G2 on 5G Podcast Episode 192 | AWS’s Milestone and the Impact of FCC Regulations and more!

00:00:01 - Introduction
00:01:01 - AWS Cloud Core Win with Telefonica Germany
00:05:47 - The Role of 5G in Network Slicing and Enterprise Applications
00:08:43 - Verizon's Approach to Neutral Host 5G Networks
00:13:30 - Discussion on Verizon's Strategy and Infrastructure Ownership
00:15:27 - Apple's New iPad Launch and AI Capabilities
00:22:40 - Tesla's Private 5G Network Video and Industry 4.0
00:26:19 - Outro and Final Thoughts

Introduction to the Latest Trends in 5G Technology

Speaker: Will Townsend Welcome to episode 192 of the G2 on 5G, the latest inside scoop on everything 5G. We cover six topics in about 20 minutes, and it’s brought to you by More Insights & Strategy. I’m Will Townsend, ringing in from San Francisco, California, and joining me this week is fellow analyst Anshel Sag. Let’s dive into our first topic regarding AWS and its significant achievement with Telefonica Germany.

AWS Cloud Core Win with Telefonica Germany

Speaker: Will Townsend Discussing AWS, they’ve had a big Cloud Core win with Telefonica Germany. It’s a major development in the 5G cloud war. Telefonica Germany is moving all its over one million 5G subscribers to the AWS Cloud, touted as a significant first for Brownfield network migrations to Cloud Core, contrasting with other providers like AT&T and their work with Ericsson on Open RAN.


Speaker: Anshel Sag It’s a huge win for AWS. Considering this isn’t a new network, the shift involves significant convincing, indicating a strong value proposition for Telefonica. This milestone is probably not the last of its kind, showing AWS’s increasing momentum in the 5G Cloud Core arena.

The Role of 5G in Network Slicing and Enterprise Applications

Speaker: Will Townsend Moving to net neutrality, recent FCC rulings have implications for network slicing, particularly affecting how it might be applied because network slicing could impair services not given similar treatment.

Speaker: Anshel Sag Indeed, network slicing poses a problem for consumers, but it may end up as an enterprise-only application, sidestepping direct consumer impact. This shift could lead enterprise applications to integrate closely with network slices, potentially raising regulatory concerns with entities like the FCC.

Verizon’s Approach to Neutral Host 5G Networks

Speaker: Will Townsend Next, let’s discuss Verizon’s unique approach to neutral host 5G networks through their collaboration with Cummins. Verizon’s involvement extends beyond traditional neutral hosting by directly managing the infrastructure, which is a significant departure from conventional models.

Speaker: Anshel Sag This model challenges the neutrality notion, as Verizon owns and manages the infrastructure, which typically isn’t the case in neutral host setups. This could reshape expectations and regulatory perspectives in the industry.

Discussion on Verizon’s Strategy and Infrastructure Ownership

Speaker: Will Townsend Verizon’s strategy might influence the broader landscape of how neutral hosts and private 5G networks are deployed. Their substantial involvement could set new precedents for infrastructure management and ownership in the industry.

Apple’s New iPad Launch and AI Capabilities

Speaker: Will Townsend Switching topics, Apple’s recent iPad launch introduced new hardware and AI capabilities. They released several iPad models, incorporating advancements like the new M4 processor and tandem OLED technology, enhancing display brightness and performance.

Speaker: Anshel Sag The introduction of advanced AI capabilities and the latest silicon underscores Apple’s commitment to staying at the forefront of technology. However, the limitations in iPadOS might restrict the full utilization of this hardware, highlighting a gap between hardware capability and software functionality.

Tesla’s Private 5G Network Video and Industry 4.0

Speaker: Will Townsend Lastly, Tesla’s recent video showcasing a private 5G network within their manufacturing facilities raises questions about its genuine utility versus its role in public relations. This move could be seen as Tesla’s effort to maintain a tech-forward image amidst various corporate challenges.

Outro and Final Thoughts

Speaker: Will Townsend That wraps up this week’s discussion on significant 5G developments across various sectors. These insights reflect how deeply 5G technology is intertwined with broader business strategies, driving decisions that shape the technological landscape. Thanks for tuning in, and we look forward to bringing you more updates in our next episode.

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In Episode 222 of The G2 on 5G, analysts Will Townsend and Anshel Sag cover T-Mobile’s 6G equipment testing, Google’s mid-range Pixel 9a, Vodafone’s 200M IoT milestone, the GSA’s RedCap group, AT&T’s satellite trials for FirstNet, and MediaTek’s powerful new chipsets for phones and Chromebooks.
Discover the latest in 5G technology, including Ericsson’s $50M investment in a 5G factory, T-Mobile’s price hike, Deutsche Telekom’s private 5G network for a paper mill, and Microsoft’s AI PCs. Stay updated on key industry trends and advancements.
In this episode, Will Townsend and Anshel Sag discuss AT&T’s formal agreement with AST Space Mobile, T-Mobile’s innovative 5G deployment at the PGA Championship, Dish Network’s significant DoD deal, Germany’s potential ban on Huawei and ZTE equipment, China Mobile’s substantial AI investment, and the upcoming AI advancements from Microsoft Build that could revolutionize 5G PCs. Tune in for expert insights on the latest in 5G technology and its transformative impact on the industry.
A special episode live from MediaTek’s 2024 Analyst Summit in Scottsdale Arizona.

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