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neXt Curve's reThink Podcast focuses on tech and the industry topics that matter.

In this episode, Leonard Lee of neXt Curve is joined by renowned cloud computing thought leader, David Linthicum of Linthicum Research, to talk about the state of cloud and AI along with a recap of our time at re:Invent 2025.

They discuss the current state of cloud computing, particularly focusing on the widespread shift towards AI and agentic AI. David shares his experiences and thoughts on the significant focus on AI infrastructure witnessed at AWS re:Invent 2025. Both Leonard and David delve into the potential pitfalls of overemphasizing AI while neglecting core cloud services, stressing the importance of a balanced approach. They also explore the innovations and the lack thereof in the current cloud landscape and provide insights for what they expect and recommend for AWS in 2026.

Topics that mattered in the AI and semiconductor universe:

🔥 00:48 Background and Experience of David Linthicum
🔥 01:20 Consulting and Career Insights
🔥 03:44 Discussion on Cloud and AI Trends
🔥 04:56 Challenges and Realities of AI Adoption
🔥 14:52 Advice for Enterprises on AI Strategy
🔥 17:54 The Hype of Technology Providers
🔥 18:58 Reinventing Thought Leadership
🔥 19:20 AWS and the AI Overcorrection
🔥 19:47 Innovation and Core Business Focus
🔥 21:42 Missed Opportunities and Future Directions
🔥 24:06 AWS's Industrial Footprint
🔥 27:47 Recommendations for AWS 2026
🔥 33:00 Technical Debt and Modernization

Hit Leonard, David up on LinkedIn and take part in their industry and tech insights.

Check out David Linthicum at www.davidlinthicum.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 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.

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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 this mega catch-up recap episode, Leonard, Karl and Jim talk about some of the top headlines from September through November of 2025.

00:31 Industry Updates and Conferences
03:14 Quantum Computing Insights
07:08 AI and Data Center Evolution
10:14 Google's TPU Strategy
19:39 Intel's Manufacturing Advances
22:13 High NA Integration in Manufacturing
22:57 Intel's Strategic Decisions and 6G
24:05 US Manufacturing Capacity and Challenges
26:58 Nvidia's AI Roadmap and Market Position
29:26 Nvidia's Investment in Synopsys
31:16 Nokia and Nvidia's 6G Partnership
35:51 Google's AI Advancements with TPU
42:51 Qualcomm's AI Infrastructure
43:46 Micron's Memory Innovations

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.

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It’s time for the biggest cloud and AI event on the planet! AWS re:Invent 2025 is about to kick off.

Leonard Lee of neXt Curve caught up with Jo Peterson, Principal Analyst at ClearTech Research, to share our predictions for the present and future of cloud and AI computing just before we stepped into the analyst pre-brief a day before AWS CEO Matt Garman’s keynote.

Last year, Matt Garman led with cloud and security. Will AWS hold to the foundation of their business in a year of subdued enterprise AI adoption, or will they go all in on AI, AI, AI?

Hit Leonard and Jo up 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 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.