The neXt Curve reThink Podcast

Send us Fan Mail 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 wee...

Send us Fan Mail 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 sh...

Send us Fan Mail 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, reducin...

Send us Fan Mail 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: Nav...

Send us Fan Mail 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 m...

Send us Fan Mail 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...

Send us Fan Mail 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...

Send us Fan Mail 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 in...

Send us Fan Mail 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...

Send us Fan Mail 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...

Send us Fan Mail 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, regu...

Send us Fan Mail 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, t...

Send us Fan Mail 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 s...

Send us Fan Mail 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 Pa...

Send us Fan Mail 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 hyp...

Send us Fan Mail 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 i...

Send us Fan Mail 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 th...

Send us Fan Mail 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 an...

Send us Fan Mail Debbie Reynolds of Debbie Reynolds Consulting LLC joins Leonard Lee of neXt Curve on a Data Diva 911 episode of the reThink Podcast to share takes and reactions to some major incidents in the world of cybersecurity and privacy, most prominently, the CrowdStrike outage. Debbie and Leonard also address the other big incident that was overshadowed by CrowdStrike, AT&T's data...

Send us Fan Mail 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...

Send us Fan Mail 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...

Send us Fan Mail It's been a rollercoaster ride of announcements and techno upstaging as we bounced from OpenAI's GPT-4o unveiling to Google I/O, Microsoft's Build 2024, Computex 2024, and now Apple's WWDC 2024 event. On the privacy front, two announcements rose from the noise: Microsoft's Recall and Apple's Apple Intelligence.  Debbie Reynolds of Debbie Reynolds Cons...

Send us Fan Mail Jim McGregor, Founder & Principal Analyst of Tirias Research and Dave Altavilla, Principal Analyst of HotTech Vision And Analysis join Leonard Lee of neXt Curve in a recap of Intel Tech Tour (ITT) 2024 that took place in Taipei from the 29th to the 31st of May. It was two intense days packed with the latest news and details on Intel's AI PC and data center solutions in th...

Send us Fan Mail If you were at Computex 2024 in Taipei, you were immersed in AI PC. At the center of this immersion was Qualcomm's Snapdragon X Series AI PC processor family which was first unveiled at Snapdragon Summit 2023. With a strong Microsoft Build 2024 tailwind behind them, Qualcomm was the talk of the town arguably upstaging the so-called godfather of AI, Jensen Huang.  Jim McGregor...

Send us Fan Mail Jim McGregor, Founder & Principal Analyst at Tirias Research joins Leonard Lee of neXt Curve in a live chat that took place at the Grand Hyatt in Taipei City, Taiwan as they wound down three days of the Computex 2024 event which is one of the largest electronics industry trade shows in Asia. Leonard and Jim parse through the key announcements and takes that matter from Compute...