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neXt Curve's Leonard Lee was invited on a tour of Ericsson's booth at MWC 2025 Barcelona with VP of Strategy, Oliver Buschmann. Oliver takes Leonard on a journey from the Aduna, network APIs, differentiated connectivity, to programmable networks, to the topic of 5G monetization.

Many thanks to Ericsson for the booth tour and inviting neXt Curve to share our insights into the future of the industry and the opportunities amassing behind 5G SA.

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This was one of the highlights of MWC 2025 for neXt Curve. Leonard Lee, Executive Analyst of neXt Curve, was invited by Ericsson to have chat with one of the industry’s tech luminaries, Erik Ekudden, CTO of Ericsson. It was great to get the essence of our ongoing conversations about the industry, tech leadership, and the reinvention of the network in a 5G era and beyond.

Erik and Leonard hit on some serious topics important to the industry with a nice mix of levity. We didn’t know where the conversation would go but we knew we had to start with a view on where we are with 5G.

It’s really time to unleash the backlog of 5G technologies waiting to deliver on the promises of 5G yet unrealized which I have been advocating in neXt Curve for a least two years now.

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Karl Freund of Cambrian-AI Research, Jim McGregor and Francis Sideco of TIRIAS Research joined me on a neXt Curve reThink Podcast to recap NVIDIA GTC 2025 from the Signia Hilton Hotel in San Jose on the third day of the event.

This episode covers:
➡️ Key impressions from NVIDIA GTC 2025
➡️ NVIDIA's evolving identity
➡️ NVIDIA's moves widening the lead in AI supercomputing
➡️ NVIDIA's broadening AI computing portfolio and the software stack
➡️ The NVIDIA philosophy of "more is more"
➡️ Synthetic data, digital twins, and robotic training
➡️ Jensen's jacket and more!

Hit Leonard, Jim, Francis and Karl up on LinkedIn and take part in their industry and tech insights.

Check out Karl and his research at Cambrian AI Research LLC at www.cambrian-ai.com.

Check out Jim and Francis and their 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.

Make sure to follow me here on LinkedIn and hit that 🔔 at the top of my profile for a constant diet of the tech and industry insights that matter.

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Peter Jarich, Head of GSMA Intelligence at GSMA Intelligence, and Chetan Sharma of Chetan Sharma Consulting joins Leonard Lee of neXt Curve to recap the mobile industry event of the year, Mobile World Congress 2025.

This year, MWC drew over 109,000 attendees and almost 3,000 exhibitors who packed the Fira Gran Via for another post-pandemic year to match an attendance record set in 2019. So, what mattered at the otherwise overwhelming event?

Peter, Chetan, and Leonard touch on the following topics:

• Key impressions from the event. What was different from last year?
• What were the key themes for MWC 2025?
• What technologies and applications stood out at MWC 2025?
• Peter, Chetan, and Leonard give their takes on:
  • Metaverse,
  • Generative AI & Agentic AI
  • AI-RAN
  • Open Gateway & Aduna
  • 5G & 6G
  • Private 5G
  • Open RAN and Squid Game Season 1
  • Geopolitics of global telco
• Where does the trio think that we will land at MWC 2026?

Remember to like, subscribe to the neXt Curve reThink YouTube channel. Also, follow neXt Curve by subscribing at www.next-curve.com.

Check out Chetan Sharma, his research and thought leadership at www.chetansharmaconsulting.com.

Check out Peter Jarich and GSMA Intelligence at www.gsmaintelligence.com.

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Welcome to the neXt Curve reThink series that focuses on the present and the future of mobile wireless technologies and industry - The Radio to the RIC.

In this installment of the Radio to the RIC series, Leonard and Earl and special guest, Marc Pous, the IoT Giant, provide their full recap of their puts and takes from Mobile World Congress 2025 held in Barcelona. The trio just finished grueling week of analyst briefings, interviews, dinners, and receptions settling at Fonda Peppa, a wonderful restaurant by a Michelin-star chef to enjoy good food and drink while synthesizing thoughts on the key takes and insights from #mwc2025

The trio talk about:

* (3:11) Initial impressions
* (8:02) What is the state of AI-RAN? Is it Open RAN Season 2?
* (12:51) Has GenAI hype been hiding good stuff happening in AI for telco?
* (15:54) The year of some strange geopolitics that trouble the industry
* (19:02) 10 years of IoT Stars! Congrats!
* (23:18) A MWC 2024 retrospective. How did we do?
* (30:29) The GSMA seems to have learned its lesson - Connectivity First!
* (37:11) Where will we land at MWC 2026?
* (44:56) Delusions of grandeur

Feel free to comment and share your disagreement and argumentation. We are happy to learn from you.

Remember to like, subscribe to the neXt Curve reThink YouTube channel. Also, follow neXt Curve by subscribing at www.next-curve.com.

Check out EJL Wireless Research at www.ejlwireless.com and contact Earl Lum for his new Radio report.

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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.

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Karl Freund of Cambrian-AI 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. Karl and Leonard share their thoughts on the state of NVIDIA and their Q4 25' earnings call.

This episode covers:

➡️ Karl's initial impressions from the NVIDIA Q4 25' earnings call (2:31)

➡️ The DeepSeek factor: factored in or not? (6.00)

➡️ The distilled future of AI: cheaper tokens, more models (10:03)

➡️ How will the gravity of AI computing shift and can NVIDIA shift? (11:21)

➡️ The diverging economics of AI supercomputing (16:50)

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

Check out Karl and his research at Cambrian AI Research LLC at www.cambrian-ai.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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Welcome to the inaugural episode of the Work n' Play Tech Series of the neXt Curve reThink Podcast, the series that brings you deep tech and industry analysis on the world of consumer and commercial devices and services. This podcast is geared toward enterprise IT and consumers looking for industry and tech trends that will matter as they choose, implement, and manage technologies for organization and/or personal utility and entertainment.

The Work n' Play Tech Series is co-hosted by Leonard Lee, Executive Analyst at neXt Curve, Anurag Agrawal, Chief Global Analyst at Techaisle, and Prakash Sangam, Principal Analyst at Tantra Analyst.

In this inaugural episode, the hosts discuss the headline trend of 2024, the AI PC. How did it start, where are we today, and where do we think we are going. The hosts also provide their impressions of several AI PCs they have been recently testing including:

💻 Lenovo's X1 Carbon Gen 13 Aura Edition (powered by Intel's Core Ultra Series 2 Lunar Lake)
💻 Lenovo's Yoga Slim 7x (powered by Qualcomm's Snapdragon X Elite)
💻 Dell's XPS 13 (powered by Qualcomm Snapdragon X Elite)
💻 Samsung Book4 Elite (powered by Qualcomm Snapdragon X Elite)
💻 Apple MacBook Air 15" (powered by Apple Silicon M2)

The gang touch on the following topics on the subject of the AI PC:

➡️ Introducing co-hosts Anurag Agrawal and Prakash Sangam (2:07)
➡️ Introducing the Work n' Play Series on neXt Curve's reThink Podcast (3:20)
➡️ The gang kicks off Episode 1 with the AI PC (4:07)
➡️ What is the state of the AI PC and where is it going? (6:50)
➡️ The AI PC in a state of "experimentation" & discovery (11:13)
➡️ Is the AI PC and GenAI finding a home with creators? (16:04)
➡️ The outlook for the big AI PC refresh super cycle (20:24)
➡️ What are the differentiated use cases for the AI PC? (21:08)
➡️ The cost benefit analysis of upgrading to AI PC (25:38)
➡️ Key AI PC takeaways & highlights from CES 2025 (28:50)
➡️ AI PC Reviews & favorites from Lenovo, Dell, and Samsung (36:15)
➡️ Agentic AI on AI PCs and beyond? (46:05)

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

Check out Anurag and Techaisle at www.techaisle.com.
Check out Prakash and his research at Tantra Analyst at www.tantranalyst.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.