In this episode of The 6G Podcast, Anshel Sag and Mike Dano discuss several major developments shaping the wireless, satellite, broadband, and data center markets. The episode opens with analysis of the new joint venture between AT&T, T-Mobile, and Verizon focused on direct-to-device satellite connectivity. The discussion centers on why the JV appears to be both a spectrum-sharing effort and a strategic hedge against SpaceX’s growing ambitions in mobile connectivity.
Key Topics Covered
- AT&T, T-Mobile, and Verizon forming a joint venture for direct-to-device satellite connectivity
- Why the carrier JV may be a strategic hedge against SpaceX and Starlink’s mobile ambitions
- Spectrum sharing, carrier IP, and the potential for common D2D satellite standards
- SpaceX’s unusually public response to the carrier satellite JV
- Current usage levels and market uncertainty around direct-to-device satellite services
- Network X preview, including satellite, Open RAN, and BEAD program discussions
- Cooling expectations around 6G and why it may be more evolutionary than revolutionary
- How AI, infrastructure refresh cycles, and targeted capacity needs may drive future network upgrades
- RootMetrics findings on RAN vendor performance and the role of newer network equipment
- How device quality, modem support, antennas, and carrier aggregation affect network experience
- Comcast making wireless its top priority and the growth of Xfinity Mobile
- The evolving MVNO market, including Comcast, Google Fi, and possible Starlink ambitions
- Local opposition to the proposed AI data center in Socorro, New Mexico
- Data center moratoriums and broader community pushback across the U.S.
- Power grid concerns, utility rate impacts, and whether data centers should pay for required infrastructure upgrades
Watch the full episode:
Disclaimer: This show is for information and entertainment purposes only. While we will discuss publicly traded companies on this show, its contents should not be taken as investment advice.
