WEBVTT 00:00:00.000 --> 00:00:03.459 We are live with episode 219 of the G2 on 5G. 00:00:03.520 --> 00:00:05.780 It's the latest Insight Scoop on everything 5G. 00:00:06.200 --> 00:00:08.660 We cover six topics in about 20 minutes and it's 00:00:08.660 --> 00:00:10.080 brought to you by more insights and strategy. 00:00:10.720 --> 00:00:12.580 I'm Will Townsend and joining me again this week 00:00:12.580 --> 00:00:15.179 is fellow analyst Anshul Saag. Let's get started 00:00:15.179 --> 00:00:17.120 with my first topic and I wanna talk about T 00:00:17.120 --> 00:00:19.739 -Mobile and they are readying their plans for 00:00:19.739 --> 00:00:22.179 5G advance in the United States. And this is 00:00:22.179 --> 00:00:24.239 actually a light reading article that our friend 00:00:24.239 --> 00:00:28.820 Mike Dano wrote after speaking with Will. at 00:00:28.820 --> 00:00:32.219 T -Mobile. Now, one of the challenges is the 00:00:32.219 --> 00:00:34.460 whole definition of 5G advanced according to 00:00:34.460 --> 00:00:39.060 the 3GPP is pretty vague and ambiguous. Broad. 00:00:39.299 --> 00:00:43.060 Yeah, very broad. And so this is how Ulf and 00:00:43.060 --> 00:00:45.880 the team at T -Mobile define it. Not surprisingly, 00:00:46.020 --> 00:00:49.500 number one has to involve a standalone 5G core, 00:00:49.679 --> 00:00:53.359 which T -Mobile launched in 2020. T -Mobile also 00:00:53.359 --> 00:00:57.079 defines 5G advanced utilizing carrier aggregation. 00:00:57.740 --> 00:00:59.799 and today t -mobile currently aggregates four 00:00:59.799 --> 00:01:02.979 bands on the downlink and t on the uplink and 00:01:02.979 --> 00:01:05.659 they expect to increase that downlink to five 00:01:05.659 --> 00:01:08.879 in the near future we've talked about red cap 00:01:08.879 --> 00:01:12.980 reduced capacity 5g t -mobile includes that as 00:01:12.980 --> 00:01:15.579 part of what they're going to do with 5g advanced 00:01:15.579 --> 00:01:18.879 and then finally this is something new to me 00:01:18.879 --> 00:01:22.750 you may be aware of it l4s which is a technology, 00:01:23.010 --> 00:01:25.609 yeah, available on wired networks, but it's intended 00:01:25.609 --> 00:01:28.829 to reduce network latency and packet loss while 00:01:28.829 --> 00:01:31.030 maintaining high throughput, thereby improving 00:01:31.030 --> 00:01:33.709 real -time application performance. There's really 00:01:33.709 --> 00:01:35.950 not a timeframe on when this is going to occur, 00:01:36.290 --> 00:01:38.750 but T -Mobile has indicated that they've begun 00:01:38.750 --> 00:01:41.230 the process of deploying 5G Advanced. And from 00:01:41.230 --> 00:01:44.769 my perspective, this is their opportunity to 00:01:44.769 --> 00:01:47.969 put their foot on the accelerator, continue to 00:01:47.969 --> 00:01:51.069 leverage what they've done with standalone. to 00:01:51.069 --> 00:01:54.890 drive uh new value and and you know performance 00:01:54.890 --> 00:01:57.049 and flexibility within their network and i know 00:01:57.049 --> 00:01:59.329 you caught this my friend what are your thoughts 00:01:59.329 --> 00:02:02.189 about all this is this a true definition of what 00:02:02.189 --> 00:02:04.530 we would consider 5g advanced from your standpoint 00:02:04.530 --> 00:02:10.650 i think 5g advanced is going to actually carry 00:02:10.650 --> 00:02:14.330 a lot of weight in the future yeah i think there's 00:02:14.330 --> 00:02:15.669 going to be a lot of features that will be added 00:02:15.669 --> 00:02:18.449 in the future and it's really interesting because 00:02:18.969 --> 00:02:21.909 If you look at all the new 5G modems that are 00:02:21.909 --> 00:02:25.129 out, they're not release 18 modems. They're release 00:02:25.129 --> 00:02:27.889 17 modems with release 18 features. I think right 00:02:27.889 --> 00:02:30.909 now the problem with release 18 is it's not technically 00:02:30.909 --> 00:02:33.449 finished yet. It's a little bit nebulous still. 00:02:33.889 --> 00:02:38.289 And I think once the standard is like fully released, 00:02:38.550 --> 00:02:41.009 then I think it'll be a lot easier to talk about 00:02:41.009 --> 00:02:44.469 5G advanced a little bit more clearly. But yeah, 00:02:44.509 --> 00:02:46.129 I have no reason to believe that they don't have 00:02:46.129 --> 00:02:48.689 a release 18 network or they won't. They've been 00:02:48.689 --> 00:02:53.530 the fastest to deploy most new standards. And 00:02:53.530 --> 00:02:57.330 they probably have the largest standalone 5G 00:02:57.330 --> 00:03:00.710 network in the world. Yeah, for sure. So I wouldn't 00:03:00.710 --> 00:03:03.650 be surprised to see them leveraging that to deploy 00:03:03.650 --> 00:03:07.710 Release 18. In terms of steps, I see Release 00:03:07.710 --> 00:03:10.949 15 was a big one. Release 16 was a little bit 00:03:10.949 --> 00:03:14.129 less big. 17 was a little bit also incremental. 00:03:14.530 --> 00:03:17.270 And 18, I see, is a big jump. But the thing is... 00:03:17.439 --> 00:03:19.439 18 builds on everything in the previous releases. 00:03:19.460 --> 00:03:22.259 So you have to be up to date to be able to do 00:03:22.259 --> 00:03:24.280 release 18. And I think that's one thing to consider. 00:03:24.400 --> 00:03:27.060 And maybe some networks are going to skip. We've 00:03:27.060 --> 00:03:29.979 seen things happen where Geo, they just skipped 00:03:29.979 --> 00:03:33.099 NSA entirely and went full SA, right? And I could 00:03:33.099 --> 00:03:36.039 see Geo being a release 18 network fairly soon 00:03:36.039 --> 00:03:40.000 as well. I have no reason to question T -Mobile's 00:03:40.000 --> 00:03:43.060 aspirations here. And their definition seems 00:03:43.060 --> 00:03:45.599 pretty on point. And we are seeing a lot of use 00:03:45.599 --> 00:03:50.379 of L4S specifically in a lot of trials and tests. 00:03:50.680 --> 00:03:53.439 The T -Mobile XR trial with Qualcomm and Ericsson 00:03:53.439 --> 00:03:56.240 that utilize L4S network slicing. I think we're 00:03:56.240 --> 00:03:59.020 on the right path. And I think we'll probably 00:03:59.020 --> 00:04:02.960 see more release 18 networks or release 18 -ish 00:04:02.960 --> 00:04:05.939 networks in the next year or two, especially 00:04:05.939 --> 00:04:08.180 since we're seeing a lot of Chinese operators 00:04:08.180 --> 00:04:10.560 talk about that as well. Yeah, the L4S thing 00:04:10.560 --> 00:04:12.800 was an education point for me. Obviously, you're 00:04:12.800 --> 00:04:14.939 very aware of it. You're Mr. Technical. I'm technical 00:04:14.939 --> 00:04:17.660 too. But yeah, it was interesting to learn about 00:04:17.660 --> 00:04:20.220 that. And I think from my perspective, what T 00:04:20.220 --> 00:04:23.540 -Mobile is focused on is finding their own focus 00:04:23.540 --> 00:04:27.240 on 5G advanced. It's straight up from my perspective. 00:04:27.279 --> 00:04:29.000 It makes a lot of sense. So it'll be interesting 00:04:29.000 --> 00:04:32.319 to see how things progress and how the actual 00:04:32.319 --> 00:04:35.360 release standard comes to fruition. But let's 00:04:35.360 --> 00:04:36.939 go to your first topic. And this is pretty big 00:04:36.939 --> 00:04:40.990 news. So late breaking news. Intel has appointed 00:04:40.990 --> 00:04:44.490 its permanent CEO. And you want to talk a little 00:04:44.490 --> 00:04:47.029 bit. I wasn't very familiar with this particular 00:04:47.029 --> 00:04:49.389 person. I know that he was formerly on the board. 00:04:49.790 --> 00:04:51.870 Obviously, you're much more knowledgeable about 00:04:51.870 --> 00:04:55.329 the new CEO. But you want to talk about how his 00:04:55.329 --> 00:04:59.430 appointment might affect the future of 5G and 00:04:59.430 --> 00:05:02.449 what Intel is doing. And by the way, at Mobile 00:05:02.449 --> 00:05:05.129 World Congress, I did sit down with Intel. I 00:05:05.129 --> 00:05:07.189 think we talked about that on a prior podcast. 00:05:08.269 --> 00:05:11.529 Got an understanding of what Intel is doing with 00:05:11.529 --> 00:05:17.170 Xeon 6, that SoC, to drive not only CPCing with 00:05:17.170 --> 00:05:20.470 that, but also managing a whole host of virtualized 00:05:20.470 --> 00:05:23.550 network functionality with that. But hey, let 00:05:23.550 --> 00:05:27.069 me let you take it away there. Yes, Liputan was 00:05:27.069 --> 00:05:32.870 previously on Intel's board from 2022 to 2024. 00:05:33.269 --> 00:05:35.329 So he was on the board for about two years. Yeah. 00:05:35.509 --> 00:05:38.879 And he actually resigned. about seven months 00:05:38.879 --> 00:05:42.560 ago, there wasn't a clear indication of why, 00:05:42.860 --> 00:05:49.420 but the timing was very close to when Intel's 00:05:49.420 --> 00:05:53.779 former CEO, Pat Gelsinger, was, I guess, asked 00:05:53.779 --> 00:05:55.959 to retire. I'm not really sure what the clear 00:05:55.959 --> 00:05:58.639 terminology there is, but did not finish the 00:05:58.639 --> 00:06:00.339 job. And I think a lot of people would have liked 00:06:00.339 --> 00:06:02.759 to have seen him finish the job. And Liputan 00:06:02.759 --> 00:06:06.750 actually left before that. It's very interesting 00:06:06.750 --> 00:06:09.370 that Lipu Tan is now the replacement for Pat 00:06:09.370 --> 00:06:11.709 Gelsinger. He's actually a little bit older than 00:06:11.709 --> 00:06:15.589 Pat. Yeah, 65, right? Yeah, I looked at his age. 00:06:15.769 --> 00:06:17.870 And the reason why that's relevant is actually 00:06:17.870 --> 00:06:21.310 because before Pat Gelsinger, Intel had a policy 00:06:21.310 --> 00:06:25.910 of forced retirement at 65. So it's interesting 00:06:25.910 --> 00:06:29.910 that this is beginning at 65. But other than 00:06:29.910 --> 00:06:32.620 that. I would say he's one of the few people 00:06:32.620 --> 00:06:36.519 in the industry that has the experience of turning 00:06:36.519 --> 00:06:39.860 around a semiconductor company like he did with 00:06:39.860 --> 00:06:43.879 Cadence, but also having the ability to understand 00:06:43.879 --> 00:06:47.480 foundry and chip design, which he's very uniquely. 00:06:47.699 --> 00:06:51.420 He served at Cadence as CEO from 2009 to 2021. 00:06:51.839 --> 00:06:54.860 He was able to help that company recover its 00:06:54.860 --> 00:06:57.519 share price and its place in the market. And 00:06:57.519 --> 00:07:00.459 yeah, I just think that. When you look at what's 00:07:00.459 --> 00:07:02.439 possible, I think there's very few people who 00:07:02.439 --> 00:07:03.899 have the experience and knowledge that he does. 00:07:04.220 --> 00:07:06.699 So I think he's the most qualified person for 00:07:06.699 --> 00:07:09.519 this job. And honestly, he was at the top of 00:07:09.519 --> 00:07:11.759 the list for most people, including myself and 00:07:11.759 --> 00:07:16.019 our boss, Pat. Pat knows him well, right? Yeah. 00:07:16.120 --> 00:07:19.180 Yeah. And I just think that I'm more inclined 00:07:19.180 --> 00:07:21.360 to believe that he knows that Intel needs to 00:07:21.360 --> 00:07:24.100 stay the course. And if you look at where Foundry 00:07:24.100 --> 00:07:26.129 and Product are today, they're actually... pretty 00:07:26.129 --> 00:07:28.670 good place. I think the biggest weakness that 00:07:28.670 --> 00:07:32.490 Intel has is on AI, specifically with AI in the 00:07:32.490 --> 00:07:35.430 data center, not so much on client. And that's 00:07:35.430 --> 00:07:37.629 actually where he has a lot of experience. He's 00:07:37.629 --> 00:07:40.290 on the board of a lot of companies and has lots 00:07:40.290 --> 00:07:43.970 of experience in AI investment as well. So I 00:07:43.970 --> 00:07:46.089 just think that he's the right person for this 00:07:46.089 --> 00:07:48.970 job. My biggest concern is like whether or not 00:07:48.970 --> 00:07:52.910 he has the time before he needs to retire because 00:07:52.910 --> 00:07:56.110 65 is already. up there that's considered retirement 00:07:56.110 --> 00:07:59.009 age in most places right so it'll be interesting 00:07:59.009 --> 00:08:01.610 to see how long he sticks around there's a serious 00:08:01.610 --> 00:08:03.629 revamp that needs to happen in the data center 00:08:03.629 --> 00:08:06.529 for intel and they might be on the right path 00:08:06.529 --> 00:08:09.569 but it's still unclear about accelerators and 00:08:09.569 --> 00:08:12.750 maybe they have to acquire or event joint venture 00:08:12.750 --> 00:08:14.589 with some companies and make that happen but 00:08:14.589 --> 00:08:18.069 regardless i i think that this is the right move 00:08:18.069 --> 00:08:21.220 and i think Intel stock popped 12 % on the news. 00:08:21.300 --> 00:08:24.399 So it was very clearly a vote of confidence from 00:08:24.399 --> 00:08:27.459 investors. And Intel will be having its big vision 00:08:27.459 --> 00:08:32.080 conference in Las Vegas, I believe, April 1st 00:08:32.080 --> 00:08:33.899 and 2nd. I think there will be some opportunities 00:08:33.899 --> 00:08:36.600 there to get an update from the company and hear 00:08:36.600 --> 00:08:40.639 from Liputan himself about the direction. He 00:08:40.639 --> 00:08:45.100 did publish a long letter to the employees. talking 00:08:45.100 --> 00:08:47.399 about remaking the future of the company and 00:08:47.399 --> 00:08:49.980 how they want to be engineering focused. And 00:08:49.980 --> 00:08:51.639 it'll be really interesting to see where the 00:08:51.639 --> 00:08:54.039 company moves under his leadership. But there's 00:08:54.039 --> 00:08:56.080 definitely changes that need to be made. And 00:08:56.080 --> 00:08:58.600 I think that's quite obvious to everyone. It's 00:08:58.600 --> 00:09:00.419 just important to see how those changes are made 00:09:00.419 --> 00:09:03.250 and what direction they go in. Yeah, I'm reading 00:09:03.250 --> 00:09:05.909 between the lines, but I did read some excerpts 00:09:05.909 --> 00:09:08.330 from that employee letter. And certainly he wants 00:09:08.330 --> 00:09:12.070 to bring Intel back into its engineering prowess. 00:09:12.090 --> 00:09:14.370 That's what Intel has been known for. And I read 00:09:14.370 --> 00:09:16.250 between the lines that I think one of the reasons 00:09:16.250 --> 00:09:18.309 why he departed the board was that he fundamentally 00:09:18.309 --> 00:09:22.350 disagreed with some of the direction on outsourcing 00:09:22.350 --> 00:09:25.789 engineering work and that sort of thing. So I 00:09:25.789 --> 00:09:28.129 feel like he's the right person for the role. 00:09:28.549 --> 00:09:31.149 He's got the pedigree. He brings the engineering. 00:09:32.199 --> 00:09:35.440 background to your point he has a record of with 00:09:35.440 --> 00:09:37.799 cadence and bringing him back to profitability 00:09:37.799 --> 00:09:39.679 as well so i think it's a strong move into your 00:09:39.679 --> 00:09:43.299 point after hours the stock was up 12 so that's 00:09:43.299 --> 00:09:47.580 a very positive indication and then not not that 00:09:47.580 --> 00:09:50.740 i that i put a lot of credence in what a lot 00:09:50.740 --> 00:09:52.639 of the the financial analysts on wall street 00:09:52.639 --> 00:09:56.200 say but in general i think it was very well received 00:09:56.200 --> 00:09:58.080 that the news was very well received on wall 00:09:58.080 --> 00:10:00.129 street and that's important for info Because 00:10:00.129 --> 00:10:01.990 it's been a roller coaster there. They've had 00:10:01.990 --> 00:10:04.690 their ups and downs. And engineering execution 00:10:04.690 --> 00:10:08.549 has been a big issue for Intel. So it'll be interesting 00:10:08.549 --> 00:10:11.570 to see what transpires. But on the surface, this 00:10:11.570 --> 00:10:15.309 is very positive. I will add that as of today, 00:10:15.429 --> 00:10:17.929 the market was down like 5 % or 10%, depending 00:10:17.929 --> 00:10:22.450 on the company. Intel's up 15 % after the additional 00:10:22.450 --> 00:10:26.210 on top of the after hours growth. So it popped 00:10:26.210 --> 00:10:30.279 a total of 15 % on this news. Excellent. Interesting. 00:10:30.600 --> 00:10:33.759 Cool. Well, we'll keep our eyes and ears peeled 00:10:33.759 --> 00:10:36.500 to all of this and see how things progress. But 00:10:36.500 --> 00:10:38.639 let's go to my second topic. And I want to talk 00:10:38.639 --> 00:10:40.799 about Broadcom. And this is an announcement that 00:10:40.799 --> 00:10:42.659 I did not catch during Mobile World Congress, 00:10:42.759 --> 00:10:44.940 but this was something I found on the Fierce 00:10:44.940 --> 00:10:48.620 Wireless Network. But Broadcom apparently announced 00:10:48.620 --> 00:10:51.279 a converged 5G fiber and satellite appliance, 00:10:51.519 --> 00:10:56.220 and it's called VeloSky. And what's interesting 00:10:56.220 --> 00:10:59.980 is that Broadcom is targeting this particular 00:10:59.980 --> 00:11:03.700 solution to help mobile network operators, communication 00:11:03.700 --> 00:11:07.059 service providers, supposedly recoup their investments 00:11:07.059 --> 00:11:10.960 in 5G and satellite. And it's targeting the enterprise 00:11:10.960 --> 00:11:14.419 needs for a converged architecture that can feed 00:11:14.419 --> 00:11:17.360 AI applications. And I read through the article 00:11:17.360 --> 00:11:22.519 and from my perspective, I think the value. in 00:11:22.519 --> 00:11:24.759 providing a single link for multiple network 00:11:24.759 --> 00:11:28.519 types could be potentially very compelling. This 00:11:28.519 --> 00:11:31.340 plays really well into Broadcom silicon strings 00:11:31.340 --> 00:11:34.919 within networking. And so I think it's interesting, 00:11:35.179 --> 00:11:40.610 basically. What the Fierce Network article summarizes 00:11:40.610 --> 00:11:43.230 is that given the shift with AI applications, 00:11:43.389 --> 00:11:46.309 the cloud, the whole notion of hybrid deployment, 00:11:46.389 --> 00:11:48.850 and then the notion of software -defined networks 00:11:48.850 --> 00:11:51.769 has just created additional complexities. And 00:11:51.769 --> 00:11:54.049 when you're managing multiple connectivity links, 00:11:54.250 --> 00:11:57.330 it complicates things, especially for enterprises. 00:11:57.429 --> 00:12:00.450 So this seems to me to be the Broadcom's easy 00:12:00.450 --> 00:12:02.789 button for the enterprise. And the timing is 00:12:02.789 --> 00:12:06.399 great, obviously, given... ai workloads and the 00:12:06.399 --> 00:12:08.600 the challenges and demands that those create 00:12:08.600 --> 00:12:11.620 on on network infrastructure in general so i 00:12:11.620 --> 00:12:13.100 don't know if you caught this but any thoughts 00:12:13.100 --> 00:12:16.019 before we move to your next topic no i think 00:12:16.019 --> 00:12:20.080 it's interesting the converged nature of it i 00:12:20.080 --> 00:12:23.259 think will potentially save money but it's unclear 00:12:23.259 --> 00:12:26.720 whether or not this requires a re -architecting 00:12:26.720 --> 00:12:29.769 of the rest of the network So I think it's probably 00:12:29.769 --> 00:12:32.629 beneficial to companies that are already utilizing 00:12:32.629 --> 00:12:36.190 Broadcom infrastructure. But yeah, I think it's 00:12:36.190 --> 00:12:38.629 interesting that it's a clever name. And yeah, 00:12:38.710 --> 00:12:40.690 I think it's definitely interesting, especially 00:12:40.690 --> 00:12:42.929 since they talk about faster monetization of 00:12:42.929 --> 00:12:45.610 5G. Yeah, and that's the classic rub, right? 00:12:45.750 --> 00:12:48.690 For operators that invest billions of dollars 00:12:48.690 --> 00:12:51.690 in license spectrum and infrastructure for each 00:12:51.690 --> 00:12:57.080 of these generational network. topologies and 00:12:57.080 --> 00:12:59.919 finding opportunities to monetize beyond just 00:12:59.919 --> 00:13:02.379 simply access is super important. And there's 00:13:02.379 --> 00:13:04.519 tremendous potential, obviously, with AI as a 00:13:04.519 --> 00:13:06.840 news hybrid. But I think the timing is great, 00:13:06.899 --> 00:13:09.220 plays very well into Broadcom strengths. And 00:13:09.220 --> 00:13:10.799 so it'll be interesting to see how things play 00:13:10.799 --> 00:13:13.360 out here. But let's move to your second topic. 00:13:13.440 --> 00:13:15.320 And this is pretty interesting. I didn't catch 00:13:15.320 --> 00:13:17.220 it. So I'm interested to learn more from you 00:13:17.220 --> 00:13:19.559 about it. But you want to talk about Vodafone 00:13:19.559 --> 00:13:24.309 UK and Ericsson and the use of AI. to actually 00:13:24.309 --> 00:13:26.889 reduce the energy consumption on 5G networks. 00:13:27.809 --> 00:13:30.610 Yes. So this actually, I'm surprised you didn't 00:13:30.610 --> 00:13:32.649 see this because every publication wrote about 00:13:32.649 --> 00:13:36.029 it. But basically they did a trial in the UK 00:13:36.029 --> 00:13:40.470 using Ericsson Advanced AI and ML powered software. 00:13:41.269 --> 00:13:45.309 And they were able to lower the power usage of 00:13:45.309 --> 00:13:48.309 5G radio units by as much as 30 select sites 00:13:48.309 --> 00:13:52.399 in London. That's crazy. And this was... Using 00:13:52.399 --> 00:13:56.379 Ericsson's advanced AI and machine learning -based 00:13:56.379 --> 00:13:59.679 software solutions, the Ericsson Service Continuity 00:13:59.679 --> 00:14:04.679 AI App Suite with intelligent energy efficiency 00:14:04.679 --> 00:14:08.360 dynamically adjusts the network power consumption 00:14:08.360 --> 00:14:12.379 based on demand. Say that fast three times. I 00:14:12.379 --> 00:14:16.179 know. It's way too many words. But they said 00:14:16.179 --> 00:14:18.039 that they implemented three key energy -saving 00:14:18.039 --> 00:14:23.389 features, 5G deep sleep. 4g cell sleep mode orchestration 00:14:23.389 --> 00:14:27.190 and radio power efficiency heat map and erickson 00:14:27.190 --> 00:14:29.809 further explained that 5g deep sleep uses ai 00:14:29.809 --> 00:14:32.169 driven predictive algorithms to allow radios 00:14:32.169 --> 00:14:34.970 to enter an ultra low energy hybridization state 00:14:34.970 --> 00:14:38.789 reducing power usage by up to 70 during off peak 00:14:38.789 --> 00:14:42.470 hours and then that 4g cell sleep mode orchestration 00:14:42.470 --> 00:14:46.429 does a behavioral model of network cells to fine 00:14:46.429 --> 00:14:50.429 -tune sleep parameters to ensure that power savings 00:14:50.429 --> 00:14:53.389 doesn't affect performance and then the radio 00:14:53.389 --> 00:14:56.389 power efficiency map uses ml to create a visual 00:14:56.389 --> 00:14:58.730 representation of all the network cells identifying 00:14:58.730 --> 00:15:01.409 and ranking underperforming sites for targeted 00:15:01.409 --> 00:15:03.529 efficiency improvements so those are like the 00:15:03.529 --> 00:15:06.230 big three things that they were able to implement 00:15:06.230 --> 00:15:08.529 and that's how they achieved these capabilities 00:15:08.529 --> 00:15:11.590 they used ericsson's antenna integrated radio 00:15:11.590 --> 00:15:18.029 530 5322 and baseband 6651 and they use a snapdragon 00:15:18.029 --> 00:15:22.750 x65 modem to rf system in the devices yeah my 00:15:22.750 --> 00:15:26.409 god like a third energy efficiency that's huge 00:15:26.409 --> 00:15:30.769 man it is yeah it's operators some of their biggest 00:15:30.769 --> 00:15:34.409 costs oh it's the number one operational expense 00:15:34.409 --> 00:15:36.690 line is your power bill when chris sambar was 00:15:36.690 --> 00:15:38.850 running networks at at &t he told me it was like 00:15:38.850 --> 00:15:42.120 their power bills like in the billions We were 00:15:42.120 --> 00:15:44.100 just complaining before we got started on our 00:15:44.100 --> 00:15:46.179 podcast about your power bill and your double 00:15:46.179 --> 00:15:49.639 payment. Yes, of course. Yeah, think about the 00:15:49.639 --> 00:15:51.500 power bill that these mobile network operators 00:15:51.500 --> 00:15:54.139 have to fit. Super compelling. Hey, man, let's 00:15:54.139 --> 00:15:55.460 hit my third and final. I'm going to be really 00:15:55.460 --> 00:15:58.320 quick on this one before the cold medication 00:15:58.320 --> 00:16:01.720 wears off. But I caught this on, where was this? 00:16:01.799 --> 00:16:04.019 This was also, this was on the Fierce Electronics 00:16:04.019 --> 00:16:06.860 website, and I didn't catch this, but Qualcomm 00:16:06.860 --> 00:16:09.120 recently acquired a company called Edge Impulse 00:16:09.120 --> 00:16:11.379 to accelerate its drive. Dragonwing IoT design 00:16:11.379 --> 00:16:14.340 one. So we've talked about Dragonwing. We've 00:16:14.340 --> 00:16:16.679 talked about how that's Qualcomm's new brand 00:16:16.679 --> 00:16:19.620 for its infrastructure extension. What's really 00:16:19.620 --> 00:16:22.799 interesting about Edge Impulse, apparently they 00:16:22.799 --> 00:16:25.120 were already working with them. And this is typical, 00:16:25.240 --> 00:16:27.059 right? I think Qualcomm works with these really 00:16:27.059 --> 00:16:29.320 cool companies and then they figure out, wow, 00:16:29.480 --> 00:16:31.379 the IP is awesome. We ought to integrate it. 00:16:31.460 --> 00:16:34.220 But Edge Impulse already supports Dragonwing, 00:16:34.360 --> 00:16:40.309 two processors, the QCS6490 and 5430. But what's 00:16:40.309 --> 00:16:43.789 interesting about Edge Impulse is that it provides 00:16:43.789 --> 00:16:47.309 a developer toolset that allows applications 00:16:47.309 --> 00:16:49.470 to be built for asset tracking and monitoring, 00:16:49.750 --> 00:16:52.549 manufacturing, anomaly detection, predictive 00:16:52.549 --> 00:16:56.450 maintenance, and other things, including the 00:16:56.450 --> 00:16:59.759 use of AI with computer vision. audio and speech 00:16:59.759 --> 00:17:02.299 recognitions. And this complements what obviously 00:17:02.299 --> 00:17:06.259 Qualcomm is doing, integrating NPE and XPE functionality 00:17:06.259 --> 00:17:09.640 into its ASICs. And also, I think on a prior 00:17:09.640 --> 00:17:11.640 podcast, it was probably last year, you and I 00:17:11.640 --> 00:17:14.339 talked about how Qualcomm launched its AI Hub. 00:17:14.880 --> 00:17:17.359 which is designed to provide better inference 00:17:17.359 --> 00:17:19.779 performance with reduced model sizes and memory. 00:17:20.019 --> 00:17:22.900 So this is highly complementary to their overall 00:17:22.900 --> 00:17:25.900 IoT strategy. And from my perspective, Qualcomm 00:17:25.900 --> 00:17:29.099 dabbled there for a while, but now they're super 00:17:29.099 --> 00:17:33.000 serious. New branding, a recent acquisition to 00:17:33.000 --> 00:17:36.609 really double down on IoT. compete with the likes 00:17:36.609 --> 00:17:39.009 of MediaTek and others in this space. So I don't 00:17:39.009 --> 00:17:40.589 know if you caught the news, but what do you 00:17:40.589 --> 00:17:42.529 think about all that? Sorry, I had to run quickly. 00:17:42.750 --> 00:17:46.029 I think it really integrates well into Qualcomm's 00:17:46.029 --> 00:17:48.710 IoT growth strategy. They've been making lots 00:17:48.710 --> 00:17:50.910 of acquisitions in the IoT space. It naturally 00:17:50.910 --> 00:17:52.609 makes sense that they would go after someone 00:17:52.609 --> 00:17:55.549 like Edge Impulse. And it seemed like our colleague, 00:17:55.650 --> 00:17:57.670 Bill, really thought this was a good fit for 00:17:57.670 --> 00:18:00.130 a lot of reasons. Yeah. And in general, I think, 00:18:00.150 --> 00:18:03.150 yeah. And I think the market in general kind 00:18:03.150 --> 00:18:06.140 of received it pretty positively. Yeah, I know. 00:18:06.200 --> 00:18:08.539 I agree with that as well. Qualcomm is just a 00:18:08.539 --> 00:18:12.519 machine. They continue to execute and be very 00:18:12.519 --> 00:18:15.640 laser focused on all of these adjacencies within 00:18:15.640 --> 00:18:17.799 their wheelhouse. Let's hit your third and final. 00:18:18.039 --> 00:18:21.859 And you want to talk about NTN and VSAT and Space 00:18:21.859 --> 00:18:25.660 42 have signed an MOU. So what's that all about? 00:18:26.250 --> 00:18:29.150 I didn't catch that either. So like I. So Viasat 00:18:29.150 --> 00:18:32.009 is a San Diego satellite company and Space 42 00:18:32.009 --> 00:18:38.369 is a Emirati space company. And they are they've 00:18:38.369 --> 00:18:41.130 signed an MOU to try to figure out how they're 00:18:41.130 --> 00:18:44.609 going to serve the direct to device satellite 00:18:44.609 --> 00:18:50.170 connectivity market and implement 5G NTN as a 00:18:50.170 --> 00:18:55.039 technology and. have the two companies work together 00:18:55.039 --> 00:18:57.900 because Viasat's already partnered with the European 00:18:57.900 --> 00:19:01.819 Safety Agency to also work with NTN direct -to 00:19:01.819 --> 00:19:05.440 -device systems. So there's a lot of synergy 00:19:05.440 --> 00:19:08.299 here for Viasat. They're a big satellite provider. 00:19:08.779 --> 00:19:11.720 They provide the connectivity services on American 00:19:11.720 --> 00:19:13.720 Airlines, I know, because I've been living on 00:19:13.720 --> 00:19:17.440 an airplane the last six weeks. So they're working 00:19:17.440 --> 00:19:21.660 together to... deploy these technologies. Space42 00:19:21.660 --> 00:19:25.519 is a startup in the space tech space, and they 00:19:25.519 --> 00:19:28.859 are working hard to make these partnerships work 00:19:28.859 --> 00:19:31.839 together. But yeah, it's really cool, and it's 00:19:31.839 --> 00:19:33.839 interesting to see more competition coming. I 00:19:33.839 --> 00:19:35.279 was wondering when Biosat was going to enter 00:19:35.279 --> 00:19:37.460 this space, but they've already announced some 00:19:37.460 --> 00:19:39.220 partnerships with the European Space Agency as 00:19:39.220 --> 00:19:41.279 well. Yeah, that's it. That's the click of it. 00:19:41.539 --> 00:19:44.579 Yeah, and boy, this is the whole notion of it's 00:19:44.579 --> 00:19:46.420 just going to continue to heat up. I think you're 00:19:46.420 --> 00:19:48.980 going to continue to see more entrants. I think 00:19:48.980 --> 00:19:52.420 I mentioned this on our last podcast when Abel 00:19:52.420 --> 00:19:54.720 Avillian and I met sort of towards the end of 00:19:54.720 --> 00:19:57.019 Mobile World Congress. And I'll be publishing 00:19:57.019 --> 00:19:59.180 a Forbes article, by the way, that sort of captures 00:19:59.180 --> 00:20:01.240 my highlights and insights from the show. And 00:20:01.240 --> 00:20:03.819 I'm hoping I get that posted by the end of this 00:20:03.819 --> 00:20:06.460 week or very early next week. But one of the 00:20:06.460 --> 00:20:08.480 things that I go into a lot of detail about are 00:20:08.480 --> 00:20:13.039 the edge use cases that are beyond what's considered 00:20:13.039 --> 00:20:16.420 the standard fare for low Earth orbit satellite, 00:20:16.640 --> 00:20:19.829 which is. terrestrial network gap coverage and 00:20:19.829 --> 00:20:22.029 so and one of the things that about i talked 00:20:22.029 --> 00:20:25.869 about was the ability to improve the whole broadband 00:20:25.869 --> 00:20:29.069 connectivity experience on aircraft because it's 00:20:29.069 --> 00:20:32.630 today right i saw our illustrious leader patrick 00:20:32.630 --> 00:20:34.750 moorhead sharing something about a you know terrible 00:20:34.750 --> 00:20:37.619 experience he had on a on a flight i don't know 00:20:37.619 --> 00:20:40.160 if it was american or delta and i popped for 00:20:40.160 --> 00:20:42.559 the internet on my way back from barcelona it 00:20:42.559 --> 00:20:44.859 was less than ideal we don't want people doing 00:20:44.859 --> 00:20:47.779 video calls on airplanes obviously but there 00:20:47.779 --> 00:20:49.940 there's a tremendous opportunity to improve that 00:20:49.940 --> 00:20:52.279 overall experience and just a host of other use 00:20:52.279 --> 00:20:54.099 cases i'm going to say it one more time i've 00:20:54.099 --> 00:20:55.980 said it a million times on this podcast over 00:20:55.980 --> 00:20:59.259 the last nearly five years innovation Competition 00:20:59.259 --> 00:21:01.599 breeds innovation, and it's a good thing, I think, 00:21:01.660 --> 00:21:03.940 for the industry. But, my friend, it was another 00:21:03.940 --> 00:21:06.200 great podcast. I got through it without coughing 00:21:06.200 --> 00:21:08.779 once. I think I'm over the hump here. I'm over 00:21:08.779 --> 00:21:11.599 the Spanish flu that I caught in Barcelona last 00:21:11.599 --> 00:21:13.559 week, but why don't you take us home? Absolutely. 00:21:13.720 --> 00:21:15.559 We hope our viewers and listeners found this 00:21:15.559 --> 00:21:17.599 week's topics interesting. If anyone out there 00:21:17.599 --> 00:21:18.980 would like to provide insights for a specific 00:21:18.980 --> 00:21:21.660 5G topic for a future podcast, please reach out 00:21:21.660 --> 00:21:24.119 to us on social media. Will is at WillTownTech, 00:21:24.220 --> 00:21:26.460 and I'm at Anshul Saag. We hope you have a great 00:21:26.460 --> 00:21:28.119 weekend, and please tune in again next week. 00:21:28.940 --> 00:21:30.759 And rate and subscribe. And yeah, don't forget 00:21:30.759 --> 00:21:31.460 to rate and subscribe.