Introduction:

Welcome to episode 193 of the G Two on 5G podcast, where we provide the latest insights on everything 5G. In this episode, hosts Will Townsend and Anshel Sag discuss a range of topics from AT&T's new partnership to the impact of AI on 5G PCs. Let's dive in!

Timestamps:

00:00:02: Introduction and Welcome

Will Townsend and Anshel Sag kick off the episode, discussing their current travels and plans to record another episode at Dell Tech World.

00:00:49: AT&T and AST Space Mobile Agreement

Will Townsend discusses the formalization of the commercial agreement between AT&T and AST Space Mobile, highlighting the potential impact on gap coverage and the integration of production satellites.

00:03:43: Dish Network's DoD Deal

Anshel Sag delves into Dish Network's new ten-year deal with the Department of Defense, exploring its potential to save the company from bankruptcy and the implications for the 5G landscape.

00:07:36: T-Mobile's Private 5G Network for PGA Championship

Will Townsend talks about T-Mobile's deployment of a private 5G network for the PGA Championship, emphasizing its use in broadcasting, fan activations, and critical business operations.

00:11:15: Germany's Potential Ban on Chinese Equipment

Anshel Sag discusses Germany's move towards banning Huawei and ZTE equipment from public networks by 2026, examining the broader implications for the telecom industry.

00:15:37: China Mobile's Investment in AI Compute Infrastructure

Will Townsend highlights China Mobile's significant investment in AI compute infrastructure, questioning the lack of detailed plans for its utilization.

00:17:03: Microsoft Build and AI's Impact on 5G PCs

Anshel Sag previews the upcoming announcements at Microsoft Build, focusing on the potential for AI to drive the adoption of 5G PCs and the improvements in activation experiences.

00:22:30: Conclusion and Wrap-Up

We hope our viewers and listeners found this week's topics interesting. If anyone out there would like to provide insights for a specific 5G topic for a future podcast, please reach out to us on social media—Will is @WillTownTech and Anshel is @AnshelSag. We hope you have a great week, and please tune in again for the next episode later this week. Don't forget to rate and subscribe!

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The G2 on 5G Podcast: AT&T's SpaceMobile Deal, Dish's DoD Lifeline, T-Mobile's PGA Transformation, Germany's Huawei Ban, China Mobile's AI Push, and Microsoft's Hybrid AI PCs 20:40 Share

The G2 on 5G Podcast by Moor Insights & Strategy

Shownotes Transcript

The G2 on 5G Podcast: AT&T's SpaceMobile Deal, Dish's DoD Lifeline, T-Mobile's PGA Transformation, Germany's Huawei Ban, China Mobile's AI Push, and Microsoft's Hybrid AI PCs