5G RoI concerns & what CSPs should do - Advice from IBM GM
Tantra's Mantra with Prakash Sangam
Release Date: 01/20/2023
Cadence on EDA Tools, Super Computing 24 announcement, Collaboration with Nvidia and beyond
Tantra's Mantra with Prakash Sangam
Electronic Data Automation (EDA) Tools and their providers, like Cadence, are not widely known but play a critical role in the semiconductor industry. In the episode, I talk to Rob Knoth, Group Director of Strategy and New Ventures at Cadence, about the EDA Tools ecosystem, the company's announcements at the Supercomputing 2024 event, its symbiotic relationship with AI powerhouse Nvidia, application of EDA tools beyond semiconductors and more.
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Ericsson Analyst Conference - Recap & Analysis
Tantra's Mantra with Prakash Sangam
Ericsson held its Analyst Conference on Nov. 7, 2024, at its D-15 Labs Innovation Center in Santa Clara, CA. It was a packed event with many interesting sessions with speakers from Ericsson and scores of its partners, including Verizon, AT&T, T-Mobile, Meta, AWS, Google Cloud, Dell, Intel, and others. The theme of the event was "Programable High Performance Networks." As expected, the emphasis was on programmability, to scale the network up and down to make it fit the use cases, network scenarios, apps, and service needs. In this episode, Leonard Lee of Next Curve and I discuss Network...
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Lenovo Tech World and Global Analyst Conference - Recap & Analysis
Tantra's Mantra with Prakash Sangam
The Lenovo Tech World and Global Industry Analyst Conference were held in Bellevue (Seattle) from October 15th to 17th, 2024. During these events, the company showcased its vision for the industry through its "Hybrid AI" approach, technology, products, and services, as well as its broad industry partnerships. In this episode, Leonard Lee of Next Curve and I discuss how Lenovo, with its "pocket-to-cloud" offerings, is well positioned for "Hybrid AI,” how it is accelerating AI adoption by practicing what it preaches in its own operations, its entry into the Automotive space, Server water...
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Lenovo Innovation World 2024 - Recap and Analysis
Tantra's Mantra with Prakash Sangam
Lenovo Innovation World 2024 was held in Berlin on September 4th—5th. During this event, the company announced a slew of Copilot+ PCs powered by the new Intel Core Ultra 400v, AMD Ryzen AI 300, and Qualcomm Snapdragon X Plus (8-core) SoCs. In this episode, I talk to Olivier Blanchard, Research Director, Futurum Research, about the various SoCs, their strengths and weaknesses, the need for OEMs to position them well, specifically what Lenovo should do to maintain its formidable market leadership, and finally, key takeaways from the event. Also, check out the reviews of these Copilot+ PCs...
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AMD SVP and GM on Edge, FPGA market, and Adaptive SoCs
Tantra's Mantra with Prakash Sangam
For the first time, an AMD executive joins our podcast. In this episode, I sit down with Salil Raje, SVP and GM of Adaptive and Embedded Computing Group at AMD. As a pioneer in the FPGA market, Salil provides unique insights into the industry's current landscape and AMD's strategic direction. We delve into the status of Xilinx's integration into AMD after two years of acquisition, the challenges and opportunities of Edge computing/AI, and how AMD's upcoming Versal 2 platform aims to revolutionize this space.
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Samsung's Smartphone Product Lead on Galaxy Foldables, Watch, Ring, Buds & AI
Tantra's Mantra with Prakash Sangam
Galaxy Unpacked, held in July 2024, unveiled a robust lineup of devices, including two groundbreaking foldable smartphones, a trio of advanced wearables, and innovative earbuds. In this episode, I talk to Blake Gaiser, Samsung's Director of Smartphone Product Management, about the journey and evolution of the Galaxy Z Fold6 and Z Flip6, how Watch 7, Ultra, and Galaxy Ring are coming at a stage when the line between consumer and medical devices is blurring, what made Samsung make a bold design change for Buds 3, and finally, the company's overarching strategy for Galaxy AI. Also, please check...
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Lenovo's Commercial AIPC Head on CoPilot+ PCs & Windows on Arm
Tantra's Mantra with Prakash Sangam
This is the fourth episode in our series, focused on analyzing the introduction of CoPilot+ PCs. In this, I discuss with Pooja Sathe, Director and category leader of Worldwide Commercial AI PCs at market leader Lenovo, about their “Windows on Arm” journey with Qualcomm from the early beginnings until Snapdragon X Elite and X Plus SoCs, the design principles behind CoPilot+ PCs, customer feedback, target enterprise profiles, and personas for these PCs, and what the future competitive landscape will look like when Intel and AMD SoCs enter the market. We also delve into Lenovo's efforts...
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Intel's GM on Edge AI and Tiber Edge Platform
Tantra's Mantra with Prakash Sangam
The ever-expanding edge computing landscape is a tangled web of diverse hardware, software, and ecosystems. In this episode, I talk to Muneyb Minhazuddin, VP and GM of Network and Edge at Intel, about the challenges of Edge and how Intel's Tiber Edge AI platform helps its customers manage it. We delve into the need for Tiber, how it can simplify the complexities of Edge AI, go-to-market strategy, traction so far, the real-life applications and use cases, collaboration with Hyperscalers, Intel's new strategy on selling software, what the future holds, and more.
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Computex 2024 and Apple WWDC - Recap and Analysis
Tantra's Mantra with Prakash Sangam
In this episode, Leonard Lee of Next Curve joins me in discussing and analyzing the key takeaways from Computex and Apple's Worldwide Developer's Conference. Computex Buzz: CoPilot+ PCs Take Center Stage: We explore how CoPilot+ PCs overshadowed everything at Computex, show and tell of Qualcomm, the announcement of Lunarlake by Intel, Ryzen Gen3 of AMD, both powering X86-based CoPilot+ PCs, opportunities during back-to-school season, changing competitive landscape by Holiday season and more. Apple Intelligence Announcement: We delve into Apple Intelligence, its current standing against...
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CoPilot+ PCs - Samsung PC Product Head's Perspective
Tantra's Mantra with Prakash Sangam
This is the third in the series of Tantra's mantra episodes analyzing the CoPilot+ PCs from the market, SoC, and OEM perspectives. In this episode, I talk to Hassan Anjum, Head of Product Management for Samsung New Computing Business, which covers the Galaxy Book series of premium laptops. We discuss the needs of premium PC customers, why Windows on Arm is different this time, app compatibility, competitive landscape, Samsung differentiation, positioning when CoPilot+ PCs with Intel and AMD arrive later in the year, and much more. Hassan says this will be Samsung's biggest PC...
info_outlineQuestions about 5G's RoI and monetization opportunities beyond smartphone and Fixed Wireless Access (FWA) market are lingering. At the same time, 5G Advanced is brewing up, and discussions on 6G are starting.
In this episode, I talk to Stephen Rose, GM of IBM for Global Telco, Media, Entertainment & Distribution verticals, on what cellular operators should do and what opportunities lie ahead.