Just the two lads back in the studio this week, back from their adventures in Dublin. They start by reviewing the reason for being in Dublin, the FYUZ industry gathering, and reflect on encounters and conversations they had there. The elephant in the room was the recent major investment in Nokia by Nvidia and they explore the implications of that, and the broader interest of mega US tech companies, to the telecoms sector. They eventually move on to discuss the latest developments in Germany regarding its policy on Huawei, before concluding by reviewing BT’s latest earnings announcement.
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1:48:28
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1:48:28
Cohere, FYUZ and ISAC
For this special edition of the podcast we partner with Cohere Technologies to explore a number of areas of wireless innovation. The main segment is recorded at Cohere’s stand at the FYUZ industry gathering in Dublin, featuring Cohere’s CEO Ray Dolan, Brad Stimpson of Bell Canada and Paco Pignatelli of Vodafone. They discuss radio innovation, the FYUZ event, recent Cohere announcements, the road to 6G and much more, with some valuable insights from the operators. This pod then moves to a purely audio segment recorded the previous day from the Stag’s Head pub in Dublin, featuring Ray and US defense industry insider Tom Rondeau, and exploring the emerging field of integrated sensing and communication..
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1:51:01
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1:51:01
Totogi, public cloud and Nokia
The guys are delighted to welcome back special guest Danielle Rios of Totogi this week. Pausing only to acknowledge Danielle’s continued contribution to the pod’s refreshment resources, they get straight into Totogi’s recent initiative to make even the creation of telecoms software ‘AI-native’. Among the topics explored are the pros and cons of automating such things, as well as inevitable concerns about overly powerful and ubiquitous AI, before they eventually move on to give the public clod the same treatment and conclude with a look at Nokia’s recent quarterly earnings report.
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1:57:07
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1:57:07
ASML, chips and geopolitics
This special midweek bonus episode of the pod features a conversation with special guest Marc Hijink. Marc is the author of Focus – The ASML Way, which charts the evolution of the Dutch company to its current position as the sole supplier of EUV lithography tools to the global semiconductor manufacturing industry. They start by discussing the book and the profound significance of ASML to the chip sector, before eventually moving on to explore its consequent position at the centre of the tech cold war between the US and China.
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1:42:17
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1:42:17
Neos Networks, Vodafone and Ericsson
The lads are delighted to welcome back special guest Lee Myall of Neos Networks. Pausing only to reflect on the recent Network X trade show, they get straight into discussing the UK fibre connectivity sector, in which Neos is a provider of backbone infrastructure. The conversation includes an analysis of the impact the booming AI and data centre markets are having on that space. They eventually move on to review Vodafone’s recent RAN tender announcements before concluding with a look at Ericsson’s latest quarterly earnings report.
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