The neXt Curve reThink Podcast

Hosted by Leonard Lee

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204

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May 2026

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About the show

The official podcast channel of neXt Curve, a research and advisory firm based in San Diego founded by Leonard Lee focused on the frontier markets and business opportunities forming at the intersect of transformative technologies and industry trends. This podcast channel features audio programming from our reThink podcast bringing our listeners the tech and industry insights that matter across the greater technology, media, and telecommunications (TMT) sector. Topics we cover include: -> Artificial Intelligence -> Cloud & Edge Computing -> Semiconductor Tech & Industry Trends -> Digital Transformation -> Consumer Electronics -> New Media & Communications -> Consumer & Industrial IoT -> Telecommunications (5G, Open RAN, 6G) -> Security, Privacy & Trust -> Immersive Reality & XR -> Emerging & Advanced ICT Technologies Check out our research at www.next-curve.com.

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May 27, 2026Episode 1740 min

Silicon Futures for May 2026 - Qualcomm hyperscale AI, Cerebras IPO, Huawei 1.4 nm

Send us Fan MailSilicon Futures is a neXt Curve reThink Podcast series on AI and semiconductor tech and the industry topics that matter.This month, the AI narrative has rediscovered its mojo with hyperscalers continuing to double down on their CapExc on AI infrastructure, while realizing unrealized "other income" from their investments in AI startups and labs as the likes of Anthropic, OpenAI, and xAI prepare to go public. We didn't cover it in our discussion, but yes, Elon Musk lost his case against OpenAI. Too bad. Regardless, another action packed month in May 2026. In this episode, Leonard, Karl and Jim talk about some of the top headlines from May of 2026. ➡️ Qualcomm's mystery hyperscaler customer?➡️ The geopolitical risk of playing the AI game ➡️ Huawei teases "1.4 nm" chip and novel architecture ➡️ Cerebras finally IPOs! ➡️ NVIDIA's Q1 FY27 results and new reporting structure ➡️ Memory vendors are now $trillion market cap ➡️ Will Apple use Intel Foundry for Apple Silicon?➡️ The state of Intel Foundry business ➡️ Alex Katouzian joins Intel to head up Client Computing Physical AI ➡️ AMD proving they are more than AI accelerators ➡️ Is the AI infrastructure boom driving IoT revival? ➡️ AMD, Arm, NVIDIA, Intel, and the CPU boom➡️ Dell's pivot toward warm-water cooling ➡️ Dell leans into AI workstation! ➡️ NVIDIA investments in Taiwanese AI startups ➡️ "Other income" unrealized gains of AI investments ➡️ All eyes on COMPUTEX 2026Hit Leonard, Karl, and Jim 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. Check out Karl's Substack at: https://substack.com/@karlfreund429026Please 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 and our Substack (https://substack.com/@nextcurve) for the tech and industry insights that matter.NOTE: The transcript is AI-generated and will contain errors.DISCLAIMER: This podcast is for informational purposes only.

May 8, 2026Episode 1913 min

Edge Continuum: Where AI belongs from sensors to cloud (with Azita Arvani)

Send us Fan MailIt was great to have a chance to share the stage with Azita Arvani, Stanford Sloan Fellow at Sensors Converge 2026 to talk about the "Edge Continuum" as it relates to edge AI and what I call the Perception Edge (Sensors + Edge AI).Azita and I talk about what the edge continuum is, what is shaping the present and future of the perception edge, where AI makes sense across the edge, and what the role of sensors and edge AI will play in physical AI.Thanks to David Drain and the Sensors Converge team for setting us up with this spot to share with this year's attendees! Congrats on another great event!

May 7, 2026Episode 1811 min

Edge AI Foundation at Sensors Converge 2026 (with Pete Bernard)

Send us Fan MailI had a great time hanging out with Pete Bernard, CEO of EDGE AI FOUNDATION at Sensors Converge 2026 which took place at the Santa Clara Convention Center this week. We had a chance to chat about the key trends that we see shaping what I've been calling the Perception Edge. What is it?Simple. Sensors + Edge AI. Check out our brief conversation where we touch on the implications of this convergence of sensor technology with edge AI, the possibilities created, and the critical mindset shifts we need to make to appreciate and capitalize on the change and opportunity that is coming at the Perception Edge.

May 4, 2026Episode 1645 min

Silicon Futures for April 2026 - The AI CPU craze, Qualcomm's custom AI, Google TPU 8 explained

Send us Fan MailSilicon Futures is a neXt Curve reThink Podcast series on AI and semiconductor tech and the industry topics that matter.This month shall be dubbed the month of specialization as the tide of AI compute make a hard turn toward inference and agentic AI. What is all this all this madness about CPUs about? The Silicon Futures Trio unpacks the mystery of the month. In this episode, Leonard, Karl and Jim talk about some of the top headlines from April of 2026. ➡️ What's up with the CPU mania in AI?➡️ Why is everyone going custom, specialized AI systems? ➡️ The diverse velocities of AI change & digestion. ➡️ The many roles of CPU in an agentic AI system. ➡️ Cloud demand driven by AI system complexity and speed. ➡️ The AI narrative has graduated from the "chip". ➡️ Is the AI boom sustainable? ➡️ Clarifying the Google TPU 8 Enigma. ➡️ How will AI system specialization and general purpose play out? ➡️ The hyperscale red flag for NVIDIA. ➡️ Where are the AI business model transformations? ➡️ A quick thought on Terafab by Intel & Elon. ➡️ Impressions on Qualcomm's custom AI silicon & systems. Hit Leonard, Karl, and Jim 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. Check out Karl's Substack at: https://substack.com/@karlfreund429026Please 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 and our Substack (https://substack.com/@nextcurve) for the tech and industry insights that matter.NOTE: The transcript is AI-generated and will contain errors.DISCLAIMER: This podcast is for informational purposes only.

April 27, 2026Episode 1511 min

The Blueprint for Agentic Security (with Raj Chopra)

Send us Fan MailThe topic of agentic security was a very big one at RSAC Conference this year. The conversation was split between safe and secure agentic AI enablement for the enterprise (and consumers), and the agentic enablement of threat actors armed with a new generation of AI tools. The second part of our conversation with Rajneesh Chopra, SVP and CPO of Cisco Security, touched on the crisis of trust that we face, and the framework that Cisco is contributing openly to help foster safe, enterprise grade GenAI and agentic AI applications. Raj does a great job of outlining a holistic blueprint that Cisco is working off for safe agentic AI and enterprise GenAI. Bottom line, Getting to safe agentic AI is a journey with many twists and chasms along the way. We are in the early rounds facing a threat environment that is highly fluid and moving at machine speed. It will take a mindset of safe AI innovation that preemptively injects what Raj calls "common sense" in lieu of lagging best practices to meet the challenges and threats of fast-evolving AI-assisted cyberattacks.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 and our Substack (https://substack.com/@nextcurve) for the tech and industry insights that matter.NOTE: The transcript is AI-generated and will contain errors.DISCLAIMER: This podcast is for informational purposes only.

April 23, 2026Episode 1413 min

The Unknown Unknowns of Agentic Security (with Raj Chopra)

Send us Fan MailIt was a busy week at RSAC Conference 2026. The topic of agentic security was a very big one, whether you were contemplating it for securing agents you deploy in your enterprise or protecting it from malicious AI agents.neXt Curve's Leonard Lee had an enlightening conversation with Raj Chopra, SVP and CPO of Cisco Security, about what the company is discovering about the path to enabling safe and secure agentic AI. What impressed was the humility with which Raj approaches the task. We are dealing with unknown unknowns in the age of agentic AI. Yes, agentic AI is here, whether we like it or not, as a productivity tool or a threat.Check out this conversation. Raj highlights some priorities and approaches that we agree with based on neXt Curve research. He also introduces some additional angles that CISOs and security practitioners need to contemplate in approaching safe agentic AI for their organizations. AI security will require the cybersecurity community to think beyond its comfort zone. Yes, fundamentals matter more than ever, but the threats and the countermeasures are unknown.We hope you find part one of this conversation with Raj Chopra informative. Remember to follow neXt Curve for the agentic security insights and analysis that matter.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 and our Substack (https://substack.com/@nextcurve) for the tech and industry insights that matter.NOTE: The transcript is AI-generated and will contain errors.DISCLAIMER: This podcast is for informational purposes only.

April 21, 2026Episode 1341 min

Quantum Computing Master Class & Quantum Day Insights

Send us Fan MailIn this special Silicon Futures podcast episode, Karl and Jim provide a master class on the modalities of quantum computing and the state of their development and commercialization. The trio then provide their insights and analysis of NVIDIA's Quantum Day 2026. The following topics are explored in this episode. ➡️ Quantum computing landscape and modalities described. (5:15)➡️ The pros and cons of quantum modalities. (15:57)➡️ Comparative maturity and capabilities of quantum modalities. (17:42)➡️ The quantum continuum and the race to 1 million Qubits. (19:16)➡️ What is a quantum application? (25:38)➡️ Thoughts on how the quantum industry will evolve and the game play out. (26:50)➡️ What is the role of accelerated computing and AI in quantum computing? (30:54)➡️ What is the AI opportunity and business model for quantum computing? (35:44)➡️ The quantum computing ecosystems and emerging business models. (38:56)Hit Leonard, Karl, and Jim 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. Check out Karl's Substack at: https://substack.com/@karlfreund429026Please 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 and our Substack (https://substack.com/@nextcurve) for the tech and industry insights that matter.NOTE: The transcript is AI-generated and will contain errors.DISCLAIMER: This podcast is for informational purposes only.

March 28, 2026Episode 1329 min

Silicon Futures for March 2026 - Intel Foundry, Embedded World, Edge AI and Arm Everywhere

Send us Fan MailSilicon Futures is a neXt Curve reThink Podcast series on AI and semiconductor tech and the industry topics that matter.Oddly, all three of us agree, March has turned out to be a pivotal month set by MWC and NVIDIA’s GTC. The AI silicon and systems script is being dramatically rewritten around the CPU and inference accelerators and architectures that arguably challenge the myth of the NVIDIA moat as AI an agentic pivot in 2026.In this episode, Leonard, Karl and Jim talk about some of the top headlines from March of 2026. ➡️ Jim recaps March in the semiconductor industry and AI in 2 minutes.➡️ Karl on NVIDIA GTC 2026 and Arm's new AGI CPU. ➡️ Leonard invents Application-specific General-purpose Computing with Rene Hass.➡️ The different approaches to CPU architectures.➡️ Why some CPU makers exclude Spatial Multi-threading (SMT) from their chips.➡️ Do buyers buy Arm or agentic AI systems?➡️ What is Arm's AI systems ecosystem game?➡️ Is agentic AI changing the AI supercomputing game?➡️ Is OpenClaw the ChatGPT moment for agentic AI?➡️ There is a new AI in town. That AI is edge AI!Hit Leonard, Karl, and Jim 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. Check out Karl's Substack at: https://substack.com/@karlfreund429026Please 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 and our Substack (https://substack.com/@nextcurve) for the tech and industry insights that matter.NOTE: The transcript is AI-generated and will contain errors.DISCLAIMER: This podcast is for informational purposes only.

March 22, 2026Episode 1244 min

The Ultimate NVIDIA GTC 2026 Recap (with Karl Freund and Jim McGregor)

Send us Fan MailLeonard, Karl, and Jim attended the AI event of the year, NVIDIA’s GTC 2026. This year, the agentic AI theme went into overdrive with its DeepSeek moment, OpenClaw. Or was it a ChatGPT moment?The trio unpacks a deluge of announcements from NVIDIA’s technology stack and across the domain-specific industry and computing solutions that are meeting the agentic AI moment.In this episode, Leonard, Karl and Jim talk about the top headlines and share their analysis from NVIDIA GTC 2026. ➡️ Staying ahead of the fast-rising tide of AI➡️ Agentic AI's ChatGPT moment with OpenClaw and NVIDIA's NemoClaw➡️ NVIDIA pivots its AI data center inference roadmap with Groq 3 LPX for agentic AI➡️ NVIDIA is innovating at and competing with the speed of light ➡️ NVIDIA is shifting away from GPU-centricity with Groq 3 LPX & Vera CPU systems ➡️ NVIDIA is becoming more than a GPU company. It is heterogeneous! ➡️ NVIDIA claims that it will become a $trillion company by end of 2027! Will it? ➡️ Is NVIDIA GTC becoming more of a VC/Wall Street event than one for developers?➡️ The continuous reinvention of NVIDIA and its new identity in the age of agentic AI ➡️ NVIDIA's storage play with SDX and the AI infrastructure/factory memory tiers ➡️ The explosion of heterogeneity of computing driven by agentic AI➡️ Does Jensen know everything, or is he learning as he goes like the rest of us?➡️ NVIDIA is becoming more application and domain specific because of agentic AI➡️ Clarifying performance & scaling. "More for less" or "more is more"?➡️ Jensen's Paradox: one-year cadence or extended useful life? Can you have both?➡️ Agentic FinOps and the economics of agentic AI➡️ Enterprises need Agentic AI strategy for ROI and for agentic risk/threats ➡️ Did NVIDIA crack the enterprise-grade personal AI nut with NemoClaw?➡️ Is AI Grid NVIDIA's pathway to AI-RAN or is it an edge fabric for "physical AI"? ➡️ 2025 was a big year for AI infra networking but a light topic at GTC 2026. Why? Hit Leonard, Karl, and Jim 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. Check out Karl's Substack at: https://substack.com/@karlfreund429026Please 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 and our Substack (https://substack.com/@nextcurve) for the tech and industry insights that matter.NOTE: The transcript is AI-generated and will contain errors.DISCLAIMER: This podcast is for informational purposes only.

March 12, 2026Episode 1150 min

The Unthinkable MWC 2026 Recap (with Dean Bubley and Andrew Collinson)

Send us Fan MailneXt Curve had the privilege to have Dean Bubley of Disruptive Analysis, and Andrew Collinson of Connective Insight join us to have an "Unthinkable" recap of Mobile World Congress 2026, which took place in Barcelona, Spain, last week. It's a sequel to their chat with Leonard Lee of neXt Curve in London a couple of days before Ericsson's pre-MWC analyst event that covered many of the key themes that shaped the MWC 2026 agenda.In this episode, Leonard, Dean, and Andrew give their "unthinkable" takes on the top topics of Mobile World Congress 2026. ➡️ Andrew's "Unthinkable" impression of MWC 2026.➡️ Dean's "Unthinkable" impression of MWC 2026.➡️ Making sense of "kinetic tokens" and physical AI.➡️ Is the nature of the network changing with 6G?➡️ Making sense of ISAC (Integrated Sensing and Communications).➡️ Making a case for better 6G use cases.➡️ Thoughts on OCUDU and GSMA's Open Telco AI initiative.➡️ Who benefits from all the AI buzzwords?➡️ Andrew's proposal for healthy thinking!➡️ Key themes in mobile/telco in 2026...Hit Leonard, Andrew, and Dean up on LinkedIn and take part in their industry and tech insights.Check out Dean and his research at Disruptive Analysis at www.deanbubley.com.Check out Andrew Collinson at Connective Insight at www.connectiveinsight.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 and our Substack (https://substack.com/@nextcurve) for the tech and industry insights that matter.NOTE: The transcript is AI-generated and will contain errors.DISCLAIMER: This podcast is for informational purposes only.

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