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Send us Fan Mail "From the Radio to the RIC" is a podcast series that is a collaboration between Earl Lum of EJL Wireless Research and Leonard Lee of neXt Curve covering mobile wireless technologies and the AI-evolution of the mobile infrastructure and computing. Once again, we are at Mavenir’s Industry Analyst Event 2026, which is one of the densest and forward-thinking and viewing telco events of the year. Mavenir means (sort of) “future” in French. But the company has been a maverick of the industry that continues to push the frontier of telco and now beyond.  In this episode of "From the Radio to the RIC", Earl and Leonard talk about the following topics and highlights: ➡️ (00:25) What Is Mavenir, and what does it stand for? ➡️ (01:48) Recap of last year's Mavenir Analyst Industry Day ➡️ (02:40) Key themes of Mavenir Industry Analyst Day 2026 ➡️ (04:44) 6G Core options for AI-native. Are there any? ➡️ (14:32) The Open RAN Squid Game is officially done ➡️ (15:30) Will mobile sensing be another Squid Game? ➡️ (18:22) Mavenir's multi-access core vision for a heterogeneous connectivity world ➡️ (19:52) The new NeoCloud practice for a new frontier ➡️ (23:02) The massive vertical services fog and pitfalls for NeoClouds ➡️ (24:09) Enabling sovereign AI for government and defense ➡️ (24:42) Open RAN's silver lining moment with NTN ➡️ (25:27) Mavenir's frontier Forward Deployed Engineering differentiation  ➡️ (27:57) Network core-focused AI Voice - A key to AI innovation and modernization?  ➡️ (30:21) Mavenir's BSS for NeoCloud for agentic and AI FinOps and monetization ➡️ (33:26) The big frontier AI opportunity - Fraud and AI Security? ➡️ (39:41) The essential focus on knowledge management for safe telco AI EPISODE SUMMARY (AI-generated) "Leonard Lee and Earl Lum discuss attending Mavenir’s Industry Analyst Day in Allen, Texas, noting the company’s turnaround since last year’s recapitalization and debt restructuring and its renewed focus on high-margin software and profitability. They highlight candid customer perspectives from O2 Germany and Turkcell, Mavenir’s core-centric strategy (“there’s a core for that”), and debate 6G core “options,” arguing AI implementation should be vendor- and operator-specific rather than standardized.  They say Mavenir has exited the terrestrial Open RAN RAN business, emphasizing small cells, NTN-related work, AI voice capabilities, and expanding security/fraud prevention with faster vulnerability response.  They also describe Mavenir’s forward-deployed engineering model that gets paid, internal AI for efficiency, and a broadened NeoCloud/AI Cloud push targeting sovereign, enterprise, and telco AI cloud segments, while warning the strategy risks spreading focus too thin." If you would like to set up a meeting, connect with Earl Lum at www.ejlwireless.com and Leonard Lee at www.next-curve.com.  Make a request through our respective request forms.  Please subscribe to our podcast which will be featured on the neXt Curve YouTube Channel. Check out the audio version on BuzzSprout - https://nextcurvepodca... 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. NOTE: The transcript is AI-generated and will contain errors. DISCLAIMER: This podcast is for informational purposes only.

Send us Fan Mail In this special episode of neXt Curve's reThink Podcast, Prakash Sangam, Principal Analyst at Tantra Analyst joins Leonard Lee to cover the top stories in tech. Qualcomm and Arm were back in court last week. This time Qualcomm is the plaintiff bring a wide-ranging case to a jury in Wilmington, Delaware, which could shape the future of Arm core IP licensing going forward with not only Qualcomm, but the massive base of licensees who depend on Arm's core IP. Prakash Sangam, Principal Analyst of Tantra Analyst was once again in person in Wilmington to witness the action in the courtroom. He joins Leonard Lee to discuss the highlights, the jury verdict, and the implications as the case awaits the bench ruling anticipated in the coming week. Prakash and Leonard talk about the following topics and highlights: ➡️ Trial Setup and Background (1:01) ➡️ How Jury and Bench Trials Work (2:43) ➡️ Verdict Overview Three Key Questions (4:21) ➡️ Claim One: ALA Breach Explained (5:36) ➡️ Claim Two: TLA Offer Dispute (7:06) ➡️ Claim Three: Interference and UCL (9:29) ➡️ Meta Relationship and Sealed Testimony (14:00) ➡️ ALA vs TLA Licensing Basics (16:53) ➡️ Industry Shift Arm and Qualcomm Collide (18:34) ➡️ Why UCL Ruling Matters Next (23:56) ➡️ Meaning Of One Dollar (25:28) ➡️ Bench Trial Loose Ends - Liquidated Damages, V10 Licensing, and UCL (28:20) ➡️ Timeline And Appeals (32:44) ➡️ Industry Shifts And Stakes (34:50) ➡️ AI Brings CPUs Back (37:44) If you would like to set up a meeting, connect with Prakash Sangam at www.tantraanalysis.com. 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. NOTE: The transcript is AI-generated and will contain errors. DISCLAIMER: This podcast is for informational purposes only.

Send us Fan Mail "From the Radio to the RIC" is a podcast series covering mobile wireless technologies and the AI-evolution of the mobile infrastructure and computing. In this special  episode of "From the Radio to the RIC", Leonard meets up with Patrick Lopez of {Core Analysis} have an impromptu conversation on the final day of TM Forum's Innovate Americas 2026 event, which took place in Plano, Texas. Patrick and Leonard talk about the following topics and highlights: ➡️ Don't call me an influencer! (0:31) ➡️ TM Forum Innovate Americas 2026 intro. (2:12) ➡️ Patrick's key impressions and takes from Innovate Americas 2026 (3:08) ➡️ Trust is a big theme. (5:19) ➡️ The state of network automation with agentic AI. (5:57) ➡️ The great data and storage problem. (7:12) ➡️ The ubiquity of the trust priority. (8:43) ➡️ A sobering throwback to practical AI & automation. (9:51) ➡️ What is trust? What does it mean? (12:40) ➡️ The trust gradient. (13:52) ➡️ TM Forum's first trust hackathon. (16:41) If you would like to set up a meeting, connect with Patrick Lopez at www.coreanalysis.ca. 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. NOTE: The transcript is AI-generated and will contain errors. DISCLAIMER: This podcast is for informational purposes only.

Send us Fan Mail "From the Radio to the RIC" is a podcast series that is a collaboration between Earl Lum of EJL Wireless Research and Leonard Lee of neXt Curve covering mobile wireless technologies and the AI-evolution of the mobile infrastructure and computing. In this episode of "From the Radio to the RIC", Earl and Leonard talk about the following topics and highlights: ➡️ The state of the RAN market in H2 26 and beyond. (2:40) ➡️ The perennial 5G monetization mystery. (7:52) ➡️ Closing the book on the Open RAN Squid Game. (14:26) ➡️ Ericsson Industry Analyst Day 2026 recap reflections. (17:20) ➡️ An industry trying to figure out physical AI. (22:59) ➡️ Critical communications, ISAC and the future of 6G. (28:18) ➡️ Will 6G networks be shared infrastructure? Why? (33:37) ➡️ Are global network APIs in a better place? (39:08) ➡️ The state of AI-RAN. (42:45) ➡️ The state of telco in space and NTN. (50:13) ➡️ The myth that SpaceX will destroy telco operators. (53:04) ➡️ Nokia partners with ICEYE for sovereign space. (57:26) If you would like to set up a meeting, connect with Earl Lum at www.ejlwireless.com and Leonard Lee at www.next-curve.com.  Make a request through our respective request forms.  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.

Send us Fan Mail Silicon Futures is a neXt Curve reThink Podcast series on AI and semiconductor tech and the industry topics that matter. This month, Leonard, Karl, and Jim unpack the hottest takes from Qualcomm's Snapdragon Summit 2026, AI Infrastructure Summit, the Bank of NVIDIA, the Open Agent Safety Platform, the emergence of EUV High-NA, and more! We break down the AI and chip trends that matter! Tune in! In this episode, Leonard, Karl and Jim talk about....  ➡️ Jim sets the agenda for our September 2026 talk. (1:58) ➡️ The Bank of NVIDIA throws its money around. (4:13) ➡️ Qualcomm's AI DC confidence at Snapdragon Summit. (4:35) ➡️ How HBC (High Bandwidth Compute) scales to mobile. (7:17) ➡️ Snapdragon 8 Elite and 8 Elite Extreme mobile SoC review. (9:28) ➡️ Qualcomm refreshes personal AI with agentic AI. (10:36) ➡️ Qualcomm expands ecosystem with healthcare. (11:19) ➡️ Qualcomm's privacy and trust for personal agentic AI. (11:57) ➡️ Qualcomm's blueprint for personal physical AI. (13:25) ➡️ DEBATE: Is Apple really behind on AI and agentic AI? (14:36) ➡️ To Meta Muse or not to Muse, that is the question. (17:15) ➡️ The growing concern about agentic AI safety. (18:54) ➡️ Are we coming to an AI reckoning? (21:05) ➡️ The asymmetrical fight against AI bad stuff. (23:01) ➡️ TSMC and Samsung pull EUV High-NA trigger. (26:46) ➡️ AI Infrastructure Summit 2026 recap. (28:35) ➡️ NVIDIA partners with D-Matrix for inference AI. (31:59) ➡️ Reclassifying GPU useful life with modernization. (34:12) ➡️ Anderon quantum foundry funded by U.S. and IBM. (35:39) ➡️ IonQ buys Skwater for vertical integration. 36:15) ➡️ The Things Conference & Edge AI. (37:37) ➡️ Ericsson & Nokia on physical AI and Space AI. (38:12) ➡️ Perception AI is the practical frontier of physical AI. (39:25) ➡️ The sobering reality & state of AI-RAN and edge AI. (40:17) ➡️ The funny math and expectations of physical AI. (41:35) 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/@karlfreund429026 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.

Send us Fan Mail In this episode of the neXt Curve reThink podcast, Leonard Lee is joined by special guest, Prakash Sangam, Principal Analyst at Tantra Analyst, to recap Qualcomm's biggest event of the year, Snapdragon Tech Summit 2026, which took place in Maui, Hawaii. Prakash and Leonard cover the following topics in their recap of Qualcomm's Snapdragon Summit 2026: 👉 Overview of the Snapdragon Summit program, key themes & impressions. (2:12) 👉 The smartphone takes center stage with Snapdragon 8 Elite Gen6. (4:25) 👉 Personal AI theme expands with agentic AI. (7:15) 👉 Agentic trust in the coming era of agentic commerce. (10:39) 👉 A showcase in heterogeneous AI & agentic computing. (14:50) 👉 Memory architecture changes of the Snapdragon 8 Elite Gen6. (19:54) 👉 Could agentic AI make the NPU matter? (21:28) 👉 Is there a gaming versus AI trade-off? (22:50) 👉 What happened to 5G and modem leadership? (23:50) 👉 HBC (High Bandwidth Compute) scales from data center to smartphone. (24:55) 👉 Qualcomm's personal agentic AI push with Liquid AI.(25:08) 👉 Smart glasses and AI companions. (31:12) 👉 Qualcomm scales healthcare for the Snapdragon wearable ecosystem. (32:10) 👉 Modular makes a case for Qualcomm's heterogeneous AI strategy. (34:26) 👉 Qualcomm introduces dev programs to catalyze smart glasses ecosystem. (37:42) 👉 Snapdragon X2 Plus powers latest Surface and Lenovo IdeaPad Vibe. (39:20) 👉 Is Googlebook Qualcomm's AI PC moment? (41:02) 👉 The operating system is the on-device agentic AI platform. (46:39) 👉 Manchester United Surface and back-of-shirt partnership with Microsoft. (51:22) 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.

Send us Fan Mail Silicon Futures is a neXt Curve reThink Podcast series on AI and semiconductor tech and the industry topics that matter. This month, Leonard, Karl, and Jim unpack the hottest takes from Hot Chips 2026 and the incessant drama that is AI & AI infrastructure! Are we on the verge of a major shift in AI HPC computing as the AI focus shifts from training toward inference and agentic AI? What is the impact of the broadening memory crisis and innovations in sparse MOE models on the future of AI computing architectures? What does the introduction of OpenAI's Jalapeño mean for the future of AI HPC architectures and chips? We break down the AI and chip trends that matter! Tune in! In this episode, Leonard, Karl and Jim talk about.... ➡️ IBM's dual-ISA core with native Arm + zArchitecture (4:54) ➡️ How will HRL Labs impact IBM's quantum leadership? (8:11) ➡️ What were the key themes of Hot Chips 2026? (10:13) ➡️ Should Optane be resurrected for AI HPC? (12:50) ➡️ 3D-memory stacking & PIM (Processing in Memory) (13:24) ➡️ HBF: What is it good for? Fad or frontier? (13:45) ➡️ The economics & margins of the memory industry! (15:17) ➡️ Our takes on NVIDIA's Q2 2027 earnings results! (20:20) ➡️ Bill Gates AI essay and physical AI in context... (29:49) ➡️ For AI data centers, can coding be enough? (32:02) ➡️ NVIDIA partners with D-Matrix on inference & agentic! (33:31) ➡️ Why do we compare AI scaling with Moore's Law? (37:38) ➡️ Is tokenomics the only thing that matters? (39:44) ➡️ Is the AI ROI debate over or early days? (40:52) ➡️ Beyond disaggregation & distributed AI inference! (43:20) ➡️ OpenAI tapes out Jalapeño from RTL in 9 months! (45:50) ➡️ Did DeepSeek change everything or nothing? (54:30) 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/@karlfreund429026 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.

Send us Fan Mail Silicon Futures is a neXt Curve reThink Podcast series on AI and semiconductor tech and the industry topics that matter. This month, the world of AI and semiconductors has gone truly mad. Drama and volatility are the only ways to describe what we witnessed in July with AI agent swarms going rogue, a frantic effort to save open-weight models from being banned by the U.S. government, and AMD coming to market with their first rack-scale AI supercomputing system to take on NVIDIA's dominance.  In this episode, Leonard, Karl and Jim talk about some of the top headlines from July of 2026.  ➡️ AMD Advancing AI 2026 highlights (3:47) ➡️ AMD + Cerebras partnership for inference AI (4:18) ➡️ AMD's strategy for heterogeneous AI inference compute (7:04) ➡️ AMD touts CPU portfolio and diversity for AI (10:34) ➡️ Is agentic AI compute the same as AI training compute? (13:57) ➡️ Is AMD's ecosystem 18-month behind NVIDIA's? (17:29) ➡️ Could ROCm.ai be a CUDA equalizer for AMD? (19:46) ➡️ Are we in the infancy of AI still? (24:54) ➡️ Will closed AI models and labs continue to lead? (26:34) ➡️ AI for security vs. AI for threat actors. Who wins? (33.39) ➡️ Is the gigawatt a good metric for "AI capacity"? (37:57) ➡️ QUANTUM NEWS! IBM acquires HRL Laboratories (43:58) ➡️ What to make of Intel's public commitment to 14A? (43:58) 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/@karlfreund429026 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.

Send us Fan Mail Silicon Futures is a neXt Curve reThink Podcast series on AI and semiconductor tech and the industry topics that matter. Leonard Lee (neXt Curve), Karl Freund (Cambrian AI Research), and Jim McGregor (Tirias Research), unpack a dense and drama-filled month in AI and chips. U.S. AI labs start a whining campaign as Chinese open-weight models threaten the AI world order, NVIDIA resuscitates the AI PC, neoclouds lay out their vision for reinvention, Apple flexes its agentic AI muscle, Qualcomm brings heterogeneous computing to the AI data center game, and much more. In this episode, Leonard, Karl and Jim talk about some of the top headlines from June of 2026. ➡️ Jim's takes from COMPUTEX 2026 (2:41) ➡️ The agentic workstation and revival of the AI PC with NVIDIA RTX Spark (3:22) ➡️ WWDC 2026: Strike 3 for Apple Intelligence? - (10:25) ➡️ Revisiting Apple's AI strategy (11:20) ➡️ Neocloud takes from Nebius Inflection 2026 (16:03) ➡️ Neocloud and their enterprise pivot play beyond GPUaaS (18:40) ➡️ Leonard's take on Cisco Live! 2026 (21:43) ➡️ The race to reduced the procurement-to-first-token for AI clusters (23:55) ➡️ The great closed AI model drama (26:49) ➡️ The great U.S. AI lab whining campaign (32:00) ➡️ Inflective reflections on Qualcomm's Investor Day 2026 (34:10) ➡️ Qualcomm's Reverse Ricky Bobby move (37:57) ➡️ Qualcomm's hybrid approach to the AI data center opportunity (43:44) ➡️ Apple's dramatic move to raise prices thanks to memory crunch (49:05) 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/@karlfreund429026 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.

Send us Fan Mail Silicon 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 2026 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/@karlfreund429026 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.

Send us Fan Mail It 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!

Send us Fan Mail I 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.

Send us Fan Mail Silicon 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/@karlfreund429026 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.

Send us Fan Mail The 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.

Send us Fan Mail It 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.