The 6G Podcast by Moor Insights & Strategy

Episode 255 of the 6G Podcast features Anshel Sag and Mike Dano discussing major 5G/6G and satellite developments. They cover Verizon’s standalone 5G winning BMW telematics business via KDDI, highlighting shifting connected-car partnerships and growing connectivity demands for autonomy and V2X. The biggest news is T-Mobile’s leadership reshuffle under incoming CEO Srini Gopalan, expanding John Saw’s responsibilities, hiring former AT&T FirstNet architect Chris Sambar as chief enterprise officer, and signaling Mike Katz’s exit. They examine Telstra’s nationwide outage in Australia tied to network timekeeping software, which disrupted emergency calls and broader services. Research notes include Analysys Mason finding mobile data traffic growth rebounding to 22% by end of 2025, driven by fixed wireless access and adaptive bitrate streaming. The episode also reviews SpaceX’s FCC request for up to 100,000 Gen3 Starlink satellites, plus Ookla analysis suggesting US networks allocate relatively little uplink capacity, a potential issue as AI increases uplink demand. 00:00 Welcome and Catch Up 01:17 Verizon BMW Connected Cars 04:17 T-Mobile Leadership Shakeup 10:24 Telstra Outage Fallout 16:10 Mobile Traffic Growth Returns 19:32 Starlink Gen3 100K Satellites 25:02 AI Networks Need Uplink 30:47 Wrap Up and Subscribe

In episode 254 of the 6G podcast, Anshel Sag and Mike Danow discuss major telecom and space-industry developments. Sag covers T-Mobile forcing customers off older plans with roughly $4-per-line increases and potential competitive fallout, plus a Verizon–BT 50/50 joint venture combining international enterprise operations serving 3,000 customers in 180 countries with about $4B in revenue, and renewed reporting about a rumored SpaceX/xAI handheld AI device that Elon Musk denies. Danow focuses on spectrum and satellite trends: the FCC’s planned upper C-band auction next summer for 160 MHz nationwide with commercial use delayed until 2030–2031, Rocket Lab’s announced $8B acquisition of Iridium emphasizing L-band spectrum for direct-to-device services, and the FCC approving Grain Management’s plan to lease divested 800 MHz spectrum for D2D, with interest hinted from AST SpaceMobile and results due by November 5. 00:00 Welcome and Catch Up 01:27 T-Mobile Plan Price Hike 04:43 FCC Upper C Band Auction 07:42 Verizon BT Enterprise JV 11:17 Rocket Lab Buys Iridium 17:09 SpaceX AI Device Rumor 19:36 Grain 800 MHz D2D Leasing 26:21 Wrap Up and Holiday

Anshel Sag and Mike Dano open episode 253 of the 6G Podcast and discuss World Cup stadium technology, including Lenovo’s FIFA partnership, referee camera headsets using 5G mmWave, Eagle Eye camera systems for offsides/goal-line decisions, 3D player avatars, digital ticketing, and Ookla findings that Mercedes-Benz Stadium leads in connectivity with no major issues so far. They review updates from the 3GPP meeting in Singapore, confirming a 6G timeline with stage 3 freeze in December 2028 and open API freeze in March 2029, while noting many decisions (Open RAN and satellite integration) were deferred. They cover the new Space Connect LEO satellite alliance (Amazon, Iridium, Telesat, Globalstar) and the close of FCC Auction 113 (AWS-3) raising $3.5B with 17 bidders including SpaceX. They highlight Nokia/T-Mobile pre-commercial MIMO gains of up to 20% throughput and conclude with Carolina West Wireless exiting and transitioning to Verizon by September. 00:00 Welcome Back Episode 253 01:05 World Cup Tech Showcase 03:57 Stadium Connectivity Reality 07:50 3GPP 6G Timeline Update 10:29 Satellites in 6G Debate 15:02 New LEO Lobby Alliance 19:41 AWS-3 Auction Results 27:09 Nokia T-Mobile MIMO Boost 32:12 Small Carriers Consolidate 37:23 Wrap Up And Subscribe

6G Podcast Ep. 252: Huawei 14A Claims, Network X 6G Spectrum Sharing, StarCloud-SpaceX, SpaceX IPO Numbers, AT&T Build a Plan, Amazon LEO Launch In episode 252 of the 6G podcast, analysts Anshel Sag and Mike Daniel discuss Huawei’s claim it can achieve 14A-class chip density by 2031 via “logic folding,” expressing skepticism and noting China’s stronger recent progress in memory. Mike recaps the Network X trade show, highlighting growing practical focus on 6G deployment and discussion of MRSS, a DSS-like 5G/6G spectrum-sharing approach said to reduce capacity loss versus 5G DSS. Anshel covers StarCloud’s partnership with SpaceX to connect orbital data centers using 25 Gbps optical links and its fundraising plans. Mike reviews SpaceX IPO filing figures, including Starlink producing 61% of 2025 revenue and 7.4 million monthly unique Starlink Mobile devices across 30 countries, while Anshel questions valuation and governance. They also cover AT&T’s modular “Build a Plan” pricing and Amazon LEO’s expected Q3 launch and partner-oriented telecom positioning. 00:00 Welcome and Schedule Notes 00:44 Huawei 14A Chip Claims 05:34 China Chip Progress Memory 06:30 Network X 6G Recap 07:38 MRSS Spectrum Sharing Debate 13:03 StarCloud Space Data Centers 17:06 SpaceX IPO Filing Highlights 20:03 SpaceX Valuation Skepticism 25:03 AT&T Build a Plan 29:43 Amazon LEO Launch Insights 32:59 Wrap Up and Social Links

Episode 251 of the 6G Podcast features Anshel Sag and Mike Dano discussing major U.S. connectivity and infrastructure developments. They unpack AT&T, T-Mobile, and Verizon forming an equal-share joint venture to pool spectrum and IP for direct-to-device satellite connectivity, positioning it as a standards and onboarding interface for satellite partners while potentially hedging against SpaceX’s ambitions and public antitrust critiques; they note Ookla data showing D2D usage under 0.5% of U.S. Speedtest users monthly. The hosts preview Network X, including satellite panels and BEAD program discussion, and cover industry “cold water” on 6G from Orange and Samsung, framing 6G as evolutionary with slower rollout and AI-driven upgrades. They cite RootMetrics vendor rankings emphasizing equipment age and device capabilities, discuss Comcast CEO calling wireless Comcast’s top priority with Xfinity Mobile at 10 million lines, and close with updates on Socorro, New Mexico considering a data-center moratorium amid local opposition and broader power-grid cost concerns. 00:00 Welcome and Catch Up 01:17 Carrier Satellite JV Explained 04:16 SpaceX Pushback and IPO Buzz 10:24 Network X Satellite Scene Setter 12:49 6G Hype Gets Tempered 16:42 RootMetrics RAN Vendor Rankings 19:40 Devices and Network Performance 21:50 Comcast Makes Wireless Priority 25:19 Socorro Data Center Moratorium 29:41 Power Grid and Who Pays 32:41 Wrap Up and Subscribe

Episode 250 of the 6G Podcast features Anshel Sag and Mike Dano discussing key 5G/6G developments. They cover an NVIDIA–Corning partnership to expand U.S. optical manufacturing capacity tenfold with three new facilities in Texas and North Carolina and 3,000 jobs, noting AI data centers are driving fiber demand and affecting ISP buildouts. Mike recaps the WIA ConnectX show, including debate over whether direct-to-device satellite services threaten or complement cell towers and uncertainty that AI traffic will spur new cell sites. The hosts review NTIA’s phased progress studying spectrum bands (including 1.6, 2.7, 4.4, and 7 GHz), plus industry discussion of CBRS and potential upper C-band clearing around 2028–2030. They also highlight Samsung and Qualcomm tests of 5G fixed wireless class-one uplink improvements and provide an update on a proposed 2 GW Socorro, New Mexico data center, now reported as potentially powered by small modular nuclear reactors amid local opposition and a May 19 town hall. 00:00 Welcome and Introductions 00:22 Week Recap and Travel 01:38 Nvidia Corning Optics 05:26 ConnectX Show Highlights 08:07 AI Traffic and Upgrades 10:15 NTIA Spectrum Roadmap 14:05 CBRS and Upper C Band 17:28 Samsung Qualcomm FWA Boost 23:04 Socorro Data Center Update 26:24 Nuclear Power and Local Debate 30:09 Wrap Up and Subscribe

T-Mobile Super Broadband, Fiber Acquisitions, Tech Earnings, and Satellite D2D Trends | 6G Podcast Ep. 249 In episode 249 of the 6G Podcast, analysts Anshel Sag and Mike Dano discuss convergence across 5G, fiber, and satellite. They cover T-Mobile’s “Super Broadband,” which bundles 5G with SpaceX Starlink for primary, backup, or load-balanced connectivity using equipment from Ericsson and Inseego, with a $249/month packaged offering. They also review T-Mobile’s moves to expand its fiber footprint through agreements involving regional providers (GoNetSpeed, GreenLight Networks, and i3 Broadband), related pricing changes, and how bundled wireline/wireless can boost market share, alongside speculation about larger M&A. The hosts recap major tech earnings (Google, Microsoft, Meta, Qualcomm, Apple), AI-driven CapEx and memory constraints, preview WIA Connect X with an Ookla analysis of Miami’s busiest cell tower near the airport, discuss Nokia selling its FWA CPE business to Inseego, and note low direct-to-device satellite usage plus US carriers rejecting a Starlink MVNO. 00:00 Welcome and Catch Up 02:08 T-Mobile Super Broadband 07:51 Fiber Expansion and Convergence 14:11 Big Tech Earnings Roundup 20:41 Connect X Preview Miami Tower 24:56 Nokia Sells FWA to Inseego 28:02 Satellite D2D and Starlink MVNO 33:57 Wrap Up and Next Week

OpenAI Smartphone Rumors, Charter’s Stock Plunge, Intel–Tesla Foundry Boost, Direct-to-Device Satellite Benchmarks, Verizon’s Q1 Net Adds, and a Socorro AI Data Center Debate The 6G Podcast hosts discuss rumors that OpenAI may build a smartphone with Qualcomm and MediaTek, potentially launching around 2027 and enabling tighter OS-level AI integration than Android or iOS. They review Q1 telecom earnings, highlighting Charter’s nearly 25% stock drop after losing over 100,000 broadband customers and adding fewer mobile lines than expected, sparking M&A speculation including a possible Verizon or T-Mobile bid and a rumored Deutsche Telekom move to fully acquire T-Mobile. They cover Intel’s earnings surge and Tesla naming Intel’s 14A node for “Terra Fab,” framed as a CHIPS Act-aligned U.S. manufacturing milestone relevant to 6G supply chains. The episode also summarizes a new direct-to-device satellite report showing about 0.5%–1% monthly unique usage across tracked countries, and Verizon’s Q1 return to positive postpaid phone net adds, alongside discussion of an AI data center proposal in Socorro, New Mexico and local opposition over power and water concerns. 00:00 Welcome to Six G 00:21 OpenAI Phone Rumors 03:21 AI OS and Ecosystem 05:35 Smartphone Market Shakeups 06:00 Telecom Earnings Shock 07:05 Charter Selloff Fallout 08:01 M&A Rumors Heat Up 09:48 Cable vs Fiber Reality 13:25 Intel and Tesla Surge 19:00 Direct to Device Satellites 21:27 Satellite Use vs Density 23:28 UK Scan Rate Insights 24:08 Hajj Network Challenges 26:01 Verizon Q1 Turnaround 30:19 Fixed Wireless Limits 32:31 Socorro Data Center Debate 36:47 Data Centers Case by Case 40:16 Wrap Up and Subscribe

Anshel Sag and Mike Dano open with discussion of watching a recent capsule splashdown and related footage, plus a personal connection to rocket-engine work. They then cover Amazon’s roughly $11B agreement to acquire Globalstar, maintaining Apple’s iPhone satellite emergency texting while planning an Amazon LEO direct-to-device service for mobile operators in 2028, with open questions around Apple’s planned constellation expansion, integration with other Amazon services, and pricing. Next, they discuss Ericsson’s Q1 sales decline and weaker North America outlook amid a broader 5G equipment spending trough before 6G. They review ULA Research findings showing Verizon’s continued millimeter wave expansion and relate it to US spectrum moves including NTIA’s 2.7 GHz release and longer-term 7 GHz interest. They preview AST SpaceMobile’s BlueBird 7 launch and debate edge/AI data-center hype, including a proposed Socorro, New Mexico project and backyard micro data centers, before closing on Verizon’s FIFA World Cup 5G partnership featuring private 5G, slicing, small cells, and stadium upgrades. 00:00 Podcast kickoff and intro 00:12 SpaceX splashdown stories 02:33 Rocket engineer bragging rights 03:25 Amazon buys Globalstar 07:37 What it means for Apple 11:28 Ericsson earnings warning 15:11 Verizon mmWave reality check 17:43 NTIA 2.7 GHz spectrum news 19:04 Real World mmWave Limits 20:27 Stadiums and Indoor Coverage 20:59 Why mmWave Still Matters 22:53 Will Verizon Bet Pay Off 23:37 AST SpaceMobile Launch Preview 25:47 Constellation Timelines Reality Check 28:48 Edge Computing Jumped Shark 33:09 Socorro Data Center Motives 34:48 Verizon FIFA World Cup Network 38:40 Wrap Up and Subscribe

Artemis Optical Links, 3GPP Release 21 Timeline, Bundled Fiber+Wireless Plans, and the Satellite D2D Spectrum Scramble Anshel Sag and Mike Dano discuss Artemis mission connectivity and imagery, including NASA’s Orion optical laser link (O2O) enabling 4K streams, iPhone selfies, and radiation damage to sensors, alongside brand visibility like Omega watches. They then review outcomes from a recent 3GPP meeting in Japan: 6G will begin with Release 21, with a Stage 1 freeze targeted for March 2027, and 5G standalone selected as the architectural baseline, with continued work on non-terrestrial networks. The hosts cover new U.S. convergence bundles, including AT&T’s One Connect (fiber plus wireless with BYOD and deprioritization caveats) and T-Mobile’s Mint-branded 5G Home Internet bundle. They debate AI RAN and base-station GPUs, citing skepticism from AT&T leadership and Nvidia’s push into inference, then note Tesla/SpaceX’s announced chip-fab partnership with Intel. Finally, they examine Grain Management’s plan to potentially lease 800 MHz spectrum for direct-to-device satellite services and question the true scale of the D2D consumer market. 00:00 Podcast Welcome and Weekend Catchup 00:53 Artemis Mission Highlights 01:20 Laser Link 4K Streaming 03:06 Space Selfies and Radiation 05:06 Brands Watches and Hype 06:13 6G Standards Update from Japan 11:39 SA Only Path to 6G 14:02 AT&T One Connect Bundle 16:45 Cable vs Telco Bundle Wars 19:24 AI RAN GPUs at the Edge 23:23 Inference Takes Over 23:49 GPUs in Base Stations 26:00 Carrier Reality Check 27:19 Where Compute Belongs 29:56 Timing the Edge Bet 30:40 Terra Fab Reality 31:46 Fab Timeline and Costs 33:47 Austin Supply Chain Logic 36:01 Space Data Center Skepticism 38:29 D2D Spectrum Leasing 42:19 Airlines and Spectrum Swaps 43:32 D2D Market Limits 45:32 Consolidation and 2030 Outlook 46:06 Wrap Up and Thanks

HP Go Expands, Comcast Edge AI Demos, MLB ABS Challenges, FCC Router Crackdown, Turkey 5G Launch, and Artemis II Moon Mission Anshel Sag and Mike Dano discuss six developments: HP’s Imagine 2026 updates expand HP Go cellular service beyond one Qualcomm EliteBook to multiple notebook tiers and add EU activation across 23 countries, alongside a more efficient Wolf Connect modem for out-of-band security/traceability. Mike recaps the shrinking Cable Next Gen event, highlighting Comcast’s Nvidia-enabled edge computing demos (real-time clothing overlays and lip-synced translation) and growing broadband competition from fixed wireless, fiber overbuilders like IQ Fiber, and Starlink. Anshel covers MLB’s commercial rollout of automated balls-and-strikes challenges using Sony Hawk-Eye with T-Mobile 5G. They react to an FCC move requiring waivers for foreign-made consumer Wi-Fi routers, framed as a security response, and debate consequences. Anshel notes Ubiquiti’s new tri-carrier 5G router and Turkey’s planned April 1 nationwide 5G launch with Turkcell. They close on satellite news and NASA’s accelerated lunar base timeline, with Artemis II’s crewed moon flyby mission next week. 00:00 Podcast Kickoff 00:21 HP Go Expands 02:25 Wolf Connect Update 03:41 Do 5G Laptops Matter 06:24 Cable Next Gen Takeaways 08:36 Cable Threats and Fiber 12:49 MLB Robo Ump Challenges 16:31 Fairness Versus Tradition 19:33 FCC Router Ban Shock 21:03 FCC Ruling Backlash 22:42 Router Vendors Impacted 23:32 Payola and Politics 24:26 Security Over Manufacturing 27:51 Ubiquiti 5G Router 28:18 Turkey Finally Gets 5G 30:25 Early Turkey Speed Data 31:59 Satellite Show and Moon Base 34:00 Artemis II Hype 36:24 Starlink Competition Outlook 39:20 Wrap Up and Subscribe

Anshel Sag and Mike Dano discuss highlights from Nvidia GTC 2026, focusing on Nvidia’s “AI Grid” concept for distributed GPU compute across telecom and cloud-edge partners including AT&T, T-Mobile, Comcast, Spectrum, Cisco, and Akamai, positioned as a broader revival of edge computing beyond AI RAN. They cover Bell’s plan to invest $1.7B in a Saskatchewan AI factory/data center emphasizing Canadian data sovereignty, with hardware funding from partners and expectations of improved EBITDA after buildout. Sag reviews OPPO’s Find N6 foldable with a crease-free display, flagship specs, and fast charging, while noting Samsung discontinued its $3,000 Galaxy Z trifold due to economics. Dano analyzes the Google Fiber–Astound Broadband merger as part of a U.S. fiber land grab, and they close on U.S. government interest in 6G for the 2028 LA Olympics, WRC 2027 spectrum politics in Shanghai, and 3GPP work around 7 GHz reuse of C-band cell grids.

Post-MWC 2026: Qualcomm’s AI Wearables, Satellite Momentum, Nvidia’s RAN Push, and 6G Signals for LA 2028 In a post–MWC 2026 episode of the 6G Podcast, Anshel Sag and Mike Dano recap show takeaways, including heavy Qualcomm news: Snapdragon Wear Elite for AI wearables (including a future Galaxy Watch), FastConnect 8800 Wi‑Fi 8 with quad radios and 4x4 client throughput, an AI 200 rack-scale data center solution, and the Snapdragon X105 5G-Advanced modem with 6G testing potential. They discuss a turning point for AI wearables and privacy concerns, especially smart glasses. Dano’s main takeaway is accelerating satellite momentum, citing Starlink’s second-gen direct-to-device plans and activity from SES, Viasat/Space42, Eutelsat/OneWeb, AST SpaceMobile/Telus, Amazon Kuiper/Vodafone, Samsung, and Qualcomm satellite demos. Sag outlines Nvidia’s telecom strategy with Nokia and others to improve RAN efficiency, add AI features like ISAC, and later enable edge compute, then flags LA Olympics 2028 as a likely 6G milestone, and closes with MWC device highlights and questions about edge security and sovereign AI. 00:00 MWC Recap Kickoff 00:23 Travel Chaos and Jet Lag 01:55 Qualcomm MWC Blitz 03:59 AI Wearables and Smart Glasses 06:40 Satellite Internet Surge 10:46 Nvidia Enters the RAN 16:07 6G Countdown LA 2028 18:39 MWC Device Roundup 23:52 Edge Compute Security Questions 29:16 Sovereign AI and Operator Clouds 31:06 ISAC and Public Safety Shift 31:39 Wrap Up and Subscribe

Anshel Sag hosts episode 242 of the rebranded 6G Podcast and introduces new co-host Mike Dano (Ookla), noting the industry’s “5G lull” and a shift toward 6G discussions. They discuss 5G Americas shutting down operations after years as a spectrum- and standards-focused trade association, framing the closure as a sign of cooling 5G interest and flat-to-negative RAN sales. Anshel covers Samsung and KT achieving a 3 Gbps downlink in 7 GHz using Keysight 6G test equipment and X-MIMO, noting the unclear bandwidth used and emphasizing that 6G progress is still largely experimental with mixed commercialization timelines (2028–2030). They debate 7 GHz as a key 6G band, propagation challenges (referencing Wi‑Fi 6E/7), the fading focus on terahertz bands, China’s earlier stance on 6 GHz, and potential limited initial 6G deployments. Mike highlights an Ookla report on 5G standalone showing improved battery life versus NSA (EE +22%, O2 +11%) and argues operators under-market SA benefits. Anshel explains T-Mobile’s John Saw concept of “kinetic tokens” for low-latency AI in motion (physical AI) across device/edge/cloud, tying it to use cases like real-time translation (5G Advanced, 50 languages) and ISAC for tracking and supporting drones, plus discussion of NVIDIA-based AI-RAN strategies and skepticism about cost and monetization of GPUs in base stations. Mike raises broader concerns about the AI data center boom, citing a projected $710B hyperscaler investment in 2026, power constraints (natural gas, gas turbines/jet engines), private high-bandwidth inter-data-center traffic, and questions about whether telecoms can capture AI value versus hyperscalers, while noting sovereign AI opportunities in countries with fewer data centers. They close with Microsoft and Ericsson integrating Ericsson Advanced Enterprise Mobility into Windows 11 (piloted on Surface 5G) to simplify secure enterprise 5G laptop management with Intune and eSIM provisioning, and discuss why cellular laptops haven’t broadly taken off (cost, plans, coverage) and how Apple’s modems and multi-carrier services might change adoption. 00:00 Welcome & New Co-Host Mike Dano Joins the 6G Podcast 01:10 Why the Rebrand Now: 5G Lull, MWC & Samsung Unpacked Tease 02:03 5G Americas Shuts Down: What It Says About the Market Cycle 05:41 Samsung + KT Hit 3 Gbps in 7 GHz: Early 6G Trial Reality Check 07:32 Where 6G Spectrum Lands: 7 GHz, Propagation, and Terahertz Hype Fades 12:58 Ookla Report Spotlight: 5G Standalone Boosts Battery Life (and Why It Matters) 17:54 Kinetic Tokens & Physical AI: T-Mobile’s Vision for Low-Latency 6G 22:51 Is T-Mobile’s “GPU in Every Base Station” Plan Actually Viable? 24:16 The Edge Compute Case: Double-Dipping GPUs for AI + XR Graphics 26:29 AI Wearables, AR Glasses, and Why 6G Timing Could Favor T-Mobile 28:27 The $710B Data Center Boom: What Hyperscaler Spend Means for Telecom 30:36 Powering AI: Natural Gas, Turbines, and the Nuclear Buildout Debate 31:25 Neo-Clouds & AI Transport: Private Backbone Links, Akamai GPU Rentals, and Wall Street Doubts 37:40 Microsoft + Ericsson Bring Enterprise 5G Management Natively to Windows 11 40:00 Why 5G Laptops Still Haven’t Taken Off (Cost, Plans, Battery, Coverage) 41:41 What Changes in 6G: Apple Modems, Multi-Carrier Service, and the Road Ahead (Wrap-Up)

Final Episode: Analyzing 5G, Verizon's Moves, and the Future of Telecom In episode 241 of the G2 on 5G podcast by More Insights and Strategy, hosts Will Townsend and Anshel Sag cover six pressing topics in the telecom industry. Will shares his news of leaving More Insights to start a new venture, marking the end of the podcast. The episode starts with a discussion on Verizon's aggressive price cuts on their plans, raising questions about potential price wars. They move on to discuss a report by Okla comparing cellular and WiFi performance at major US airports, with cellular often outperforming WiFi due to outdated infrastructure. The hosts then delve into NTT Docomo's advancements in 6G radio sensing technology and its applications, followed by Anshel's experiences with T-Mobile's expanded partnership with Formula One and their new 'un-carrier' moves to streamline carrier switching. Lastly, they review Nokia's puzzling decision to focus less on private cellular networking despite previous successes and Verizon's enhanced enterprise-class FWA solutions. The episode reflects on the journey of the podcast and hints at future individual projects in the telecom field.

Welcome and Introduction - Will Townsend welcomes Anshel Sag to episode 240 of G2 on 5G. - Coverage of six topics spanning 5G and 6G developments. T-Mobile's Edge Control Solution - Launch of Edge Control at fourth annual Innovate Awards. - Combines 5G advanced network with local breakout for private-like cellular experience. - Zero on-premise infrastructure requirement distinguishes this solution. - Strategic positioning against Verizon and AT&T in enterprise cellular offerings. Nvidia and Nokia Partnership - Extension of aerial RAN computer announcements for 6G. - Nvidia's billion-dollar investment in Nokia signals strategic alignment. - Partnership includes T-Mobile and Dell Technologies for server infrastructure. - Nokia stock surged 25% following the announcement. All-American AI RAN Stack - Announcement of domesticated supply chain for 6G development. - Nvidia's aerial platform moving to open source to accelerate adoption. - Full-stack solution involving Cisco, Mitre, and Booz Allen. - Focus on spectrum sensing and computer vision applications. Nvidia DGX Spark Developer Experience - Anshel Sag shares hands-on experience with DGX Spark device. - 200 gigabit connectivity and scalable memory capacity. - Simplified software stack enables AI deployment without extensive coding knowledge. Samsung Networks and SoftBank MOU - Joint research agreement for 6G and AI-based RAN technologies. - Four focus areas: 6G, AI for RAN, AI in RAN, and large telecom models. - Cultural significance of Korean-Japanese partnership in telecommunications. 5G Techratory Event Insights - Will Townsend's experience hosting panels in the Baltic region. - "Defense of 5G" panel discussion with European experts and skeptics. - Challenges in European 5G deployment due to fragmented regulation. - Delayed standalone 5G rollout creating similar frustrations as experienced in U.S. Fixed Wireless Access as Killer Use Case - FWA success in U.S. market with T-Mobile leading adoption. - AT&T's Internet Air product serving consumers and enterprises. Verizon's Fiber Expansion Strategy - New CEO driving aggressive fiber buildout through wholesale partnerships. - Deal with Eaton Fiber for network expansion without direct capital investment. - Following AT&T's successful fiber strategy after years of market leadership. Competitive Fiber Market Dynamics - AT&T's overinvestment in fiber driving strong ARPU and earnings performance. - T-Mobile's strategic shift toward fiber for backhaul and FWA support. - Verizon's Pac-Man approach with Frontier acquisition correcting previous divestiture. - Competition driving price improvements and better consumer options.

Welcome and Introduction - Will Townsend and Anshel Sag discuss the latest insights on 5G and 6G technologies. - Episode 239 of G2 on 5G, covering six topics in about 20 minutes. AT&T's 5G Standalone Deployment - AT&T declares nationwide 5G standalone deployment on October 8th. - Milestone achievement matching RAN and 5G core infrastructure. - Predictions of innovative services, especially in network slicing. Intel's Node Advancements - Discussion on Panther Lake and Clearwater Forest CPU developments. - Panther Lake running on Intel's new 18A Foundry Fab 52 in Arizona. - Clearwater Forest's 288-core CPU targeting telecom applications. Vodafone's Low Earth Orbit Satellite Research Hub - Launch of the first low earth orbit satellite mobile broadband research hub. - Partnership with AST Space Mobile for non-terrestrial network solutions. - Streamlining testing and validation of hardware and software. Verizon's Acquisition of Starry - Verizon acquires fixed wireless provider Starry. - Potential to grow fixed wireless base to 8-9 million customers. - Leveraging Starry's architecture for cheaper and quicker deployment in urban settings. Verizon CEO Transition - Hans Vestberg's sudden exit as Verizon CEO. - Discussion on the timing and potential reasons for the leadership change. - Comparison with previous CEO transitions and industry performance. AI Deals and Impact on 5G/6G - Analysis of major AI deals, including OpenAI and AMD partnership. - Potential effects on 5G and 6G network architectures and edge computing. - T-Mobile's strategic partnership with OpenAI and implications for the industry. Closing Remarks - Invitation for listeners to provide topics for future podcasts. - Contact information for hosts Will Townsend and Anshel Sag on social media. - Request for listeners to rate and subscribe to the podcast.

Welcome and Introduction - Will Townsend hosts episode 238 of G2 on 5G with analyst Anshel Sag - Podcast covers six 5G and 6G topics in about 20 minutes AST SpaceMobile's Breakthrough - Conducted first space-based 4G VoLTE call with Bell Canada - Includes voice, broadband data, and video streaming capabilities - Paves way for production and monetization Qualcomm Snapdragon Summit Highlights - Launch of two new SoCs for smartphones and PCs - Third-generation Orion custom processor outperforms competitors - Introduction of Guardian feature for remote PC management T-Mobile's T-Satellite Service Expansion - Announcement of app support for T-Satellite service with Starlink - Integration with T-Life app and other solutions like AllTrails and AccuWeather - Enhances usability for SOS and emergency situations MediaTek's Dimensity 9500 SoC - New flagship part using latest ARM IP - Improvements in performance, power efficiency, and ray tracing - Competitive positioning against Qualcomm in the Android market China's Infrastructure Security Measures - Implementation of rigorous certifications for foreign infrastructure providers - Slowing progress for companies like Ericsson and Nokia in the Chinese market - Reduction in market share for Western companies in China Ongoing Legal Dispute: Qualcomm vs. ARM - Recent settlement of one lawsuit, but continuation of legal battles - ARM's appeal of the verdict and Qualcomm's separate lawsuit - Discussion on the broader implications and potential outcomes Closing Remarks - Invitation for listeners to provide insights on specific 5G topics - Social media handles shared for Will Townsend and Anshel Sag - Request for listeners to rate and subscribe to the podcast

Welcome and Introduction - Will Townsend and Anshel Sag host episode 237 of G2 on 5G - Brief baseball discussion about the Astros and Padres Mavenir's AI Strategy - Mavenir CEO's focus on agentic AI to revitalize the company - Discussion on potential replacement of OSS with AI - Skepticism about the extent of AI's role in network operations Intel and Nvidia Partnership - Announcement of Intel and Nvidia's $5 billion partnership - Implications for 5G and 6G radio and AI at the edge - Potential impact on competitive dynamics in the semiconductor industry Voice over New Radio (VoNR) Launch in Spain - Mass Orange's commercial launch of 5G VoNR service - Benefits of VoNR including HD audio, lower latency, and improved capacity - Significance for the Spanish telecom market Meta's New AI Smart Glasses - Introduction of second-generation Meta Ray-Bans and Meta Oakley Vanguards - Features including improved battery life, image quality, and AI capabilities - Potential applications in sports and everyday use NATO's 5G Initiative for Military Communications - NATO's Multinational 5G (MN5G) initiative for defense purposes - Dual-use paradigm adapting civilian technologies for military applications - Potential civilian applications in critical infrastructure protection EchoStar's Spectrum Sell-off - EchoStar CEO Charlie Ergen's comments on becoming an "asset-light growth company" - Discussion on the forced pivot and its impact on the company's future - Implications for the telecom industry and spectrum availability Closing Remarks - Invitation for listener engagement and topic suggestions - Contact information for the hosts on social media

Welcome and Introduction - Will Townsend welcomes Anshel Sag to episode 236 of G2 on 5G - Overview of the podcast format: six topics covered in about 20 minutes Reliance's Upcoming IPO - Reliance preparing for a massive IPO in early 2026 - Aiming to raise $6 billion, potentially valuing the company at $112 billion - Discussion on Reliance's network infrastructure and subscriber base - Analysis of the IPO's purpose and potential impact on investors Apple's Latest Product Announcements - Overview of new iPhone 17 series, including the iPhone Air - Introduction of 5G capabilities in all new Apple Watch versions - AirPods Pro 3 features, including improved noise cancellation and heart rate sensor - Discussion on Apple's new chips: A19 SoC, C1X modem, and N1 wireless chip Ericsson's AI Framework for Enterprise Networks - Ericsson's Enterprise Wireless Group claims first 5G agentic AI framework - Framework designed to streamline enterprise network operations - Comparison with competitors like HPE and Cisco in the private wireless space SpaceX's Spectrum Acquisition from EchoStar - SpaceX's $17 billion transaction for EchoStar's spectrum licenses - Implications for Dish Network and the US mobile carrier landscape - Discussion on potential Starlink direct-to-cell service for Boost Mobile subscribers T-Mobile's Shift Away from CBRS Spectrum - T-Mobile moving past CBRS spectrum for neutral host applications - Analysis of the impact on the CBRS ecosystem and companies like Solana - Discussion on T-Mobile's Advanced Network Solutions (ANS) and private network deployment T-Mobile's Role in LA 2028 Olympics - T-Mobile for Business to provide 5G connectivity for LA 2028 Olympics - Coverage agreement for over 110 locations across Southern California - Deployment of advanced network solutions, including network slicing and secure connectivity Closing Thoughts - Reflection on the power of 5G for large-scale events like the Olympics - Invitation for listeners to provide insights on specific 5G topics - Request for podcast ratings and subscriptions