neXt Curve

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. ?? WATCH HERE! ?? https://lnkd.in/gKv7pv2s ?? LISTEN HERE! ??https://lnkd.in/gPh-hSt9 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. ? Subscribe to the neXt Curve reThink Podcast on Buzzsprout here: https://bit.ly/43mr2Hm ? Subscribe to the reThink YouTube channel here: www.youtube.com/@nextcurve ? Follow neXt Curve at www.next-curve.com ? Subscribe to the neXt Curve newsletter here: https://bit.ly/3LbXVgZ Forbes Forbes Technology Council Questex telecomhall IoT Coffee Talk EDGE AI FOUNDATION Bloomberg CNBC #gtc25 #nextcurve #agenticai #nvidia #innovation #technology #blackwell #gb300nvl72

Wow! This was not easy. Picking 10 key takes from NVIDIA #gtc25 does not come close to the massive list of takes I had to shortlist. Trust me, there are many more. My NVIDIA GTC 2025 report will be out in summary here on LinkedIn on my LinkedIn newsletter (see below for link or my profile). The full version with analysis of key takes as well as some Easter eggs with be available to clients only. Thanks to the NVIDIA analyst relations team or inviting me. Wonderful program. I appreciate the access. Well done! 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. ? Subscribe to the neXt Curve reThink Podcast on Buzzsprout here: https://bit.ly/43mr2Hm ? Subscribe to the reThink YouTube channel here: www.youtube.com/@nextcurve ? Follow neXt Curve at www.next-curve.com ? Subscribe to the neXt Curve newsletter here: https://bit.ly/3LbXVgZ Forbes Forbes Technology Council Questex telecomhall IoT Coffee Talk Bloomberg CNBC Jon Fortt Matt Hamblen Nitin Dahad #nextcurve #gtc2025 #gtc25 #nvidia #blackwell #agenticai #generativeai

Today is QUANTUM DAY at NVIDIA GTC 2025! CEO Jensen Huang is kicking off the day with a panel discussion that he is moderating with a number of leaders in the quantum universe. Watch how industry analyst settle into their seats at the San Jose Civic Center. It’s quite telling and a must watch. Witness as they make a fuss about a coffee stain, which apparently is one of their key takeaways from GTC 2025! Enjoy! 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. ? Subscribe to the neXt Curve reThink Podcast on Buzzsprout here: https://bit.ly/43mr2Hm ? Subscribe to the reThink YouTube channel here: www.youtube.com/@nextcurve ? Follow neXt Curve at www.next-curve.com ? Subscribe to the neXt Curve newsletter here: https://bit.ly/3LbXVgZ Forbes Forbes Technology Council Questex telecomhall IoT Coffee Talk Bloomberg CNBC Bob O'Donnell Holger Mueller Ashish Nadkarni Richard Windsor Malik Kamal Saadi ABI Research IDC TECHnalysis Research Radio Free Mobile #nextcurve #gtc2025 #gtc25 #nvidia #blackwell #agenticai #generativeai #quantumcomputing #quantum

Today is QUANTUM DAY at NVIDIA GTC 2025! CEO Jensen Huang is kicking off the day with a panel discussion that he is moderating with a number of leaders in the quantum universe. Watch how industry analyst settle into their seats at the San Jose Civic Center. It’s quite telling and a must watch. Witness as they make a fuss about a coffee stain, which apparently is one of their key takeaways from GTC 2025! Enjoy! 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. ? Subscribe to the neXt Curve reThink Podcast on Buzzsprout here: https://bit.ly/43mr2Hm ? Subscribe to the reThink YouTube channel here: www.youtube.com/@nextcurve ? Follow neXt Curve at www.next-curve.com ? Subscribe to the neXt Curve newsletter here: https://bit.ly/3LbXVgZ Forbes Forbes Technology Council Questex telecomhall IoT Coffee Talk Bloomberg CNBC Bob O'Donnell Holger Mueller Ashish Nadkarni Richard Windsor Malik Kamal Saadi ABI Research IDC TECHnalysis Research Radio Free Mobile #nextcurve #gtc2025 #gtc25 #nvidia #blackwell #agenticai #generativeai #quantumcomputing #quantum

I had a moment to ask Jensen Huang about his jacket here at NVIDIA #gtc25. Obviously a privilege to have an opportunity to hear from arguably the most engaging and visionary tech leader of our time. My key take from Jensen. Optimize everything you do. Say no to stuff you don’t need to do. It is apparently the secret to accelerated computing of all its different flavors and colors in NVIDIA’s software and systems/platform portfolio, and their one technology AI stack. Cool! Another keyword and take, foundational. #gtc25 #nextcurve #gb300nvl72 #physicalai Forbes Forbes Technology Council Questex

Thanks to my friends at Lenovo for naming their AI agent after me! His name is Lenny. So cool! Congrats to Linda Yao and her team for putting security and responsible AI first. It’s something that she and the SSG team have put at the forefront of their enterprise AI solutions which Linda shared with me a year ago here at NVIDIA GTC 2024. Many thanks to Jim Coleman for getting way down in the weeds with me to satisfy my techno nerdy curiosity. He’s a rockstar keeping it real! Love it! I’m looking forward to deeper dives with Lenovo’s SSG team as they continue to work with clients make enterprise hybrid AI a reality. #gtc25 #nvidia #lenovo #nextcurve

At Mobile World Congress 2025 in Barcelona, I had the distinct pleasure to have a chat with one of the leading minds in the telco industry, Erik Ekudden, CTO of Ericsson to discuss the state of #5G, which I call the current day detrimentally disregarded critical technology. We touch on the tremendous potential pent up behind the 5G SA wall and the role that network APIs in catalyzing the next era of mobile computing. 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. ? Subscribe to the neXt Curve reThink Podcast on Buzzsprout here: https://bit.ly/43mr2Hm ? Subscribe to the reThink YouTube channel here: www.youtube.com/@nextcurve ? Follow neXt Curve at www.next-curve.com ? Subscribe to the neXt Curve newsletter here: https://bit.ly/3LbXVgZ Forbes Forbes Technology Council Questex RCR Wireless News Fierce Network Stephen Saunders MBE Bloomberg CNBC telecomhall GSMA Peter Jarich Justin Springham, Dan Jones Diana Goovaerts Sean Kinney Mobile World Live Pami Vadher Peter Borsos Cecilia Atterwall #networkapi #5G #5Gadvanced #aduna #ericsson #vonage #camara #innovation #digitaltransformation #nextcurve #mwc25 #mwc2025

It is on! Day 2 of NVIDIA GTC 2025 here in San Jose. We are headed to the SAP Center for the big Jensen Huang keynote. neXt Curve Curve is official and covering all four packed days hanging out in the Industry Analyst Program with my buddy Chetan Sharma of Chetan Sharma Consulting. This is the Taylor Swift of tech concerts about to happen! Check the comments section below from my highlights from GTC 2025! 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. ? Subscribe to the neXt Curve reThink Podcast on Buzzsprout here: https://bit.ly/43mr2Hm ? Subscribe to the reThink YouTube channel here: www.youtube.com/@nextcurve ? Follow neXt Curve at www.next-curve.com ? Subscribe to the neXt Curve newsletter here: https://bit.ly/3LbXVgZ Forbes Forbes Technology Council Questex RCR Wireless News Fierce Network Stephen Saunders MBE Bloomberg CNBC telecomhall Melissa (Mel) Beck - Ruby Cynthia Moffett Kristine Neufeld #gtc2025 #gtc25 #nvidia #nextcurve #blackwell #gpu #keynote