Telecoms.com Podcast 6G, Open RAN and Google Cloud
Jun 30, 2025
The hosts dive into the evolving landscape of Open RAN, highlighting how major players are adapting rather than resisting change. Their travel stories include engaging culinary experiences in Spain and reflections on a memorable Wembley concert. They discuss the challenges of live event connectivity and the irony of recording experiences instead of soaking them in. The competitive dynamics of 6G technology and the geopolitical implications are explored, alongside the fast-paced race in AI and data centers, emphasizing the intricate market and government influences at play.
AI Snips
Chapters
Transcript
Episode notes
6G Development Divergence Globally
- Different regions have varying ambitions and directions for 6G development, with China and the US being most aggressive.
- Europe adopts a more evolutionary, cost-conscious approach focusing on software upgrades rather than radical innovation.
Geopolitics Shapes 6G Investment
- Global geopolitics heavily influence telecom vendor opportunities and ambitions, especially between China, Europe, and the US.
- Market restrictions limit where vendors like Huawei, Ericsson, and Nokia can operate, affecting their 6G investment incentives.
Ericsson's US Market Advantage
- Ericsson’s growth in the US market is significant, now commanding over half the market share.
- This market dominance incentivizes Ericsson to invest ambitiously in 6G to meet US operators' high expectations.