Send us a Text Message.

AMD recently announced their intent to acquire ZT Systems, a data center systems integrator and ODM based in Secaucus, NJ for $4.9 billion. On the surface, the deal looks like a curious one. Jack Gold, Principal Analyst at J.Gold Associates and tech industry colleague recently posted his thoughts on the nature, the benefits, and the implications of the acquisition. In many ways, this is a move that AMD was not likely to make but it may prove essential in upping their GenAI supercomputing game in their race against NVIDIA.

Jack and I cover the following agenda:

🎱 A little about the AMD + ZT Systems deal (3:13)
🎱 What does it mean for AMD and their play to compete with Nvidia? (9:39)
🎱 How will it impact Intel and others in the GenAI supercomputing race? (16:19)

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.

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

Check out Jack and his research at J.Gold Associates at www.jgoldassociates.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 coin and discuss what we believe will be a new problem that will impact out digital lives and businesses and digital advertising - Synthetic Engagement. Debbie and Leonard talk about how agentic generative AI applications are already flooding GenAI-fabricated engagement on social platforms which will inevitably have impact on the digital advertising and marketing. We ask the question, what are bot-to-bot engagement worth?

Leonard and The Data Diva parse through the implications of Synthetic Engagement that matter:

• What is Synthetic Engagement? (1:50)
• The problem with Agentic GenAI (6:15)
• What is synthetic engagement worth to advertisers? (9:50)
• A coming crisis of authenticity and trust on social platforms (16:46)
• What is the price we should pay for trust? (18:45)
• What are the potential impacts of synthetic engagement on the future of digital advertising and marketing? (24:42)

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.

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 👉 https://www.semianalysis.com/p/nvidias-blackwell-reworked-shipment

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"

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.