The neXt Curve reThink Podcast
The official podcast channel of neXt Curve, a research and advisory firm based in San Diego founded by Leonard Lee focused on the frontier markets and business opportunities forming at the intersect of transformative technologies and industry trends. This podcast channel features audio programming from our reThink podcast bringing our listeners the tech and industry insights that matter across the greater technology, media, and telecommunications (TMT) sector.
Topics we cover include:
-> Artificial Intelligence
-> Cloud & Edge Computing
-> Semiconductor Tech & Industry Trends
-> Digital Transformation
-> Consumer Electronics
-> New Media & Communications
-> Consumer & Industrial IoT
-> Telecommunications (5G, Open RAN, 6G)
-> Security, Privacy & Trust
-> Immersive Reality & XR
-> Emerging & Advanced ICT Technologies
Check out our research at www.next-curve.com.
The neXt Curve reThink Podcast
What Does AMD + ZT Systems Mean? (with Jack Gold)
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.
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