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

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

Topics that mattered in the AI and semiconductor universe:

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

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

Check out Jim and his research at Tirias Research at www.tiriasresearch.com.
Check out Karl and his research at Cambrian AI Research LLC at www.cambrian-ai.com. Check out Karl's Substack at: https://substack.com/@karlfreund429026

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

Also, subscribe to the neXt Curve research portal at www.next-curve.com and our Substack (https://substack.com/@nextcurve) for the tech and industry insights that matter.

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

DISCLAIMER: This podcast is for informational purposes only.

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

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

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

Topics that mattered in the AI and semiconductor universe:

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

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

Check out David Linthicum at www.davidlinthicum.com.

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

Also, subscribe to the neXt Curve research portal at www.next-curve.com and our Substack (https://substack.com/@nextcurve) for the tech and industry insights that matter.

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

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

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

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

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

Check out Jim and his research at Tirias Research at www.tiriasresearch.com.
Check out Karl and his research at Cambrian AI Research LLC at www.cambrian-ai.com. Check out Karl's Substack at: https://substack.com/@karlfreund429026

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

Also, subscribe to the neXt Curve research portal at www.next-curve.com and our Substack (https://substack.com/@nextcurve) for the tech and industry insights that matter.

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

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

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

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

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

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

Also, subscribe to the neXt Curve research portal at www.next-curve.com and our Substack (https://substack.com/@nextcurve) for the tech and industry insights that matter.

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

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

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

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

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

Hit Leonard, 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.

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

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

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

Also, subscribe to the neXt Curve research portal at www.next-curve.com and our Substack (https://substack.com/@nextcurve) for the tech and industry insights that matter.

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

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

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

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

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

Also, subscribe to the neXt Curve research portal at www.next-curve.com and our Substack (https://substack.com/@nextcurve) for the tech and industry insights that matter.

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

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

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

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

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

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

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