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In this August installation of the reThink Podcast Silicon Futures analyst corner, neXt Curve's Leonard Lee and Karl Freund of Cambrian AI Research are joined by Jim McGregor of Tirias Research to talk about the hot topics of the month and Hot Chips 2024.

Karl, Jim, and I cover the following agenda:

🎱 Hot Chips 2024 overture by Jim (2:44)
🎱 Hot Chips 2024 Take - Less of the new and more of the details (5:00)
🎱 Hot Chips 2024 Take - Deep dive on Oryon and Gerard Williams III's design philosophy (6:05)
🎱 Hot Chips 2024 Take - Balance (8:21)
🎱 Hot Chips 2024 Take - IBM Telum II bringing GenAI to the mainframe (9:48)
🎱 Hot Chips 2024 Take - Enfabrica: for resilient AI training? (13:30)
🎱 Hot Chips 2024 Take - Co-packaged optics for AI interconnect and networking (15:45)
🎱 Hot Chips 2024 Take - Where should AI be used in chip design? (16:25)
🎱 Hot Chips 2024 Take - The case for liquid-cooled data centers (17:02)
🎱 Hot Chips 2024 Take - NVIDIA Quasar Quantization System (19:03)
🎱 Demystifying AMD's acquisition of ZT Systems (24:20)
🎱 NVIDIA's Blackwell "Delay" takes from Jim and Karl (29:35)
🎱 Intel Gaudi 3 lands in IBM Cloud (32:44)

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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AMD recently announced their intent to acquire ZT Systems, a data center systems integrator and ODM based in Secaucus, NJ for $4.9 billion. On the surface, the deal looks like a curious one. Jack Gold, Principal Analyst at J.Gold Associates and tech industry colleague recently posted his thoughts on the nature, the benefits, and the implications of the acquisition. In many ways, this is a move that AMD was not likely to make but it may prove essential in upping their GenAI supercomputing game in their race against NVIDIA.

Jack and I cover the following agenda:

🎱 A little about the AMD + ZT Systems deal (3:13)
🎱 What does it mean for AMD and their play to compete with Nvidia? (9:39)
🎱 How will it impact Intel and others in the GenAI supercomputing race? (16:19)

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 Jack up on LinkedIn and take part in their industry and tech insights.

Check out Jack and his research at J.Gold Associates at www.jgoldassociates.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 coin and discuss what we believe will be a new problem that will impact out digital lives and businesses and digital advertising - Synthetic Engagement. Debbie and Leonard talk about how agentic generative AI applications are already flooding GenAI-fabricated engagement on social platforms which will inevitably have impact on the digital advertising and marketing. We ask the question, what are bot-to-bot engagement worth?

Leonard and The Data Diva parse through the implications of Synthetic Engagement that matter:

• What is Synthetic Engagement? (1:50)
• The problem with Agentic GenAI (6:15)
• What is synthetic engagement worth to advertisers? (9:50)
• A coming crisis of authenticity and trust on social platforms (16:46)
• What is the price we should pay for trust? (18:45)
• What are the potential impacts of synthetic engagement on the future of digital advertising and marketing? (24:42)

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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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.

I had the chance to finally get Dylan Patel, Chief Analyst and Founder of 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://www.semianalysis.com/p/nvidias-blackwell-reworked-shipment

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:

🎱 Mic check (1:45)
🎱 A 1-year retrospective on GenAI (4:20)
🎱 The state of GenAI supercomputing - What's got you excited, Dylan? (8:22)
🎱 Huang's Law and the GenAI supercomputing scaling wall (21:18)
🎱 The Blackwell "Delay" What is it and why or why will it not matter? (25:44)
🎱 Where do you see GenAI supercomputing going? (40:13)

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.

🎱 neXt Curve reThink Podcast 👉 "Nvidia's Blackwell Reworked - Shipment Delays & GB200A Reworked Platforms"

Check out Dylan Patel and the work of his team at SemiAnalysis at www.semianalysis.com.

Hit both Leonard and Dylan up on LinkedIn and take part in their industry and tech insights. Check out Dylan and the work of his team at SemiAnalysis at www.semianalysis.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 talk about one of the biggest if not the biggest regulatory shoes to drop on "AI". On August 1, 2024, the EU AI Act came into effect and is poised to shape the future of "AI". Wrought in the midst of the AI hype that preceded the current generative AI hype, the new law will present new risks and guardrails for businesses and organizations all around the world as they contemplate the use and commercialization of "AI" technologies and applications. There is little doubt that companies big and small will be beleaguered to figure out what compliance and implications of the EU AI Act will mean for them.

Leonard and The Data Diva parse through the bits and pieces of the EU AI Act that matter:

• What’s the EU AI Act about and how and why did it come about? (2:47)
• What are the implications of the EU AI Act on businesses & "Big Tech"? (17:35)
• What does the EU AI Act mean for "AI" innovation & global competition? (29:55)
• How will the EU AI Act impact the future of Gen AI? (38:20)

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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Mario Morales, GVP of Semiconductors, Storage and Enabling Technologies of IDC joins Leonard Lee of neXt Curve jump on a reThink Podcast to catch up on the state and outlook of the semiconductor industry. They also touch on some of the hot topics that are shaping the market and the industry landscape at a time when GenAI super-computing is having an overwhelming influence on the industry and tech overall.

Mario and Leonard cover the following agenda:

• Mario’s state of the semiconductor union address (3:20)
• The risk of a GenAI-induced glut and where GenAI could go for ROI (7:20)
• The Apple Intelligence GenAI monkey wrench (15:10)
• Mario's take on the Intel situation - Too much, too late? (17:15)
• Mario & Leonard debate the future of GenAI super-computing (30:23)
• The GenAI super-computing digestion challenge (35:40)
• The state of memory and the outlook according to Mario (38:30)
• What does Mario think about the AI PC and where it is going? (42:13)
• Mario and Leonard try to make sense of the NPU on PC (46:20)

Hit both Leonard and Mario up on LinkedIn and take part in their industry and tech insights. Check out Mario and his team's research at www.idc.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 of Tantra Analyst joins Leonard Lee of neXt Curve delve into the newest headline in the DOJ's case against Google in an antitrust litigation that was filed in 2020 that concluded with a ruling by U.S. District Judge Amit Mehta that Google has an illegal monopoly in search by paying billions to become the default search engine.

Leonard and Prakash parse through the stuff that matters:

• A bit about the case and the decision (2:00)
• Is this anything like the 2001 Microsoft antitrust case? (5:09)
• What is the business of "search" and what is the market definition? (8:30)
• Implications on Google, its partners, customers and industry (10:45)
• What kind of precedent does this decision have on Big Tech antitrust cases? (15:50)

Connect with Prakash and Tantra Analyst at www.tantraanalyst.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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Roy Chua of AvidThink joins Leonard Lee of neXt Curve to talk about the big events and incidents since they last jumped on the reThink Podcast to recap RSAC 2024. Turns out that one of the biggest topics to hit the headlines is the CrowdStrike "Outage" which shook the cybersecurity world. Leonard and Roy also chat about TM Forum's DTW Ignite 2024 event, the state and direction of network APIs, and the implications and prospects of Nokia's acquisition of Infinera.

Roy and Leonard cover the following agenda:

• CloudStrike "Outage" - What really happened? (02:46)
• Highlights & takes from TM Forum's DTW Ignite 2024 (24:00)
• The state of the Network API. Is it going in the right direction? (33:40)
• The problems with boards and tech hype - misguided pressure problem (48:00)
• What does the Nokia acquisition of Infinera mean? (49:40)
• Not letting AT&T and Snowflake off the hook! Another straw on the cybersecurity camel's back. (56:20)

Connect with Roy Chua at www.avidthink.com, Hit both Leonard and Roy up 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 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.