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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 the month of July, Mario Morales, GVP of Semiconductors and more at IDC, joins Leonard, Karl, and Jim talk about their key takes on Intel's earning and their announcements regarding the prospects of 14A and 18A in determining the future of Intel Foundry, and a number of other hot topics and news items running up to the end of July 2025.

Topics that mattered in the AI and semiconductor universe in July of 2025:

• Intel's earnings results and the future of the company, Intel Foundry, and 14A.
• TSMC's blowout quarter and what it means for the industry at large.
• The Trump Administration's America's AI Action Plan - what does it mean?
• The state of China's AI industry and future.
• Micron and their SOCAMM deal with NVIDIA - implications.
• Consolidation and new industry structure - GlobalFoundries acquisition of MIPS, Synopsys acquisition of Ansys.
• Why Apple's AI strategy is a dog. ABN (Anything But NVIDIA).

Hit Leonard, Karl, Mario, 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 Mario and his research at IDC at www.idc.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 for the tech and industry insights that matter.

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TM Forum Digital Transformation World (DTW) Ignite 2025 is one of the leading telco tech conferencesfocused on OSS, BSS and customer experience modernization. Some call it digital transformation but not Dean Bubley of Disruptive Analysis, who joined Patrick Lopez of {Core Analysis} and Leonard Lee for a recap of the event this year.

This year, DTW Ignite was heavily slanted toward the topic of autonomous networks and reaching L4, but there was much more. The trio converged on Zoom to compare notes and share their thoughts on what mattered at DTW Ignite 2025.

In this chat, Dean, Patrick, and Leonard Lee discuss:

➡️ Analyst impressions of TM Forum DTW Ignite 2025 (4:20)
➡️ The state of agentic AI in telco transformation and modernization (7:55)
➡️ The state of telco modernization, service innovation, and monetization (11:35)
➡️ Where are we with network APIs and the market For them? (14:55)
➡️ Post-DTW Ignite 2025 recommendations for operators (18:25)

Remember to like, subscribe to the neXt Curve reThink channel. Also, follow neXt Curve by subscribing at www.next-curve.com. Also subscribe to the neXt Curve newsletter at https://bit.ly/3LbXVgZ and join the over 29,000 subscribers who get the tech and industry insights that matter on a monthly basis.

Check out Patrick's research at {Core Analysis} at www.coreanalysis.ca. Make sure to connect with him on LinkedIn to get a steady pulse of his thought leadership and perspectives on the industry and tech.

Check out Dean's research and thought leadership at www.disruptiveanalysis.com. Make sure to connect with him on LinkedIn to get a steady pulse of his thought leadership and perspectives on the industry and tech. You can also follow Dean on Twitter (X) at @disruptivedean as well as on LinkedIn.

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neXt Curve’s ComTech Podcast series focuses on the latest and emerging trends in commercial and enterprise tech catering to IT buyers ranging from SMBs to global enterprises.

Anurag and Leonard discuss the rise of the AI workstation as the AI PC continues to struggle finding footing with thin and light laptops which have the hope and rage of the last two years. Find out why the AI workstation might breathe life into the AI PC and provide a bridge for GenAI to cross from cloud to the enterprise.

Anurag and Leonard touch of the following topics in this episode:

➡️ What happened to the AI PC? It was supposed to be the big thing to bring PCs back. (2:45)
➡️ What is the AI workstation and where does it fit in the pocket to cloud continuum and the enablement of hybrid AI? (9:19)
➡️ Anurag shares the key points of his research note "Realizing AI Potential: Why Lenovo Workstations should be at the heart of compute strategy." (10:05)
➡️ Getting over the security and confidentiality adoption hurdle of enterprise GenAI. (12:49)
➡️ What are the leading AI workstation workflows and use cases? (19:55)
➡️ Why the AI workstation could be the bridge between GenAI in the cloud and enterprise AI. (22:18)
➡️ AI Workstations - Are they a solution of shadow AI or a catalyst? (26:18)
➡️ The secret to enterprise AI - Don't chase whales (a AI Moby Dick story). (29:11)
➡️ How AI workstation deployments can foster safe and secure enterprise GenAI applications and hybrid systems. (31:18)

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

Check out Anurag and Techaisle at www.techaisle.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 for the tech and industry insights that matter.