Telecoms.com Podcast

Two hosts share insights from a lunch with Nokia and the AI startup Nscale, highlighting its promise in the booming data center arena. They discuss the turbulent state of Open RAN technology, examining investment hesitations and revenue drops. An emerging data center venture takes center stage with its innovative GPU-as-a-service model. The conversation also touches on the competitive dynamics within the telecom industry, underscoring the challenges and opportunities around mobile data growth and energy strategies in the Nordics.

The lads are feeling the pace after a busy few days but find the energy for the second pod of the week, this time featuring special guest Jim Fagan, CEO of EXA Infrastructure. They start by learning more about Jim’s company, during which they learn a lot about fibre, datacentres and much more. That eventually leads to a discussion about subsea cables and why people keep sabotaging them, before they conclude by reviewing the Salt Typhoon and Vodaphone/Three news.

This unprecedented episode of the pod not only took place in the middle of the week, but also featured a dialled-in special guest in addition to Ray from Cohere in the studio. They start by finding out what Cohere does (spoiler alert: it has invented some cleverness that makes better use of radio waves), which gets into the weeds regarding radio technology in general. Cohere recently won a Glotel award in partnership with Vodafone Spain, so they eventually patch in Paco from that company to join the fun, before concluding with some broader musing about the future direction of the industry.

One of the pod’s most regular guests – William Webb – returns because he’s written yet another book. They start by exploring the core theme of his book, which is that 6G is currently headed in the wrong direction and his proposal for a course correction. They eventually move on another of William’s favourite topics – the slowdown in global mobile data growth, before concluding with a look at Nokia replacing Huawei at Deutsche Telekom.

Just Iain and Scott this week as they record ahead of the Glotel Awards evening. Pausing only to reflect on Iain’s hangover they start by discussing claims that T-Mobile US may be on the verge of ditching Nokia as a RAN vendor, which largely revolve around the pros and cons of using fans to keep things cool. They eventually move on to a story Iain wrote examining US vendor Mavenir’s struggles with 5G, before moving on to Scott’s pet topic of how geopolitics impacts the telecoms sector.

The lads were delighted to welcome Harry Rippon of UK communications regulator Ofcom to the pod this week. They start by exploring the increasing number of roles Ofcom has in the UK comms market, touching on pricing and spectrum, before an inevitable Scott rant about censorship. That only leaves time for one more segment, in which Iain reflects on his attendance of the Fyuz event, as which Open RAN’s state or progress was a major theme.

The pod is back, having skipped a week to allow Scott to galavant around Istanbul, and is delighted to welcome back special guest Neil McRae of Juniper Networks. After hearing all about Scott’s trip they get into the main news of the week – the near approval of the UK operator megamerger of Vodafone and Three. They eventually move on to discuss the latest developments in BT’s strategy before reflecting on the recent election of Donald Trump as US President and what that may mean for telecoms.

There’s no guest this week, which is just as well as they didn’t have enough cameras to record three people anyway. The lads start by examining the many ways America is trying to starve China of access to semiconductors. That inevitably involves Huawei, which is the main proxy for this initiative, and they eventually move on to discuss Europe’s hesitance to do what the US tells it regarding Huawei, before concluding with the latest signals concerning the telecoms recession.

Iain is back as co-host following Scott’s return from Paris and it’s just the two of them for their reunion. The big telecoms news of the week concerned quarterly announcements from big kit vendors Ericsson and Nokia, so they spend much of the pod analysing those, along with the usual tangents. They eventually get around to one more topic, a discussion of calls to ban smartphones in schools.

This episode of the pod was recorded on the show floor of the Network X telecoms trade event in Paris. Iain didn’t make the trip so risked losing his co-host position to his colleague at Light Reading, Tereza Krasova, who joined Scott along with returning guest Gabriel Brown of Heavy Reading. The main topic of conversation was a review of the opening keynotes from the event, which focused on the opportunities offered by network APIs. After a few tangents they eventually conclude with a look at the state of progress of 6G.