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Jim McGregor of TIRIAS Research and Karl Freund of Cambrian-AI Research joined me to recap another action-packed month of November 2024 in the world of semiconductors and accelerated and non-accelerated computing on the neXt Curve reThink Podcast series, Silicon Futures.

We parse through the key announcements and semiconductor headlines that mattered in November October:

➡️ November, month two of the crazy season for industry analysts
➡️ SC (Supercomputing) 2024 - AMD taking the spotlight with El Capitan
➡️ Scaling laws in GenAI supercomputing and GenAI
➡️ Qualcomm's Investor Day 2024 - Is diversification working?
➡️ The GenAI supercomputing hype residual
➡️ AI-RAN - GenAI supercomputing at the edge
➡️ How will AI change your company? Jim drops some wisdom
➡️ Getting beyond crap AI to good AI
➡️ The heterogenous compute blob that is accelerated computing
➡️ 2025 - The year of GenAI what? The experts chime in

Hit both 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.

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In this episode of the neXt Curve reThink podcast, Leonard Lee and Earl Lum of EJL Wireless Research recap Ericsson's D-15 Analyst Event and ZTE's 5G Summit which took place in Istanbul, Turkey.

This episode is a cornucopia of international telco insights as Ericsson presents its case and big-picture vision for high-performing, differentiated networks and network APIs, and ZTE lays out its blueprint for the future of 5G and 5G advanced.

Earl & Leonard discuss the following topic that mattered from Ericsson's D-15 Analyst Event and ZTE's Analyst Day:

• Earl provides his overview of ZTE's 5G Summit 2024 (1:45)
• Earl's first impressions of Turkey (3:02)
• Headlines and key takes from ZTE's 5G Summit 2024 (4:05)
• The two-layer 5G spectrum birthday cake (7:34)
• The late 5G adopter advantage (8:40)
• The practical mystery of AI in the network and RAN (11:06)
• Leonard provides an overview of Ericsson's D-15 event (16:32)
• Ericsson's vision of reinventing the telco industry - network APIs (17:20)
• SMO and rApps, the first order accelerator for 5G modernization? (20:53)
• AI and automation of the network (26:43)
• GNP and NewCo JV, the cornerstone of the next phase of the industry (28:24)
• Thinking beyond connectivity (33:26)
• Bringing the ecosystem together (35:01)
• How big is the network API opportunity for operators? (37:22)

Connect with Earl Lum at www.ejlwireless.com. Hit us up on LinkedIn and take part in our 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.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.

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The 5G Americas Analyst Forum 2024 took place in Dallas. Leonard Lee of neXt Curve, Earl Lum of EJL Wireless Research, and Prakash Sangam of Tantra Analyst were there. This year's event highlighted the need for 5G standalone deployment to enable advanced features. The event also focused on the complexity of Latin America’s wireless industry and the importance of affordable 5G handsets for the region.

Despite the hype surrounding AI, discussions were more realistic about its practical applications and the need for right-sizing vendor operations. In true 5G Americas fashion, we couldn't get enough of the expansive agenda and top-notch engagement with the leading operators and tech firms in the telco industry in the Americas.

Earl, Prakash, & Leonard discuss the following topic that mattered from 5G Americas Analyst Forum 2024:

• Impressions of 5G Americas Analyst Forum 2024 (2:40)
• 5G Americas by the numbers (4:42)
• The Latin American 5G story (6:48)
• 5G Standalone, the key to the 5G promises (7:43)
• The GenAI hype in telco is cooling and AI is practical again (11:20)
• FWA is the evolving killer 5G app if there was one (14:10)
• Innovations in the RAN. Anything new? (18:29)
• AI appropriation in telco (24:42)
• Scaling out a 5% error rate on your network (28:26)
• Automation versus AI - they are not the same (32:39)
• Network APIs in the work in progress (37:30)
• The panel predicts the themes of 5G Americas Analyst Forum 2025 (40:10)

Connect with Earl Lum at www.ejlwireless.com and Prakash Sangam at www.tantraanalyst.com. Hit us up on LinkedIn and take part in our 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.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.