Send us a Text Message.

One of the biggest items to hit the tech news cycle last week about this time was word that NVIDIA's Blackwell GPUs and associated systems, in particular, their GB200 NVL72 GenAI supercomputing systems would be delayed. There was a lot of confusion about what that meant and the industry and markets took a week to make sense of things.

I had the chance to finally get Dylan Patel, Chief Analyst and Founder of SemiAnalysis on my show to talk about the research note "Nvidia's Blackwell Reworked - Shipment Delays & GB200A Reworked Platforms
" that he and his team dropped last week that provided detail on what that "delay" means. You don't want to miss out on this chat.

LINK TO RESEARCH NOTE 👉

Dylan and I also had an opportunity to just catch up and talk about the present and future of generative AI and what I call (apparently I'm the only one) GenAI supercomputing. There is a little for everyone who is or thinks they are in "AI".

Dylan and I cover the following agenda:

🎱 Mic check (1:45)
🎱 A 1-year retrospective on GenAI (4:20)
🎱 The state of GenAI supercomputing - What's got you excited, Dylan? (8:22)
🎱 Huang's Law and the GenAI supercomputing scaling wall (21:18)
🎱 The Blackwell "Delay" What is it and why or why will it not matter? (25:44)
🎱 Where do you see GenAI supercomputing going? (40:13)

I will be dropping the podcast on the neXt Curve reThink Podcast subscribe here at be notified when the podcast goes live in the next 24 hours.

🎱 neXt Curve reThink Podcast 👉 "Nvidia's Blackwell Reworked - Shipment Delays & GB200A Reworked Platforms"

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

Check out Dylan Patel and the work of his team at SemiAnalysis at www.semianalysis.com.

Hit both Leonard and Dylan up on LinkedIn and take part in their industry and tech insights. Check out Dylan and the work of his team at SemiAnalysis at www.semianalysis.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.

Send us a Text Message.

Debbie Reynolds of Debbie Reynolds Consulting LLC joins Leonard Lee of neXt Curve on the reThink Podcast to talk about one of the biggest if not the biggest regulatory shoes to drop on "AI". On August 1, 2024, the EU AI Act came into effect and is poised to shape the future of "AI". Wrought in the midst of the AI hype that preceded the current generative AI hype, the new law will present new risks and guardrails for businesses and organizations all around the world as they contemplate the use and commercialization of "AI" technologies and applications. There is little doubt that companies big and small will be beleaguered to figure out what compliance and implications of the EU AI Act will mean for them.

Leonard and The Data Diva parse through the bits and pieces of the EU AI Act that matter:

• What’s the EU AI Act about and how and why did it come about? (2:47)
• What are the implications of the EU AI Act on businesses & "Big Tech"? (17:35)
• What does the EU AI Act mean for "AI" innovation & global competition? (29:55)
• How will the EU AI Act impact the future of Gen AI? (38:20)

Connect with Debbie Reynolds at www.debbiereynoldsconsulting.com

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

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.

Send us a Text Message.

Mario Morales, GVP of Semiconductors, Storage and Enabling Technologies of IDC joins Leonard Lee of neXt Curve jump on a reThink Podcast to catch up on the state and outlook of the semiconductor industry. They also touch on some of the hot topics that are shaping the market and the industry landscape at a time when GenAI super-computing is having an overwhelming influence on the industry and tech overall.

Mario and Leonard cover the following agenda:

• Mario’s state of the semiconductor union address (3:20)
• The risk of a GenAI-induced glut and where GenAI could go for ROI (7:20)
• The Apple Intelligence GenAI monkey wrench (15:10)
• Mario's take on the Intel situation - Too much, too late? (17:15)
• Mario & Leonard debate the future of GenAI super-computing (30:23)
• The GenAI super-computing digestion challenge (35:40)
• The state of memory and the outlook according to Mario (38:30)
• What does Mario think about the AI PC and where it is going? (42:13)
• Mario and Leonard try to make sense of the NPU on PC (46:20)

Hit both Leonard and Mario up on LinkedIn and take part in their industry and tech insights. Check out Mario and his team's research 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.