neXt Curve is a research advisory firm based in San-Diego, California. We focus on frontier markets forming at the intersect of transformative technologies.
For those who couldn't attend, here's my @SensorsConverge presentation with voiceover on "How Sensors Are Transforming Smart Homes with Enhanced Automation and Security"...enjoy! https://t.co/oec8PYy7mB
I had a great conversation with Sunil Patil of
@Qualcomm on the company’s modem leadership with their #X85 Modem-RF and leadership in #5G and #6G technologies. Check it out!
https://t.co/nF2RkKFSQe
Had a great chat with Jim McGregor of Tirias Research on the hot topics and events of June including $AMD Advancing AI, $Cisco Live! and Sensors Converge 2025.
🔊LISTEN🔊👉https://t.co/mm8MTIY8Pm
#CiscoLive#advancingai#sensorsconverge
AI is transforming the world. I had a chance to moderate a fantastic panel at @SensorsConverge 2025 with AI, MEMS, and sensor experts on the symbiosis that is forming between AI and sensor tech.
WATCH HERE! https://t.co/CjgalC5z1Q
#nextcurve#sensorsconverge#agenticAI
I had a great conversation with Stephen Saunders of @FierceNetwork_ TV on the topic of the AI Revolution and the irony that it must overcome to really have a differentiated impact.
🔥 🎥 WATCH HERE 👉 https://t.co/ll7FHpDogt
#dtwignite#tmforum
Just dropped the webcast of my chat with @MyTechMusings on @MarvellTech Industry Analyst Day 2024 on the neXt Curve reThink podcast.
Check it out and subscribe!
https://t.co/3cVkDGjraR
#marvell2024iaday
Just dropped the webcast of my chat with @MyTechMusings on @MarvellTech Industry Analyst Day 2024 on the neXt Curve reThink podcast.
Check it out and subscribe!
https://t.co/3cVkDGjraR
#marvell2024iaday
With yesterday's testimony, this trial is no longer a @Qualcomm vs. @Arm case, but has become consequential to every #Arm#Architecture holder..
So, if you use #Arm#ISA know & better understand follow this case....
As somebody who gets the @FT, @WSJ and @nytimes delivered to my house everyday I heartly agree with @TheOnion and its reasons for go back to print. So much crap online to be distracted by, there is also something to be said to sitting down and reading something that has not just been curated for you https://t.co/5ZoHjVnMVF
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.
💥💥 HERE IS THE LINK TO THE PODCAST! 💥💥 https://t.co/IY2aRe7Wln
🙏 Share, like, and subscribe!🙏
I had the chance to finally get Dylan Patel @dylan522p , Chief Analyst and Founder of SemiAnalysis @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://t.co/jQpZ2AfW3S
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:
🎱 A 1-year retrospective on GenAI
🎱 The state of GenAI supercomputing - What's got you excited, Dylan?
🎱 Huang's Law and the GenAI supercomputing scaling wall
🎱 The Blackwell "Delay" What is it and why or why will it not matter?
🎱 Where do you see GenAI supercomputing going?
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 Dylan up on LinkedIn and take part in their industry and tech insights.
Check out Dylan Patel and the work of his team at SemiAnalysis at https://t.co/vmRPD614TC.
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 https://t.co/xj6d3ZFGcE for the tech and industry insights that matter.
#nvidia #blackwell #delay @intel@nvidia@AMD@IBM