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Leonard, Karl, and Jim attended the AI event of the year, NVIDIA’s GTC 2026. This year, the agentic AI theme went into overdrive with its DeepSeek moment, OpenClaw.

Or was it a ChatGPT moment?

The trio unpacks a deluge of announcements from NVIDIA’s technology stack and across the domain-specific industry and computing solutions that are meeting the agentic AI moment.

In this episode, Leonard, Karl and Jim talk about the top headlines and share their analysis from NVIDIA GTC 2026.

➡️ Staying ahead of the fast-rising tide of AI
➡️ Agentic AI's ChatGPT moment with OpenClaw and NVIDIA's NemoClaw
➡️ NVIDIA pivots its AI data center inference roadmap with Groq 3 LPX for agentic AI
➡️ NVIDIA is innovating at and competing with the speed of light
➡️ NVIDIA is shifting away from GPU-centricity with Groq 3 LPX & Vera CPU systems
➡️ NVIDIA is becoming more than a GPU company. It is heterogeneous!
➡️ NVIDIA claims that it will become a $trillion company by end of 2027! Will it?
➡️ Is NVIDIA GTC becoming more of a VC/Wall Street event than one for developers?
➡️ The continuous reinvention of NVIDIA and its new identity in the age of agentic AI
➡️ NVIDIA's storage play with SDX and the AI infrastructure/factory memory tiers ➡️ The explosion of heterogeneity of computing driven by agentic AI
➡️ Does Jensen know everything, or is he learning as he goes like the rest of us?➡️ NVIDIA is becoming more application and domain specific because of agentic AI
➡️ Clarifying performance & scaling. "More for less" or "more is more"?
➡️ Jensen's Paradox: one-year cadence or extended useful life? Can you have both?
➡️ Agentic FinOps and the economics of agentic AI
➡️ Enterprises need Agentic AI strategy for ROI and for agentic risk/threats
➡️ Did NVIDIA crack the enterprise-grade personal AI nut with NemoClaw?
➡️ Is AI Grid NVIDIA's pathway to AI-RAN or is it an edge fabric for "physical AI"?
➡️ 2025 was a big year for AI infra networking but a light topic at GTC 2026. Why?

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.

DISCLAIMER: This podcast is for informational purposes only.

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neXt Curve had the privilege to have Dean Bubley of Disruptive Analysis, and Andrew Collinson of Connective Insight join us to have an "Unthinkable" recap of Mobile World Congress 2026, which took place in Barcelona, Spain, last week. It's a sequel to their chat with Leonard Lee of neXt Curve in London a couple of days before Ericsson's pre-MWC analyst event that covered many of the key themes that shaped the MWC 2026 agenda.

In this episode, Leonard, Dean, and Andrew give their "unthinkable" takes on the top topics of Mobile World Congress 2026.

➡️ Andrew's "Unthinkable" impression of MWC 2026.
➡️ Dean's "Unthinkable" impression of MWC 2026.
➡️ Making sense of "kinetic tokens" and physical AI.
➡️ Is the nature of the network changing with 6G?
➡️ Making sense of ISAC (Integrated Sensing and Communications).
➡️ Making a case for better 6G use cases.
➡️ Thoughts on OCUDU and GSMA's Open Telco AI initiative.
➡️ Who benefits from all the AI buzzwords?
➡️ Andrew's proposal for healthy thinking!
➡️ Key themes in mobile/telco in 2026...

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

Check out Dean and his research at Disruptive Analysis at www.deanbubley.com.
Check out Andrew Collinson at Connective Insight at www.connectiveinsight.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.

DISCLAIMER: This podcast is for informational purposes only.

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It’s become an annual neXt Curve tradition. A brutally honest recap and reflections on Mobile World Congress with Earl Lum of EJL Wireless Research, and Marc Pous of Edge Impulse, over amazing food, amazing wine, at a hidden, lesser-known culinary gems in the beautiful city of Barcelona - Oido.

This year, the GenAI bulldozer continues to plow through the halls of Fira Gran Via affecting every layer of the mobile industry and ecosystem. Leonard, Earl and Marc test the hype and realities of AI-RAN, network APIs, sovereign telco neocloud, and oldie but goodies, 5G monetization, NTN, and the path to 6G.

In this episode, Leonard, Earl, and Marc talk about some of the top topics of Mobile World Congress 2026.

➡️ Humanoid robots were the biggest distraction of MWC 2026.
➡️ The evolution of "sovereign" infused with defense and national security.
➡️ Is the mobile industry drifting rudderless?
➡️ Will MWC become a physical AI conference?
➡️ The killer AI for the telco/mobile industry!
➡️ rApps and SMO have an agentic heyday!
➡️ 3-years later: The flop that was Copilot for telco.
➡️ The value of simple and boring AI.
➡️ What is 6G? Has anyone figured it out?
➡️ The physical AI for the mobile/telco industry unveiled!
➡️ Uplink steals the 6G and 5G Advanced show at MWC 2026.
➡️ Why is 5G monetization still a mystery?
➡️ What was hot in IoT at MWC 2026?
➡️ The state of telco neocloud. Is it just another Metaverse?
➡️ The brutal reality of connecting the middle of nowhere and weapons guidance.
➡️ Is the data center in space the new "Pigs in Space"?
➡️ What do we expect will be the key themes and topics of MWC 2027?

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

Check out Earl and his research at EJL Wireless Research at www.ejlwireless.com.
Check out Marc at IoT Stars at www.iotstars.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.

DISCLAIMER: This podcast is for informational purposes only.