Moor Insights & Strategy Podcast

Welcome to this week's edition of "MI&S Datacenter Podcast." Join Moor Insights & Strategy co-hosts Matt, Will, and Paul as they analyze the week's top datacenter and datacenter edge news. They talk compute, cloud, security, storage, networking, operations, data management, AI, quantum, and more!    We will be talking on this week's show about:   HPE Securities Analyst Meeting Insights https://x.com/WillTownTech/status/1978542076330745891   Intel Shows Momentum In Its Earnings https://d1io3yog0oux5.cloudfront.net/_a9c76828df1af0b055f7cffea57824a7/intel/db/887/9148/earnings_presentation/Q3+2025+Earnings+Deck+Revised.pdf IBM & AMD: Chip TItans Unite https://www.cnbc.com/2025/10/24/amd-stock-pops-on-report-ibm-can-use-its-chips-for-quantum-computing.htm   OCP Scales- Up Ethernet https://www.linkedin.com/posts/wstownsend_ocpsummit25-activity-7383931564897984513-MA2m?utm_source=share&utm_medium=member_desktop&rcm=ACoAAAAdOCkB7GSD8YuNAaXuDKP_xFHkrnLbNFk   Qualcomm Leans Into Inference https://www.qualcomm.com/processors/data-center    Quantum Echoes: Whispers Of  Future Molecules https://blog.google/technology/research/google-willow-quantum-chip/   Disclaimer: This show is for information and entertainment purposes only. While we will discuss publicly traded companies on this show. The contents of this show should not be taken as investment advice.

Welcome to this week's edition of "MI&S Datacenter Podcast." Join Moor Insights & Strategy co-hosts Matt, Will, and Paul as they analyze the week's top datacenter and datacenter edge news. They talk compute, cloud, security, storage, networking, operations, data management, AI, quantum, and more!    We will be talking on this week's show about:   00:00 Intro 9:03 SailPoint's Agentic Wind 19:36 Only Cheaters Bid With Quantum 24:36 The Intel Comeback Tour Continues 30:14 Marvell's System Development Journey 33:43 Microfluidics Can Be Massively Disruptive 39:37 Latency Could Undo The IBM-AMD Supercomputer   SailPoint's Agentic Wind https://www.linkedin.com/posts/wstownsend_sailpoint-ushers-in-new-era-of-adaptive-identity-activity-7378794063438778368-Nt-f?utm_source=share&utm_medium=member_desktop&rcm=ACoAAAAdOCkB7GSD8YuNAaXuDKP_xFHkrnLbNFk   Only Cheaters Bid With Quantum https://arxiv.org/pdf/2509.17715v1   The Intel Comeback Tour Continues https://www.linkedin.com/feed/update/urn:li:activity:7378195648267001857/   Marvell's System Development Journey https://moorinsightsstrategy.com/analyst-insight-marvells-trailblazing-efforts-in-system-development/   Microfluidics Can Be Massively Disruptive https://www.linkedin.com/feed/update/urn:li:activity:7377106369843441664/   Latency Could Undo The IBM-AMD Supercomputer https://newsroom.ibm.com/2025-08-26-ibm-and-amd-join-forces-to-build-the-future-of-computing   Disclaimer: This show is for information and entertainment purposes only. While we will discuss publicly traded companies on this show. The contents of this show should not be taken as investment advice.

Welcome to this week's edition of "MI&S Datacenter Podcast." Join Moor Insights & Strategy co-hosts Matt, Will, and Paul as they analyze the week's top datacenter and datacenter edge news. They talk compute, cloud, security, storage, networking, operations, data management, AI, quantum, and more!    We will be talking on this week's show about:   Getting Splunky https://www.linkedin.com/posts/wstownsend_splunkconf25-activity-7371179885823709184-ETLK?utm_source=share&utm_medium=member_desktop&rcm=ACoAAAAdOCkB7GSD8YuNAaXuDKP_xFHkrnLbNFk   More Earnings - HPE & Oracle https://investor.oracle.com/investor-news/news-details/2025/Oracle-Announces-Fiscal-Year-2026-First-Quarter-Financial-Results/default.aspx   Intel's Datacenter Reset https://www.datacenterknowledge.com/data-center-chips/intel-s-data-center-reset-new-leadership-signals-significant-shift   NVIDIA Goes Large (Context) https://www.datacenterknowledge.com/data-center-chips/nvidia-showcases-inference-chops-with-rubin-cpx-preview   Disclaimer: This show is for information and entertainment purposes only. While we will discuss publicly traded companies on this show. The contents of this show should not be taken as investment advice.

Welcome to this week's edition of "MI&S Datacenter Podcast." Join Moor Insights & Strategy co-hosts Matt, Will, and Paul as they analyze the week's top datacenter and datacenter edge news. They talk compute, cloud, security, storage, networking, operations, data management, AI, quantum, and more!    We will be talking on this week's show about:   NVIDIA's Datacenter Bridge https://www.linkedin.com/posts/wstownsend_nvidia-introduces-spectrum-xgs-ethernet-to-activity-7364700917142622209-5GJB?utm_source=share&utm_medium=member_ios&rcm=ACoAAAAdOCkB7GSD8YuNAaXuDKP_xFHkrnLbNFk   VMware Explore Recap - Private Cloud Is Cool Again https://www.forbes.com/sites/patrickmoorhead/2025/08/26/vcf-and-private-ai-take-center-stage-at-vmware-explore-2025/    Cisco Earnings & HPE Expectations https://www.linkedin.com/posts/wstownsend_cisco-fy-2025-earnings-insights-solid-activity-7362182259321303041-37aN?utm_source=share&utm_medium=member_ios&rcm=ACoAAAAdOCkB7GSD8YuNAaXuDKP_xFHkrnLbNFk   Earnings Season Is In Full Force - Pure, Nutanix, NVIDIA (oh my)   Disclaimer: This show is for information and entertainment purposes only. While we will discuss publicly traded companies on this show. The contents of this show should not be taken as investment advice.

Welcome to this week's edition of "MI&S Datacenter Podcast." Join Moor Insights & Strategy co-hosts Matt, Will, and Paul as they analyze the week's top datacenter and datacenter edge news. They talk compute, cloud, security, storage, networking, operations, data management, AI, quantum, and more!    We will be talking on this week's show about:   00:00 Intro 4:09 Insights from Black Hat USA 2025 16:37 95% Can't Be Wrong 27:27 Musing on AMD Earnings 39:07 Infoblox's Precrime Capabilities 46:24 Datacenters – from Bits to Qubits 53:20 NVIDIA & AI for the Masses   Insights from Black Hat USA 2025 https://x.com/WillTownTech/status/1953059811635150954   95% Can't Be Wrong https://www.riverlane.com/blog/quantum-error-correction-is-crucial-but-the-ecosystem-isn-t-ready   Musing on AMD Earnings https://d1io3yog0oux5.cloudfront.net/_da9ec69a410f47f77272ab0541c83538/amd/db/841/9167/presentation/AMD+Q2%2725+Earnings+Slides+FINAL+2.pdf    Infoblox's Precrime Capabilities https://x.com/WillTownTech/status/1953209641103434043   Datacenters – from Bits to Qubits https://arxiv.org/pdf/2505.23860   NVIDIA & AI for the Masses https://www.nvidia.com/en-us/data-center/rtx-pro-6000-blackwell-server-edition/    Disclaimer: This show is for information and entertainment purposes only. While we will discuss publicly traded companies on this show. The contents of this show should not be taken as investment advice.

Step inside the future of sports on episode 17 of Game Time Tech with hosts Melody Brue and Robert Kramer, as they break down how artificial intelligence and digital innovation are redefining everything from world-famous tournaments to your next matchday. This episode dives deep into the most striking tech at Wimbledon 2025—think AI-powered match previews, real-time stats in your pocket, and Hawk-Eye's precision ruling the courts. Discover how players, officials, and fans are getting smarter, faster insights and enjoying a blend of tradition with cutting-edge technology. Next up, explore the Premier League's blockbuster moves with Microsoft and Adobe. Learn how Microsoft's AI and cloud infrastructure are transforming both behind-the-scenes operations and live fan experiences. See how Adobe's creative tools are giving the League's global fanbase more ways than ever to personalize, interact, and express their passion—turning spectators into creators and superfans. The episode also unpacks Globant's "AI or Die" philosophy: why leading sports organizations are weaving AI into every layer of their game, from logistics and player signings to personalized highlights that raise the bar for engagement. Mel and Robert discuss both the promise—and the ongoing challenges—of this transformation, always keeping the human side of sport front and center. Whether you're a diehard tennis or soccer fan, a fantasy league junkie, or just curious about the digital future of competition, this podcast puts you right at the heart of the sports tech revolution. Each week, join us for fresh insights and lively debates about how global leagues, top brands, and tech pioneers are delivering smarter, fairer, and more thrilling experiences for fans everywhere.

In Episode 11 of The Enterprise App Pod,  hosts Melody Brue and Robert Kramer tackle the front lines of Industry 5.0—the new era where AI meets human collaboration to redefine how we work and innovate. This high-energy episode breaks down the evolution from mechanization to intelligent, human-centric operations, spotlighting how ERP and modern tech are becoming the nerve center for sustainable, adaptable, and people-first businesses. Get the inside story as Mel and Robert discuss: Industry 5.0 and the Evolution of Work: Explore the shift from efficiency-focused automation to human-AI teamwork, mass personalization, and the rise of resilient, sustainable operations. Hear how companies are leveraging digital twins, IoT, and AI agents to empower smarter decisions and flexible, creative problem-solving. Adobe Analytics and the 1,200% Surge in GenAI Search: Unpack the seismic jump in web traffic driven by generative AI platforms. With traditional SEO giving way to "AIO" (AI optimization), learn why businesses must now retool content to be machine-readable and front-of-mind for AI-powered discovery engines. Figma's IPO and the SaaS Playbook Rewrite: Dive into Figma's blockbuster IPO and what its soaring valuation means for competitors like Canva and Adobe—and for the entire SaaS landscape. The episode explains why cloud-native, AI-empowered platforms now set the gold standard for growth and public market excitement. Mitel's Restructuring: Reset or Reinvention?: The team analyzes Mitel's much-watched restructuring—why slashing debt isn't enough, the tough road ahead for customer trust, and the brutal realities of competing against agile, AI-driven cloud rivals. The conversation explores what it takes for legacy vendors like Mitel and Avaya to shift from survivors to true innovators. Tune in for actionable insights, clear breakdowns, and pragmatic advice for enterprises navigating digital transformation, AI disruption, and the road ahead in work and technology. Whether you geek out over ERP, SaaS, or just want to stay ahead of tech's fastest shifts, this episode delivers the clarity and strategy you need.

On this week's episode of The G2 on 5G, hosts Will Townsend and Anshel Sag discuss the following six topics:  Telefonica's Huawei Transition Strategy A phased regional approach to phasing out Huawei infrastructure, with Europe advancing and Brazil holding steady. Dish's Latest Spectrum Payment A last-minute FCC payment keeps Dish out of default and raises questions about long-term strategy. Nokia's Subsea Cable Expansion Key wins in global subsea networking boost connectivity for AI data centers and beyond. Wi-Fi 8 Spec Update New details on the 802.11bn standard reveal enterprise-focused enhancements and reduced latency. OpenRAN Deployment Milestone Live multi-vendor R-APP deployment marks progress in programmable mobile networks. Samsung Fold7 and Flip7 Demand Record-breaking pre-orders signal strong consumer interest in foldable devices.

Welcome to this week's edition of "MI&S Datacenter Podcast." Join Moor Insights & Strategy co-hosts Matt, Will, and Paul as they analyze the week's top datacenter and datacenter edge news. They talk compute, cloud, security, storage, networking, operations, data management, AI, quantum, and more!    We will be talking on this week's show about:   Palo Alto Networks & CyberArk https://www.linkedin.com/posts/wstownsend_palo-alto-networks-announces-agreement-to-activity-7356466398220439554-VZnH?utm_source=share&utm_medium=member_desktop&rcm=ACoAAAAdOCkB7GSD8YuNAaXuDKP_xFHkrnLbNFk   What the Hell is FTQC? https://www.linkedin.com/pulse/beyond-hype-practical-applications-ftqc-paul-smith-goodson-6wsq/ https://www.forbes.com/sites/moorinsights/2025/06/10/ibms-vision-for-a-large-scale-fault-tolerant-quantum-computer-by-2029/   How Dell is addressing sustainability in the AI era https://moorinsightsstrategy.com/research-notes/has-ai-killed-the-sustainability-charge-dell-says-no/   Intel plans networking spin off https://www.linkedin.com/posts/wstownsend_intels-networking-spin-off-desperate-gamble-activity-7356408254513508352-bNdB?utm_source=share&utm_medium=member_desktop&rcm=ACoAAAAdOCkB7GSD8YuNAaXuDKP_xFHkrnLbNFk   4D without Glasses https://azure.microsoft.com/en-us/blog/quantum/2025/06/19/microsoft-advances-quantum-error-correction-with-a-family-of-novel-four-dimensional-codes/   AI reinvigorates the consulting game https://www.linkedin.com/feed/update/urn:li:activity:7356342771839848448/   Disclaimer: This show is for information and entertainment purposes only. While we will discuss publicly traded companies on this show. The contents of this show should not be taken as investment advice.  

In this episode of Game Time Tech, Lewis Smithingham, EVP of Strategic Industries at Media.Monks, joins hosts Melody Brue and Robert Kramer for an unfiltered deep-dive into how sports has become the ultimate proving ground for emerging tech. From VR broadcasts to hybrid remote production on AWS, Lewis reveals the hidden world of live production, fan engagement, and the future of sports infrastructure. Top Tech Takeaways: Cloud is changing the game: Media.Monks embraced AWS-powered workflows out of necessity and found scalable, profitable, and shockingly sustainable results.  Remote production in sports allows global teams to broadcast massive events while still making it home for dinner. Sports are evolving from linear monoculture to multi-platform entertainment, a shift essential to reaching new generations of fans. Sports as tech test bed: Lewis compares the impact of Taylor Swift at the Super Bowl to the moon landing, seriously, and shows why data and experience intersect in sports more than anywhere else.

Episode 15 of Game Time Tech marks the start of a "hot sports tech summer," where hosts Melody Brue and Robert Kramer delve into the intersection of live sports and enterprise innovation. From advanced fan experiences to athlete analytics, the show highlights how major tech players are redefining operational efficiency, safety, and media strategy across some of the world's most visible sporting events. The hosts break down how T-Mobile's private 5G turned the PGA Championship into a real-time tech showcase, SailGP's racecourse into a precision-driven safety zone, and how Lenovo's FIFA and F1 partnerships bring performance and connectivity to the global stage. They also preview Snowflake's ambitious plans for the 2028 Olympics — a massive data effort aimed at empowering athletes and fans alike. Highlights include: T-Mobile's 5G at the PGA Championship Enabled seamless fan experiences and enhanced broadcast agility across complex terrain — minus the cable clutter. ⛵  SailGP's real-time racing tech Used sub-10 millisecond latency and network slicing to support sailor safety, telemetry, and first responder communications. Lenovo + FIFA World Cups 2026 & 2027 Blends brand play and smart infrastructure, supporting all 32 teams with tablets, smartphones, and collaboration platforms. Formula One Innovation Lenovo delivers diagnostics and real-time analytics, while other partners push sustainability and safety boundaries. Snowflake's Olympic Data Strategy Powers training, performance tracking, medical insights, and fan engagement as the data platform for the 2028 Summer Olympics.  

Welcome to this week's edition of "MI&S Datacenter Podcast." Join Moor Insights & Strategy co-hosts Matt, Will, and Paul as they analyze the week's top datacenter and datacenter edge news. They talk compute, cloud, security, storage, networking, operations, data management, AI, quantum, and more!   We will be talking on this week's show about:   Palo Alto Networks & Okta Partnership https://x.com/WillTownTech/status/1945223993096655338   Microsoft, Atom Computing, & Magne https://www.qunorth.com   AWS Summit & The Agentic Lifecycle https://www.linkedin.com/feed/update/urn:li:activity:7351302065609994240/   Zscaler's Zero Trust Solution Scales https://www.linkedin.com/posts/wstownsend_zscaler-extends-zero-trust-platform-to-enable-activity-7348392046908358658-1XcG?utm_source=share&utm_medium=member_desktop&rcm=ACoAAAAdOCkB7GSD8YuNAaXuDKP_xFHkrnLbNFk   Next-Gen Naval Nav https://thequantuminsider.com/2025/07/16/q-ctrls-new-maritime-quantum-navigation-solution-successfully-undergoes-first-defense-trials-at-sea/   IBM Power11 & TAM Expansion https://www.forbes.com/sites/patrickmoorhead/2025/07/14/ibm-aims-to-expand-its-infrastructure-market-reach-with-power11/    Disclaimer: This show is for information and entertainment purposes only. While we will discuss publicly traded companies on this show. The contents of this show should not be taken as investment advice.  

Welcome to this week's edition of "MI&S Datacenter Podcast." Join Moor Insights & Strategy co-hosts Matt, Will, and Paul as they analyze the week's top datacenter and datacenter edge news. They talk compute, cloud, security, storage, networking, operations, data management, AI, quantum, and more!    We will be talking on this week's show about:   2:15 Cisco Charts Its Agentic AI Course 12:07 AMD Launches The Latest Salvo In The AI Silicon War 24:02 HPE Discover Insights; Juniper Acquisition Clears 40:59 Pure Cloudifies Storage With EDC   Cisco Charts Its Agentic AI Course https://www.linkedin.com/posts/wstownsend_cisco-charts-its-agentic-ai-journey-at-cisco-activity-7341209119069978625-9uXg?utm_source=share&utm_medium=member_desktop&rcm=ACoAAAAdOCkB7GSD8YuNAaXuDKP_xFHkrnLbNFk   AMD Launches The Latest Salvo In The AI Silicon War https://www.amd.com/en/blogs/2025/amd-instinct-mi350-series-and-beyond-accelerating-the-future-of-ai-and-hpc.html#:~:text=Powering%20Tomorrow's%20AI%20Workloads,for%20inference%20and%20training%20alike.&text=With%20flexible%20air%2Dcooled%20and,an%20industry%20standards%2Dbased%20infrastructure   HPE Discover Insights; Juniper Acquisition Clears https://www.linkedin.com/posts/wstownsend_discover-activity-7343617573436932097-sTk1?utm_source=share&utm_medium=member_desktop&rcm=ACoAAAAdOCkB7GSD8YuNAaXuDKP_xFHkrnLbNFk   Pure Cloudifies Storage With EDC https://www.purestorage.com/company/newsroom/press-releases/pure-storage-introduces-the-enterprise-data-cloud.html#:~:text=Matt%20Kimball%2C%20Vice%20President%20&%20Principal,a%20way%20that's%20actionable%20today   Disclaimer: This show is for information and entertainment purposes only. While we will discuss publicly traded companies on this show. The contents of this show should not be taken as investment advice.  

Join Moor Insights & Strategy analysts Will Townsend and Anshel Sag as they dive into the latest developments in the 5G industry. In this episode, they discuss Nokia's leadership shake-up, T-Mobile's partnership with SpaceX, Ericsson's latest industry moves, and much more. Topics Covered in This Episode: Nokia's New CEO Announcement – The impact of Intel executive Justin Hotard stepping into Nokia's leadership role. T-Mobile & SpaceX Partnership – How T-Mobile's satellite connectivity plan is evolving and what it means for consumers. Ericsson's Industry Innovations – Exploring Ericsson's expanding footprint in 5G and enterprise applications. Super Bowl & 5G Insights – Breaking down key moments from Super Bowl Sunday and 5G's role in live event connectivity. 5G REDCap & Smart Grid Developments – Examining O2 Telefónica's trial with Germany's energy sector. Private 5G Networks in Texas – How Ericsson and LCRA are rolling out private cellular networks across Texas counties.  

On this episode of The G2 on 5G, Will Townsend and Anshel Sag, dive into the latest advancements in 5G, AI, and satellite communications.They discuss Verizon's AI-driven small business solutions, Sateliot's latest funding push, and SoftBank's increasing investment in AI infrastructure. Their Discussion Covers: Verizon's AI Assistant for Small Businesses: How Verizon is integrating AI into customer support, boosting efficiency for small business owners. Sateliot's Expansion & Spanish Government Grant: Sateliot secures $15M in funding to accelerate its satellite network for global IoT connectivity. SoftBank's AI Telecom Ambitions: The company unveils its Large Telecom Model (LTM) designed to optimize networks with AI-driven intelligence. Ampere Acquisition & ARM-Powered AI: SoftBank's strategic move to acquire Ampere, strengthening its AI and cloud computing portfolio. The Future of AI in Telecom: NVIDIA, Cisco, and T-Mobile's joint efforts in AI-RAN and the vision for AI-native 6G infrastructure. T-Mobile's Spectrum Swap & Strategic Positioning: How T-Mobile is refining its network strategy with 600 MHz spectrum acquisitions.  

Welcome to this week's edition of "MI&S Datacenter Podcast." Join Moor Insights & Strategy co-hosts Matt, Will, and Paul as they analyze the week's top datacenter and datacenter edge news. They talk compute, cloud, security, storage, networking, operations, data management, AI, quantum, and more!    We will be talking on this week's show about:   Can Extreme Networks Compete In The Datacenter & Beyond? https://x.com/WillTownTech/status/1924771544942969289   AI Déjà Vu All Over Again? https://www.wsj.com/tech/ai/what-sam-altman-told-openai-about-the-secret-device-hes-making-with-jony-ive-f1384005?   DTW 2025 - Private Cloud & Automation https://www.linkedin.com/feed/update/urn:li:activity:7331038772580519936/    DTW 2025 - Is Dell's Approach To AI Networking Competitive? https://x.com/WillTownTech/status/1925052764989620363   IBM's New Access Pricing Plan https://www.ibm.com/quantum/blog/flex-pla   VAST & The AI OS https://www.linkedin.com/feed/update/urn:li:activity:7331019662203228161/    Disclaimer: This show is for information and entertainment purposes only. While we will discuss publicly traded companies on this show. The contents of this show should not be taken as investment advice.

Join Moor Insights & Strategy hosts, Will Townsend and Anshel Sag, on The G2 on 5G Podcast. In this episode, they explore the latest developments in the 5G industry, including mobile network operator earnings, T-Mobile's advancements in 5G technology, AT&T's fixed wireless access strategy, Motorola's latest Razr innovation, Ericsson's mining applications, and Verizon's 5G slicing technology. Their discussion covers: MNO Earnings Insights: Analysis of financial results from top mobile network operators, including market trends and future projections. T-Mobile's 5G: Advanced Evolution - How T-Mobile is pushing 5G technology forward and what it means for consumers and enterprises. AT&T's Fixed Wireless Access (FWA) Strategy: Examining AT&T's approach to FWA and its impact on broadband competition. Motorola's Razr Innovation: A closer look at Motorola's newest Razr model and how foldable phones are evolving. Ericsson's Mining Applications: How Ericsson is leveraging 5G for advanced mining solutions and safety improvements.  Verizon's 5G Network Slicing: Understanding Verizon's approach to 5G slicing and its potential for enterprise connectivity.  

In this episode of The G2 on 5G, Will Townsend and Anshel Sag discuss the latest developments in 5G technology, private networks, and industry trends. In this episode, they explore major industry moves by Celona, T-Mobile's latest expansion, private 5G adoption in sports, and how Hyundai and Disney are leveraging advanced connectivity. Their Discussion Covers: 📡 Celona's Private 5G Momentum: The company's focus on enterprise 5G networks, enabling digital transformation for industries including healthcare, retail, and manufacturing. 🏈 Dallas Cowboys and Private 5G: How sports franchises, including the Cowboys, are exploring private 5G for enhanced fan engagement and operational efficiency. 📶 T-Mobile's 5G Expansion: The carrier's latest initiatives to strengthen its nationwide 5G coverage, including strategic partnerships and network improvements. 🎥 Disney's 5G Innovations: How Disney is leveraging 5G and edge computing for immersive entertainment experiences. 🚘 Hyundai and Smart Mobility: The automotive giant's advances in connected car technology, using 5G for autonomous driving and enhanced vehicle communication. 🛜 The Future of 5G in Business: Emerging use cases for enterprise applications, including AI-driven insights and network optimization.  

In this episode of The G2 on 5G, Will Townsend and Anshel Sag explore the latest advancements in 5G, including T-Mobile's early experiments with 6G, AST SpaceMobile's collaboration with AT&T for FirstNet trials, and Vodafone's impressive IoT growth. They also discuss Google's Pixel 9a, MediaTek's newest chipset innovations, and the push for 5G REDCap adoption. Their discussion covers: 📡 T-Mobile & Nokia Testing 6G Spectrum: The FCC granted T-Mobile permission to test prototype wireless equipment, paving the way for future deployment of ultra-fast connectivity. 🛰️ AST SpaceMobile & AT&T FirstNet Collaboration: AT&T is set to test direct-to-cell satellite connectivity, expanding FirstNet's capabilities for emergency services. 🔗 Vodafone Hits 200M IoT Connections: The telecom giant has seen rapid growth, proving IoT monetization is accelerating globally. 📱 Pixel 9a Launch: Google's mid-range smartphone packs flagship-like performance with its Tensor G4 processor and long-lasting battery life at an affordable price. ⚡ MediaTek's Newest Chipsets: The company introduces the Dimensity 9400+ and Kompanio Ultra, enhancing AI-powered devices and Chromebooks. 🚀 5G REDCap Advancements: The GSA forms an industry group to drive REDCap adoption, accelerating the shift to standalone 5G for wearables and IoT.

In this episode of The G2 on 5G, analysts Will Townsend and Anshel Sag return after traveling, to discuss six key topics shaping the 5G landscape. They cover AST SpaceMobile's shift toward a consumer satellite service, EchoStar's FCC investigation, Mobile World Congress Las Vegas' rebrand, T-Mobile's latest network advancements, new security initiatives in partnership with Palo Alto Networks, and Xiaomi's upcoming smartphone SoC. Topics Covered: 🛰 AST SpaceMobile's Consumer Satellite Push: A significant strategy shift: AST SpaceMobile aims to launch a beta satellite-based consumer service by the end of 2025, with a full rollout in 2026. How will this affect the telecom landscape? 📡 EchoStar's FCC Investigation: SpaceX alleges that EchoStar is underutilizing its spectrum. Is this just political maneuvering, or does the investigation signal broader industry shifts? 🏢 MWC Las Vegas Rebrand: Can its pivot toward enterprise solutions revive attendance, or is it time to retire the event entirely? 📊 T-Mobile's 5G Network Strength: A UCLA study shows T-Mobile leading in mobile network performance with median download speeds of 442 Mbps. What does this mean for consumer connectivity? 🔒 Security & 5G SASE: Both AT&T and T-Mobile partner with Palo Alto Networks to bolster their 5G security solutions, enhancing enterprise protections. 📱 Xiaomi's New Smartphone SoC: The Chinese tech giant is set to launch an in-house smartphone chip, potentially signaling a broader industry trend.