, Co-founder and CTO of Infermove 

Send us Fan MailIt'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 RayMavenir's recapitalization and reinventionTM Forum DTW Ignite 2025 - the Mecca of autonomous networksThe SMO - the centerpiece and backbone of the autonomous networkModernization before monetization - the rationale for 5G SAIf 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.

Send us Fan MailSensors 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 2025Is IoT back at Sensors Converge?The influence of wearables and the search for the next big deviceEdge AI takes center stage bringing the excitement of AI to the sensor edgeTrends in sensor and perception system architectures with edge AIThe digital twin and physical AI and its impact on the sensor discussionWireless made a Wi-Fi HALO heavy presenceTrends in wireless changing and energy harvestingLeonard 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.

Send us Fan MailFinOps 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.

Send us Fan MailAfter 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.

Send us Fan MailJim 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.

Send us Fan MailJim 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.

Send us Fan MailJo 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/jopeterson1Please 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.

Send us Fan MailJim 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.

Send us Fan MailBob 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.comConnect 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.

Send us Fan MailKarl 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.

Send us Fan MailneXt 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.

Send us Fan MailThis 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. 

Send us Fan MailKarl 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