Welcome and Introduction

- Will Townsend hosts episode 229 of GTO and 5G podcast

- Anshel Sag joins as fellow analyst

HPE Aruba Networking's Private 5G Partner Program

- HPE's acquisition of Athonet and turnkey private 5G solution

- New competency program to train channel partners on cellular technology

- Focus on operational technology environments

3GPP Release 20 and the Path to 6G

- Release 20 as a primer for 6G's first release (Release 21)

- Key improvements: wireless AI, coverage, mobility, MIMO evolutions

- Setting the stage for 6G technical study items

T-Mobile's T Satellite Launch

- Commercial availability set for July 23rd

- Initial support for SMS, MMS, and short audio clips

- Data service launch planned for October 1st

- Free emergency 911 for all compatible devices

AST Space Mobile's Defense Communications Proof of Concept

- Collaboration with Fairwinds Technologies

- Field test including tactical assault kit connectivity and secure video calls

- Demonstration of military applications for satellite-to-phone technology

EchoStar's Financial Maneuvers

- $500 million debt interest payment made

- 30-day grace period elected for July 1 payment

- Ongoing "high-stakes game of chicken" with regulators

Cloudflare and Spectrum Discussions

- Concerns about EchoStar's spectrum usage

- Potential influence of political factors on regulatory decisions

Trump Mobile's Gold 5G Service Launch

- Discussion of Trump Mobile's new 5G service offering

- Pricing strategy and planned device offerings

- Analysis of the service as an MVNO using major carrier networks

- Skepticism about the value proposition and potential legal issues

Satellite Connectivity Testing

- Anshel Sag's experience testing satellite services during a camping trip

- Comparison of T-Mobile, Verizon, and AT&T satellite offerings

- Observations on indoor/outdoor functionality and ease of use

- Potential applications for emergency situations and rural connectivity

AST SpaceMobile and Vodafone Partnership in India

- Collaboration to provide direct-to-device connectivity in rural India

- Focus on bridging the digital divide in underserved areas

- Integration of satellite and terrestrial infrastructure

T-Mobile's WPGA Championship Technology Showcase

- T-Mobile's partnership with WPGA for golf technology innovations

- Autonomous driving range ball picker and real-time swing analysis

- Mixed reality putting simulator and AI-powered video highlights

- Enhanced broadcast capabilities with real-time stats integration

Nokia's Autonomous Network Fabric Launch

- Introduction of Nokia's new network automation platform

- Integration of security into the networking layer

- Use of agentic AI for network management and automation

- Projected adoption curve and industry impact by 2026

6G Development and Future Implications

- Recent 3GPP discussions on 6G specifications and timelines

- MIT's photonics processor advancements for 6G signal processing

- NIST's focus areas for 6G development

- Potential military applications and security concerns for 6G technology

Podcast Evolution and Audience Engagement

- Consideration of transitioning the podcast focus from 5G to 6G

- Invitation for listener feedback on potential rebranding

Welcome and 5th Anniversary Celebration

- Will Townsend and Anshel Sag mark the 5th anniversary of their podcast

- Discussion on the podcast's evolution alongside 5G and 6G technologies

Nokia's Leadership in Drone and Robotics Consortium

- Nokia spearheads a new European Union initiative named Proactive

- Project aims to redefine emergency management and critical infrastructure

- Projected revenue of 90 million euros by 2035

- Involvement of 40+ European tech companies from 13 countries

T-Mobile's Partnership with Sail GP

- T-Mobile's 5G network enhancing sailing competition broadcasts

- Implementation of AI-enabled autonomous buoys and IoT sensors

- Significant improvement in broadcast capabilities, from 10-30 Mbps to 16 simultaneous HD streams

AT&T's Fiber Network Milestone

- AT&T reaches 30 million locations with fiber connectivity

- Company on track to meet 60 million location goal by 2030

- Discussion on the impact on bridging the digital divide and mobile network backhaul

Nvidia's European AI and 6G Initiatives

- Partnerships with European operators for AI cloud development

- Focus on sovereign AI and privacy-centric solutions

- Collaboration with over 200 companies and universities for 6G research

- Emphasis on AI-native wireless networks for 6G

New Zealand's First Private 5G Network

- Collaboration between Spark and Air New Zealand at Auckland airport

- Focus on logistics management using drones and robots

- Implementation of digital twin and computer vision applications

Spectrum Allocation in U.S. Politics

- Discussion of the "One Big, Beautiful Bill" and its spectrum allocation provisions

- Shift from 600 MHz sub-3 GHz to 800 MHz above 3 GHz

- Debate on the merits of bundling spectrum allocation with other political issues

Closing Thoughts

- Invitation for listener engagement and topic suggestions

- Reminder of hosts' social media handles for further interaction

Welcome and Introduction

- Will Townsend welcomes Shahid Ahmed, who leads NTT DATA's private 5G initiatives

- Discussion of Shahid's role in New Ventures and Innovation at NTT DATA

Private 5G Momentum in 2025

- Identification of 2025 as a pivotal year for private cellular and 5G adoption

- Three major forces driving demand: device availability, spectrum allocation, and improved economics

Device Ecosystem Development

- Progress in natively supported 5G devices for enterprises

- Impact on deployment timelines and customer readiness

Spectrum Availability Challenges

- Regulatory hurdles in spectrum allocation across different geographies

- Recent improvements in spectrum accessibility for enterprises

Economics of Private 5G

- Shift towards "Wi-Fi economics" for private 5G deployments

- Cost comparisons between Wi-Fi and 5G implementations in large-scale environments

Edge AI and Agentic AI in 5G Networks

- Distinction between Edge AI and large language models

- Applications of Edge AI in manufacturing and autonomous systems

- Role of Agentic AI in business process workflows

Factory of the Future Concept

- NTT DATA's focus on enabling advanced manufacturing environments

- Integration of robotics, automation, and connectivity in dark factories

Convergence of Wireless Technologies

- Emerging integration of 5G and Wi-Fi on single radio platforms

- Implications for seamless connectivity in various settings

Security Challenges in Network Transformation

- Increased security concerns with automation and IP network integration

- Ongoing nature of security challenges in modernized infrastructures

NTT DATA's Comprehensive Service Offerings

- NTT DATA's position as a major data center service provider

- Private 5G as an entry point for broader network architecture transformation

Partnership Highlights

- Collaboration with Cisco, including ESIM integration in Meraki and Catalyst products

- Simplification of device provisioning and configuration processes

Welcome and Milestone

- Will Townsend and Anshel Sag discuss the upcoming 5-year anniversary of their podcast.

- Reflection on the longevity of their roles as analysts.

AT&T's Fiber Expansion

- AT&T acquires Lumen's fiber portion for nearly $6 billion.

- Expansion adds over 4 million consumer locations, primarily on the West Coast.

- AT&T's goal to reach 60 million locations by 2030.

Spectrum Auctions and Political Involvement

- Discussion of President Trump's tweet about auctioning 600 MHz spectrum.

- Analysis of the potential for spectrum auctions in the 1.5 to 10 GHz band.

- Consideration of revenue generation through government spectrum monetization.

Upper 12 GHz Spectrum for Satellite Connectivity

- FCC chairperson's comments on freeing up spectrum for low Earth orbit satellite providers.

- Potential impact on companies like AST Space Mobile and Starlink.

- Importance of fair allocation in potential auctions.

Apple's 6G Preparations

- Indications of Apple's focus on 6G development and hiring.

- Analysis of Apple's potential strategies for 6G involvement and IP portfolio building.

- Discussion on the importance of Apple's participation in 6G standard-setting.

AWS Ends Private 5G Solution

- AWS announces the end of its private 5G solution launched in 2021.

- Analysis of challenges faced, including competition and complexity.

- Reflection on the difficulties of entering the telco space for hyperscalers.

Xiaomi's New SoC Launch

- Introduction of Xiaomi's Xring 01 SoC using ARM technology.

- Analysis of the SoC's positioning and potential market impact.

- Discussion of Xiaomi's simultaneous agreement with Qualcomm for flagship chips.

Closing Thoughts

- Invitation for listener engagement and topic suggestions.

- Memorial Day wishes for veterans.

Welcome and Introduction

- Will Townsend and Anshel Sag return for Episode 224 of "The G2 on 5G"

- Overview of six topics covered in about 20 minutes

AST Space Mobile's New Consumer Satellite Service

- Announcement of beta service by end of year, commercial service in 2026

- Potential offerings: text, internet data, video conferencing

- Shift from middleware approach to direct consumer service

EchoStar FCC Investigation

- FCC investigating EchoStar's 5G network and spectrum usage

- SpaceX's complaints about EchoStar's power levels and spectrum utilization

- Concerns about impartiality and potential political influences

MWC Las Vegas Evolution

- Rebranding as enterprise-focused event

- Challenges in attracting attendees and finding its footing

- Discussion on the event's future viability

T-Mobile Network Performance

- OOKLA data showing impressive network speeds

- Demonstration of 550Mbps uplink on sub-6 connection

- Comparison of network performance across Samsung Galaxy Ultra models

Mobile Operator Security Partnerships

- AT&T and T-Mobile partnerships with Palo Alto Networks

- Focus on enhancing cybersecurity posture for owned and unowned networks

- T-Mobile's 5G SASE solution and security slice offerings

Xiaomi's Smartphone SoC Announcement

- Xring 01: Xiaomi's first in-house smartphone SoC

- Expected to be built on TSMC's 4nm process

- Implications for Chinese smartphone manufacturers and government efforts

Closing Remarks

- Invitation for listener engagement and topic suggestions

- Contact information for Will Townsend and Anshel Sag

Welcome and Introduction

- Will Townsend and Anshel Sag host episode 223 of G2 on 5G

- Anshel joins from New York after attending Motorola launch event

Q1 Earnings for Major U.S. Mobile Network Operators

- AT&T reports strong performance in fiber and mobility investments

- T-Mobile experiences subscriber growth miss despite solid revenue

- Verizon records strong earnings but faces subscriber loss

T-Mobile's 5G Advanced Network

- First commercial nationwide 5G advanced network in the U.S.

- Potential for new use cases in XR, gaming, and safety applications

- T-Mobile maintains lead in 5G network capabilities

AT&T's 5G Fixed Wireless Access Performance

- CEO John Stankey credits Ericsson for boosting FWA performance

- AT&T adds 181,000 Internet Air subscribers in Q1

- Positioning FWA as complementary to fiber expansion

Motorola's New Razr Lineup

- Introduction of high-end flagship tier for Moto Razr brand

- New features include titanium hinge, improved cameras, and AI capabilities

- Variety of models with different processors and specifications

Ericsson's Private 5G Deployment in Mining

- Partnership with Newmont for private 5G across 14 mines on four continents

- Single Ericsson radio controlling bulldozer fleet in South Wales, Australia

- Demonstration of 5G capabilities in enhancing mining operations and safety

Verizon's 5G Network Slice for First Responders

- Launch of dedicated 5G ultra wideband virtual network slice

- Deployment in 29 cities, offering enhanced reliability and performance

- Competitive move to match AT&T's FirstNet and T-Mobile's T Priority

Importance of Use Cases and Competition in 5G

- Discussion on the need for compelling use cases to drive 5G adoption

- Emphasis on competition breeding innovation in the telecom industry

Welcome and Introduction

- Will Townsend introduces episode 222 of G2 on 5G

- Anshel Sag joins as fellow analyst

- Recording from Florida location

T-Mobile's 6G Equipment Testing

- FCC grants T-Mobile request to test experimental prototype wireless equipment

- Testing near Bellevue, Washington headquarters

- Spectrum band in 7 GHz to 8.4 GHz range

- Potential for 10-20 times more capacity and higher data rates

Spectrum Considerations for 6G

- Discussion of 7 GHz and 12 GHz spectrum for 6G

- Challenges with propagation characteristics above 6 GHz

- Potential tricks to improve propagation for higher frequencies

Google Pixel 9a Launch

- Mid-range device priced at $499

- Same processor as flagship series with some compromises

- Larger battery than flagship models

- Downgraded modem compared to higher-end versions

Vodafone's IoT Milestone

- Vodafone connects 200 millionth IoT device

- 50% year-over-year sales growth over last five years

- Discussion of IoT monetization and network infrastructure

GSA Forms 5G RedCap Special Group

- Collaboration on RedCap networks, features, and product rollouts

- Founding members include Ericsson, Huawei, Qualcomm, and MediaTek

- Importance of standalone 5G networks for RedCap applications

AT&T and AST Space Mobile FirstNet Trials

- Testing direct-to-cell satellite connectivity over Band 14

- Extension of FirstNet's mission-critical capabilities

- Importance for emergency services and disaster response

MediaTek's New Chipset Announcements

- Dimensity 9400 Plus for flagship phones

- Companion Ultra for Chromebooks

- Focus on AI performance and capabilities

- Comparisons to Intel's offerings in the Chromebook market

NTT Data Center Services

- Brief mention of NTT's position as third in the world for data center service delivery