『Telco in 20』のカバーアート

Telco in 20

Telco in 20

著者： Danielle Rios TelcoDR
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今ならプレミアムプランが3カ月 月額99円

2026年5月12日まで。4か月目以降は月額1,500円で自動更新します。

概要

 Over the next 20 years, the telco industry will radically change as we move the entire IT estate to the public cloud to use AI. Are you ready? Telco in 20 helps telecom execs drive transformative change through the savvy use of public cloud and AI. Host Danielle Rios and high profile guests from across telecom share their vision for the industry’s future, the impact of artificial intelligence, and what telcos need to do to thrive.© 2020-2025 TelcoDR マネジメント マネジメント・リーダーシップ 経済学
エピソード
  • Ep 139 - Can telco build an AI grid? (NVIDIA’s Kanika Atri)

    Ep 139 - Can telco build an AI grid? (NVIDIA’s Kanika Atri)
    2026/04/28
    AI is reshaping telco. At NVIDIA’s GTC conference, AT&T, T-Mobile, Comcast, and Spectrum announced they’re building AI grids, turning millions of existing cell sites and central offices into distributed AI compute infrastructure. NVIDIA's survey of 1,000 telco professionals found more than 90% reporting that AI is already delivering cost savings or revenue growth, with the biggest ROI coming from agentic AI for autonomous networks. For this episode, I’m joined by Kanika Atri, Senior Director of Telecoms at NVIDIA. We dig into where real AI ROI lives in telco, why the network may be the world’s most underutilized compute asset, and the big unanswered question: who’s going to build the software that makes all of this work? Listen now to hear: How NVIDIA’s survey reveals where AI is already paying off [03:06];Why telcos’ existing infrastructure could become the backbone of distributed AI [05:06];The critical software gap nobody in the industry owns [11:19]; andWhy countries are turning to operators, not hyperscalers, to build their national AI [12:27]. Links and Resources: Read NVIDIA’s State of AI in Telecommunications report, a survey of 1,000+ telecom professionals that covers where AI is delivering value, what’s driving investment, and how operators are planning for distributed AI computing and 6G.Check out these blogs by Kanika Atri: NVIDIA, Telecom Leaders Build AI Grids to Optimize Inference on Distributed NetworksTelcos Across Five Continents Are Building NVIDIA-Powered Sovereign AI InfrastructureRead more about SoftBank’s AI-RAN breakthrough in Japan and Indosat’s full sovereign AI stack in Indonesia, including locally developed LLMs and 20+ AI applications.NVIDIA made a $1 billion equity investment in Nokia to build CUDA-accelerated 5G software that runs on any platform. Watch NVIDIA CEO Jensen Huang and Nokia CEO Justin Hotard explain the partnership in this interview.Learn more about the Totogi Ontology and how it’s helping Tier-1 operators turn AI into actual profit.Read the Appledore Research report on Totogi, Telecom-specific Ontology, the key to AI-native telco. It explains why context, not data, is the foundation AI agents need to work at scale (paywalled).Kanika climbed cell towers early in her career. Maybe her amygdala doesn’t fire like most people’s—just like legendary free-solo climber Alex Honnold’s brain scans show little fear response to heights. He’s famous for scaling Yosemite’s El Capitan without a rope (documented in the Oscar-winning film Free Solo), and most recently the 101-story Taipei 101 in Taiwan. Watch the news coverage here.Check out this episode on our YouTube channel.You can find the episode transcript here. Wanna talk AI and public cloud? Telco execs, set up a meeting with our team to learn how to tap the immense business value they can bring. Follow DR: Have an idea for a Telco in 20 podcast guest or topic? Send it in!Want to sponsor a podcast? Let us knowFollow DR on X @TelcoDR The Telco in 20 podcast is ranked in the top 5% of all podcasts globally by Listen Notes! 🎉 We’ve also won 2024 and 2025 MarCom Awards, 2024 and 2025 Hermes Creative Awards, and are recognized as a TeckNexus Top 12 Telco and Tech Podcast, Forrester Top 100 Channel Podcast and Feedspot Top 10 Telecom Podcast. If you enjoy the podcast, would you leave us a review? It takes you seconds to do in your app and it really makes a difference in helping to convince hard-to-get guests. And I love reading your feedback and reviews! This week’s guest: Kanika Atri is senior director of telecom products and marketing at NVIDIA, driving AI adoption across the telecom ecosystem. She works closely with hundreds of customers, developers, and partners to embed AI into networks, operations, and services—accelerating the shift to AI‑native wireless networks, autonomous agentic-AI-powered operations, sovereign AI factories, and 6G‑ready infrastructure. Through these engagements, she shapes product roadmaps, go‑to‑market strategies, and commercial partnerships that translate advanced AI capabilities into measurable business impact for the telecom industry. Podcast Credits: Executive Producer and Host: Danielle Rios, TelcoDRSenior Producer: Lindsay Grubb, TillCo MediaSenior Editor/Brand Manager: Alisa Jenkins, Springboard MarketingAudio Editor: Andrew CondellSupervising Producer: Amanda AveryAssociate Producer: Kriselda DionisioMusic: Dyami Wilson Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.
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    20 分
  • Ep 138 - From programmable networks to agentic AI (Chris Wade)

    Ep 138 - From programmable networks to agentic AI (Chris Wade)
    2026/04/14
    Telcos have spent years automating their networks, but most of that automation is rigid. It makes the same decision every time—whether the device is offline, whether it's a maintenance window, whether there's a weather event. Adding AI agents sounds like progress, but if those agents aren't built on a deterministic foundation, you're not removing risk, you're accelerating it. The real challenge isn't getting AI to answer questions about your network. It's getting it to act safely. For this episode, I'm joined by Chris Wade, Co-Founder and CTO of Itential, a network automation platform that's been making infrastructure programmable since 2014. We dig into how Itential is using agentic AI on live production networks, why it layers AI reasoning on top of deterministic guardrails, and how Lumen scaled from 16 to 350 automated workflows by putting field engineers in the driver's seat. Listen now to hear: Why deterministic guardrails are essential when AI agents touch live networks [04:14];The "secret sauce" for giving AI agents real business context [06:24];How Lumen grew from 16 to 350+ automated workflows [11:24]; andWhat telcos need to demand from vendors [13:05]. Links and Resources: Learn more about Itential and its agentic network automation platform, FlowAI.Check out Itential's MCP server, launched in May 2024—one of the earliest in the telco space.Watch Greg Freeman from Lumen present at AutoCon on how his team scaled from 16 to 350+ automated workflows on Itential's platform.Take a look at Aaron Levie's blog, Building for Trillions of Agents. The Box CEO argues that agents will become the primary users of all software, and if your systems can't be accessed through an open API or CLI, they're invisible to AI. It's the exact problem we unpack in this episode.Learn how the Totogi Ontology gives AI agents the business context they need to act on live systems and lets operators see exactly why every decision was made and make changes on the spot.Read my blog, The Promise of AI is No UI, written back in 2024. It predicted exactly where this conversation was headed: a world where AI agents are the primary users of software.Watch this scene from Silicon Valley—one of the best shows ever made about startups—where Dinesh interacts with an AI version of Gilfoyle. It aired back in 2019, before any of us knew this would be real. If you think agentic AI is a new idea, think again!Check out this episode on our YouTube channel.You can find the episode transcript here. Wanna talk AI and public cloud? Telco execs, set up a meeting with our team to learn how to tap the immense business value they can bring. Follow DR: Have an idea for a Telco in 20 podcast guest or topic? Send it in!Want to sponsor a podcast? Let us knowFollow DR on X @TelcoDR The Telco in 20 podcast is ranked in the top 5% of all podcasts globally by Listen Notes! 🎉 We’ve also won 2024 and 2025 MarCom Awards, 2024 and 2025 Hermes Creative Awards, and are recognized as a TeckNexus Top 12 Telco and Tech Podcast, Forrester Top 100 Channel Podcast and Feedspot Top 10 Telecom Podcast. If you enjoy the podcast, would you leave us a review? It takes you seconds to do in your app and it really makes a difference in helping to convince hard-to-get guests. And I love reading your feedback and reviews! This week’s guest: Chris Wade co-founded Itential in 2014 to simplify and accelerate the adoption of network automation and to transform network operations practices. Using a model-based approach, Chris led the innovation and development of the company’s flagship portfolio of dynamic, multi-tiered network automation applications. Prior to establishing Itential, Chris gained a wealth of experience in the SDN, NFV and OSS/BSS markets having led initiatives in this space for global organizations including Alcatel-Lucent, ReachView Technologies and Micromuse. Podcast Credits: Executive Producer and Host: Danielle Rios, TelcoDRSenior Producer: Lindsay Grubb, TillCo MediaSenior Editor/Brand Manager: Alisa Jenkins, Springboard MarketingAudio Editor: Andrew CondellSupervising Producer: Amanda AveryAssociate Producer: Kriselda DionisioMusic: Dyami Wilson Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.
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    19 分
  • Ep 137 - Hyperscalers' $2T bet (Charles Fitzgerald)

    Ep 137 - Hyperscalers' $2T bet (Charles Fitzgerald)
    2026/03/31
    Hyperscaler CAPEX investments are staggering: Amazon, Google, Microsoft, and Meta spent more than $400 billion on infrastructure in 2025 and are expected to reach over $600 billion in 2026. They’re on pace to surpass $2 trillion in cumulative CAPEX spend before the year is over. Meanwhile, U.S. telco CAPEX sits at $50 billion for 2025—and it's shrinking. For this episode, Charles Fitzgerald, Managing Director at Platformonomics, returns for his fourth (!) appearance on Telco in 20 to break down his tenth annual Follow the CAPEX report. We dive into the hyperscaler spending surge, the two big telco AI plays coming out of MWC 2026—sovereign cloud and AI-RAN, and why the gap between infrastructure spenders and operators is impossible to close. Listen now to hear: How AI supercharged hyperscaler CAPEX—and changed the math for telcos [02:59];Why sovereign cloud may already belong to the hyperscalers [05:57];How AI-RAN looks more like an NVIDIA play than a telco strategy [09:54]; andWhy Oracle's catch-up bid is a cautionary tale [13:25]. Links and Resources: Read Charles Fitzgerald's annual 2025 Follow the CAPEX report.Check out Charles Fitzgerald’s 2024 retrospective on public cloud CAPEX spending and check out his Cloud Reactor Tracker.This was Charles's fourth appearance on our podcast. Check out his previous episodes: Ep 110 – Hyperscaler CAPEX is going nuclearEp 88 - Cloud CAPEX: Not for the faint of wallet Ep 63 – Ante up to be a public cloud contenderIs Oracle's CAPEX bet genius or madness? Fortune breaks down the numbers.Learn more about the Totogi Ontology and how it's helping Tier-1 operators turn AI into actual profit.Read the Appledore Research report on Totogi: Telecom-specific Ontology, the key to AI-native telco (paywalled).Charles has been on the podcast four times—one more and we may have to get him a Five-Timers Club jacket, SNL-style.Check out this episode on our YouTube channel.You can find the episode transcript here. Wanna talk AI and public cloud? Telco execs, set up a meeting with our team to learn how to tap the immense business value they can bring. Follow DR: Have an idea for a Telco in 20 podcast guest or topic? Send it in!Want to sponsor a podcast? Let us knowFollow Telco in 20 on X @TelcoIn20Follow DR on X @TelcoDR The Telco in 20 podcast is ranked in the top 5% of all podcasts globally by Listen Notes! 🎉 We’ve also won 2024 and 2025 MarCom Awards, 2024 and 2025 Hermes Creative Awards, and are recognized as a TeckNexus Top 12 Telco and Tech Podcast, Forrester Top 100 Channel Podcast and Feedspot Top 10 Telecom Podcast. If you enjoy the podcast, would you leave us a review? It takes you seconds to do in your app and it really makes a difference in helping to convince hard-to-get guests. And I love reading your feedback and reviews! This week’s guest: Charles Fitzgerald is a Seattle-based angel investor, with a focus on developer platforms and infrastructure. Previously, he spent 20+ years working on platform businesses at Microsoft and VMware. He can see the cloud from his house. Podcast Credits: Executive Producer and Host: Danielle Rios, TelcoDRSenior Producer: Lindsay Grubb, TillCo MediaSenior Editor/Brand Manager: Alisa Jenkins, Springboard MarketingAudio Editor: Andrew CondellSupervising Producer: Amanda AveryAssociate Producer: Kriselda DionisioMusic: Dyami Wilson Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.
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    20 分
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