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. Letโ€™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, letโ€™s discuss Verizon’s unique approach to neutral host 5G networks through their collaboration with Cummins. Verizonโ€™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 isnโ€™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 Appleโ€™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 weekโ€™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.


Discover the latest in 5G technology, including Ericsson’s $50M investment in a 5G factory, T-Mobile’s price hike, Deutsche Telekomโ€™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-Mobileโ€™s innovative 5G deployment at the PGA Championship, Dish Networkโ€™s significant DoD deal, Germanyโ€™s potential ban on Huawei and ZTE equipment, China Mobileโ€™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.
In this 190th episode of The G2 on 5G, we cover: 0:00:00 Intro 0:00:16 1. T-Mobile invests in fiber services with ambitions to broaden its broadband services beyond 5G FWA 0:05:11 2. AT&T and T-Mobile Earnings – T-Mobile completes Mint Mobile Acquisition 0:10:55 3. Will the FCCโ€™s reinstatement of net neutrality impact the monetization of 5G network slicing? 0:15:52 4. Intel Earnings – 5G affecting networking business? 0:21:30 5. Verizon supports the New Orleans Jazz Fest with additional 4G and 5G capacity (nfl draft?) 0:25:26 6. DISH wins in court against Crown Castle over 5G site dispute
Explore insights into T-Mobile’s 5G initiative with Delta, Google’s strategic AI enhancements under Rick Osterloh, and significant tech advancements from Samsung and Qualcomm. Discover how these developments influence tech trends and industry standards. This 189th episode of The G2 on 5G, covers:
1. Intro
2. T-Mobile partners with Delta Airlines to reimagine network operations with 5G
3. Google promotes Rick Osterloh to head Android and Hardware teams to merge AI efforts
4. 5G DSS rides off into the sunset in the U.S.
5. Samsung Networks and Qualcomm hit 1024 QAM milestone with FDD and TDD spectrum
6. Industry veteran Mo Katibeh joins T-Mobile for Business as CMO
7. Motoโ€™s new Edge 50 Ultra and Samsungโ€™s A35 launch in the US, adding more choices to the market
Discover the latest shifts in the telecommunications landscape, from Casa Systems’ strategic bankruptcy and the DoD’s consideration of 3GHz spectrum release, to Airspan’s financial resurgence, Huawei’s robust earnings against Qualcomm, Jio’s milestone in 5G subscribers, and the repercussions of AT&T’s significant data breach. In this 187th episode of The G2 on 5G, we cover: 0. Intro
1. Casa Systems files for bankruptcy as it attempts to reorganize its 5G core, RAN and cable assets
2. Is the DoD preparing to release 3GHz spectrum for 5G or 6G applications?
3. Does Airspanโ€™s reorgainztion breathe new life into the once high flying provider of Open RAN and small cell infrastructure?
4. Is Huawei on the road to recovery with its latest $99 Billion earnings? What does it mean for Qualcomm?
5. Reliance Jio hits 100 million 5G subs, will it double down on spectrum to maintain its lead?
6. AT&T data breach impacts 73M customers
In this 186th episode of The G2 on 5G, we cover: 1. Booz Allen, Ericsson and Nokia partner to focus on modernizing U.S. Navy communications with 5G lab and POC efforts 2. Tesla wants to deploy Private 5G, could this spur other automakers to do the same? 3. AT&T announces 5G powered Internet Air for Business and partners with Microsoft Teams for 5G & AI-infused unified communications solution 4. China Mobile plans to roll out 5G-Advanced to 300 cities across China in 2024, starting with an initial 100 cities. 5. Keysight and Viavi battle for Spirent to boost 5G design, test and measurement capabilities 6. T-Mobile Secret Baseball Button and Opening Day
In this 185th episode of The G2 on 5G, we cover: Ericsson and Nokia establish new business units to focus on 5G U.S. govt and military deployments , US Department of Justice and 15 States Sue Apple for Anti-Competitive Smartphone Tactics, Three UK books first loss in nearly 15 years blaming 5G deployment costs, and NVIDIA GTC 2024 – NVIDIA charges into Telco with renewed 5G and 6G aspirations utilizing AI 0:24:24 5. UScellular jumps into private 5G manufacturing with Rockwell Industry 0:26:35 6. Jio brags about its network slicing capabilities, including gaming, security, FWA and talks Private Networks
In this 184th episode of The G2 on 5G, we cover:
1. Will Open RAN benefit from a possible $9B in FCC subsidies (5G Fund) for U.S. rural 5G deployments?
2. What does the FCCโ€™s new 100/20 Mbps down/up definition for broadband mean for 5G FWA?
3. T-Mobile and Dialpad extend partnership for AI-enabled business communications – could 5G VoNR deliver additional capabilities?
4. FCC unanimously approves rules for direct-to-device 5G NTN services
5. Nokia and Eurofiber team up for private 5G network delivery – could it serve as a model for other fiber service companies?
6. Vodafone to sell Italian business to Swisscom for โ‚ฌ8 billion
In this 183rd episode of The G2 on 5G, we cover:
1. FCC probes AT&T’s recent outage
2. T-Mobile finally gets its Auction 108 Spectrum, could supercharge T-Mobileโ€™s rural push
3. Sateliot readies four NB-IoT satellites for deployment supporting 5G NR
4. Dish wonโ€™t buy T-Mobileโ€™s 800 MHz spectrum, setting up for an auction
5. Willโ€™s visit and impressions tied to John Deere 5G connected factory tour ahead of his Forbes contribution
6. India is set to have another big 5G auction this year

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