Jim McGregor, Founder & Principal Analyst at Tirias Research joins Leonard Lee of neXt Curve in a live chat that took place at the Grand Hyatt in Taipei City, Taiwan as they wound down three days of the Computex 2024 event which is one of the largest electronics industry trade shows in Asia.

Leonard and Jim parse through the key announcements and takes that matter from Computex 2024:

• The big takes and impressions from Computex 2024 (2:10)
• Hyperthreading & Lunar Lake (4:30)
• Confidential computing & edge AI (6:23)
• The NVIDIA keynote - Is Moore's Law dead? (8:55)
• Intel keynote - The XPU view on the future of AI (14:00)
• AMD keynote - Key to AI HPC competitiveness is in interconnect (17:55)
• Computex 2024 - The stage for the AI PC revolution and the PC revolt (24:06)
• Qualcomm's proposition for the future of PC and AI on the PC (27:00)
• The rapid crowding of the AI PC and Copilot+ PC fields (32:50)
• The weird entry into the era of Copilot+ PC (36:45)
• The AI PC processor to beat (38:40)

Connect with Jim and Tirias Research at www.triasresearch.com. Hit both Jim and Leonard 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.c... - 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.

Prakash of Tantra Analyst joins Leonard Lee of neXt Curve recap Microsoft's big developer event of the year - Build 2024 held at the Seattle Conference Center. Generative AI was the order of the day as was the big news, Copilot+ PC and a new era for the PC ushered in by Windows on Arm with Qualcomm's Snapdragon X Series of AI PC processors. The conference was dominated by the Copilot Stack. Microsoft had an overwhelming deluge of announcements.

Leonard and Prakash parse through the stuff that matters:

• Intro and impressions of Microsoft Build 2024 (3:00)
• The advent of Copilot+ PC and Snapdragon X Series (11:15)
• What is the difference between the AI PC and Copilot+ PC? (17:55)
• The Apple dynamic. What do they have to do with Windows on Arm? (18:50)
• The impact of the AI PC on the economics of hybrid AI (22:20)
• What will Nvidia have to say about AI PC? (23:19)
• Windows 11 Recall - On or off? (25:25)
• The generative AI fragmentation problem (29:57)
• The persistent GenAI security gap and impediment to responsible AI (34:35)
• Microsoft's tools for realizing "clean data" essential for good AI (37:10)
• Microsoft's Real-Time Something or Other - IoT Platform redux? (40:34)
• The Microsoft versus Google-driven GenAI fragmentation challenge (41:09)

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.

Links to neXt Curve and Tantra Analyst podcasts are provided below:

• "Windows on Arm" Mega Day - Exclusive Qualcomm VP Interview
• Qualcomm Snapdragon X Elite & X Plus based AIPCs - Market Impact Analysis
• Why does the NPU matter for the AI PC? (with Nitin Kumar)

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.c... - 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.

Earl Lum of EJL Wireless Research joins Leonard Lee of neXt Curve on another episode of "The Radio to the RIC" to go through the key findings of Earl's baseband and radio reports for 2024.

Earl & Leonard talk cover the following:

• Overview of the new EJL Wireless Research report (1:22)
• The outlook for 2024 and 2025 for radios and baseband markets (4:02)
• Key market and technology assumptions (6:30)
• Are 5G deployments mature? (8:45)
• Some additional color on the trends and outlook going forward (12:15)

Connect with Earl Lum at www.ejlwireless.com. Hit both of us on LinkedIn and take part in our industry and tech insights.

Links to the reports are here:

• EJL Wireless Research Publishes RAN RU/AAU Vendor Ranking Table for 2022-2023
• EJL Wireless Research Reports Global Macrocell RU/AAU Shipments Increased by 27% in 2023
• EJL Wireless Research Publishes RAN DU/BBU Vendor Ranking Table for 2023
• EJL Wireless Research Reports Global Macrocell DU/BBU Shipments Hit Record Level In 2023

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.c... - 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.