The neXt Curve reThink Podcast

Send us Fan Mail Silicon Futures is a neXt Curve reThink Podcast series on AI and semiconductor tech and the industry topics that matter. This month, the AI narrative has rediscovered its mojo with hyperscalers continuing to double down on their CapExc on AI infrastructure, while realizing unrealized "other income" from their investments in AI startups and labs as the likes of Anthropic,...

Send us Fan Mail It was great to have a chance to share the stage with Azita Arvani, Stanford Sloan Fellow at Sensors Converge 2026 to talk about the "Edge Continuum" as it relates to edge AI and what I call the Perception Edge (Sensors + Edge AI). Azita and I talk about what the edge continuum is, what is shaping the present and future of the perception edge, where AI makes sense across...

Send us Fan Mail I had a great time hanging out with Pete Bernard , CEO of EDGE AI FOUNDATION at Sensors Converge 2026 which took place at the Santa Clara Convention Center this week. We had a chance to chat about the key trends that we see shaping what I've been calling the Perception Edge. What is it? Simple. Sensors + Edge AI. Check out our brief conversation where we touch on the implicat...

Send us Fan Mail 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, Le...

Send us Fan Mail 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 crisi...

Send us Fan Mail 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 pat...

Send us Fan Mail 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 )...

Send us Fan Mail 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 o...

Send us Fan Mail 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 epi...

Send us Fan Mail 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 th...

Send us Fan Mail 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 aff...

Send us Fan Mail 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...

Send us Fan Mail 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 Vi...

Send us Fan Mail 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 Col...

Send us Fan Mail 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...

Send us Fan Mail 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 computi...

Send us Fan Mail 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 market...

Send us Fan Mail 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 on...

Send us Fan Mail 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 in...

Send us Fan Mail 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 A...

Send us Fan Mail 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 acquihire...

Send us Fan Mail 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 focu...

Send us Fan Mail 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 Goo...

Send us Fan Mail 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...

Send us Fan Mail 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,...