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Leonard Lee

@nextcurve.bsky.social

This is the official Bluesky account of next Curve, a leading TMT (Technology, Media, Telecom) research advisory firm. To find out more about neXt Curve at www.next-curve.com.

74 Followers  |  45 Following  |  79 Posts  |  Joined: 26.11.2024  |  1.8974

Latest posts by nextcurve.bsky.social on Bluesky

In short, AI servers and systems is not as great business as our old stuff.

04.08.2025 14:59 โ€” ๐Ÿ‘ 0    ๐Ÿ” 0    ๐Ÿ’ฌ 0    ๐Ÿ“Œ 0
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I installed the latest Dev Beta of iOS26 and have been messing with some of the new features. | Leonard Lee I installed the latest Dev Beta of iOS26 and have been messing with some of the new features. Liquid Glass is growing on me and I like how Apple has simplified the UI and made it less Android-ish busy...

One feature that I find really intriguing is Apple Spatial Scenes. It uses on-device GenAI to convert a 2D photo into a faux volumetric image. Itโ€™s a clever application that creates a volumetric effect which 2D to 3D does not.

www.linkedin.com/posts/leonar...

26.07.2025 02:26 โ€” ๐Ÿ‘ 0    ๐Ÿ” 0    ๐Ÿ’ฌ 0    ๐Ÿ“Œ 0
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There is a lot of chatter about how Apple should acquire Perplexity in the tech news cycle. | Leonard Lee There is a lot of chatter about how Apple should acquire Perplexity in the tech news cycle. Just curious what you think and what is your rationale? Is Apple behind on โ€œAIโ€? How would Perplexity help ...

There is a lot of chatter about how @Apple should acquire @perplexity_ai in the tech news cycle. Just curious what you think and what is your rationale?

www.linkedin.com/posts/leonar...

26.07.2025 02:24 โ€” ๐Ÿ‘ 0    ๐Ÿ” 0    ๐Ÿ’ฌ 0    ๐Ÿ“Œ 0
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I have to say, the Samsung Electronics Galaxy Z Fold7 is pretty impressive! | Leonard Lee I have to say, the Samsung Electronics Galaxy Z Fold7 is pretty impressive! Super thin with an array of premium cameras (200MP Wide Angle), and a bevy of AI features including on-device multimodal fun...

The hardware engineering of the Galaxy Z Fold7 is remarkable pushing the limits of compact design and thermal efficiency. A vital enabler for such a thin foldable design is undoubtedly the Snapdragon 8 Elite for Galaxy by Qualcomm.

www.linkedin.com/posts/leonar...

26.07.2025 02:21 โ€” ๐Ÿ‘ 0    ๐Ÿ” 0    ๐Ÿ’ฌ 0    ๐Ÿ“Œ 0
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BT, Verizon & Zain Lead the Charge on 5G-Advanced โ€“ Powering the Next Wave of Enterprise Innovation | Stella Nolan BT, Verizon & Zain Lead the Charge on 5G-Advanced โ€“ Powering the Next Wave of Enterprise Innovation As initial 5G deployments reach maturity, leading telcos like BT Group, Verizon Business and Zain Gr...

As initial 5G deployments reach maturity, leading telcos like @BTGroup, @verizonofficial.bsky.social Business and Zain Group are turning their focus to #5G-Advanced (5G-A) and Standalone (SA) networks.

www.linkedin.com/posts/stella...

26.07.2025 02:19 โ€” ๐Ÿ‘ 0    ๐Ÿ” 0    ๐Ÿ’ฌ 0    ๐Ÿ“Œ 0
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It's incredible that after all these years I finally bump into Dean Bubley of Disruptive Analysis in person in Copenhagen of all places for TM Forum's DTW Ignite 2025 of all events. | Leonard ... It's incredible that after all these years I finally bump into Dean Bubley of Disruptive Analysis in person in Copenhagen of all places for TM Forum's DTW Ignite 2025 of all events. No, the telco univ...

After all these years I finally bump into Dean Bubley in person in Copenhagen of all places for TM Forum's DTW Ignite 2025 of all events. No, the telco universe didn't explode. It must have been the stabilizing effect of Patrick Lopez

www.linkedin.com/posts/leonar...

26.07.2025 02:15 โ€” ๐Ÿ‘ 0    ๐Ÿ” 0    ๐Ÿ’ฌ 0    ๐Ÿ“Œ 0
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"Asking an Encyclopedia-Sized Question: How To Make the World Smarter with Multi-Million Token Real-Time Inference" - NVIDIA | Leonard Lee "Asking an Encyclopedia-Sized Question: How To Make the World Smarter with Multi-Million Token Real-Time Inference" - NVIDIA This is an important announcement coming out of the Incredible Hulk of the...

"Asking an Encyclopedia-Sized Question: How To Make the World Smarter with Multi-Million Token Real-Time Inference" - @NVIDIAAI

#nvidia #blackwell #helix #supercomputing

www.linkedin.com/posts/leonar...

26.07.2025 02:13 โ€” ๐Ÿ‘ 0    ๐Ÿ” 1    ๐Ÿ’ฌ 0    ๐Ÿ“Œ 0
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As much as I wanted to be in Brooklyn for the Samsung Galaxy Unpacked 2025 event, I promised myself that I would not travel this month. | Leonard Lee As much as I wanted to be in Brooklyn for the Samsung Galaxy Unpacked 2025 event, I promised myself that I would not travel this month. Don't get me wrong, I did suffer some FOMO, but as Dorothy s...

Check out my neXt Curve takes from Galaxy Unpacked 2025 that took place this morning!

www.linkedin.com/posts/leonar...

09.07.2025 23:22 โ€” ๐Ÿ‘ 0    ๐Ÿ” 0    ๐Ÿ’ฌ 0    ๐Ÿ“Œ 0
The Coming of the AI Workstation Age (with Anurag Agrawal)
YouTube video by neXt Curve The Coming of the AI Workstation Age (with Anurag Agrawal)

The Coming of the AI Workstation Age (with Anurag Agrawal) youtu.be/k4zAlLR3yBw?...

07.07.2025 22:14 โ€” ๐Ÿ‘ 0    ๐Ÿ” 0    ๐Ÿ’ฌ 0    ๐Ÿ“Œ 0
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A little after #MWC25 in Barcelona, I was invited by Qualcomm to have a discussion with Sunil Patil, VP of Modem Product Management, to talk about the other side of the air interface. | Leonard Lee A little after #MWC25 in Barcelona, I was invited by Qualcomm to have a discussion with Sunil Patil, VP of Modem Product Management, to talk about the other side of the air interface. We had a deep an...

I had a great conversation with Sunil Patil of Qualcomm on the companyโ€™s modem leadership and leadership in 5G and 6G technologies. Check it out!

www.linkedin.com/posts/leonar...

03.07.2025 21:33 โ€” ๐Ÿ‘ 0    ๐Ÿ” 0    ๐Ÿ’ฌ 0    ๐Ÿ“Œ 0
Post image 30.06.2025 22:24 โ€” ๐Ÿ‘ 0    ๐Ÿ” 0    ๐Ÿ’ฌ 0    ๐Ÿ“Œ 0

Had a great chat with Jim McGregor of Tirias Research on the hot topics and events of June including $AMD Advancing AI, $Cisco Live! and Sensors Converge 2025.

๐Ÿ”ŠLISTEN๐Ÿ”Š๐Ÿ‘‰https://bit.ly/3IpiubW

#CiscoLive #advancingai #sensorsconverge

30.06.2025 22:24 โ€” ๐Ÿ‘ 0    ๐Ÿ” 0    ๐Ÿ’ฌ 1    ๐Ÿ“Œ 0
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Sensors Converge 2025: Leaders' Roundtable - AI and Sensors: Exploring a Special Symbiosis AI is transforming the world. From predictive maintenance to content creation, AI is set to push the world into a new era, enabling industries to maximize efficiency, productivity and profitability. Sensors are the core technology for AI. Responsible for the capture and processing of the real-world data used to power AI models, without sensors, AI would not be possible. This roundtable will explore the role of sensors in fueling AI capabilities, and in turn, will examine how AI itself can be utilized in the design and optimization of advanced sensor technologies. Speakers will explore the combined potential of AI and sensor technology in building intelligent and responsive systems across industry, as well as focus on practical applications, recent breakthroughs and future trends that will shape the next generation of smart sensor solutions. Leonard Lee of neXt Curve moderated a Leaders' Roundtable at Sensors Converge 2025 with: โžก๏ธ Simon Ford, President at Blecon โžก๏ธ Azita Arvani, Founder of Arvani Group โžก๏ธ Manuel Cantone, Sr. Director, Product Marketing at STMicroelectronics โžก๏ธ Rob Watts, AI Architect at Intel โžก๏ธ Yuhan Long, Co-founder and CTO of Infermove 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.

AI is transforming the world. I had a chance to moderate a fantastic panel at Sensors Converge 2025 with AI, MEMS, and sensor experts on the symbiosis that is forming between AI and sensor tech.

WATCH HERE! bit.ly/4l9wZPV

#nextcurve #sensorsconverge #agenticAI

29.06.2025 23:50 โ€” ๐Ÿ‘ 2    ๐Ÿ” 0    ๐Ÿ’ฌ 0    ๐Ÿ“Œ 0
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The AI Revolution Isnโ€™t Real (Yet): Why the Stack Is Still Broken Everyone's hyping the AI revolution โ€” but is it really delivering value yet? In this conversation, Leonard Lee breaks down the stark reality behind the current state of AI: We're drowning in GPUs and infrastructure spend The applications layer is still fuzzy and unproven Enterprise adoption is opaque Agent AI might be shrinking capability, not expanding it We're still dealing with hallucinations The grid, the network, and the economics donโ€™t add up Plus, are we all just trapped in a FOMO feedback loop? ๐Ÿ“Œ If you're wondering where the real ROI of AI is hiding โ€” or if weโ€™re about to hit a serious trough of disillusionment โ€” this oneโ€™s for you. #AI #Infrastructure #AgentAI #Telco #GPT #FOMO #LeonardLee #TechAnalysis #AIstack

I had a great conversation with Stephen Saunders of
Fierce Network TV on the topic of the AI Revolution and the irony that it must overcome to really have a differentiated impact.

๐Ÿ”ฅ ๐ŸŽฅ WATCH HERE ๐Ÿ‘‰ bit.ly/3HYjwvv

#dtwignite #tmforum

28.06.2025 02:03 โ€” ๐Ÿ‘ 0    ๐Ÿ” 0    ๐Ÿ’ฌ 0    ๐Ÿ“Œ 0
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This was one of the highlights of Sensors Converge 2025! | Leonard Lee This was one of the highlights of Sensors Converge 2025! EDGE AI FOUNDATION is here with their pavilion of six innovative companies pushing the frontier of AI + sensors and sensors + AI. Thanks to Mic...

www.linkedin.com/posts/leonar...

26.06.2025 22:02 โ€” ๐Ÿ‘ 0    ๐Ÿ” 0    ๐Ÿ’ฌ 0    ๐Ÿ“Œ 0
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18 Simple, Budget-Friendly Strategies To Boost Ransomware Resilience Any organization that stores or transmits digital data is a potential target for ransomware; fortunately, strengthening resilience doesnโ€™t have to be expensive.

18 Simple, Budget-Friendly Strategies To Boost Ransomware Resilience -
@ForbesTech

@Forbes

Featuring some words of wisdom from
@neXt_Curve

#Forbes #ransomwareattack #cyberdefense

www.forbes.com/councils/for...

25.06.2025 06:48 โ€” ๐Ÿ‘ 0    ๐Ÿ” 0    ๐Ÿ’ฌ 0    ๐Ÿ“Œ 0
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My buddy, Prakash Sangam of Tantra Analyst invited me to debate our views and impressions on #TantrasMantra #podcast, recapping & analyzing Apple #WWDC25: | Leonard Lee My buddy, Prakash Sangam of Tantra Analyst invited me to debate our views and impressions on #TantrasMantra #podcast, recapping & analyzing Apple #WWDC25: bit.ly/Tantras-Mantra We discuss: 00:...

My buddy, Prakash Sangam of Tantra Analyst invited me to debate our views and impressions on hashtag#TantrasMantra hashtag#podcast, recapping & analyzing Apple hashtag#WWDC25:

bit.ly/Tantras-Mantra

www.linkedin.com/posts/leonar...

23.06.2025 04:51 โ€” ๐Ÿ‘ 1    ๐Ÿ” 0    ๐Ÿ’ฌ 0    ๐Ÿ“Œ 0
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The neXt Curve โ€œKeeping It Realโ€ Awards from TM Forumโ€™s DTW Ignite 2025 event go to: | Leonard Lee The neXt Curve โ€œKeeping It Realโ€ Awards from TM Forumโ€™s DTW Ignite 2025 event go to: Mats Karlsson, Ericssonโ€™s head of OSS/BSS, who was actually happy to see me, kicking off his presentation withโ€ฆ โ€œ...

The neXt Curve โ€œKeeping It Realโ€ Awards from TM Forumโ€™s DTW Ignite 2025 event go to:

Mats Karlsson, Ericsson

Ross McWalter, AWS

Andrew De La Torre, Oracle Industrial

Geoff Hollingworth, Rakuten Symphony

Congratulations to the winners for keeping it real!

www.linkedin.com/posts/leonar...

23.06.2025 04:49 โ€” ๐Ÿ‘ 0    ๐Ÿ” 0    ๐Ÿ’ฌ 0    ๐Ÿ“Œ 0
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Intel to outsource marketing to Accenture and AI, cutting in-house staff This move is expected to result in significant layoffs within Intel's marketing division, with most affected employees expected to learn their fate by July 11.

Over-reliance comes to mind with this one.

www.techspot.com/news/108402-...

23.06.2025 04:47 โ€” ๐Ÿ‘ 0    ๐Ÿ” 0    ๐Ÿ’ฌ 0    ๐Ÿ“Œ 0
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Sensors Converge 2025 will be taking place in Santa Clara next week and I will be there as advisory board member, speaker, and judge. | Leonard Lee Sensors Converge 2025 will be taking place in Santa Clara next week and I will be there as advisory board member, speaker, and judge. This year will have a focus on edge AI and I am glad to see EDGE A...

Sensors Converge 2025 will be taking place in Santa Clara next week and I will be there as advisory board member, speaker, and judge.

www.linkedin.com/posts/leonar...

23.06.2025 04:44 โ€” ๐Ÿ‘ 1    ๐Ÿ” 0    ๐Ÿ’ฌ 1    ๐Ÿ“Œ 0
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Here it is! | Leonard Lee Here it is! My neXt Curve key takeaways from TM Forum's DTW Ignite 2025 event which took place this week at the Bella Center in Copenhagen, Denmark. To be honest, there were many more takeaways an...

Here it is! My neXt Curve key takeaways from TM Forum's DTW Ignite 2025 event which took place this week at the Bella Center in Copenhagen, Denmark.

www.linkedin.com/posts/leonar...

23.06.2025 04:43 โ€” ๐Ÿ‘ 0    ๐Ÿ” 0    ๐Ÿ’ฌ 0    ๐Ÿ“Œ 0
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Iโ€™m kicking off TM Forum DTW Ignite 2025 here at the Bella Center in Copenhagen. | Leonard Lee Iโ€™m kicking off TM Forum DTW Ignite 2025 here at the Bella Center in Copenhagen. As you walk in you are greeted by Nik Willetts, CEO of TM Forum with his opening keynote speech. After I picked up my ...

Iโ€™m kicking off TM Forum DTW Ignite 2025 here at the Bella Center in Copenhagen. As you walk in you are greeted by Nik Willetts, CEO of TM Forum with his opening keynote speech.

www.linkedin.com/posts/leonar...

17.06.2025 13:48 โ€” ๐Ÿ‘ 0    ๐Ÿ” 0    ๐Ÿ’ฌ 0    ๐Ÿ“Œ 0
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Qualcomm Buys Its Ticket to AI Supercomputing Qualcomm is acquiring Alphawave Semi to enhance its AI data center capabilities by filling gaps in connectivity and networking technology. This $2.4 billion deal positions Qualcomm as a competitor in ...

Check out my research note on @qualcomm.bsky.socialโ€™s recent announcement that they will be acquiring Alphawave.

next-curve.com/2025/06/11/q...

11.06.2025 15:49 โ€” ๐Ÿ‘ 0    ๐Ÿ” 0    ๐Ÿ’ฌ 0    ๐Ÿ“Œ 0
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#nextcurve #ai #technology #qualcomm #alphawave | Leonard Lee This is the big news today. Qualcomm acquires Alphawave. This is super interesting given Qualcommโ€™s long legacy in server and AI and their more recent forays into AI supercomputing and edge infrastru...

This is the big news today. @qualcomm.bsky.social acquires Alphawave. This is super interesting given Qualcommโ€™s long legacy in server and AI and their more recent forays into AI supercomputing and edge infrastructure.

www.linkedin.com/posts/leonar...

10.06.2025 22:48 โ€” ๐Ÿ‘ 0    ๐Ÿ” 0    ๐Ÿ’ฌ 0    ๐Ÿ“Œ 0
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#ciscolive #nextcurve | Leonard Lee About to kick off the Cisco Live! 2025 keynote starring Chuck Robbins and Jeetu Patel. Loving that Cisco is back in San Diego for this premiere event. Great to be here with my good friend, Anurag Agr...

About to kick off the @cisco.com Live! 2025 keynote starring Chuck Robbins & Jeetu Patel. Loving that Cisco is back in San Diego for this premiere event.

Great to be here with my good friend, Anurag Agrawal. We will be recording a podcast here to recap Cisco Live!
www.linkedin.com/posts/leonar...

10.06.2025 22:46 โ€” ๐Ÿ‘ 2    ๐Ÿ” 0    ๐Ÿ’ฌ 0    ๐Ÿ“Œ 0
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#ciscolive #nextcurve | Leonard Lee The calm before the deluge of information here at Cisco Live! 2025 Press and Analyst Conferenece here in San Diego! I have a very full agenda over the next three days with topics ranging from cyberse...

The calm before the deluge of information here at Cisco Live! 2025 Press and Analyst Conferenece here in San Diego!

I have a very full agenda over the next three days with topics ranging from cybersecurity to AI supercomputing.

Really looking forward to this!

www.linkedin.com/posts/leonar...

09.06.2025 16:12 โ€” ๐Ÿ‘ 1    ๐Ÿ” 0    ๐Ÿ’ฌ 0    ๐Ÿ“Œ 0
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#5g #technology #nextcurve #innovation | Leonard Lee Back in March, I was invited by Ericsson to Long Beach Harbor to take a tech tour of their work in collaboration with Oracle and T-Mobile in enabling some really impressive live sport broadcast innova...

Back in March, I was invited by Ericsson to Long Beach Harbor to take a tech tour of their work in collaboration with Oracle and T-Mobile in enabling some really impressive live sport broadcast innovations for SailGP.

#nextcurve #ericsson #tmobile #oracle

www.linkedin.com/posts/leonar...

09.06.2025 03:07 โ€” ๐Ÿ‘ 0    ๐Ÿ” 0    ๐Ÿ’ฌ 0    ๐Ÿ“Œ 0
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๐Ÿ“ฃ "Over 4 billion user records leaked in "largest breach ever" - here'sโ€ฆ | Leonard Lee ๐Ÿ“ฃ "Over 4 billion user records leaked in "largest breach ever" - here's what you need to know" - by Ellen Jennings, TechRadar ๐Ÿ”ฅ A huge dataset has been discovered unsecured on...

"An open instance containing "billions upon billionsโ€ of exposed records has been discovered online by cybersecurity researchers - and millions of people could be at risk as a result.โ€ - Ellen Jennings, Tech Radar

www.linkedin.com/posts/leonar...

09.06.2025 02:47 โ€” ๐Ÿ‘ 0    ๐Ÿ” 0    ๐Ÿ’ฌ 0    ๐Ÿ“Œ 0
IoT Coffee Talk: Episode 264 - "POC & Pilot PTSD  (Knowing when to FAFO)"
YouTube video by Iot Coffee Talk IoT Coffee Talk: Episode 264 - "POC & Pilot PTSD (Knowing when to FAFO)"

EPISODE 264 of IoT Coffee Talk, "POC & Pilot PTSD (Knowing when to FAFO)" is live!
๐Ÿ”ฅ ๐ŸŽฅ WATCH HERE! ๐Ÿ‘‰ youtu.be/4xrzqON9_Oc?...

09.06.2025 02:45 โ€” ๐Ÿ‘ 0    ๐Ÿ” 0    ๐Ÿ’ฌ 0    ๐Ÿ“Œ 0
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#wwdc25 #nextcurve #technology #iphone #innovation #agenticai | Leonard Lee This year's WWDC is going to be interesting. After falling short of many of its promises and ambitions for Apple Intelligence that the company set out at last year's event, it will be interest...

This year's #WWDC is going to be interesting. After falling short of many of its promises and ambitions for #Apple Intelligence that the company set out at last year's event, it will be interesting to see if the company returns to a thoughtful place.
www.linkedin.com/posts/leonar...

09.06.2025 02:43 โ€” ๐Ÿ‘ 0    ๐Ÿ” 0    ๐Ÿ’ฌ 0    ๐Ÿ“Œ 0

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