February 28, 2025 • 29 mins
Jim McGregor of Tirias Research joined Leonard Lee of neXt Curve to recap February 2025, another action-packed month in the world of semiconductors and accelerated and non-accelerated computing on the neXt Curve reThink Podcast series, Silicon Futures. Jim and Leonard share their thoughts on the state of NVIDIA, Arm's new edge AI play, and Qualcomm's Dragonwing.
This episode covers:
➡️ NVIDIA's Q4 2025 Earnings & Outlook - The bellweather of AI (2:31)
➡️ Intel dismantling rumors regarding Broadcom & TSMC (6.00)
➡️ Arm announces new IoT Platform and Cortex A320 (10:03)
➡️ Qualcomm unveils their new Dragooning brand for industrial(11:21)
➡️ MWC 2025, Embedded World, NVIDIA GTC, OFC, IBM and more! (16:50)
Hit both Leonard 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.
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.
Mark as Played
Transcript
Episode Transcript
Available transcripts are automatically generated. Complete accuracy is not guaranteed.
(00:06):
Welcome
Leonard Lee (00:10):
everyone to this episode of NextCurve Rethink
Podcast.
Um, and you know what we dohere?
We break down the latest techand industry events and
happenings into the insightsthat matter.
And I'm Leonard Lee, ExecutiveAnalyst at NextCurve.
And in this Silicon Futuresepisode, we're going to be
talking about The happenings ofFebruary.
(00:31):
yeah, I'm no doubt.
We're going to be talking aboutNVIDIA because I need to get the
take from Jim McGregor thehighly accelerated Jim McGregor
of Tyria's research.
I think you sound like I'mstoned or something.
I know Yeah, I don't know.
You could be I used to Carl too.
(00:52):
So I'm just you know, recyclingRecycling titles but, yeah,
we're gonna try to talk aboutNVIDIA as little as possible,
but I'm afraid that's not goingto be possible.
But I have my good friend, JimMcGregor here.
Hey, Jim, how's it going?
Jim McGregor (01:11):
How you doing?
Leonard Lee (01:12):
You have a very peaceful background.
Jim McGregor (01:14):
actually you should see the other one I spent
a week up in Alaska watching theAurora.
Leonard Lee (01:19):
Oh yeah, that's right.
well, you're going to have totell me about it when we're in
Barcelona next week, or at leastno, actually on Saturday.
hopefully you had a, I had agreat time.
I had some, it
Jim McGregor (01:31):
was spectacular.
Yeah, definitely worth it.
Leonard Lee (01:35):
Okay.
Well, we don't have a lot oftime, so we got to get on with
it.
But before we do, uh, pleaseremember to like share and react
and comment on this episode.
Also subscribe here on YouTubeand buzzsprout to listen to us
on your favorite podcastplatform opinions and statements
made by Jim are entirely his ownand don't reflect those of next
(01:56):
curve or myself, so.
We're, doing this We have to getthe legal disclaimer.
Ah, yeah.
Come on, man.
Don't give me a hard time here.
But, yeah, we're doing this toprovide an open forum for
discussion and debate on things,related to technology and
happenings in the semiconductorand AI world.
(02:16):
in this installment we're goingto be kicking things off with
NVIDIA because we both just gotoff of a series of calls.
post, earnings.
Jim, what's your take on, whatdid you think?
we had the earnings calls andseveral, pre briefings and
briefings, post earning call.
what was your take on things?
Jim McGregor (02:35):
Well, first off Nvidia is still charging ahead.
we had the whole deep sea scareand wall street kind of got it
wrong.
Thinking that, Oh, well, it'sgoing to drive down the amount
of GPUs.
No demand actually drives demandfor GPUs.
So, no, they're in a very goodposition, they've got a full
stack solution from the chips tothe boards to the systems to the
software.
(02:57):
They are cranking, theirearnings are great, they even
beat estimates, they'reprojecting, A great Q1, which is
actually usually when we're downa bit in our industry.
So, I mean, there were a coupleof soft spots in gaming on their
earnings, but pre launch oftheir new Blackwell platforms.
So you
kind of expect that a little bit, but other
(03:18):
than that,, they're now makingmoney or they're now increasing
revenue once again in, roboticsand automotive, which they kind
of lumped together, but most ofthat's automotive.
and they're doing great in thedata center, and they're still
preferred solution.
And we're 2 weeks out from, GTCwhere, we're going to see some
new products from them.
(03:39):
I have no doubt about that.
Leonard Lee (03:41):
So, yeah, yeah they have to keep the, they have to
keep the train moving, right?
They got to keep this feverishpace going.
I beg to differ with you as wellas Carl, because Carl was on.
Yesterday, in terms of the deepseek impact, I think it hasn't
been studied very well.
Everyone keeps if you'refocusing on our 1, you're
missing the point, you there's alot of unknowns related to V3
(04:05):
that have not been explored, ormaybe people just don't want to.
See it the way that they shouldsee it, but I think the jury is
still out and the results don'tbake in, the deep seek impact
because I think that's going tobe organic.
It's not going to be hype basedor speculative.
I think it's going to be amaterial.
Thing that's going to be,impacted by what I call token
(04:26):
dumping, which is actually areality, right?
The price of tokens, not thecost that being something
different is collapsing becauseof deep seek or one.
and so, yeah, let's see how thatplays out because, I think this
is the beauty of what we dohere.
In this collaboration is wehave, different points of view
(04:47):
and we converge on things thatwe've distilled into what we
think is a grounded perspective.
Right?
I mean, I think, obviously yourview is that your view is
grounded and I, so do I, but Ithink the interesting.
synthesis that happens is whenwe have these debates and take
two diversion points of view andthen distill into something
(05:09):
that's even better.
Jim McGregor (05:10):
I think the only thing we can really take,
effectively from deep seek isthe fact that, it points to a
new trend.
We're gonna see a lot of deepseeks pop up.
We're gonna see a lot ofcompanies pop up.
whether they're using their owndata, somebody else's data,
we're going to have all kinds ofproviders, of models out there
in the market.
And yeah, it's more competition,it's going to drive down prices,
(05:31):
but I think that's the onlything we can really take from
DeepSeek at this point in timeis the fact that this is just
the beginning.
We're going to see an explosionof different models and service
providers and everything else.
This is not just a big guy'sgame.
It's not just going to be openAI.
It's not just going to beMicrosoft or Google or anybody
else.
(05:51):
There's going to be a ton ofsolutions.
Leonard Lee (05:54):
Yeah, yeah.
And that's disruption though.
I mean, that's like bookdisruption, what's happening.
And so, yeah, one of the thingsthat I was really curious about,
and I'd like to get yourreaction to this is it seems
like this whole notion of posttraining, is becoming really,
(06:17):
let's say, divergent, or there'sa lot of contradictions there in
terms of themes, you know, oneof the things that Jensen
mentioned on the call yesterday.
Or the three scaling,observations, right?
I refuse to call them laws, bythe way.
It's just observations.
it's weird because his positionis that, there's going to be
(06:38):
more compute dedicated to posttraining when I think R1, okay,
and I'm not talking about V3.
R1 with the distillationapproaches and sort of these
novel things that they did onwith fine tuning, that connotes
something.
I think a little bit opposite ofwhat, or sort of a headwind
(06:58):
dynamic versus what Jensen wassuggesting on the call.
I don't know.
What do you think?
Jim McGregor (07:05):
Well, I think, I don't think the future is
necessarily a single, open modelor a single model.
I think it is a mixture ofexperts where you're going to be
using a lot of models that are,and I think that's where that
post training comes in.
The post training comes in towhere you're optimizing it
either for a particularapplication, a particular
workload, a particular usemodel, whatever.
(07:27):
Sometimes even for a particularcompany based on their
information, or something likethat.
So I think that's where he'sreferring to is the fact that a
lot of people are going to takethese open models, and, whether
it's deep seek, whether it's allama, whether it's whatever,
they're going to take these anddo a lot more post training on
them to shrink them down tooptimize everything else.
(07:50):
So I think that's where he'scoming from.
And no, it doesn't take the 100,000 GPU clusters to do that, but
it does drive more cycles.
It does drive a lot more use.
And quite honestly, it's a goodsign because it drives AI closer
to applications.
Leonard Lee (08:06):
Yeah.
And I think that's where theimpact of, this token dumping,
that's happening right now.
And that's probably a prettymean term.
maybe I should soften it a bit,but it.
In my view, it is kind of likea, a dumping deck.
Jim McGregor (08:23):
It's kind of dumping, you know, they're
trying to undercut everyone'sprice.
they're doing it even belowtheir cost.
Leonard Lee (08:30):
Yeah, well, we'll see about that.
Right.
Or who knows, they might begiving it for free, but see,
that's the other thing.
I think the monetizationquestion is a big one.
I know, like in the Nvidiacircles, they like to put
revenue ahead of the equation.
Demand, does not equalmonetization unless you're
charging for that demand, right?
(08:51):
You have
Jim McGregor (08:52):
to have a business model
Leonard Lee (08:53):
And that, I think, is huge.
It's a huge problem that I thinkis pretty persistent and, hasn't
been resolved or abridged in thepast, two years.
Jim McGregor (09:06):
Just at the start of the internet, you know, all
these other companies came outand most of them didn't have a
business plan to make money.
Um, there's always a fallout.
There's a correction.
and we end up with somethingthat's actually very effective
in the end.
Leonard Lee (09:20):
Yeah.
Well, come on, Jim.
No, I, I saw a lot of businessplans back then.
They just weren't that good
Jim McGregor (09:28):
They weren't business plan to make money.
They weren't.
Everyone was just jumping inbecause they wanted a foothold.
I mean, let's face it.
Meta's giving stuff away as fastas they can.
With no business model to makemoney off of Llama.
They just want to be the defacto.
Leonard Lee (09:45):
But I think that's where this whole question of
operational AI is interesting.
Because I think Meta and some ofthe hyperscalers are different.
in the value proposition, let'ssay of generative as an
operational tool or technologyversus for an enterprise, where
you're trying to
Jim McGregor (10:05):
take money off it through their own businesses.
Leonard Lee (10:08):
Yeah, I mean, it'll be difficult to, but this would
be like, let's say, mayberaising the competitive parody
bar, versus actually creatingnew value.
Right?
the actual revenues might justbe.
The same, you're just either,you could be fabricating
eyeballs, which then raises thequestion of what, how legitimate
(10:30):
is this revenue that's beinggenerated?
Is it delivering real economicvalue versus just, let's say,
printing tokens, I'm saying, soI think those are the things
that are actually interestinglyThose topics are interestingly
starting to converge or at leastbe expressed in the discussion.
So, I think it's a reallyexciting time to be talking
(10:50):
about, generative AI, but thenalso, NVIDIA's role and how
things are shifting.
Jim McGregor (10:56):
And 1 of the things I think, and I've said
this on previous podcasts.
Is I think every company outthere needs to not just ask how
they can use AI, but how is AIgoing to change their business
model?
Yeah, yeah.
And very few companies are asking that, even
tech companies.
Ah, I give Jensen credit becausewhen I asked it of him last
year, he looked at me and says,Jim, I wish I knew.
(11:16):
I don't know where NVIDIA isgoing to be in 10 years.
He's just kind of going with theflow and going after
opportunities as they arise.
And that's pretty much what youhave to do.
Leonard Lee (11:26):
Yeah, yeah.
Okay.
Well, anything else you want totalk about regarding NVIDIA?
I thought you'd have a lot moreto say or did I just crowd you
out?
Jim McGregor (11:36):
Well, no, you took it down a particular avenue.
Now, NVIDIA is making a big,where NVIDIA also has a strong
presence and we're starting tosee other companies trying to
enter that and use the sameterminology and they term it
physical AI.
And that's really robotics andautonomous machines.
And, while the rest of theindustry is focused on agentic
(11:57):
AI right now, just trying tocreate agents for everyone to
use, they're focused on thatnext step, and that is really
marrying AI to robotics.
It was funny because, we've alldreamed about the house robots
since the fifties with theJetsons and, and all that stuff,
but, this may actually be a timeeither whether it's this year or
by the end of the decade, we'regoing to see robotics take a
(12:20):
leap beyond just, I think themanufacturing floor to being
practical solutions and evenhumanoid solutions.
I was impressed with some of theones I saw at CES.
I was like, wow.
When they're walking up to meand shaking my hand, I was like,
okay, I'm impressed.
Leonard Lee (12:36):
you can underestimate how difficult that
is.
You can't, right?
Jim McGregor (12:42):
Yes, you can't.
It's just a simple thing oftwisting off a bottle cap,
shaking a hand.
Anything that requires somelevel of sensitivity, complex
motion, is very challenging.
But, we took a major step withAI in teaching computers how to
learn.
that translates more to roboticsthan any other application.
Leonard Lee (13:04):
Yeah.
It's interesting.
that handshaking robot, I thinkthe name of the company is, is
it UB name escapes me.
Jim McGregor (13:13):
There were three of them.
Leonard Lee (13:14):
Yeah.
But there was one that didn'twalk up to you.
It didn't have like a head.
It had like this, this strangedonut type of thing as a head.
And it walked up to you and itwould shake your hand, right?
And so I took a video of itposted on, on YouTube and one of
the comments was, so what?
And so all everything you justsaid, I mean, obviously some
(13:37):
people don't appreciate andmaybe don't understand how
difficult it is to makesomething like that happen.
But yes, simple things like thatare tough.
Jim McGregor (13:47):
And when you think about how manual certain
processes still are, like,agricultural, especially when it
comes to, picking fruit orsomething like that's very
delicate, we're in a state whererobots could actually physically
do that now,
and
we could overcome, and that's an area where we have
a huge area of labor shortage.
not to mention health care,where we have a labor shortage,
there are a lot of verypractical applications where
(14:09):
having a humanoid or humanoidtype robot, or at least having
those kind of capabilities, isgoing to play a huge, a huge
factor.
So, I think it's.
Incredible to watch.
Leonard Lee (14:23):
Yeah.
and you know, I wouldn't givethe folks doing a gentic AI
stuff a hard time though,because I'm trying to renew my
global, global entry and it'sgoing to take 14 months.
And so I think a gentic AI wouldbe really nice.
No,
Jim McGregor (14:40):
no.
I'm just telling you now what'sgoing to happen, especially if
you already have it, is you'regoing to get a message in about
a month that says, Oh, well,you're already pre approved.
yeah, anyway,
it's going to come it's happened to myself and
everyone else.
Leonard Lee (14:57):
yeah.
Okay.
so anything else on Nvidia?
Because I want to pick yourbrains on other things because a
lot of stuff happened inFebruary and I'm sure.
Let's move on.
Let's move on.
Jim McGregor (15:07):
always gonna be top of stack,
Leonard Lee (15:08):
Yeah, yeah.
Okay.
the one thing that I want youto, respond to or share your
reactions to slash thoughts,this stuff about the Nvidia
Intel split, right?
And Broadcom, Broadcom and,TSMC.
The whole deal that's going onright now, or the rumors
Jim McGregor (15:27):
first off, that won't go through.
It will not go through becauseyou've got two foreign entities
that the U.
S.
government's never going toapprove, especially when they
have investments there andIntel's designated as one of
those critical suppliers.
So that won't go through.
and I quite honestly, I thinkthe.
Even the proposal of doing itthis time is still a foolish
mistake.
(15:48):
I think you need intelespecially as it's where it's
developing its foundry servicesAnd getting its product strategy
back on back on track.
You still need it as a combinedentity at this point in time.
I think separate your you're,you're not only, hamstringing
the entities that used to beIntel, but also the companies
(16:09):
that acquire them.
And I think that's the biggestchallenge.
Leonard Lee (16:11):
Yeah.
Yeah.
And quite simply, in my view,you are, you're killing off the
leadership dynamic, and whodon't see that, you're doing the
US industry, semiconductorindustry and the objectives of,
achieving us.
Technological leadership inmanufacturing, you're
(16:31):
undermining it.
And unfortunately, there's a lotof folks out there who are
advocating for it.
And I think it's highlymisguided.
yeah,
yeah.
Oh, no, I'm dangerously slowbecause I, the thing is that we
can't forget that Intel has ahuge ecosystem.
There are a lot of differentindustries.
(16:52):
Telco, we're going to, we'regoing to MWC next week.
Telco, industry, you want totalk about O RAN, Open RAN,
right?
A lot of it is x86.
Intel bound, right?
And you start messing with that.
You mess with a lot of strategictechnologies and themes that, at
(17:15):
the moment cannot be hobbled.
If you do that, just because youwant to.
Make some quick buck on, bankingfees or whatever M and a
transaction fees, you're reallydoing a disservice.
I mean, there's a bigger picturehere.
That really needs to berecognized.
it's just something that reallybothers me, Jim.
(17:35):
So I'm glad that you and I areon the same page with this and
I'm sure that Carl is as well.
Jim McGregor (17:40):
And the biggest thing you have to consider is
Intel's value as a whole.
the entire industry in terms ofR and D, they have the largest R
and D budget of, I know, andthey continue to invest in quite
honestly without them.
the entire industry wouldn't bewhere it is today.
and a lot of that is still tiedtogether, extends from deep
(18:00):
product technologies like, laserbased, optics too.
silicon optics and to,neuromorphic computing to,
manufacturing to semi inert toprocess technologies and,
transistor designs andeverything else.
Losing that right now.
well, first off, you can'treally separate the two right
now.
And I think that it'd be a hugeloss.
(18:22):
Unfortunately, wall street hasalways undervalued.
I think R and D.
Leonard Lee (18:28):
And I think that's shooting and shooting the
industry in the foot.
My personal opinion.
okay, so good.
Hey, we agreed on something.
I think we agree on a lot morethan we'd like to admit, but,
oh, the other thing, youprobably wanna talk about ARM
and their new announcement,right?
You and I are on the call.
No.
(18:49):
Which, well, when is this?
You?
the Edge, edge AI iot?
Yes.
Yeah, yes.
Well,
Jim McGregor (18:58):
they are putting together a platform, more
competitive.
It's what really amazes me aboutthe announcement that they've
made right now is the fact thatthey're bringing down.
They basically broken thebarrier between their A class,
which is the application CPUcores and the M class, which are
the embedded microcontrollercourse.
(19:18):
So they've broken that barrierto where they overlap now, so it
now comes down to a systemdesign option of, you need, do
you need on board memory, like amicrocontroller, what do you
need, what's your power budget,it really gets down to where
it's broken the barrier betweenan MCU and an MPU.
(19:39):
And I think that's the biggestpart of the announcement for me,
to come out with the A320, whichis the most power efficient A
class core they've ever come outwith, which can still do high
level applications and operatingsystems.
And they're also announcing,obviously a kind of revision of
(20:00):
Ethos, their AI core, which ismostly for embedded
applications.
they're still targeting theircore market, which is at an IOT
segment, and I think they, theyreally.
it's funny because you might saythey're creating more
complexities for designers tofigure out what they want to
use.
Yeah,
but this really, I think, breaks down that barrier
(20:23):
between the microcontroller andthe processor.
And I think that's really goodfor a lot of designers.
Leonard Lee (20:28):
Yeah, and, it might just be, ARM tuning into sort of
this trend where you do have,power efficient.
AI compute, if you will, or edgeAI, now, making its way further
out toward the very edge of theedges out there.
And, I think that's also anotherthing that, Qualcomm's
(20:50):
recognized for quite some time,or at least that's a core part
of their strategy, which leadsus to dragon wing.
Right.
What did you think about that?
They, we're inspired by curiousresearch purple.
Well,
Jim McGregor (21:06):
first off, I've been encouraging them to break
off a separate brands fordifferent markets for over five
years.
ever since they introduced theirautomotive product line, I think
they need a little bit morebrand diversification to
separate that out And stickingwith at least dragon in the
title, I think helps create thatrecognition and they really need
(21:27):
to do that.
they've always had thephilosophy of mobile first And
that's fine.
And that's good because itreally shows our commitment to
low power, and focus on,performance efficiency.
However, especially as they'vegotten into these other markets,
they do have to invest not justin that low power, but in
specially technologies for eachdifferent product area, whether
(21:47):
IOT or networking or, even datacenter.
So I think that helps establishthe fact that yes, this isn't
we're not just a smartphonecompany.
We are focused on the marketsand we do recognize that, both
our investment in R& D and ourinvestment in our brand should
should recognize that.
Leonard Lee (22:09):
Yeah, and that point on R and D, I think that's
1 of the, I mean, the leadershipthat they have in a lot of
different categories in as wellas wireless connectivity.
I think those are the thingsthat really positioned them.
Well, and I think what we'reprobably going to see, and this
might take time because you, asyou know, these brownfield IOT
(22:31):
environments, across differentindustries tend to stick around
for a really long time, right?
what I'm going to be interestedin seeing is how, the industry,
you know, players like Qualcomm,ARM, NXP, others, can take this
edge AI theme and then changethe thinking about, what these.
(22:52):
Edge, IOT, industrial systemslook like, right?
Because fundamentally there hasto be a re architecting of, away
from what you might considerlegacy to this new 1 where, the
infrastructure is going to lookdifferent.
the system deployments are goingto look different and the way
(23:13):
that you.
Place, compute and data is goingto be different and that's kind
of a heavy lift.
You know what I'm saying?
So how all of these guysmaneuver into this future vision
they have of, a transformed,industry is going to be really
interesting.
It's going to be a toughjourney, I think, for a lot of
(23:35):
these guys.
Jim McGregor (23:36):
AI was kind of awkward for the IOT and embedded
segments because it's kind oflike bolt on.
And that's what a lot ofcompanies, especially startups
were kind of proposing.
Okay, you've got yourmicrocontroller, you got your
microprocessor unit, you bolt onthis accelerator, blah, blah,
blah.
It doesn't work when you'redealing with form factor, cost,
power, efficiency issues.
You need a holistic solution.
(23:57):
So you have to start with AI inmind.
Yeah.
Qualcomm, for example, isprobably the best company we
know of at heterogeneouscomputing.
Leonard Lee (24:06):
Yeah.
Jim McGregor (24:06):
Elements that they can, different compute elements
they can put on a chip.
It's phenomenal and make itreally powerful.
Synaptics is doing a good jobwith some of their new products.
NXP, Microchip, Renesas, ST, areall good at doing certain
things.
But definitely the generation ofproducts we have to see have to
be designed.
(24:27):
from AI from the start and theyhave to have this heterogeneous.
Architecture to be able to doit.
More importantly, though, Ithink we need kind of open
platforms to be able to developthe solutions on because seeing
also is that everyone has theirown tools.
Everyone has, you know, theirown platforms and you have to
(24:47):
optimize for the platform.
That doesn't work fordevelopers.
You really need OpenStandard.
Synaptics is one that's tried tocreate, they've tried to offer
theirs as an OpenStandard.
And there's other companiestrying to do that too.
But there's not one out there atthis point in time.
So it's going to be, I thinkit's still going to be a
(25:08):
challenge for a while for theembedded market.
But you're starting to see thelights go on.
That's the good news.
I think the most important thingto talk about is the fact that
all the things we have comingup.
Several major events coming upwhere we're going to see a ton
of announcements Some havealready come out this week prior
to mobile world congress andembedded world, but there's
going to be a lot more coming Wehave mobile world congress in
(25:29):
barcelona.
We have Embedded world innuremberg the following week.
We have gtc In san jose, thereis an IBM event that there's OFC
Intellivision and, MediaTekevent all the week after that.
It's a crazy time.
Leonard Lee (25:47):
Yeah, it is.
Jim McGregor (25:48):
It's the semiconductor spring.
Leonard Lee (25:53):
I haven't had a break.
You can't live with that 100.
Yeah.
Yeah.
yeah.
And, I'll be joining you in manyof those.
And especially next week at MWC,right?
So, yeah, it's going to beinteresting.
AI RAN probably going to be abig topic.
let's see how that shapes up.
I think it's still really earlyfor that stuff.
(26:15):
but, yeah, a lot of my focusthere from, a chip standpoint.
Or a semiconductor standpoint isgoing to gravitate around,
accelerators for, Problems tosolve today, right?
Not like a re architecting ofthe RAN or, that stuff I think,
is going to take some time, butwhat are some of the things that
(26:36):
you're going to be lookingforward to next week?
Jim McGregor (26:38):
a lot of discussion around O RAN and AI
RAN, as well as 5G advanced, 6G.
I think we're going to see morearound some of the.
other type of mobileapplications and mobile devices.
Yeah, there's, I did note thatthere's a number of robotics
companies that are going to bethere.
So it's kind of a mixture of alot of different things.
(26:59):
I think there's going to be abig focus though, on that core
network and the, wirelessnetwork architecture going
forward.
Leonard Lee (27:06):
Yeah, you mentioned core network that that 1 is
really important, especially,the transition to stand alone.
Right?
which is progressed a lot slowerthan the industry has hoped, but
I think the, the timing isactually really good now, before
it probably it didn't make sensefor a lot of operators.
(27:28):
And so, yeah, we'll have todefinitely get together.
either in Barcelona, if we havetime, because, it's going to be
just, a mad schedule.
for me, I'm sure you as well,but definitely let's do a recap
when we, get back, at the least.
Right?
If not, we'll hang out there andtry to do something live in
(27:48):
Barcelona over some, Rio, Wineand, Sangria
Jim McGregor (27:53):
and tapas.
Leonard Lee (27:54):
Sangria and tapas.
Jim McGregor (27:56):
What country are you going to?
I'm going to Spain.
Sangria and tapas.
Come on.
Leonard Lee (28:03):
it looks like you have Spain in the background
there.
It's beautiful.
Jim McGregor (28:07):
It's a very similar climate.
Leonard Lee (28:09):
Yeah, yeah.
That's my backyard.
That's your backyard?
Yeah, that's my backyard.
That's incredible.
That's crazy.
Jim McGregor (28:19):
I live on 120 acres and border 640 acres of
open state land.
Leonard Lee (28:24):
Wow.
Wow.
you're a genuine Ben Cartwright.
Kind of remember that.
Yes.
I'm old.
Yeah, you watch the show toolittle Joe So, hey, let's wrap
(28:48):
it up, I got to get on anothercall in a little bit so hey Jim
Thanks for jumping on sharingyour perspective I think it was
a really good conversation.
I'll be at a short one.
but Hey, everyone, thanks fortuning in.
Remember to follow, next curveand curious research, follow the
podcast here, which we call aSilicon futures on, YouTube, as
(29:12):
well as on buzzsprout, take uson your hike, your daily commute
and keep in touch and stay tunedinto the tech and industry.
Insights that matter until nexttime, Jim, we'll see you
actually.
I'm going to see you inBarcelona.
So have a safe travel and lookforward to catching up over
(29:35):
dinner.
You too.
Thank you very much.
All right, take care ofeveryone.
Cheers.
Welcome
Leonard Lee (00:10):
everyone to this episode of NextCurve Rethink
Podcast.
Um, and you know what we dohere?
We break down the latest techand industry events and
happenings into the insightsthat matter.
And I'm Leonard Lee, ExecutiveAnalyst at NextCurve.
And in this Silicon Futuresepisode, we're going to be
talking about The happenings ofFebruary.
(00:31):
yeah, I'm no doubt.
We're going to be talking aboutNVIDIA because I need to get the
take from Jim McGregor thehighly accelerated Jim McGregor
of Tyria's research.
I think you sound like I'mstoned or something.
I know Yeah, I don't know.
You could be I used to Carl too.
(00:52):
So I'm just you know, recyclingRecycling titles but, yeah,
we're gonna try to talk aboutNVIDIA as little as possible,
but I'm afraid that's not goingto be possible.
But I have my good friend, JimMcGregor here.
Hey, Jim, how's it going?
Jim McGregor (01:11):
How you doing?
Leonard Lee (01:12):
You have a very peaceful background.
Jim McGregor (01:14):
actually you should see the other one I spent
a week up in Alaska watching theAurora.
Leonard Lee (01:19):
Oh yeah, that's right.
well, you're going to have totell me about it when we're in
Barcelona next week, or at leastno, actually on Saturday.
hopefully you had a, I had agreat time.
I had some, it
Jim McGregor (01:31):
was spectacular.
Yeah, definitely worth it.
Leonard Lee (01:35):
Okay.
Well, we don't have a lot oftime, so we got to get on with
it.
But before we do, uh, pleaseremember to like share and react
and comment on this episode.
Also subscribe here on YouTubeand buzzsprout to listen to us
on your favorite podcastplatform opinions and statements
made by Jim are entirely his ownand don't reflect those of next
(01:56):
curve or myself, so.
We're, doing this We have to getthe legal disclaimer.
Ah, yeah.
Come on, man.
Don't give me a hard time here.
But, yeah, we're doing this toprovide an open forum for
discussion and debate on things,related to technology and
happenings in the semiconductorand AI world.
(02:16):
in this installment we're goingto be kicking things off with
NVIDIA because we both just gotoff of a series of calls.
post, earnings.
Jim, what's your take on, whatdid you think?
we had the earnings calls andseveral, pre briefings and
briefings, post earning call.
what was your take on things?
Jim McGregor (02:35):
Well, first off Nvidia is still charging ahead.
we had the whole deep sea scareand wall street kind of got it
wrong.
Thinking that, Oh, well, it'sgoing to drive down the amount
of GPUs.
No demand actually drives demandfor GPUs.
So, no, they're in a very goodposition, they've got a full
stack solution from the chips tothe boards to the systems to the
software.
(02:57):
They are cranking, theirearnings are great, they even
beat estimates, they'reprojecting, A great Q1, which is
actually usually when we're downa bit in our industry.
So, I mean, there were a coupleof soft spots in gaming on their
earnings, but pre launch oftheir new Blackwell platforms.
So you
kind of expect that a little bit, but other
(03:18):
than that,, they're now makingmoney or they're now increasing
revenue once again in, roboticsand automotive, which they kind
of lumped together, but most ofthat's automotive.
and they're doing great in thedata center, and they're still
preferred solution.
And we're 2 weeks out from, GTCwhere, we're going to see some
new products from them.
(03:39):
I have no doubt about that.
Leonard Lee (03:41):
So, yeah, yeah they have to keep the, they have to
keep the train moving, right?
They got to keep this feverishpace going.
I beg to differ with you as wellas Carl, because Carl was on.
Yesterday, in terms of the deepseek impact, I think it hasn't
been studied very well.
Everyone keeps if you'refocusing on our 1, you're
missing the point, you there's alot of unknowns related to V3
(04:05):
that have not been explored, ormaybe people just don't want to.
See it the way that they shouldsee it, but I think the jury is
still out and the results don'tbake in, the deep seek impact
because I think that's going tobe organic.
It's not going to be hype basedor speculative.
I think it's going to be amaterial.
Thing that's going to be,impacted by what I call token
(04:26):
dumping, which is actually areality, right?
The price of tokens, not thecost that being something
different is collapsing becauseof deep seek or one.
and so, yeah, let's see how thatplays out because, I think this
is the beauty of what we dohere.
In this collaboration is wehave, different points of view
(04:47):
and we converge on things thatwe've distilled into what we
think is a grounded perspective.
Right?
I mean, I think, obviously yourview is that your view is
grounded and I, so do I, but Ithink the interesting.
synthesis that happens is whenwe have these debates and take
two diversion points of view andthen distill into something
(05:09):
that's even better.
Jim McGregor (05:10):
I think the only thing we can really take,
effectively from deep seek isthe fact that, it points to a
new trend.
We're gonna see a lot of deepseeks pop up.
We're gonna see a lot ofcompanies pop up.
whether they're using their owndata, somebody else's data,
we're going to have all kinds ofproviders, of models out there
in the market.
And yeah, it's more competition,it's going to drive down prices,
(05:31):
but I think that's the onlything we can really take from
DeepSeek at this point in timeis the fact that this is just
the beginning.
We're going to see an explosionof different models and service
providers and everything else.
This is not just a big guy'sgame.
It's not just going to be openAI.
It's not just going to beMicrosoft or Google or anybody
else.
(05:51):
There's going to be a ton ofsolutions.
Leonard Lee (05:54):
Yeah, yeah.
And that's disruption though.
I mean, that's like bookdisruption, what's happening.
And so, yeah, one of the thingsthat I was really curious about,
and I'd like to get yourreaction to this is it seems
like this whole notion of posttraining, is becoming really,
(06:17):
let's say, divergent, or there'sa lot of contradictions there in
terms of themes, you know, oneof the things that Jensen
mentioned on the call yesterday.
Or the three scaling,observations, right?
I refuse to call them laws, bythe way.
It's just observations.
it's weird because his positionis that, there's going to be
(06:38):
more compute dedicated to posttraining when I think R1, okay,
and I'm not talking about V3.
R1 with the distillationapproaches and sort of these
novel things that they did onwith fine tuning, that connotes
something.
I think a little bit opposite ofwhat, or sort of a headwind
(06:58):
dynamic versus what Jensen wassuggesting on the call.
I don't know.
What do you think?
Jim McGregor (07:05):
Well, I think, I don't think the future is
necessarily a single, open modelor a single model.
I think it is a mixture ofexperts where you're going to be
using a lot of models that are,and I think that's where that
post training comes in.
The post training comes in towhere you're optimizing it
either for a particularapplication, a particular
workload, a particular usemodel, whatever.
(07:27):
Sometimes even for a particularcompany based on their
information, or something likethat.
So I think that's where he'sreferring to is the fact that a
lot of people are going to takethese open models, and, whether
it's deep seek, whether it's allama, whether it's whatever,
they're going to take these anddo a lot more post training on
them to shrink them down tooptimize everything else.
(07:50):
So I think that's where he'scoming from.
And no, it doesn't take the 100,000 GPU clusters to do that, but
it does drive more cycles.
It does drive a lot more use.
And quite honestly, it's a goodsign because it drives AI closer
to applications.
Leonard Lee (08:06):
Yeah.
And I think that's where theimpact of, this token dumping,
that's happening right now.
And that's probably a prettymean term.
maybe I should soften it a bit,but it.
In my view, it is kind of likea, a dumping deck.
Jim McGregor (08:23):
It's kind of dumping, you know, they're
trying to undercut everyone'sprice.
they're doing it even belowtheir cost.
Leonard Lee (08:30):
Yeah, well, we'll see about that.
Right.
Or who knows, they might begiving it for free, but see,
that's the other thing.
I think the monetizationquestion is a big one.
I know, like in the Nvidiacircles, they like to put
revenue ahead of the equation.
Demand, does not equalmonetization unless you're
charging for that demand, right?
(08:51):
You have
Jim McGregor (08:52):
to have a business model
Leonard Lee (08:53):
And that, I think, is huge.
It's a huge problem that I thinkis pretty persistent and, hasn't
been resolved or abridged in thepast, two years.
Jim McGregor (09:06):
Just at the start of the internet, you know, all
these other companies came outand most of them didn't have a
business plan to make money.
Um, there's always a fallout.
There's a correction.
and we end up with somethingthat's actually very effective
in the end.
Leonard Lee (09:20):
Yeah.
Well, come on, Jim.
No, I, I saw a lot of businessplans back then.
They just weren't that good
Jim McGregor (09:28):
They weren't business plan to make money.
They weren't.
Everyone was just jumping inbecause they wanted a foothold.
I mean, let's face it.
Meta's giving stuff away as fastas they can.
With no business model to makemoney off of Llama.
They just want to be the defacto.
Leonard Lee (09:45):
But I think that's where this whole question of
operational AI is interesting.
Because I think Meta and some ofthe hyperscalers are different.
in the value proposition, let'ssay of generative as an
operational tool or technologyversus for an enterprise, where
you're trying to
Jim McGregor (10:05):
take money off it through their own businesses.
Leonard Lee (10:08):
Yeah, I mean, it'll be difficult to, but this would
be like, let's say, mayberaising the competitive parody
bar, versus actually creatingnew value.
Right?
the actual revenues might justbe.
The same, you're just either,you could be fabricating
eyeballs, which then raises thequestion of what, how legitimate
(10:30):
is this revenue that's beinggenerated?
Is it delivering real economicvalue versus just, let's say,
printing tokens, I'm saying, soI think those are the things
that are actually interestinglyThose topics are interestingly
starting to converge or at leastbe expressed in the discussion.
So, I think it's a reallyexciting time to be talking
(10:50):
about, generative AI, but thenalso, NVIDIA's role and how
things are shifting.
Jim McGregor (10:56):
And 1 of the things I think, and I've said
this on previous podcasts.
Is I think every company outthere needs to not just ask how
they can use AI, but how is AIgoing to change their business
model?
Yeah, yeah.
And very few companies are asking that, even
tech companies.
Ah, I give Jensen credit becausewhen I asked it of him last
year, he looked at me and says,Jim, I wish I knew.
(11:16):
I don't know where NVIDIA isgoing to be in 10 years.
He's just kind of going with theflow and going after
opportunities as they arise.
And that's pretty much what youhave to do.
Leonard Lee (11:26):
Yeah, yeah.
Okay.
Well, anything else you want totalk about regarding NVIDIA?
I thought you'd have a lot moreto say or did I just crowd you
out?
Jim McGregor (11:36):
Well, no, you took it down a particular avenue.
Now, NVIDIA is making a big,where NVIDIA also has a strong
presence and we're starting tosee other companies trying to
enter that and use the sameterminology and they term it
physical AI.
And that's really robotics andautonomous machines.
And, while the rest of theindustry is focused on agentic
(11:57):
AI right now, just trying tocreate agents for everyone to
use, they're focused on thatnext step, and that is really
marrying AI to robotics.
It was funny because, we've alldreamed about the house robots
since the fifties with theJetsons and, and all that stuff,
but, this may actually be a timeeither whether it's this year or
by the end of the decade, we'regoing to see robotics take a
(12:20):
leap beyond just, I think themanufacturing floor to being
practical solutions and evenhumanoid solutions.
I was impressed with some of theones I saw at CES.
I was like, wow.
When they're walking up to meand shaking my hand, I was like,
okay, I'm impressed.
Leonard Lee (12:36):
you can underestimate how difficult that
is.
You can't, right?
Jim McGregor (12:42):
Yes, you can't.
It's just a simple thing oftwisting off a bottle cap,
shaking a hand.
Anything that requires somelevel of sensitivity, complex
motion, is very challenging.
But, we took a major step withAI in teaching computers how to
learn.
that translates more to roboticsthan any other application.
Leonard Lee (13:04):
Yeah.
It's interesting.
that handshaking robot, I thinkthe name of the company is, is
it UB name escapes me.
Jim McGregor (13:13):
There were three of them.
Leonard Lee (13:14):
Yeah.
But there was one that didn'twalk up to you.
It didn't have like a head.
It had like this, this strangedonut type of thing as a head.
And it walked up to you and itwould shake your hand, right?
And so I took a video of itposted on, on YouTube and one of
the comments was, so what?
And so all everything you justsaid, I mean, obviously some
(13:37):
people don't appreciate andmaybe don't understand how
difficult it is to makesomething like that happen.
But yes, simple things like thatare tough.
Jim McGregor (13:47):
And when you think about how manual certain
processes still are, like,agricultural, especially when it
comes to, picking fruit orsomething like that's very
delicate, we're in a state whererobots could actually physically
do that now,
and
we could overcome, and that's an area where we have
a huge area of labor shortage.
not to mention health care,where we have a labor shortage,
there are a lot of verypractical applications where
(14:09):
having a humanoid or humanoidtype robot, or at least having
those kind of capabilities, isgoing to play a huge, a huge
factor.
So, I think it's.
Incredible to watch.
Leonard Lee (14:23):
Yeah.
and you know, I wouldn't givethe folks doing a gentic AI
stuff a hard time though,because I'm trying to renew my
global, global entry and it'sgoing to take 14 months.
And so I think a gentic AI wouldbe really nice.
No,
Jim McGregor (14:40):
no.
I'm just telling you now what'sgoing to happen, especially if
you already have it, is you'regoing to get a message in about
a month that says, Oh, well,you're already pre approved.
yeah, anyway,
it's going to come it's happened to myself and
everyone else.
Leonard Lee (14:57):
yeah.
Okay.
so anything else on Nvidia?
Because I want to pick yourbrains on other things because a
lot of stuff happened inFebruary and I'm sure.
Let's move on.
Let's move on.
Jim McGregor (15:07):
always gonna be top of stack,
Leonard Lee (15:08):
Yeah, yeah.
Okay.
the one thing that I want youto, respond to or share your
reactions to slash thoughts,this stuff about the Nvidia
Intel split, right?
And Broadcom, Broadcom and,TSMC.
The whole deal that's going onright now, or the rumors
Jim McGregor (15:27):
first off, that won't go through.
It will not go through becauseyou've got two foreign entities
that the U.
S.
government's never going toapprove, especially when they
have investments there andIntel's designated as one of
those critical suppliers.
So that won't go through.
and I quite honestly, I thinkthe.
Even the proposal of doing itthis time is still a foolish
mistake.
(15:48):
I think you need intelespecially as it's where it's
developing its foundry servicesAnd getting its product strategy
back on back on track.
You still need it as a combinedentity at this point in time.
I think separate your you're,you're not only, hamstringing
the entities that used to beIntel, but also the companies
(16:09):
that acquire them.
And I think that's the biggestchallenge.
Leonard Lee (16:11):
Yeah.
Yeah.
And quite simply, in my view,you are, you're killing off the
leadership dynamic, and whodon't see that, you're doing the
US industry, semiconductorindustry and the objectives of,
achieving us.
Technological leadership inmanufacturing, you're
(16:31):
undermining it.
And unfortunately, there's a lotof folks out there who are
advocating for it.
And I think it's highlymisguided.
yeah,
yeah.
Oh, no, I'm dangerously slowbecause I, the thing is that we
can't forget that Intel has ahuge ecosystem.
There are a lot of differentindustries.
(16:52):
Telco, we're going to, we'regoing to MWC next week.
Telco, industry, you want totalk about O RAN, Open RAN,
right?
A lot of it is x86.
Intel bound, right?
And you start messing with that.
You mess with a lot of strategictechnologies and themes that, at
(17:15):
the moment cannot be hobbled.
If you do that, just because youwant to.
Make some quick buck on, bankingfees or whatever M and a
transaction fees, you're reallydoing a disservice.
I mean, there's a bigger picturehere.
That really needs to berecognized.
it's just something that reallybothers me, Jim.
(17:35):
So I'm glad that you and I areon the same page with this and
I'm sure that Carl is as well.
Jim McGregor (17:40):
And the biggest thing you have to consider is
Intel's value as a whole.
the entire industry in terms ofR and D, they have the largest R
and D budget of, I know, andthey continue to invest in quite
honestly without them.
the entire industry wouldn't bewhere it is today.
and a lot of that is still tiedtogether, extends from deep
(18:00):
product technologies like, laserbased, optics too.
silicon optics and to,neuromorphic computing to,
manufacturing to semi inert toprocess technologies and,
transistor designs andeverything else.
Losing that right now.
well, first off, you can'treally separate the two right
now.
And I think that it'd be a hugeloss.
(18:22):
Unfortunately, wall street hasalways undervalued.
I think R and D.
Leonard Lee (18:28):
And I think that's shooting and shooting the
industry in the foot.
My personal opinion.
okay, so good.
Hey, we agreed on something.
I think we agree on a lot morethan we'd like to admit, but,
oh, the other thing, youprobably wanna talk about ARM
and their new announcement,right?
You and I are on the call.
No.
(18:49):
Which, well, when is this?
You?
the Edge, edge AI iot?
Yes.
Yeah, yes.
Well,
Jim McGregor (18:58):
they are putting together a platform, more
competitive.
It's what really amazes me aboutthe announcement that they've
made right now is the fact thatthey're bringing down.
They basically broken thebarrier between their A class,
which is the application CPUcores and the M class, which are
the embedded microcontrollercourse.
(19:18):
So they've broken that barrierto where they overlap now, so it
now comes down to a systemdesign option of, you need, do
you need on board memory, like amicrocontroller, what do you
need, what's your power budget,it really gets down to where
it's broken the barrier betweenan MCU and an MPU.
(19:39):
And I think that's the biggestpart of the announcement for me,
to come out with the A320, whichis the most power efficient A
class core they've ever come outwith, which can still do high
level applications and operatingsystems.
And they're also announcing,obviously a kind of revision of
(20:00):
Ethos, their AI core, which ismostly for embedded
applications.
they're still targeting theircore market, which is at an IOT
segment, and I think they, theyreally.
it's funny because you might saythey're creating more
complexities for designers tofigure out what they want to
use.
Yeah,
but this really, I think, breaks down that barrier
(20:23):
between the microcontroller andthe processor.
And I think that's really goodfor a lot of designers.
Leonard Lee (20:28):
Yeah, and, it might just be, ARM tuning into sort of
this trend where you do have,power efficient.
AI compute, if you will, or edgeAI, now, making its way further
out toward the very edge of theedges out there.
And, I think that's also anotherthing that, Qualcomm's
(20:50):
recognized for quite some time,or at least that's a core part
of their strategy, which leadsus to dragon wing.
Right.
What did you think about that?
They, we're inspired by curiousresearch purple.
Well,
Jim McGregor (21:06):
first off, I've been encouraging them to break
off a separate brands fordifferent markets for over five
years.
ever since they introduced theirautomotive product line, I think
they need a little bit morebrand diversification to
separate that out And stickingwith at least dragon in the
title, I think helps create thatrecognition and they really need
(21:27):
to do that.
they've always had thephilosophy of mobile first And
that's fine.
And that's good because itreally shows our commitment to
low power, and focus on,performance efficiency.
However, especially as they'vegotten into these other markets,
they do have to invest not justin that low power, but in
specially technologies for eachdifferent product area, whether
(21:47):
IOT or networking or, even datacenter.
So I think that helps establishthe fact that yes, this isn't
we're not just a smartphonecompany.
We are focused on the marketsand we do recognize that, both
our investment in R& D and ourinvestment in our brand should
should recognize that.
Leonard Lee (22:09):
Yeah, and that point on R and D, I think that's
1 of the, I mean, the leadershipthat they have in a lot of
different categories in as wellas wireless connectivity.
I think those are the thingsthat really positioned them.
Well, and I think what we'reprobably going to see, and this
might take time because you, asyou know, these brownfield IOT
(22:31):
environments, across differentindustries tend to stick around
for a really long time, right?
what I'm going to be interestedin seeing is how, the industry,
you know, players like Qualcomm,ARM, NXP, others, can take this
edge AI theme and then changethe thinking about, what these.
(22:52):
Edge, IOT, industrial systemslook like, right?
Because fundamentally there hasto be a re architecting of, away
from what you might considerlegacy to this new 1 where, the
infrastructure is going to lookdifferent.
the system deployments are goingto look different and the way
(23:13):
that you.
Place, compute and data is goingto be different and that's kind
of a heavy lift.
You know what I'm saying?
So how all of these guysmaneuver into this future vision
they have of, a transformed,industry is going to be really
interesting.
It's going to be a toughjourney, I think, for a lot of
(23:35):
these guys.
Jim McGregor (23:36):
AI was kind of awkward for the IOT and embedded
segments because it's kind oflike bolt on.
And that's what a lot ofcompanies, especially startups
were kind of proposing.
Okay, you've got yourmicrocontroller, you got your
microprocessor unit, you bolt onthis accelerator, blah, blah,
blah.
It doesn't work when you'redealing with form factor, cost,
power, efficiency issues.
You need a holistic solution.
(23:57):
So you have to start with AI inmind.
Yeah.
Qualcomm, for example, isprobably the best company we
know of at heterogeneouscomputing.
Leonard Lee (24:06):
Yeah.
Jim McGregor (24:06):
Elements that they can, different compute elements
they can put on a chip.
It's phenomenal and make itreally powerful.
Synaptics is doing a good jobwith some of their new products.
NXP, Microchip, Renesas, ST, areall good at doing certain
things.
But definitely the generation ofproducts we have to see have to
be designed.
(24:27):
from AI from the start and theyhave to have this heterogeneous.
Architecture to be able to doit.
More importantly, though, Ithink we need kind of open
platforms to be able to developthe solutions on because seeing
also is that everyone has theirown tools.
Everyone has, you know, theirown platforms and you have to
(24:47):
optimize for the platform.
That doesn't work fordevelopers.
You really need OpenStandard.
Synaptics is one that's tried tocreate, they've tried to offer
theirs as an OpenStandard.
And there's other companiestrying to do that too.
But there's not one out there atthis point in time.
So it's going to be, I thinkit's still going to be a
(25:08):
challenge for a while for theembedded market.
But you're starting to see thelights go on.
That's the good news.
I think the most important thingto talk about is the fact that
all the things we have comingup.
Several major events coming upwhere we're going to see a ton
of announcements Some havealready come out this week prior
to mobile world congress andembedded world, but there's
going to be a lot more coming Wehave mobile world congress in
(25:29):
barcelona.
We have Embedded world innuremberg the following week.
We have gtc In san jose, thereis an IBM event that there's OFC
Intellivision and, MediaTekevent all the week after that.
It's a crazy time.
Leonard Lee (25:47):
Yeah, it is.
Jim McGregor (25:48):
It's the semiconductor spring.
Leonard Lee (25:53):
I haven't had a break.
You can't live with that 100.
Yeah.
Yeah.
yeah.
And, I'll be joining you in manyof those.
And especially next week at MWC,right?
So, yeah, it's going to beinteresting.
AI RAN probably going to be abig topic.
let's see how that shapes up.
I think it's still really earlyfor that stuff.
(26:15):
but, yeah, a lot of my focusthere from, a chip standpoint.
Or a semiconductor standpoint isgoing to gravitate around,
accelerators for, Problems tosolve today, right?
Not like a re architecting ofthe RAN or, that stuff I think,
is going to take some time, butwhat are some of the things that
(26:36):
you're going to be lookingforward to next week?
Jim McGregor (26:38):
a lot of discussion around O RAN and AI
RAN, as well as 5G advanced, 6G.
I think we're going to see morearound some of the.
other type of mobileapplications and mobile devices.
Yeah, there's, I did note thatthere's a number of robotics
companies that are going to bethere.
So it's kind of a mixture of alot of different things.
(26:59):
I think there's going to be abig focus though, on that core
network and the, wirelessnetwork architecture going
forward.
Leonard Lee (27:06):
Yeah, you mentioned core network that that 1 is
really important, especially,the transition to stand alone.
Right?
which is progressed a lot slowerthan the industry has hoped, but
I think the, the timing isactually really good now, before
it probably it didn't make sensefor a lot of operators.
(27:28):
And so, yeah, we'll have todefinitely get together.
either in Barcelona, if we havetime, because, it's going to be
just, a mad schedule.
for me, I'm sure you as well,but definitely let's do a recap
when we, get back, at the least.
Right?
If not, we'll hang out there andtry to do something live in
(27:48):
Barcelona over some, Rio, Wineand, Sangria
Jim McGregor (27:53):
and tapas.
Leonard Lee (27:54):
Sangria and tapas.
Jim McGregor (27:56):
What country are you going to?
I'm going to Spain.
Sangria and tapas.
Come on.
Leonard Lee (28:03):
it looks like you have Spain in the background
there.
It's beautiful.
Jim McGregor (28:07):
It's a very similar climate.
Leonard Lee (28:09):
Yeah, yeah.
That's my backyard.
That's your backyard?
Yeah, that's my backyard.
That's incredible.
That's crazy.
Jim McGregor (28:19):
I live on 120 acres and border 640 acres of
open state land.
Leonard Lee (28:24):
Wow.
Wow.
you're a genuine Ben Cartwright.
Kind of remember that.
Yes.
I'm old.
Yeah, you watch the show toolittle Joe So, hey, let's wrap
(28:48):
it up, I got to get on anothercall in a little bit so hey Jim
Thanks for jumping on sharingyour perspective I think it was
a really good conversation.
I'll be at a short one.
but Hey, everyone, thanks fortuning in.
Remember to follow, next curveand curious research, follow the
podcast here, which we call aSilicon futures on, YouTube, as
(29:12):
well as on buzzsprout, take uson your hike, your daily commute
and keep in touch and stay tunedinto the tech and industry.
Insights that matter until nexttime, Jim, we'll see you
actually.
I'm going to see you inBarcelona.
So have a safe travel and lookforward to catching up over
(29:35):
dinner.
You too.
Thank you very much.
All right, take care ofeveryone.
Cheers.
Popular Podcasts
On Purpose with Jay Shetty
I’m Jay Shetty host of On Purpose the worlds #1 Mental Health podcast and I’m so grateful you found us. I started this podcast 5 years ago to invite you into conversations and workshops that are designed to help make you happier, healthier and more healed. I believe that when you (yes you) feel seen, heard and understood you’re able to deal with relationship struggles, work challenges and life’s ups and downs with more ease and grace. I interview experts, celebrities, thought leaders and athletes so that we can grow our mindset, build better habits and uncover a side of them we’ve never seen before. New episodes every Monday and Friday. Your support means the world to me and I don’t take it for granted — click the follow button and leave a review to help us spread the love with On Purpose. I can’t wait for you to listen to your first or 500th episode!
24/7 News: The Latest
The latest news in 4 minutes updated every hour, every day.
Crime Junkie
Does hearing about a true crime case always leave you scouring the internet for the truth behind the story? Dive into your next mystery with Crime Junkie. Every Monday, join your host Ashley Flowers as she unravels all the details of infamous and underreported true crime cases with her best friend Brit Prawat. From cold cases to missing persons and heroes in our community who seek justice, Crime Junkie is your destination for theories and stories you won’t hear anywhere else. Whether you're a seasoned true crime enthusiast or new to the genre, you'll find yourself on the edge of your seat awaiting a new episode every Monday. If you can never get enough true crime... Congratulations, you’ve found your people. Follow to join a community of Crime Junkies! Crime Junkie is presented by audiochuck Media Company.