6G Podcast Episode 250: Nvidia–Co...

6G Podcast Episode 250: Nvidia–Corning Optics Expansion, NTIA Spectrum Progress, 5G FWA Uplink Gains, and Socorro Data Center Update

The 6G Podcast by Moor Insights & Strategy by Anshel Sag and Mike Dano

Episode notes

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 ... 

Read more