Prakash of Tantra Analyst joins Leonard Lee of neXt Curve recap Microsoft's big developer event of the year - Build 2024 held at the Seattle Conference Center. Generative AI was the order of the day as was the big news, Copilot+ PC and a new era for the PC ushered in by Windows on Arm with Qualcomm's Snapdragon X Series of AI PC processors. The conference was dominated by the Copilot Stack. Microsoft had an overwhelming deluge of announcements.

Leonard and Prakash parse through the stuff that matters:

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

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

Links to neXt Curve and Tantra Analyst podcasts are provided below:

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

Please subscribe to our podcast which will be featured on the neXt Curve YouTube Channel. Check out the audio version on BuzzSprout - https://nextcurvepodcast.buzzsprout.c... - or find us on your favorite Podcast platform. Also, subscribe to the neXt Curve research portal at www.next-curve.com for the tech and industry insights that matter.

Earl Lum of EJL Wireless Research joins Leonard Lee of neXt Curve on another episode of "The Radio to the RIC" to go through the key findings of Earl's baseband and radio reports for 2024. :

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

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

Links to the reports are here:

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

Please subscribe to our podcast which will be featured on the neXt Curve YouTube Channel. Check out the audio version on BuzzSprout - https://nextcurvepodcast.buzzsprout.c... - or find us on your favorite Podcast platform. Also, subscribe to the neXt Curve research portal at www.next-curve.com for the tech and industry insights that matter.

Roy Chua of AvidThink joins Leonard Lee of neXt Curve to have a recap of RSA Conference 2024 held at the Moscone Center in San Francisco, CA May 6th to the 9th. Yes, AI was the order of the week, especially generative AI. What has the impact been on the cybersecurity industry and how has it enabled the threat actors who are eyeing the emerging technology for force multiplication?

Roy and Leonard cover the following agenda:

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

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

Please subscribe to our podcast which will be featured on the neXt Curve YouTube Channel. Check out the audio version on BuzzSprout or find us on your favorite Podcast platform. Also, subscribe to the neXt Curve research portal at www.next-curve.com for the tech and industry insights that matter.

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

The Leonard and Dr. Funk discuss:

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

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

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

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

The duo talk and debate about:

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

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

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

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

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

Leonard and Nitin discuss:

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

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

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

The duo talk and debate about:

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

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

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

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

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

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

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

Please subscribe to our podcast which will be featured on the neXt Curve YouTube Channel. Check out the audio version on BuzzSprout or find us on your favorite Podcast platform. Also, subscribe to the neXt Curve research portal at www.next-curve.com for the tech and industry insights that matter.