Show Notes for Episode 194 of G2 on 5G

Welcome and Introduction

- Hosts Will Townsend and Anshel Sag welcome listeners to episode 194 of GT on 5G.

- Brief discussion about their recent attendance at Dell Tech World and Microsoft Build.

Ericsson's Investment in 5G Factory

- Will discusses Ericsson's additional $50 million investment in its open RAN-ready 5G factory in Lewisville, Dallas.

- Highlights the factory's role in manufacturing MIMO antenna infrastructure and the use of private cellular networking.

- Efficiency improvements: 25% reduction in energy consumption and 75% reduction in water usage.

- Benefits of domestic production and open RAN capabilities.

- Collaboration with AT&T and the advantages of an open network for programmability and agility.

T-Mobile's Price Increase

- Anshel talks about T-Mobile's recent price increase for customers on older plans.

- Context provided on the competitive landscape with AT&T and Verizon also raising prices.

- Discussion on T-Mobile's value proposition and network reliability.

- Insights on T-Mobile's strategic shift from being a value player to offering a robust 5G network.

Deutsche Telekom's Private 5G Network

- Will covers Deutsche Telekom's deployment of a private 5G campus network for a large paper mill in Germany.

- The network spans the equivalent of 50 football fields and aims to optimize logistics and production processes.

- Potential efficiency gains in water usage for the paper mill.

- Comparison with Ericsson's 5G factory and the broader implications for manufacturing automation.

5G Drones for Search and Rescue in Scotland

- Anshel discusses the innovative use of 5G-enabled drones for search and rescue operations in Scotland.

- Drones equipped with 5G base stations to transmit video footage and improve communication during rescue missions.

- Collaboration between Jet Connectivity, the Scottish government, and other partners.

- Potential applications for natural disaster response and other emergency scenarios.

Nokia's Acquisition of Phoenix Group

- Will talks about Nokia's acquisition of Phoenix Group to strengthen its federal solutions business unit.

- Phoenix Group's expertise in portable communication solutions for the Department of Defense.

- Strategic importance of the acquisition for Nokia's federal and defense market presence.

- Benefits of acquiring established DoD suppliers to navigate federal procurement processes.

Microsoft Build and AI PCs

- Anshel shares insights from Microsoft Build, focusing on the new Copilot Plus AI PCs.

- Introduction of Snapdragon X Elite-based PCs with integrated AI capabilities.

- Dell's significant commitment to the new platform and the potential for 5G connectivity in future models.

- Discussion on the competitive landscape with Apple and the future of AI in PCs.

- Battery life improvements and performance upgrades with the new platform.

Nvidia's Earnings and AI Revolution

- Brief mention of Nvidia's impressive earnings and its role in leading the AI revolution.

- Impact of AI on the PC industry and the broader tech ecosystem.

- Nvidia's stock performance and the announcement of a ten-for-one stock split.

Conclusion

- Hosts encourage listeners to provide feedback and suggest topics for future episodes.

- Reminder to rate and subscribe to the podcast.

Contact Information

- Will Townsend: @WillTownTech

- Anshel Sag: @AnshelSag

Call to Action

- Tune in next week for more insights on 5G.

- Engage with the podcast by sharing and reviewing.

Introduction:

Welcome to episode 193 of the G Two on 5G podcast, where we provide the latest insights on everything 5G. In this episode, hosts Will Townsend and Anshel Sag discuss a range of topics from AT&T's new partnership to the impact of AI on 5G PCs. Let's dive in!

Timestamps:

00:00:02: Introduction and Welcome

Will Townsend and Anshel Sag kick off the episode, discussing their current travels and plans to record another episode at Dell Tech World.

00:00:49: AT&T and AST Space Mobile Agreement

Will Townsend discusses the formalization of the commercial agreement between AT&T and AST Space Mobile, highlighting the potential impact on gap coverage and the integration of production satellites.

00:03:43: Dish Network's DoD Deal

Anshel Sag delves into Dish Network's new ten-year deal with the Department of Defense, exploring its potential to save the company from bankruptcy and the implications for the 5G landscape.

00:07:36: T-Mobile's Private 5G Network for PGA Championship

Will Townsend talks about T-Mobile's deployment of a private 5G network for the PGA Championship, emphasizing its use in broadcasting, fan activations, and critical business operations.

00:11:15: Germany's Potential Ban on Chinese Equipment

Anshel Sag discusses Germany's move towards banning Huawei and ZTE equipment from public networks by 2026, examining the broader implications for the telecom industry.

00:15:37: China Mobile's Investment in AI Compute Infrastructure

Will Townsend highlights China Mobile's significant investment in AI compute infrastructure, questioning the lack of detailed plans for its utilization.

00:17:03: Microsoft Build and AI's Impact on 5G PCs

Anshel Sag previews the upcoming announcements at Microsoft Build, focusing on the potential for AI to drive the adoption of 5G PCs and the improvements in activation experiences.

00:22:30: Conclusion and Wrap-Up

We hope our viewers and listeners found this week's topics interesting. If anyone out there would like to provide insights for a specific 5G topic for a future podcast, please reach out to us on social media—Will is @WillTownTech and Anshel is @AnshelSag. We hope you have a great week, and please tune in again for the next episode later this week. Don't forget to rate and subscribe!

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Podcast Show Notes: Episode 192 of G2 on 5G

Welcome and Introduction

- Host Will Townsend introduces the episode and fellow analyst Anshel Sag.

- Discussion on the latest insights in the 5G realm, covering six topics in approximately 20 minutes.

AWS and Telefonica Germany's 5G Cloud Core Initiative

- AWS secures a significant win with Telefonica Germany moving over a million 5G subscribers to its cloud.

- This marks a pioneering brownfield network migration to a cloud core, setting a precedent in the industry.

Net Neutrality and Network Slicing

- Examination of the FCC's final order on net neutrality affecting network slicing.

- Potential implications for consumer and enterprise applications with a focus on how 5G standalone and network slicing might evolve.

Verizon's Approach to Neutral Host 5G Networks

- Discussion on Verizon's strategy in deploying neutral host 5G networks, particularly with Cummins.

- Insights into how neutral host networks can replace expensive DAS systems and improve performance in venues.

Apple's New iPad Launch

- Overview of Apple's launch of four new iPads and two versions of new silicon.

- Focus on the iPad Pro's features, including the new tandem OLED technology and the M4 chip.

- Discussion on the potential of these devices in the context of AI and competition with AI PCs.

Tesla's Private 5G Network Video

- Analysis of Tesla's recent video showcasing its private 5G network deployment in Giga Berlin.

- Consideration of whether this is a genuine step forward or a promotional move amidst various challenges faced by Tesla.

Potential Sale of US Cellular

- Rumors about US Cellular possibly selling itself to T-Mobile and Verizon.

- Discussion on the strategic implications for the carriers involved and the broader telecom industry.

Closing Remarks

- Anshel Sag wraps up the episode, inviting listeners to provide feedback and subscribe for future episodes.

- Reminder for listeners to engage via social media for any specific 5G topics they want covered in future podcasts.

Contact Information

- Listeners are encouraged to reach out via social media platforms linked in the podcast description.

This episode provides a comprehensive look into current developments in the 5G industry, from significant corporate strategies and regulatory changes to new technological advancements in consumer electronics.