The G2 on 5G Podcast by Moor Insights & Strategy
by Anshel Sag and Will Townsend
A 5G podcast about the latest inside info on what's going on in the 5G industry by two of the 5G industry's leading analysts, Anshel Sag and Will Townsend.
Podcast episodes
Season 5
The G2 on 5G: Verizon's AI Assistant, Sateliot's Funding, Nvidia's 6G Push, T-Mobile's Spectrum Swap, SoftBank's Telco LLM, and Ampere Acquisition
The G2 on 5G: Verizon's AI Assistant, Sateliot's Funding, Nvidia's 6G Push, T-Mobile's Spectrum Swap, SoftBank's Telco LLM, and Ampere Acquisition
Welcome and Episode Overview - Will Townsend hosts episode 220 of G2 on 5G - Anshel Sag joins as fellow analyst - Discussion of latest 5G and 6G developments Verizon's AI Assistant for Small Businesses - Launch of Verizon Business Assistant for customer interactions - Text-based chatbot to automate and improve engagement - Potential for retention and customer stickiness Sateliot's Funding and Satellite Technology - €15 million grant from Spanish government - Compact "briefcase satellites" for IoT applications - Comparison with other satellite communication companies Nvidia's AI RAN and 6G Ambitions - Partnership with T-Mobile and Cisco for AI-native approach - Nvidia's influence on potential 6G standards - Aggressive positioning in telecom AI development T-Mobile's Spectrum Deal - Agreement with Grain Management LLC - Swap of 800 MHz for 600 MHz spectrum and cash - Strategic move to bolster T-Mobile's coverage SoftBank's AI and Telecom Initiatives - Development of Large Telecom Model (LTM) - Acquisition of Ampere Computing - Positioning for AI and telecom infrastructure growth Closing Thoughts and Contact Information - Invitation for listener feedback on 5G topics
The G2 on 5G Podcast: T-Mobile's 5G Advance Plans, Intel's New CEO, Broadcom's Velosky Appliance, Vodafone's AI Energy Savings, Qualcomm's Edge Impulse Acquisition, and Viasat's Satellite Partnership
The G2 on 5G Podcast: T-Mobile's 5G Advance Plans, Intel's New CEO, Broadcom's Velosky Appliance, Vodafone's AI Energy Savings, Qualcomm's Edge Impulse Acquisition, and Viasat's Satellite Partnership
In this 219th episode of The G2 on 5G, we cover: 1. T-Mobile's plans for 5G Advanced in the United States 2. Intel appoints Lip-Bu Tan as permanent CEO 3. Broadcom's Velosky converged 5G fiber and satellite appliance 4. Vodafone UK and Ericsson use AI to reduce 5G network energy consumption 5. Qualcomm acquires Edge Impulse to boost IoT capabilities 6. Viasat and Space42 partner on direct-to-device satellite connectivity The hosts discuss T-Mobile's 5G Advanced strategy, Intel's leadership change, Broadcom's new network solution, AI-driven energy efficiency in 5G networks, Qualcomm's IoT expansion, and developments in satellite connectivity. They provide insights on industry trends, technological advancements, and the competitive landscape in the 5G ecosystem.
The G2 on 5G Podcast: AST SpaceMobile's Vodafone Venture, Qualcomm & MediaTek's 5G Modems, Open Telecom AI Platform, T-Mobile's XR Trials, Palo Alto's 5G Security, and MWC Device Innovations
The G2 on 5G Podcast: AST SpaceMobile's Vodafone Venture, Qualcomm & MediaTek's 5G Modems, Open Telecom AI Platform, T-Mobile's XR Trials, Palo Alto's 5G Security, and MWC Device Innovations
Mobile World Congress Barcelona 2025 Wrap-Up - Will Townsend and Anshel Sag discuss key highlights from MWC Barcelona 2025 - Overview of AST Space Mobile's joint venture with Vodafone Group called Satco - Insights on Qualcomm and MediaTek's new 5G modem announcements AST Space Mobile and Vodafone Partnership - Joint venture Satco aims to support fragmented mobile network operators in Europe - Provides turnkey solution with managed networking stack and operations - Focus on digital sovereignty within the European Union - Broadband capabilities beyond text messaging, including video calls Advancements in 5G Modems - Qualcomm introduces X85 modem with 12.5 Gbps throughput - MediaTek announces M90 modem with 12 Gbps capability - Both modems feature improved power efficiency and AI enhancements - Inclusion of NTN satellite connectivity capabilities for IoT and NR Open Telecom AI Platform Launch - AMD, Cisco, Nokia, and Reliance Jio collaborate on new AI initiative - Aims to democratize access to modern AI through disaggregated networking infrastructure - Reliance Jio's role as a catalyst with 500 million subscribers 5G XR Trials - Ericsson partners with T-Mobile and Qualcomm for 5G XR trials - Demonstration of AR streaming on T-Mobile's commercial network - Focus on thin, light AR glasses and distributed compute solutions Security in Telecom - Palo Alto Networks introduces Prisma SASE 5G solution - Addresses security challenges in vast device ecosystems - Provides monetization opportunities for mobile network operators MWC Device Announcements - Xiaomi Buds Pro 5 with Wi-Fi for lossless audio - Concept phones with attachable camera lenses from Xiaomi and Realme - Lenovo's foldable and solar-powered laptop concepts - Various ultra-slim phone designs and foldable prototypes
The G2 on 5G Podcast: Telecom AI Innovations, AT&T's Space Video Call, NTT-Palo Alto Security Partnership, Qualcomm's Dragon Wing Brand, MWC 2025 Preview, and AI's Impact on 5G Networks
The G2 on 5G Podcast: Telecom AI Innovations, AT&T's Space Video Call, NTT-Palo Alto Security Partnership, Qualcomm's Dragon Wing Brand, MWC 2025 Preview, and AI's Impact on 5G Networks
Welcome and Introduction - Will Townsend introduces episode 217 of G2 on 5G - Anshel Sag joins as fellow analyst Telecom AI Developments - Will's Forbes article on global mobile network operators using AI - Focus on AT&T, NTT Docomo, T-Mobile, Verizon, and Vodafone - AI improving customer support and operational efficiency - Potential to reduce subscriber churn AT&T and AST SpaceMobile Milestone - Successful video call using Bluebird satellites - Call initiated from Midland, Texas to AT&T in Dallas - Demonstrates stability, throughput, and latency of satellite connection - Potential applications for first responders and rural areas NTT and Palo Alto Networks Partnership - Collaboration to enhance security of NTT's private 5G platform - Integration of Palo Alto's next-generation firewall solution - Addressing security needs in operational technology environments Qualcomm's New Brand: Dragon Wing - Launch of Dragon Wing brand for enterprise and infrastructure products - Separation from consumer-focused Snapdragon brand - Covers cellular infrastructure, networking, and industrial IoT - Qualcomm modem and other chipsets retain Qualcomm branding Mobile World Congress Barcelona 2024 Expectations - Increased focus on low Earth orbit satellite discussions - AI RAN (Radio Access Network) developments - Nvidia's evolving role in AI for telecommunications - Potential for AI to drive 5G demand AI in Enterprise and Network Applications - Shift from consumer-focused AI to enterprise use cases - AI's potential in improving network operations and security - Examples of AI applications in various industries Closing Thoughts - Invitation for listener feedback on future 5G topics - Contact information for Will Townsend and Anshel Sag
The G2 on 5G Podcast: T-Mobile's First Responder Slice, Apple's 5G Modem Debut, Airspan's Comeback, Vodafone's Spanish 5G Push, Red Hat's Edge Partnership, and Oppo & Huawei's Foldable Innovations
The G2 on 5G Podcast: T-Mobile's First Responder Slice, Apple's 5G Modem Debut, Airspan's Comeback, Vodafone's Spanish 5G Push, Red Hat's Edge Partnership, and Oppo & Huawei's Foldable Innovations
Welcome and Introduction - Will Townsend welcomes Anshel Sag to episode 216 of G2 on 5G. - Overview of the podcast format: six topics covered in about 20 minutes. T-Mobile's T Priority 5G Slice for First Responders - Announcement of four new enhancements to T-Mobile's network for first responders. - New York City's exclusive use of T-Mobile's network for first responder applications. - Partnerships with Samsung, GTAC, and Skydio. - Benefits for individual first responders, including free network access. - $2 million donation to the Tunnel to Towers foundation. Apple's First 5G Modem Launch - Introduction of Apple's C1 5G modem in the iPhone 16e. - Discussion of the modem's development history and capabilities. - Analysis of the iPhone 16e's features and pricing strategy. Airspan's Resurgence and Strategic Moves - Airspan's acquisition of Corning Wireless's business. - Company's focus on Open RAN and private networks. - Recent $42 million grant for RAN development. Vodafone's 5G Coverage Plans for Spain - Vodafone's goal to cover 90% of Spain's population with 5G by year-end. - Deployment strategy focusing on 700 MHz spectrum. - Expansion to rural and small town areas. Red Hat, Druid, and NAP Attack Partnership - Collaboration for private 5G network edge deployments. - Druid's re-architected 5G core for distributed private deployments. - Nappatech's role in user plane function offload. Oppo and Huawei's Foldable Phone Launches - Oppo's Find N5 introduction as the world's thinnest foldable phone. - Huawei's Mate XT trifold expansion to markets outside China. - Discussion of specifications and pricing for both devices. Closing Remarks and Future Plans - Anshel's upcoming trip to New York for Amazon's device launch. - Will's plans for Mobile World Congress. - Invitation for listeners to provide insights on 5G topics for future podcasts.