The G2 on 5G - T-Mobile's Edge Control Launch, Nvidia-Nokia $1B Partnership, All-American AI RAN Stack, Samsung-SoftBank 6G MOU, 5G Defense in Europe, and Verizon's Fiber Expansion

Welcome and Introduction

- Will Townsend welcomes Anshel Sag to episode 240 of G2 on 5G.

- Coverage of six topics spanning 5G and 6G developments.

T-Mobile's Edge Control Solution

- Launch of Edge Control at fourth annual Innovate Awards.

- Combines 5G advanced network with local breakout for private-like cellular experience.

- Zero on-premise infrastructure requirement distinguishes this solution.

- Strategic positioning against Verizon and AT&T in enterprise cellular offerings.

Nvidia and Nokia Partnership

- Extension of aerial RAN computer announcements for 6G.

- Nvidia's billion-dollar investment in Nokia signals strategic alignment.

- Partnership includes T-Mobile and Dell Technologies for server infrastructure.

- Nokia stock surged 25% following the announcement.

All-American AI RAN Stack

- Announcement of domesticated supply chain for 6G development.

- Nvidia's aerial platform moving to open source to accelerate adoption.

- Full-stack solution involving Cisco, Mitre, and Booz Allen.

- Focus on spectrum sensing and computer vision applications.

Nvidia DGX Spark Developer Experience

- Anshel Sag shares hands-on experience with DGX Spark device.

- 200 gigabit connectivity and scalable memory capacity.

- Simplified software stack enables AI deployment without extensive coding knowledge.

Samsung Networks and SoftBank MOU

- Joint research agreement for 6G and AI-based RAN technologies.

- Four focus areas: 6G, AI for RAN, AI in RAN, and large telecom models.

- Cultural significance of Korean-Japanese partnership in telecommunications.

5G Techratory Event Insights

- Will Townsend's experience hosting panels in the Baltic region.

- "Defense of 5G" panel discussion with European experts and skeptics.

- Challenges in European 5G deployment due to fragmented regulation.

- Delayed standalone 5G rollout creating similar frustrations as experienced in U.S.

Fixed Wireless Access as Killer Use Case

- FWA success in U.S. market with T-Mobile leading adoption.

- AT&T's Internet Air product serving consumers and enterprises.

Verizon's Fiber Expansion Strategy

- New CEO driving aggressive fiber buildout through wholesale partnerships.

- Deal with Eaton Fiber for network expansion without direct capital investment.

- Following AT&T's successful fiber strategy after years of market leadership.

Competitive Fiber Market Dynamics

- AT&T's overinvestment in fiber driving strong ARPU and earnings performance.

- T-Mobile's strategic shift toward fiber for backhaul and FWA support.

- Verizon's Pac-Man approach with Frontier acquisition correcting previous divestiture.

- Competition driving price improvements and better consumer options.