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Earl Lum of EJL Wireless joins Leonard Lee of neXt Curve to talk about the reigniting of his research in mobile wireless macro antennas after a multi-year hiatus. He has just released the first phase of his research, the "Global Macro Antenna Analysis & Forecast 2024 to 2028" report soon to be followed by his market share report.

This episode is a great primer for those of you who are not radio and antenna folks but have a curiosity to strong interest in why antennas matter and why they are so important and indicative of the prospects of the market and pace of infrastructure modernization in the mobile wireless world. 

Earl & Leonard discuss the following topic about the mobile wireless antenna tech and industry trends that matter for 2025 and beyond:

• Earl gets back into antenna game! (1:23)
• Why does the antenna market matter? (4:03)
• Key trends and takes from Earl's antenna market analysis (5:05)
• Technical and deployment trends and challenges for 2025 and beyond (7:50)
• Leonard's impressions of Earl's summary and highlights of his report  (14:28)
• Key features of the Global Macro Antenna Analysis & Forecast report (15:32)

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.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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Jim McGregor of TIRIAS Research and Karl Freund of Cambrian-AI Research joined me to recap December 2024, another action-packed month in the world of semiconductors and accelerated and non-accelerated computing on the neXt Curve reThink Podcast series, Silicon Futures. The trio also shares their highlights from 2024 in a retrospective of the things matter this year.

We parse through the key announcements semiconductor industry and AI headlines of December 2024 and their year-end thoughts:

➡️ We share our thoughts on Pat Gelsinger's departure from Intel (2:18)
➡️ Marvell, AWS and the other GenAI supercomputing market (14.40)
➡️ The impact of the hyperscaler custom chip game on AI (16:35)
➡️ The objective of economical GenAI (19:07)
➡️ The end market red flags of GenAI and the adoption/diffusion dilemma (22:50)
➡️ Jim gives his report on the Arm vs. Qualcomm trial (27:30)
➡️ Does the CPU matter in GenAI supercomputing? (36:50)
➡️ What does the trio expect in the industry and AI in 2025? (38:11)
➡️ Jim throws a monkey wrench into the works at the last minute (45:04)

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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Prakash Sangam of Tantra Analyst joins Leonard Lee of neXt Curve to share his insights on the Arm vs. Qualcomm trial that took place in Delaware from December 16th to the 20th 2024. Prakash was in the courtroom for all five days and observed the in entire trial to its conclusion. Prakash provided play-by-play coverage of the trial is it occurred providing his insights. He was kind enough to share some key highlights and takes on the special reThink Podcast episode.

Prakash and Leonard parse through the highlights and key takeaways fro Arm vs. Qualcomm:

➡️ The first in and last out of court (1:20)
➡️ Background of the case: Arm vs. Qualcomm (2:50)
➡️ Highlights of the Arm vs. Qualcomm trial (6:40)
➡️ The implications of the trial outcome (12:02)
➡️ Qualcomm's right to use acquired Nuvia technology (19:47)
➡️ The loose ends and the prospects of resolution (25:19)

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

Check out Prakash and his research at Tantra Analyst at www.tantraanalyst.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 recap a crazy, tumultuous, and disturbing year for security, trust, and privacy where we saw some of the most catastrophic data breaches and cybersecurity incidents in recent memory and in history.    

Leonard and The Data Diva parse through the security and trust events and happenings that mattered in 2024:

• Leonard's impression of security & trust in 2024? (1:30)
• Debbie's highlights in security & trust in 2024 (2:54)
• The cybercriminal economy's catalytic moment (6:35)
• GenAI: cybersecurity friend or foe? (8:15)
• Data breaches find normalcy (9:20)
• Losing a foundation of security - privacy (11:30)
• The EU AI Act: Foundation for responsible AI? (15:33)
• The future of decentralized obscurity (23:13)
• Debbie's hot security & trust picks for 2025! (26:00)
• Leonard's hot security & trust picks for 2025! (28:10)
• We need to give less to suffer less (32:10)

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.

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Earl Lum of EJL Wireless joins Leonard Lee of neXt Curve to recap and to share and discuss the highlights and the key takes from Marvell's Industry Analyst Day 2024 and Mavenir's Analyst Event that capped of an intense year of events. Leonard and Earl cover the telco and networking aspects of Marvell's event while Earl provides what he can from Mavenir's 2-day information-packed analyst forum.

Earl & Leonard discuss the following topic that mattered from M&M Tour 2024:

• Marvell Industry Analyst Day 2024 Recap (2:09)
• Marvell - Every networking & interconnect for GenAI supercomputing (5:02)
• Marvell's telco story for 2024 and beyond (10:12)
• Why Mavenir doesn't love Leonard Lee anymore? (11:30)
• The many moving part of Mavenir (12:36)
• Should Mavenir be designing and making radios? (15:15)
• Can Mavenir to afford to boil the telco tech ocean? (18:44)
• Mavenir's telco AI and AI-RAN story (21:33)
• Thoughts on the state of Open RAN (25:16)

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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Prakash Sangam of Tantra Analyst joins Leonard Lee of neXt Curve to recap Marvell's Industry Analyst Day 2024 event, which took place in Santa Clara at the Marvell HQ. Marvell brings together many of the leading tech industry analyst from around the world toward the end of the year for a reunion that turns out to be a great recap and temperature check of the semiconductor industry given the diversity of Marvell's business. This year was the year of generative AI and accelerated infrastructure. It looks like next year will be as well, but custom and optimized.

We parse through the key announcements and insights that mattered at Marvell Industry Analyst Day 2024:

➡️ Overview of Marvell Industry Analyst Day 2024 (2:35)
➡️ Marvell's Accelerated Infrastructure opportunity (5:00)
➡️ Prakash's key impressions of Marvell Industry Analyst Day (7:21)
➡️ Marvell brings the system level perspective to custom AI supercomputing (11:00)
➡️ Sandeep "Mr. BLT" Bharathi and his custom accelerated infrastructure sandwich (13:17)
➡️ Custom accelerated infrastructure - the next big thing in AI supercomputing (14:40)
➡️ What can we expect at Marvell Industry Analyst Day 2025? (20:10)
➡️ The nuances of operational Gen AI supercomputing versus experimental (23:09)
➡️ What did Marvell say about telco, automotive, and enterprise? (25:50)

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

Check out Prakash and his research at Tantra Analyst at www.tantraanalyst.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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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:

➡️ November, month two of the crazy season for industry analysts (2:04)
➡️ SC (Supercomputing) 2024 - AMD taking the spotlight with El Captain (3:39)
➡️ Scaling laws in GenAI supercomputing and GenAI (6:00)
➡️ Qualcomm's Investor Day 2024 - Is diversification working? (11:27)
➡️ More takes from SC 2024 - NVIDIA's Moat (25:35)
➡️ The GenAI supercomputing hype residual (27:16)
➡️ AI-RAN - GenAI supercomputing at the edge (27:40)  
➡️ How will AI change your company? Jim drops some wisdom (29:01)
➡️ Getting beyond crap AI to good AI (28:07)
➡️ The heterogenous compute blob that is accelerated computing (34:21)
➡️ 2025 - The year of GenAI what? The experts chime in (38:39)

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.