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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.

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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 week if not more. Then there are all those virtual session.

October brought us Qualcomm's Snapdragon Summit, AMD's AI event, and a constant stream of headlines streaming of the industry including at Lenovo Tech World, the Westeros of the semiconductor industry where so many chip industry dramas are playing out at the moment.

Leonard and Jim parse through the key announcements and semiconductor headlines that mattered in the month of October of 2024:

• The crazy season for industry analysts (1:06)
• Is IBM a phantom chip play with Sypre and Telum? (3:04)
• The chip industry is increasingly a systems game (7:09)
• AMD AI headlines with AI 300 Pro, MI 325 and more (7:47)
• Network and interconnect bound (10:01)
• GenAI scaling law bingo (12:57)
• Jim's next major architectural proposal and white paper (13:50)
• Hell freezes over with Intel and AMD - x86 advisory group (15:17)
• Is NVIDIA going open source with Blackwell? (19:56)
• Snapdragon Summit 2024 - Autos and Oryon 2 (21:12)
• Another Arm vs. Qualcomm flare up (22:03)

Connect with Jim and Tirias Research at www.triasresearch.com. Hit both Jim and Leonard 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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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 sharing and efficiency, with limited practical applications in call centers and network optimization.

Earl Lum of EJL Wireless joins Leonard Lee of neXt Curve to recap this year's MWC Las Vegas show and to share and discuss the highlights and the key takes from the premiere mobile wireless industry event in the Americas.

Earl & Leonard discuss the following topic that mattered from Mobile World Congress Las Vegas 2024:

• What has MWC Las Vegas become? How did it get here? (2:20)
• MWC Las Vegas 2024 in a nutshell according to Earl (4:56)
• The case for rural Open RAN opportunities (7:55)
• The big themes of MWC Las Vegas 2024 (10:34)
• Earl's agenda going in to MWC Las Vegas 2024 - Parental Supervision Advised! (13:16)
• A more practical slant on AI for the RAN and telco (16:17)
• What needs to change for MWC Las Vegas 2025 (21:30)
• The telco industry identity crisis (26:15)

Connect with Earl Lum at www.ejlwireless.com. Hit both of us 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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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, reducing energy consumption, and making 6G more inclusive and affordable.Dean Bubley or Disruptive Analysis joins Leonard Lee of neXt Curve to

Dean & Leonard discuss the following topics regarding the proposal to reset 6G:

• What's wrong with 6G? (2:03)
• The 5G digestion issue - a contributing factor? (3:15)
• The 3 ideologies of 6G (4:06)
• The argument for maximum usefulness (6:09)
• The ITU vision of 6G: IMT 2030 - pros and cons (9:06)
• Dean's grading of the IMT 2030 vision (13:07)
• The "everyone and their dog" problem of 6G (16:25)
• 5G cans kicked down the 6G road (20:33)
• What's the deal with the Reset 6G? (23:43)

Connect with Dean Bubley at www.deanbubley.com.

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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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: Navigating Exponential Frontiers,” focused on how leaders can navigate the turbulent waters of exponential growth and build ecosystems and partnerships.

The summit focused on automation at scale, exploring its progress and challenges. The industry faces bottlenecks in storytelling and implementation, hindering the realization of 5G’s potential.

Find out more about Mobile Future Forward at https://www.mobilefutureforward.com/

Chetan & Leonard discuss the following topic that mattered from Mobile Future Forward 2024:

• What is Mobile Future Forward? (2:05)
• Quantumverse explained (6:04)
• Navigating exponential frontiers (8:10)
• The key themes of Mobile Future Forward 2024 (9:20)
• The challenge of storytelling in telco and 5G (17:30)
• Has 5G been a failure? (20:35)
• The future of the RAN: AI-RAN? (22:02)
• Key findings from Mobile Future Forward 2024 (24:55)

Connect with Chetan Sharma at www.chetansharmaconsulting.com. Hit both of us 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 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 main takeaways from The Things Conference which drew over 1,500 IoT practitioners, and solution providers from around the globe.

Find out more about The Things Conference at https://www.thethingsconference.com/

Wienke & Leonard discuss the following topic that mattered from The Things Conference 2024:

• Wienke and Leonard prove that they are Metaverse pioneers (2:05)
• What is the state of IoT according to Wienke and The Things Industries (2:54)
• What was the main theme The Things Conference 2024? (5:57)
• Scaling The Things Industries and the IoT growth trend (7:49)
• What was new with The Things Stack (9:10)
• The myth of wide area LoRaWAN (12:00)
• The need to revisit LoRaWAN (13:48)
• Has IoT reached the Plateau of Productivity or are we still being enlightened? (14:34)

Connect with Wienke Giezeman at www.thethingsindustries.com. Hit both of us 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.