The neXt Curve reThink Podcast

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

In this episode, Leonard, Karl and Jim talk about some of the top headlines from February of 2026.

➡️ NVIDIA's earnings results for Q4 FY26 - What did it mean?
➡️ Cadence acquires ChipStack to advance AI and agentic verification
➡️ The accelerating agentic AI disruption of 2026
➡️ AMD cuts a 6GW AI infrastructure deal with Meta, warrants included
➡️ Is Taalas proving that ASICs are the future of AI inference?
➡️ Meta's AI infrastructure diversification strategy
➡️ The ramp of sovereign AI, the current driver of AI infrastructure growth
➡️ Qualcomm delivers A100 racks to HUMAIN
➡️ Is there an AI bubble or not?
➡️ What's the deal between Intel and SambaNova>

➡️ Is Ericsson flipping the script on AI-RAN?

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.

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What is immersive reality? It is the current generation of XR experiences characterized by ultra-high-definition spatial video and audio that deliver near-life-like experiences.

More than two years after Apple announced the Vision Pro, Samsung made its entry into the immersive reality (IR) game along with partners, Qualcomm and Google.

The Samsung Galaxy XR emulates much of the Vision Pro blueprint for immersive reality, but is leading about the device? Is there much more to consider? Listen and find out.

Prakash Sangam of Tantra Analyst joins Leonard Lee in a debate on who is leading the immersive reality game from real experience with these devices and their respective ecosystems, Prakash with his test Galaxy XR, which he has been using for a few weeks, and Leonard with his personally purchased Apple Vision Pro, which he has been using for almost 2 years.

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

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 podcast is for informational purposes only.

Send a text

There is a ton of talk about how AI is disrupting everything and will reinvent industries, especially telco.

Is that truly the case?

At the forefront of this notion going into MWC and Ericsson’s pre-MWC Analyst Briefing are the hot topics of agentic AI and network APIs, in particular, global network APIs.

Leonard Lee is joined by Dean Bubley of Disruptive Analysis and Andrew Collinson of Connective Insights to unpack the potential and the unthinkable possibilities of a fusion of network APIs and agentic AI at a heavy metal gastro pub, World's End, in Camden Town, London.

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

Check out Dean and his research at Disruptive Analysis at www.deanbubley.com.
Check out Andrew and his research at Connective Insights at www.connectiveinsight.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 podcast is for informational purposes only.