The G2 on 5G - Episode 224: AST SpaceMobile's Consumer Push, EchoStar FCC Investigation & More
Moor Insights & Strategy Podcast
Release Date: 05/20/2025
Ep.53 of the MI&S Datacenter Podcast: Talking Arista, VAST & CoreWeave, Quantum, Cisco, AMD, IBM
Moor Insights & Strategy Podcast
Welcome to this week’s edition of “MI&S Datacenter Podcast.” Join Moor Insights & Strategy co-hosts Matt, Will, and Paul as they analyze the week’s top datacenter and datacenter edge news. They talk compute, cloud, security, storage, networking, operations, data management, AI, quantum, and more! We will be talking on this week’s show about: Can Arista Push Past The Data Center? Are VAST & CoreWeave The Wonder Twins? Qubit Wars: The Power Players Cisco Partner Summit 2025 Insights My Case For AMD In Enterprise AI DARPA's...
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Ep. 52 of the MI&S Datacenter Podcast: We’re Talking HPE, Intel, IBM & AMD, OCP, Qualcomm, Google
Moor Insights & Strategy Podcast
Welcome to this week’s edition of “MI&S Datacenter Podcast.” Join Moor Insights & Strategy co-hosts Matt, Will, and Paul as they analyze the week’s top datacenter and datacenter edge news. They talk compute, cloud, security, storage, networking, operations, data management, AI, quantum, and more! We will be talking on this week’s show about: HPE Securities Analyst Meeting Insights Intel Shows Momentum In Its Earnings IBM & AMD: Chip TItans Unite OCP Scales- Up Ethernet Qualcomm Leans Into Inference Quantum Echoes:...
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Ep. 51 MI&S Datacenter Podcast: Talking SailPoint, Intel, Quantum, Marvell, Microsoft, IBM & AMD
Moor Insights & Strategy Podcast
Welcome to this week’s edition of “MI&S Datacenter Podcast.” Join Moor Insights & Strategy co-hosts Matt, Will, and Paul as they analyze the week’s top datacenter and datacenter edge news. They talk compute, cloud, security, storage, networking, operations, data management, AI, quantum, and more! We will be talking on this week’s show about: 00:00 Intro 9:03 SailPoint’s Agentic Wind 19:36 Only Cheaters Bid With Quantum 24:36 The Intel Comeback Tour Continues 30:14 Marvell’s System Development Journey 33:43 Microfluidics Can Be Massively Disruptive...
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Ep. 50 of the MI&S Datacenter Podcast: We’re Talking Splunk, HPE & Oracle, Intel, NVIDIA
Moor Insights & Strategy Podcast
Welcome to this week’s edition of “MI&S Datacenter Podcast.” Join Moor Insights & Strategy co-hosts Matt, Will, and Paul as they analyze the week’s top datacenter and datacenter edge news. They talk compute, cloud, security, storage, networking, operations, data management, AI, quantum, and more! We will be talking on this week’s show about: Getting Splunky More Earnings - HPE & Oracle Intel’s Datacenter Reset NVIDIA Goes Large (Context) Disclaimer: This show is for information and entertainment purposes only. While we...
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Ep. 49 of the MI&S Datacenter Podcast: Talking NVIDIA, VMware Explore 2025, Cisco, HPE, Earnings
Moor Insights & Strategy Podcast
Welcome to this week’s edition of “MI&S Datacenter Podcast.” Join Moor Insights & Strategy co-hosts Matt, Will, and Paul as they analyze the week’s top datacenter and datacenter edge news. They talk compute, cloud, security, storage, networking, operations, data management, AI, quantum, and more! We will be talking on this week’s show about: NVIDIA’s Datacenter Bridge VMware Explore Recap - Private Cloud Is Cool Again Cisco Earnings & HPE Expectations Earnings Season Is In Full Force - Pure, Nutanix, NVIDIA (oh my)...
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Ep48 MI&S Datacenter Podcast: Talking Black Hat USA, QEC, AMD, Infoblox, Quantum Computing, NVIDIA
Moor Insights & Strategy Podcast
Welcome to this week’s edition of “MI&S Datacenter Podcast.” Join Moor Insights & Strategy co-hosts Matt, Will, and Paul as they analyze the week’s top datacenter and datacenter edge news. They talk compute, cloud, security, storage, networking, operations, data management, AI, quantum, and more! We will be talking on this week’s show about: 00:00 Intro 4:09 Insights from Black Hat USA 2025 16:37 95% Can’t Be Wrong 27:27 Musing on AMD Earnings 39:07 Infoblox’s Precrime Capabilities 46:24 Datacenters – from Bits to Qubits 53:20 NVIDIA & AI for the...
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Game Time Tech Ep 17 with Melody Brue and Robert Kramer
Moor Insights & Strategy Podcast
Step inside the future of sports on episode 17 of Game Time Tech with hosts Melody Brue and Robert Kramer, as they break down how artificial intelligence and digital innovation are redefining everything from world-famous tournaments to your next matchday. This episode dives deep into the most striking tech at Wimbledon 2025—think AI-powered match previews, real-time stats in your pocket, and Hawk-Eye’s precision ruling the courts. Discover how players, officials, and fans are getting smarter, faster insights and enjoying a blend of tradition with cutting-edge technology. Next up, explore...
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The Enterprise Applications Podcast – Episode 11: Industry 5.0, Adobe Analytics, Figma's IPO, Mitel
Moor Insights & Strategy Podcast
In Episode 11 of The Enterprise App Pod, hosts and tackle the front lines of Industry 5.0—the new era where AI meets human collaboration to redefine how we work and innovate. This high-energy episode breaks down the evolution from mechanization to intelligent, human-centric operations, spotlighting how ERP and modern tech are becoming the nerve center for sustainable, adaptable, and people-first businesses. Get the inside story as Mel and Robert discuss: Industry 5.0 and the Evolution of Work: Explore the shift from efficiency-focused automation to human-AI teamwork, mass...
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G2 on 5G Podcast-233: Telefonica's Huawei Strategy, Nokia's Subsea Deals, Wi-Fi 8 , AT&T's Open RAN
Moor Insights & Strategy Podcast
On this week’s episode of The G2 on 5G, hosts and discuss the following six topics: Telefonica’s Huawei Transition Strategy A phased regional approach to phasing out Huawei infrastructure, with Europe advancing and Brazil holding steady. Dish’s Latest Spectrum Payment A last-minute FCC payment keeps Dish out of default and raises questions about long-term strategy. Nokia’s Subsea Cable Expansion Key wins in global subsea networking boost connectivity for AI data centers and beyond. Wi-Fi 8 Spec Update New details on the 802.11bn standard reveal enterprise-focused...
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Ep47 Datacenter Podcast Palo Alto Networks & CyberArk, FTQC, Dell, Intel, Microsoft, AI & Consulting
Moor Insights & Strategy Podcast
Welcome to this week’s edition of “MI&S Datacenter Podcast.” Join Moor Insights & Strategy co-hosts Matt, Will, and Paul as they analyze the week’s top datacenter and datacenter edge news. They talk compute, cloud, security, storage, networking, operations, data management, AI, quantum, and more! We will be talking on this week’s show about: Palo Alto Networks & CyberArk What the Hell is FTQC? How Dell is addressing sustainability in the AI era Intel plans networking spin off 4D without Glasses AI reinvigorates...
info_outlineIn this episode of The G2 on 5G, analysts Will Townsend and Anshel Sag return after traveling, to discuss six key topics shaping the 5G landscape. They cover AST SpaceMobile’s shift toward a consumer satellite service, EchoStar’s FCC investigation, Mobile World Congress Las Vegas’ rebrand, T-Mobile’s latest network advancements, new security initiatives in partnership with Palo Alto Networks, and Xiaomi’s upcoming smartphone SoC.
Topics Covered:
🛰 AST SpaceMobile's Consumer Satellite Push: A significant strategy shift: AST SpaceMobile aims to launch a beta satellite-based consumer service by the end of 2025, with a full rollout in 2026. How will this affect the telecom landscape?
📡 EchoStar’s FCC Investigation: SpaceX alleges that EchoStar is underutilizing its spectrum. Is this just political maneuvering, or does the investigation signal broader industry shifts?
🏢 MWC Las Vegas Rebrand: Can its pivot toward enterprise solutions revive attendance, or is it time to retire the event entirely?
📊 T-Mobile’s 5G Network Strength: A UCLA study shows T-Mobile leading in mobile network performance with median download speeds of 442 Mbps. What does this mean for consumer connectivity?
🔒 Security & 5G SASE: Both AT&T and T-Mobile partner with Palo Alto Networks to bolster their 5G security solutions, enhancing enterprise protections.
📱 Xiaomi’s New Smartphone SoC: The Chinese tech giant is set to launch an in-house smartphone chip, potentially signaling a broader industry trend.