In short, AI servers and systems is not as great business as our old stuff.
04.08.2025 14:59 โ ๐ 0 ๐ 0 ๐ฌ 0 ๐ 0@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.
In short, AI servers and systems is not as great business as our old stuff.
04.08.2025 14:59 โ ๐ 0 ๐ 0 ๐ฌ 0 ๐ 0One 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. Itโs a clever application that creates a volumetric effect which 2D to 3D does not.
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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?
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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.
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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.
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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
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"Asking an Encyclopedia-Sized Question: How To Make the World Smarter with Multi-Million Token Real-Time Inference" - @NVIDIAAI
#nvidia #blackwell #helix #supercomputing
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Check out my neXt Curve takes from Galaxy Unpacked 2025 that took place this morning!
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The Coming of the AI Workstation Age (with Anurag Agrawal) youtu.be/k4zAlLR3yBw?...
07.07.2025 22:14 โ ๐ 0 ๐ 0 ๐ฌ 0 ๐ 0I had a great conversation with Sunil Patil of Qualcomm on the companyโs modem leadership and leadership in 5G and 6G technologies. Check it out!
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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.
๐LISTEN๐๐https://bit.ly/3IpiubW
#CiscoLive #advancingai #sensorsconverge
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
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.
๐ฅ ๐ฅ WATCH HERE ๐ bit.ly/3HYjwvv
#dtwignite #tmforum
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...
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
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The neXt Curve โKeeping It Realโ Awards from TM Forumโs 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!
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Over-reliance comes to mind with this one.
www.techspot.com/news/108402-...
Sensors Converge 2025 will be taking place in Santa Clara next week and I will be there as advisory board member, speaker, and judge.
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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.
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Iโm 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.
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Check out my research note on @qualcomm.bsky.socialโs recent announcement that they will be acquiring Alphawave.
next-curve.com/2025/06/11/q...
This is the big news today. @qualcomm.bsky.social acquires Alphawave. This is super interesting given Qualcommโs long legacy in server and AI and their more recent forays into AI supercomputing and edge infrastructure.
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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!
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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!
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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
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"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
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EPISODE 264 of IoT Coffee Talk, "POC & Pilot PTSD (Knowing when to FAFO)" is live!
๐ฅ ๐ฅ WATCH HERE! ๐ youtu.be/4xrzqON9_Oc?...
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.
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