Couverture de The G2 on 5G Podcast by Moor Insights & Strategy

The G2 on 5G Podcast by Moor Insights & Strategy

The G2 on 5G Podcast by Moor Insights & Strategy

De : Anshel Sag and Will Townsend
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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.Anshel Sag 2020 Politique et gouvernement
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    Épisodes
    • The G2 on 5G: AT&T's 5G SA Milestone, Intel's 18A Advancements, Vodafone's LEO Hub, Verizon's Starry Acquisition and CEO Shakeup, and AI's 5G Impact
      Oct 10 2025

      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.

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      28 min
    • The G2 on 5G Podcast: AST SpaceMobile's 4G Call, Qualcomm's New SoCs, T-Mobile's Satellite Apps, MediaTek's Dimensity 9500, China's Infrastructure Blocks, and Arm vs. Qualcomm Legal Battle
      Oct 4 2025

      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

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      20 min
    • The G2 on 5G: Mavenir's AI Pivot, Intel-Nvidia Alliance, Meta's Smart Glasses, VoNR in Spain, NATO's 5G Military Push, and EchoStar's Spectrum Selloff
      Sep 20 2025

      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

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      27 min
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