Welcome and Introduction

- Will Townsend welcomes Anshel Sag to episode 240 of G2 on 5G.

- Coverage of six topics spanning 5G and 6G developments.

T-Mobile's Edge Control Solution

- Launch of Edge Control at fourth annual Innovate Awards.

- Combines 5G advanced network with local breakout for private-like cellular experience.

- Zero on-premise infrastructure requirement distinguishes this solution.

- Strategic positioning against Verizon and AT&T in enterprise cellular offerings.

Nvidia and Nokia Partnership

- Extension of aerial RAN computer announcements for 6G.

- Nvidia's billion-dollar investment in Nokia signals strategic alignment.

- Partnership includes T-Mobile and Dell Technologies for server infrastructure.

- Nokia stock surged 25% following the announcement.

All-American AI RAN Stack

- Announcement of domesticated supply chain for 6G development.

- Nvidia's aerial platform moving to open source to accelerate adoption.

- Full-stack solution involving Cisco, Mitre, and Booz Allen.

- Focus on spectrum sensing and computer vision applications.

Nvidia DGX Spark Developer Experience

- Anshel Sag shares hands-on experience with DGX Spark device.

- 200 gigabit connectivity and scalable memory capacity.

- Simplified software stack enables AI deployment without extensive coding knowledge.

Samsung Networks and SoftBank MOU

- Joint research agreement for 6G and AI-based RAN technologies.

- Four focus areas: 6G, AI for RAN, AI in RAN, and large telecom models.

- Cultural significance of Korean-Japanese partnership in telecommunications.

5G Techratory Event Insights

- Will Townsend's experience hosting panels in the Baltic region.

- "Defense of 5G" panel discussion with European experts and skeptics.

- Challenges in European 5G deployment due to fragmented regulation.

- Delayed standalone 5G rollout creating similar frustrations as experienced in U.S.

Fixed Wireless Access as Killer Use Case

- FWA success in U.S. market with T-Mobile leading adoption.

- AT&T's Internet Air product serving consumers and enterprises.

Verizon's Fiber Expansion Strategy

- New CEO driving aggressive fiber buildout through wholesale partnerships.

- Deal with Eaton Fiber for network expansion without direct capital investment.

- Following AT&T's successful fiber strategy after years of market leadership.

Competitive Fiber Market Dynamics

- AT&T's overinvestment in fiber driving strong ARPU and earnings performance.

- T-Mobile's strategic shift toward fiber for backhaul and FWA support.

- Verizon's Pac-Man approach with Frontier acquisition correcting previous divestiture.

- Competition driving price improvements and better consumer options.

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.

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