neXt Curve

Prakash Sangam of Tantra Analyst joins Leonard Lee of neXt Curve in this episode of the reThink Podcast to talk about the conclusion of the Arm vs. Qualcomm trial that took place last week in Delaware. Prakash was there live. Check out his takes and insights from the proceedings and the conclusion of one of the most pivotal trials in tech this year. #qualcomm #arm #trial #oryon #nuvia #litigation

Happy Holidays everyone! neXt Curve #nextcurve #technology #innovation #digitaltransformation

I'm proud to say that neXt Curve has made a generous donation to Elevate Our Kids to help bridge the digital divide for kids K-12 grade in underserved and unserved communities. In 2024, we saw that divide grow with extreme weather events that hit U.S. South. This year, Elevate Our Kids (www.elevateourkids.org) is teaming with T-Mobile's Project 10 Million to put connectivity and a device in the hands of children in Asheville, NC, impacted by Hurricane Helene. I hope that you will consider donating this year as we enter the Season of Giving. I'm sure that your charity and that of your company will make a difference. ❤️ 🎁 Please donate here 👉 www.elevateourkids.org. Happy Holidays! #elevateourkids #nextcurve #charity #happyholidays #digitaldivide

Earl Lum of EJL Wireless Research joins me on this neXt Curve reThink Podcast episode of the Radio to the RIC to recap, share and discuss the highlights and the key takes from Marvell Technology's Industry Analyst Day 2024 and Mavenir's Analyst Event that capped of an intense year of events. Earl and I 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. 🔊 LISTEN TO THE PODCAST! 👉 https://lnkd.in/grfb6vdR Earl & I 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 parts 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) Hit both of us on LinkedIn and take part in their industry and tech insights. ⭐ Subscribe to the reThink Podcast on Buzz sprout here: https://bit.ly/43mr2Hm ⭐ Subscribe to the reThink YouTube channel here: www.youtube.com/@nextcurve ⭐ Follow neXt Curve at www.next-curve.com ⭐ Subscribe to the neXt Curve newsletter here: https://bit.ly/3LbXVgZ ⭐ Follow neXt Curve on Bluesky here: @nextcurve.bsky.social Forbes Forbes Technology Council Bloomberg Questex RCR Wireless News EE Times | Electronic Engineering Times IEEE Spectrum IoT Coffee Talk #marvell2024iaday #nextcurve #acceleratedinfrastructure #genai #openran #mavenir

Over the weekend I picked up a Meta Quest 3S unit to test out and possibly keep if I found it worth the $300. Earlier in the year I picked up a Quest 3 to compare with the Apple Vision Pro (yes, I bought and kept if you’re curious and I use it pretty much every day for various reasons that I’ve already written about). I also picked up an Insta360 X4 camera to take some 8K 360 video to test on both units. The results are already very telling for the potential for cheap VR headsets that fall well below the bar set by Apple Vision Pro albiet at more than 10 times the price. The question is is cheap XR even worth the $300? It’s obvious that Google, Samsung Electronics and Qualcomm are looking to fast follow Apple in delivering premium XR experiences with Android XR and Project Moohan. They don't seem to view bottom feeding as the future of XR. They also have already tried this approach to limit success. Anyway, I’ll be posting a brief article in my newsletter about my takes remember to subscribe just go to my profile and check out the neXt Curve newsletter here on LinkedIn. #metaquest #avp #apple #visionpro #technology #innovation #xr #projectmoohan #androidxr

"So, the pieces are starting to fall into place for more operator movement on APIs in 2025. So, will we see it in happen in 2025?" - Dan Jones READ THE ARTICLE HERE 👉 https://lnkd.in/gdMMDkmT Thanks to Dan Jones of Fierce Network (Questex) for quoting me along side my friend, Daryl Schoolar of Recon Analytics in his recent article on Network APIs and the role that Ericsson and Nokia are playing in catalyzing novel market opportunities for the telco industry through exposed network capabilities that in aggregate could very well be more than the sum of the carriers participating and the APIs called. Check it out. Not doubt, this will be a big topic as we approach MWC 2025 which is coming up fast! Forbes Forbes Technology Council Bloomberg CNBC telecomhall #networkapi #networkascode #ericsson #nokia #newco #globalnetworkplatform #tmobile #devedge

5G APIs for 2025? Analysts agree fraud protection works, with comments from Leonard Lee & Daryl Schoolar.

Thanks to Matthew S Smith for interviewing me for his article featured in PC World. I'm quoted with my friend, Anshel Sag in this piece contemplating the question, will 2025 be a big year for Windows on Snapdragon and Arm with the speculated entry of NVIDIA and MediaTek into the AI PC race? It's clear in 2024, Qualcomm made a big statement kicking of the Copilot+PC tier of AI PC. What could 2025 have in store in an increasingly crowded field of silicon racing for AI PC gold? Find out what Anshel and I had to say. 👉 https://lnkd.in/geAX9M_2 Forbes Forbes Technology Council Questex IEEE Spectrum EE Times | Electronic Engineering Times #technology #innovation #aipc #snapdragon #nvidia #mediatek #qualcomm

MWC 2025 is still 3.5 months away but my calendar is starting to fill in. I'm particularly interested in the event this year as we see the industry reflect back on a difficult year and a hazy future with a new administration in the U.S., a flailing Open RAN movement, GenAI-driven autonomous networks that turned out more difficult than anyone thought, and hope of a global, open network API charged future. WATCH OUR MWC 2024 RECAP 👉 https://lnkd.in/gR6NUJKu Needless to say, neXt Curve will be going in with a robust agenda which I will share as we get closer to the event. In the meantime, I had to listen back on a event recap podcast that I did with Marc Pous of balena and IoT Coffee Talk, and Earl Lum of EJL Wireless Research. We had just finished grueling week of analyst briefings, interviews, dinners, and receptions settling at Denassus, a wonderful tapas bar in Poble Sec to enjoy good food and drink while synthesizing thoughts on the key takes and insights from #mwc2024 We talked about: (1:33) Present first! (2:12) Open RAN - Is it really open or just conveniently kinda open? (5:03) Is IoT truly dead or on its way to resurrection? (7:59) Non-terrestrial networks - viable or a lesson unlearned? (10:50) What happened to metaverse? (11:05) Did generative AI have an impact beyond hype? (14:45) Private 5G networks - is it its time? (18:45) 6G is still an open question searching for a purpose (19:40) The EU Cyber Resilience Act of 2024 - a business opportunity? (20:50) 5G's time is arriving and we may ignore it to detriment (24:04) It's a wrap! Reach out to us if you want to get on our calendars or invite us to your analyst event, dinner, or breakfast. Saturday and Sunday. Ping us for our research areas of interest. Forbes Forbes Technology Council Questex Mobile World Live #technology #innovation #5G #networkapi #ntn #mwc2025

Marvell Technology Industry Analyst Day 2024 here in Santa Clara at the Marvell HQ is on! Chris Koopmans, COO, and Noi Nguyen, EVP of Optical kick things off with a feverish, dense pace. This year is about custom accelerated infrastructure for the GenAI supercomputing age with a huge focus on hyperscalers and their custom system needs. Here are some areas that I'm delving into at Marvell Industry Analyst Day 2024: ➡️ Marvell’s update on their accelerated infrastructure vision and outlook ➡️ Update on their DSP portfolio ➡️ Any nuggets related to their ASIC business. ➡️ Data center interconnect for cloud and GenAI supercomputing ➡️ Where are we automotive networking? ➡️ The state of Marvell’s enterprise business ➡️ What’s going on in telco for Marvell? Check the comment section below for highlights. Like and share to get notified as highlights hit this post. Make sure to follow me here on LinkedIn and hit that 🔔 at the top of my profile for a constant diet of the tech and industry insights that matter. ⭐ Subscribe to the reThink Podcast on Buzzsprout here: https://bit.ly/43mr2Hm ⭐ Subscribe to the reThink YouTube channel here: www.youtube.com/@nextcurve ⭐ Follow neXt Curve at www.next-curve.com ⭐ Subscribe to the neXt Curve newsletter here: https://bit.ly/3LbXVgZ Forbes Forbes Technology Council Bloomberg Questex EE Times | Electronic Engineering Times IEEE Spectrum neXt Curve #marvell2024iaday #customsilicon #acceleratedinfrastructure