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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, Nokia and T-Mobile aspire to realize through their newly announced AI-RAN lab.

Earl & Leonard discuss the following topic that mattered from Ericsson's Enterprise Industry Analyst event and T-Mobile's Capital Markets Day 2024:

• Happenings of the week from Ericsson and T-Mobile (1:55)
• Theme of the week: Differentiated and high-performance networks (4:24)
• Ericsson announces their NewCo venture with 12 major global operators (5:13)
• Introducing Network Capabilities as a Service (NCaaS) (7:59)
• Globally scaling novel network capabilities with the Big 12 (9:18)
• The NCaaS race for developers (14:00)
• T-Mobile - What does 5G leadership have to do with NCaaS and vice versa? (17:00)
• The future of RAN infrastructure with AI-RAN according to T-Mobile, Nvidia, Ericsson, and Nokia (20:00)
• CradlePoint is now Ericsson (25:40)
• Ericsson Enterprise 5G coverage: a disruption in the making? (26:30)

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.

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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 invited and hosted Leonard Lee of neXt Curve, and Prakash Sangam of Tantra Analyst in Berlin to attend Lenovo Innovation World 2024 in person. They had the privilege to have access to tech demo to get a sneak peek at the exciting new Copilot+ PC laptops Lenovo is announcing powered by Intel's upcoming Lunar Lake, Qualcomm, and AMD processors. Prakash and Leonard delve into the details of the ten new models across Lenovo's ThinkPad, ThinkBook, IdeaPad, and Yoga lines of ultra-long battery life, performant laptops for consumers and enterprises.

Finally, Leonard and Prakash were joined by press and an exclusive group of industry analysts to attend the live Lenovo Innovation World 2024 hosted by Luca Rossi, EVP of Lenovo's Intelligent Devices Group.

Prakash and Leonard cover the following topics from Lenovo Innovation World 2024:

🎱 Lenovo Innovation World 2024 (1:06)
🎱 Prakash's favorite new city (2:28)
🎱 Lenovo Innovation World 2024 event overview (3:08)
🎱 It's all about the AI PC and Copilot+PC (4:01)
🎱 New product announcement from Lenovo Innovation World 2024 (7:23)
🎱 The bottomline of AI PC value (10:58)
🎱 The NPU is in its early days (12:00)
🎱 Lenovo expands the AI PC base with Snapdragon X Plus (15:02)
🎱 Core Ultra 200V, the key to enterprise AI PC? (19:29)
🎱 Lenovo goes heavy with AMD's Ryzen AI 300 (21:54)
🎱 Lenovo's dedication to choice and differentiation (23:12)
🎱 Lenovo's consumer AI PC strategy (29:09)

Lenovo announced the following models at Lenovo Innovation World 2024:
· Lenovo ThinkPad X1 Carbon Gen 13 Aura Edition (intel)
· Lenovo ThinkPad T14s Gen 6 (AMD)
· Lenovo ThinkBook 16 Gen 7+ (AMD)
· Lenovo ThinkBook 16 Gen 7 (Snapdragon X Plus 8-core)
· Lenovo Yoga Slim 7i Aura Edition (15”, 9 (Intel)
· Lenovo Yoga Pro 7 (14”, 9) (AMD)
· Lenovo IdeaPad Slim 5x (14”, 9) (Snapdragon X Plus 8-core)
· Lenovo IdeaPad 5x 2-in-1 (14”, 9) (Snapdragon X Plus 8-core)
· Lenovo IdeaPad Slim 5 (15", 10) (AMD Ryzen 7000 Series)
· Lenovo IdeaPad Slim 5 13" (AMD Ryzen 7000 Series)

Make sure to check out press release announcements with specifications for each model.
https://news.lenovo.com/pressroom/press-releases/lenovo-unveils-pioneering-ai-driven-devices-at-lenovo-innovation-world-2024/

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

Check out Prakash Sangam and his research at Tantra Analyst at www.tantraanalyst.com. Also check out the Tantra's Mantra Podcast.

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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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 and influence of Chinese brands (8:03)
• The big focus on smart living and smart devices (8:35)
• Did AI and generative AI make a big splash at IFA 2024? (9:50)
• The state of XR. Has the Metaverse been resurrected at IFA 2024? (11:30)
• Beyond the smart home, contextual computing (14:50)
• The AI PC and the ongoing Copilot+PC saga (19:15)
• The Honor splash in AI PC and foldable smartphones (23:06)

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.

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.com. - 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 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 new and more of the details (5:00)
🎱 Hot Chips 2024 Take - Deep dive on Oryon and Gerard Williams III's design philosophy (6:05)
🎱 Hot Chips 2024 Take - Balance (8:21)
🎱 Hot Chips 2024 Take - IBM Telum II bringing GenAI to the mainframe (9:48)
🎱 Hot Chips 2024 Take - Enfabrica: for resilient AI training? (13:30)
🎱 Hot Chips 2024 Take - Co-packaged optics for AI interconnect and networking (15:45)
🎱 Hot Chips 2024 Take - Where should AI be used in chip design? (16:25)
🎱 Hot Chips 2024 Take - The case for liquid-cooled data centers (17:02)
🎱 Hot Chips 2024 Take - NVIDIA Quasar Quantization System (19:03)
🎱 Demystifying AMD's acquisition of ZT Systems (24:20)
🎱 NVIDIA's Blackwell "Delay" takes from Jim and Karl (29:35)
🎱 Intel Gaudi 3 lands in IBM Cloud (32:44)

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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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, this is a move that AMD was not likely to make but it may prove essential in upping their GenAI supercomputing game in their race against NVIDIA.

Jack and I cover the following agenda:

🎱 A little about the AMD + ZT Systems deal (3:13)
🎱 What does it mean for AMD and their play to compete with Nvidia? (9:39)
🎱 How will it impact Intel and others in the GenAI supercomputing race? (16:19)

I will be dropping the podcast on the neXt Curve reThink Podcast subscribe here at be notified when the podcast goes live in the next 24 hours.

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

Check out Jack and his research at J.Gold Associates at www.jgoldassociates.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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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 social platforms which will inevitably have impact on the digital advertising and marketing. We ask the question, what are bot-to-bot engagement worth?

Leonard and The Data Diva parse through the implications of Synthetic Engagement that matter:

• What is Synthetic Engagement? (1:50)
• The problem with Agentic GenAI (6:15)
• What is synthetic engagement worth to advertisers? (9:50)
• A coming crisis of authenticity and trust on social platforms (16:46)
• What is the price we should pay for trust? (18:45)
• What are the potential impacts of synthetic engagement on the future of digital advertising and marketing? (24:42)

Connect with Debbie Reynolds at www.debbiereynoldsconsulting.com

Hit both Debbie and Leonard 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 - https://nextcurvepodcast.buzzsprout.com - or find us on your favorite Podcast platform.

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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 Patel, Chief Analyst and Founder of SemiAnalysis on my show to talk about the research note "Nvidia's Blackwell Reworked - Shipment Delays & GB200A Reworked Platforms
" that he and his team dropped last week that provided detail on what that "delay" means. You don't want to miss out on this chat.

LINK TO RESEARCH NOTE 👉 https://www.semianalysis.com/p/nvidias-blackwell-reworked-shipment

Dylan and I also had an opportunity to just catch up and talk about the present and future of generative AI and what I call (apparently I'm the only one) GenAI supercomputing. There is a little for everyone who is or thinks they are in "AI".

Dylan and I cover the following agenda:

🎱 Mic check (1:45)
🎱 A 1-year retrospective on GenAI (4:20)
🎱 The state of GenAI supercomputing - What's got you excited, Dylan? (8:22)
🎱 Huang's Law and the GenAI supercomputing scaling wall (21:18)
🎱 The Blackwell "Delay" What is it and why or why will it not matter? (25:44)
🎱 Where do you see GenAI supercomputing going? (40:13)

I will be dropping the podcast on the neXt Curve reThink Podcast subscribe here at be notified when the podcast goes live in the next 24 hours.

🎱 neXt Curve reThink Podcast 👉 "Nvidia's Blackwell Reworked - Shipment Delays & GB200A Reworked Platforms"

Check out Dylan Patel and the work of his team at SemiAnalysis at www.semianalysis.com.

Hit both Leonard and Dylan up on LinkedIn and take part in their industry and tech insights. Check out Dylan and the work of his team at SemiAnalysis at www.semianalysis.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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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 hype, the new law will present new risks and guardrails for businesses and organizations all around the world as they contemplate the use and commercialization of "AI" technologies and applications. There is little doubt that companies big and small will be beleaguered to figure out what compliance and implications of the EU AI Act will mean for them.

Leonard and The Data Diva parse through the bits and pieces of the EU AI Act that matter:

• What’s the EU AI Act about and how and why did it come about? (2:47)
• What are the implications of the EU AI Act on businesses & "Big Tech"? (17:35)
• What does the EU AI Act mean for "AI" innovation & global competition? (29:55)
• How will the EU AI Act impact the future of Gen AI? (38:20)

Connect with Debbie Reynolds at www.debbiereynoldsconsulting.com

Hit both Debbie and Leonard 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 - https://nextcurvepodcast.buzzsprout.com - 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.