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In this special episode of neXt Curve's reThink Podcast, Prakash Sangam, Principal Analyst at Tantra Analyst joins Leonard Lee to cover the top stories in tech.

Qualcomm and Arm were back in court last week. This time Qualcomm is the plaintiff bring a wide-ranging case to a jury in Wilmington, Delaware, which could shape the future of Arm core IP licensing going forward with not only Qualcomm, but the massive base of licensees who depend on Arm's core IP.

Prakash Sangam, Principal Analyst of Tantra Analyst was once again in person in Wilmington to witness the action in the courtroom. He joins Leonard Lee to discuss the highlights, the jury verdict, and the implications as the case awaits the bench ruling anticipated in the coming week.

Prakash and Leonard talk about the following topics and highlights:

➡️ Trial Setup and Background (1:01)
➡️ How Jury and Bench Trials Work (2:43)
➡️ Verdict Overview Three Key Questions (4:21)
➡️ Claim One: ALA Breach Explained (5:36)
➡️ Claim Two: TLA Offer Dispute (7:06)
➡️ Claim Three: Interference and UCL (9:29)
➡️ Meta Relationship and Sealed Testimony (14:00)
➡️ ALA vs TLA Licensing Basics (16:53)
➡️ Industry Shift Arm and Qualcomm Collide (18:34)
➡️ Why UCL Ruling Matters Next (23:56)
➡️ Meaning Of One Dollar (25:28)
➡️ Bench Trial Loose Ends - Liquidated Damages, V10 Licensing, and UCL (28:20)
➡️ Timeline And Appeals (32:44)
➡️ Industry Shifts And Stakes (34:50)
➡️ AI Brings CPUs Back (37:44)

If you would like to set up a meeting, connect with Prakash Sangam at www.tantraanalysis.com.

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.

NOTE: The transcript is AI-generated and will contain errors.

DISCLAIMER: This podcast is for informational purposes only.

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"From the Radio to the RIC" is a podcast series covering mobile wireless technologies and the AI-evolution of the mobile infrastructure and computing.

In this special episode of "From the Radio to the RIC", Leonard meets up with Patrick Lopez of {Core Analysis} have an impromptu conversation on the final day of TM Forum's Innovate Americas 2026 event, which took place in Plano, Texas.

Patrick and Leonard talk about the following topics and highlights:

➡️ Don't call me an influencer! (0:31)
➡️ TM Forum Innovate Americas 2026 intro. (2:12)
➡️ Patrick's key impressions and takes (3:08)
➡️ Trust is a big theme. (5:19)
➡️ The state of network automation with agentic AI. (5:57)
➡️ The great data and storage problem. (7:12)
➡️ The ubiquity of the trust priority. (8:43)
➡️ A sobering throwback to practical AI & automation. (9:51)
➡️ What is trust? What does it mean? (12:40)
➡️ The trust gradient. (13:52)
➡️ TM Forum's first trust hackathon. (16:41)

If you would like to set up a meeting, connect with Patrick Lopez at www.coreanalysis.ca.

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.

NOTE: The transcript is AI-generated and will contain errors.

DISCLAIMER: This podcast is for informational purposes only.

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"From the Radio to the RIC" is a podcast series that is a collaboration between Earl Lum of EJL Wireless Research and Leonard Lee of neXt Curve covering mobile wireless technologies and the AI-evolution of the mobile infrastructure and computing.

In this episode of "From the Radio to the RIC", Earl and Leonard talk about the following topics and highlights:

➡️ The state of the RAN market in H2 26 and beyond. (2:40)
➡️ The perennial 5G monetization mystery. (7:52)
➡️ Closing the book on the Open RAN Squid Game. (14:26)
➡️ Ericsson Industry Analyst Day 2026 recap reflections. (17:20)
➡️ An industry trying to figure out physical AI. (22:59)
➡️ Critical communications, ISAC and the future of 6G. (28:18)
➡️ Will 6G networks be shared infrastructure? Why? (33:37)
➡️ Are global network APIs in a better place? (39:08)
➡️ The state of AI-RAN. (42:45)
➡️ The state of telco in space and NTN. (50:13)
➡️ The myth that SpaceX will destroy telco operators. (53:04)
➡️ Nokia partners with ICEYE for sovereign space. (57:26)

If you would like to set up a meeting, connect with Earl Lum at www.ejlwireless.com and Leonard Lee at www.next-curve.com.

Make a request through our respective request forms.

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.

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Silicon Futures is a neXt Curve reThink Podcast series on AI and semiconductor tech and the industry topics that matter.

This month, Leonard, Karl, and Jim unpack the hottest takes from Qualcomm's Snapdragon Summit 2026, AI Infrastructure Summit, the Bank of NVIDIA, the Open Agent Safety Platform, the emergence of EUV High-NA, and more!

We break down the AI and chip trends that matter! Tune in!

In this episode, Leonard, Karl and Jim talk about....

➡️ Jim sets the agenda for our September 2026 talk. (1:58)
➡️ The Bank of NVIDIA throws its money around. (4:13)
➡️ Qualcomm's AI DC confidence at Snapdragon Summit. (4:35)
➡️ How HBC (High Bandwidth Compute) scales to mobile. (7:17)
➡️ Snapdragon 8 Elite and 8 Elite Extreme mobile SoC review. (9:28)
➡️ Qualcomm refreshes personal AI with agentic AI. (10:36)
➡️ Qualcomm expands ecosystem with healthcare. (11:19)
➡️ Qualcomm's privacy and trust for personal agentic AI. (11:57)
➡️ Qualcomm's blueprint for personal physical AI. (13:25)
➡️ DEBATE: Is Apple really behind on AI and agentic AI? (14:36)
➡️ To Meta Muse or not to Muse, that is the question. (17:15)
➡️ The growing concern about agentic AI safety. (18:54)
➡️ Are we coming to an AI reckoning? (21:05)
➡️ The asymmetrical fight against AI bad stuff. (23:01)
➡️ TSMC and Samsung pull EUV High-NA trigger. (26:46)
➡️ AI Infrastructure Summit 2026 recap. (28:35)
➡️ NVIDIA partners with D-Matrix for inference AI. (31:59)
➡️ Reclassifying GPU useful life with modernization. (34:12)
➡️ Anderon quantum foundry funded by U.S. and IBM. (35:39)
➡️ IonQ buys Skwater for vertical integration. 36:15)
➡️ The Things Conference & Edge AI. (37:37)
➡️ Ericsson & Nokia on physical AI and Space AI. (38:12)
➡️ Perception AI is the practical frontier of physical AI. (39:25)
➡️ The sobering reality & state of AI-RAN and edge AI. (40:17)
➡️ The funny math and expectations of physical AI. (41:35)

Hit Leonard, Karl, 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 Karl's Substack at: https://substack.com/@karlfreund429026

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 and our Substack (https://substack.com/@nextcurve) for the tech and industry insights that matter.

NOTE: The transcript is AI-generated and will contain errors.

DISCLAIMER: This podcast is for informational purposes only.

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In this episode of the neXt Curve reThink podcast, Leonard Lee is joined by special guest, Prakash Sangam, Principal Analyst at Tantra Analyst, to recap Qualcomm's biggest event of the year, Snapdragon Tech Summit 2026, which took place in Maui, Hawaii.

Prakash and Leonard cover the following topics in their recap of Qualcomm's Snapdragon Summit 2026:

👉 Overview of the Snapdragon Summit program, key themes & impressions. (2:12)
👉 The smartphone takes center stage with Snapdragon 8 Elite Gen6. (4:25)
👉 Personal AI theme expands with agentic AI. (7:15)
👉 Agentic trust in the coming era of agentic commerce. (10:39)
👉 A showcase in heterogeneous AI & agentic computing. (14:50)
👉 Memory architecture changes of the Snapdragon 8 Elite Gen6. (19:54)
👉 Could agentic AI make the NPU matter? (21:28)
👉 Is there a gaming versus AI trade-off? (22:50)
👉 What happened to 5G and modem leadership? (23:50)
👉 HBC (High Bandwidth Compute) scales from data center to smartphone. (24:55)
👉 Qualcomm's personal agentic AI push with Liquid AI.(25:08)
👉 Smart glasses and AI companions. (31:12)
👉 Qualcomm scales healthcare for the Snapdragon wearable ecosystem. (32:10)
👉 Modular makes a case for Qualcomm's heterogeneous AI strategy. (34:26)
👉 Qualcomm introduces dev programs to catalyze smart glasses ecosystem. (37:42)
👉 Snapdragon X2 Plus powers latest Surface and Lenovo IdeaPad Vibe. (39:20)
👉 Is Googlebook Qualcomm's AI PC moment? (41:02)
👉 The operating system is the on-device agentic AI platform. (46:39)
👉 Manchester United Surface and back-of-shirt partnership with Microsoft. (51:22)

Check out Prakash Sangam and his research at Tantra Analyst at www.tantraanalyst.com. Also check out the Tantra's Mantra Podcast.

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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Silicon Futures is a neXt Curve reThink Podcast series on AI and semiconductor tech and the industry topics that matter.

This month, the world of AI and semiconductors has gone truly mad. Drama and volatility are the only ways to describe what we witnessed in July with AI agent swarms going rogue, a frantic effort to save open-weight models from being banned by the U.S. government, and AMD coming to market with their first rack-scale AI supercomputing system to take on NVIDIA's dominance.

In this episode, Leonard, Karl and Jim talk about some of the top headlines from July of 2026.

➡️ AMD Advancing AI 2026 highlights (3:47)
➡️ AMD + Cerebras partnership for inference AI (4:18)
➡️ AMD's strategy for heterogeneous AI inference compute (7:04)
➡️ AMD touts CPU portfolio and diversity for AI (10:34)
➡️ Is agentic AI compute the same as AI training compute? (13:57)
➡️ Is AMD's ecosystem 18-month behind NVIDIA's? (17:29)
➡️ Could ROCm.ai be a CUDA equalizer for AMD? (19:46)
➡️ Are we in the infancy of AI still? (24:54)
➡️ Will closed AI models and labs continue to lead? (26:34)
➡️ AI for security vs. AI for threat actors. Who wins? (33.39)
➡️ Is the gigawatt a good metric for "AI capacity"? (37:57)
➡️ QUANTUM NEWS! IBM acquires HRL Laboratories (43:58)
➡️ What to make of Intel's public commitment to 14A? (43:58)

Hit Leonard, Karl, 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 Karl's Substack at: https://substack.com/@karlfreund429026

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 and our Substack (https://substack.com/@nextcurve) for the tech and industry insights that matter.

NOTE: The transcript is AI-generated and will contain errors.

DISCLAIMER: This podcast is for informational purposes only.

Send us Fan Mail

Silicon Futures is a neXt Curve reThink Podcast series on AI and semiconductor tech and the industry topics that matter.

Leonard Lee (neXt Curve), Karl Freund (Cambrian AI Research), and Jim McGregor (Tirias Research), unpack a dense and drama-filled month in AI and chips.

U.S. AI labs start a whining campaign as Chinese open-weight models threaten the AI world order, NVIDIA resuscitates the AI PC, neoclouds lay out their vision for reinvention, Apple flexes its agentic AI muscle, Qualcomm brings heterogeneous computing to the AI data center game, and much more.

In this episode, Leonard, Karl and Jim talk about some of the top headlines from June of 2026.

➡️ Jim's takes from COMPUTEX 2026 (2:41)
➡️ The agentic workstation and revival of the AI PC with NVIDIA RTX Spark (3:22)
➡️ WWDC 2026: Strike 3 for Apple Intelligence? - (10:25)
➡️ Revisiting Apple's AI strategy (11:20)
➡️ Neocloud takes from Nebius Inflection 2026 (16:03)
➡️ Neocloud and their enterprise pivot play beyond GPUaaS (18:40)
➡️ Leonard's take on Cisco Live! 2026 (21:43)
➡️ The race to reduced the procurement-to-first-token for AI clusters (23:55)
➡️ The great closed AI model drama (26:49)
➡️ The great U.S. AI lab whining campaign (32:00)
➡️ Inflective reflections on Qualcomm's Investor Day 2026 (34:10)
➡️ Qualcomm's Reverse Ricky Bobby move (37:57)
➡️ Qualcomm's hybrid approach to the AI data center opportunity (43:44)
➡️ Apple's dramatic move to raise prices thanks to memory crunch (49:05)

Hit Leonard, Karl, 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 Karl's Substack at: https://substack.com/@karlfreund429026

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 and our Substack (https://substack.com/@nextcurve) for the tech and industry insights that matter.

NOTE: The transcript is AI-generated and will contain errors.

DISCLAIMER: This podcast is for informational purposes only.