Episode notes
Episode 197: The G2 on 5G - Key Highlights
Welcome and Introduction
- Will Townsend welcomes listeners to episode 197 of the G2 on 5G podcast.
- Introduction of fellow analyst Anshel Sag.
Nokia's Acquisition of Infinera
- Will discusses Nokia's recent announcement to acquire Infinera for over $2 billion.
- The acquisition aims to strengthen Nokia's optical networking and component business.
- Potential benefits include increased access to the North American market and entry into data centers.
- Anshel questions whether the sale of Nokia's submarine cable business to the French government was required for the acquisition.
Generative AI and Data Centers
- Will highlights the relevance of the acquisition to generative AI and data centers.
- Anshel notes the stability and long-term ben ...
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