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Jim McGregor of TIRIAS Research and Karl Freund of Cambrian-AI Research joined neXt Curve to cover the first half of another action-packed month in the world of semiconductors and accelerated and non-accelerated computing on the neXt Curve reThink Podcast series, Silicon Futures. The trio also shared their thoughts on IBM THINK 2025, CadenceLIVE 2025, and other events of note in the first half of May.

This episode covers the follow topics:

➡️ Highlights and key takes from IBM THINK 2025 according to Jim (3:23)

➡️ Jim's recap of Intel Direct Connect and TSMC Symposium 2025 (11.27)

➡️ Highlights and key takes from CadenceLIVE 2025 (17:30)

Hit 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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Jo Peterson, cloud and security thought leader and VP of Cloud and Security at Clarify360 joins Leonard Lee of neXt Curve to exchange notes on what they thought were highlights and key takes from RSAC Conference 2025 which took place at the Moscone Center in San Francisco. They also discuss the newly published "The State of SaaS Security: Trends & Insights for 2025-2026" report by The Cloud Security Alliance.

Jo and Leonard hit on the following topics:

➡️ What is on Jo's mind from RSAC 2025 (2:34)
➡️ The specter of shadow AI (5:05)
➡️ The Cloud Alliance SaaS Security Report 2025 (5:24)
➡️ Shadow AI and shadow IT are related (9:02)
➡️ Agentic AI is not your daddy's minivan AI (10:50)
➡️ What is your security posture? DSPM + AI-SPM (15:27)
➡️ Letter to the Board: Give your CISOs more money! (17:39)
➡️ Cyber risk and attacks get more sophisticated with AI (21:04)

Connect with Jo on LinkedIn at www.linkedin.com/in/jopeterson1

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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Jim McGregor of Tirias Research joined Leonard Lee of neXt Curve to recap March and April 2025 in the world of semiconductors and accelerated and non-accelerated computing on the neXt Curve reThink Podcast series, Silicon Futures. Jim and Leonard share their thoughts on the state of this semiconductor industry in light of a volatile pair of months that saw the starting of a global tariff regime instituted by the White House that has roiled the markets and industries and trade relations with the U.S. face unprecedented uncertainty. What are the implications on the semiconductor industry and the global electronics supply chain as the tumult continues?

This episode covers:

➡️ Global tariffs and its impact on the global electronics industry (3:19)
➡️ Jim's impression and takes from Embedded World 2025 (34:45)
➡️ Edge AI and the diffusion of AI accelerates (39:22)

Hit both Leonard 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.

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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Bob Carver, cybersecurity thought leader and CEO of Cybersecurity Boardroom, joins Leonard Lee of neXt Curve and Debbie Reynolds of Debbie Reynolds Consulting LLC on the reThink Podcast to talk about the cybersecurity priorities for consumers and enterprises for 2025. This is the first time for Bob on the show. Debbie and Leonard were anxious to get a sense of what is top of mind for Bob as he look forward into the year and beyond as AI-infused and -augmented cybersecurity threats and attacks challenge us all.

Bob, Leonard, and The Data Diva hit on the following topics:

• How Bob got started in cybersecurity (2:00)
• Top security concerns according to Bob (5:20)
• The problem with smarter and more capable infostealers (8:00)
• What do you get when you combine AI with cybercrime? (10:58)
• The future of cybersecurity - AI versus AI (14:30)
• Introducing Agent Smith (15:50)
• Deepfakes, the other exponential cybercriminal enabler (16:50)
• The biggest cybersecurity challenge: awareness and hyperbole (22:34)
• Bob's view on solutions for consumers and enterprises (25:32)
• Micro-segmentation: obscuring for security (27:31)
• Privacy, an important factor in cybersecurity and trust (32:50)
• The consumer and enterprise mindset shifts needed (38:50)

Connect with Bob Carver on LinkedIn and at www.cybersecurityboardroom.com

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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Karl Freund of Cambrian-AI Research, Jim McGregor of Tirias Research, and Dave Altavilla of HotTech Vision and Analysis joined Leonard Lee of neXt Curve at the Virgin Hotel in Las Vegas to recap ‪@Intel‬'s Vision 2025 event.

This episode covers:
➡️ Key impressions of the Intel Vision 2025 event.
➡️ The "New Intel" strategy of Lip-Bu Tan, Intel's new CEO.
➡️ Intel's AI strategy from a data center perspective.
➡️ 18A upon which Intel's hopes and future leadership hang.
➡️ Intel's less than compelling AI strategy and vision.
➡️ The diversity of AI and the heterogeneous present and future of AI compute.
➡️ The incremental Intel vibe of Vision 2025.
➡️ The fate of Intel Foundry - Killing the rumor.
➡️ The state of Intel's DCAI (Data Center & AI) business.
➡️ Intel Vision 2025 in a word.

Hit Leonard, Jim, Dave, and Karl up on LinkedIn and take part in their industry and tech insights.

Check out Karl and his research at Cambrian AI Research LLC at www.cambrian-ai.com.

Check out Jim and his research at Tirias Research at www.tiriasresearch.com.

Check out Dave Altavilla and his research at www.hottech.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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neXt Curve's Leonard Lee was invited on a tour of Ericsson's booth at MWC 2025 Barcelona with VP of Strategy, Oliver Buschmann. Oliver takes Leonard on a journey from the Aduna, network APIs, differentiated connectivity, to programmable networks, to the topic of 5G monetization.

Many thanks to Ericsson for the booth tour and inviting neXt Curve to share our insights into the future of the industry and the opportunities amassing behind 5G SA.

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This was one of the highlights of MWC 2025 for neXt Curve. Leonard Lee, Executive Analyst of neXt Curve, was invited by Ericsson to have chat with one of the industry’s tech luminaries, Erik Ekudden, CTO of Ericsson. It was great to get the essence of our ongoing conversations about the industry, tech leadership, and the reinvention of the network in a 5G era and beyond.

Erik and Leonard hit on some serious topics important to the industry with a nice mix of levity. We didn’t know where the conversation would go but we knew we had to start with a view on where we are with 5G.

It’s really time to unleash the backlog of 5G technologies waiting to deliver on the promises of 5G yet unrealized which I have been advocating in neXt Curve for a least two years now.

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Karl Freund of Cambrian-AI Research, Jim McGregor and Francis Sideco of TIRIAS Research joined me on a neXt Curve reThink Podcast to recap NVIDIA GTC 2025 from the Signia Hilton Hotel in San Jose on the third day of the event.

This episode covers:
➡️ Key impressions from NVIDIA GTC 2025
➡️ NVIDIA's evolving identity
➡️ NVIDIA's moves widening the lead in AI supercomputing
➡️ NVIDIA's broadening AI computing portfolio and the software stack
➡️ The NVIDIA philosophy of "more is more"
➡️ Synthetic data, digital twins, and robotic training
➡️ Jensen's jacket and more!

Hit Leonard, Jim, Francis and Karl up on LinkedIn and take part in their industry and tech insights.

Check out Karl and his research at Cambrian AI Research LLC at www.cambrian-ai.com.

Check out Jim and Francis and their research at Tirias Research at www.tiriasresearch.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.

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.

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