Send us a text

Leonard is joined by Anurag Agrawal of Techaisle and Prakash Sangam of Tantra Analyst to discuss the highlights of CES 2026, the Mecca of Tech, and Tech World 2026, Lenovo’s marquee event and showcase, which took place at The Sphere.

Unsurprisingly, AI continues to be the centerpiece of keynote conversation. The AI flavor of this year’s event was physical AI, teed up as agentic AI continues to search for footing.
The trio cover the things that mattered from silicon to device hitting the topics of AI PC, automotive tech, private hybrid AI, humanoid robotics, the NPU, the perception edge, and more.

Outline:

Hit Leonard, Prakash, and Anurag up on LinkedIn and take part in their industry and tech insights.

Check out Anurag and his research at Techaisle at www.techaisle.com.
Check out Prakash and his research at Tantra Analyst at www.tantraanalyst.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 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 program is for informational purposes only.

Send us a text

Silicon Futures is a neXt Curve reThink Podcast series focused on AI and semiconductor tech and the industry topics that matter.

In this mega-catchup recap episode, Leonard and Karl talk about some of the top headlines of December 2025.

Topics that mattered in the AI and semiconductor universe:

🔥 Kicking off the agenda for Silicon Futures December 2025 (0:32)
🔥 NVIDIA acquihires and licenses IP from Groq for $20 billion! (2:21)
🔥 No quantum assets for NVIDIA in 2025.... why? (6:02)
🔥 NVIDIA seems to be diversifying their IP & architecture portfolio in 2025 (7:16)
🔥 NVIDIA's diffusion plays in 2025 to tap the custom AI infra market (9:29)
🔥 AWS launches Trainium3 instances & tees up Trainium4 (12:55)
🔥 Shifting competitive & technological landscapes impact "AI leadership" (16:11)
🔥 Marvell acquires Celestial AI for optical scale-up IP & advanced interconnect (21:30)
🔥 Karl's 10 AI and semiconductor industry predictions for 2026! (23:31)
🔥 Leonard's AI and semiconductor industry predictions for 2026! (37:32)
🔥 Wrap up (41:16)

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 a text

neXt Curve's reThink Podcast focuses on tech and the industry topics that matter.

In this episode, Leonard Lee of neXt Curve is joined by renowned cloud computing thought leader, David Linthicum of Linthicum Research, to talk about the state of cloud and AI along with a recap of our time at re:Invent 2025.

They discuss the current state of cloud computing, particularly focusing on the widespread shift towards AI and agentic AI. David shares his experiences and thoughts on the significant focus on AI infrastructure witnessed at AWS re:Invent 2025. Both Leonard and David delve into the potential pitfalls of overemphasizing AI while neglecting core cloud services, stressing the importance of a balanced approach. They also explore the innovations and the lack thereof in the current cloud landscape and provide insights for what they expect and recommend for AWS in 2026.

Topics that mattered:

🔥 00:48 Background and Experience of David Linthicum
🔥 01:20 Consulting and Career Insights
🔥 03:44 Discussion on Cloud and AI Trends
🔥 04:56 Challenges and Realities of AI Adoption
🔥 14:52 Advice for Enterprises on AI Strategy
🔥 17:54 The Hype of Technology Providers
🔥 18:58 Reinventing Thought Leadership
🔥 19:20 AWS and the AI Overcorrection
🔥 19:47 Innovation and Core Business Focus
🔥 21:42 Missed Opportunities and Future Directions
🔥 24:06 AWS's Industrial Footprint
🔥 27:47 Recommendations for AWS 2026
🔥 33:00 Technical Debt and Modernization

Hit Leonard, David up on LinkedIn and take part in their industry and tech insights.

Check out David Linthicum at www.davidlinthicum.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 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.