

The G2 on 5G Podcast: AT&T's Fiber Expansion, Trump's Spectrum Push, Apple's 6G Plans, AWS Exits Private 5G, Upper 12 GHz for Satellites, and Xiaomi's New SoC
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.