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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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.
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.
Telecoms.com Podcast
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.
