The G2 on 5G: Episode 237 – Mavenir, NVIDIA & Intel, MasOrange, Meta and More!

September 18, 2025

In this episode of The G2 on 5G, Will Townsend and Anshel Sag break down six fast-moving stories: Avenir’s “agentic AI” ambitions for OSS, why NVIDIA is investing in Intel and what NVLink on x86 could mean for edge AI and future 6G, MásOrange’s nationwide launch of Voice over New Radio (VoNR) in Spain, Meta’s next-gen smart glasses (including Oakley Vanguards and a display model) and how 5G enables on-device AI, NATO’s MN5G dual-use experiments for defense and critical infrastructure, and EchoStar’s post-spectrum-sale strategy.

Key Points:

Avenir & OSS: Big claims that “agentic AI” could replace OSS land as premature; automation likely augments ops rather than replaces full stacks.
Intel × NVIDIA: NVLink connectivity to x86 opens new performance paths for inference at the edge and future 6G RAN/AI workloads; foundry isn’t part of this deal (yet).
VoNR in Spain: MásOrange flips the switch on VoNR across major metros—expect faster call setup, HD voice, simultaneous data, and better density handling.
Meta glasses: Sports-friendly wraps, longer battery life, 3K video, and a one-eye color display model point to richer AI/5G experiences (navigation, live translation, captions).
NATO MN5G: Civilian 5G adapted for defense (drones, sensing) with lessons likely boomeranging to civilian critical-infrastructure resilience.
EchoStar: Rapid spectrum monetization boosted cash and stock, but leadership voices regret over the forced timing and missed long-term infra value.

Watch the full episode here:

Will Townsend

VP & Principal Analyst | + posts

Will Townsend manages the networking and security practices for Moor Insights & Strategy focused on carrier infrastructure providers, carrier services, enterprise networking and security. He brings over 30 years of technology industry experience in a variety of product, marketing, channel, business development and sales roles to his advisory position.

Anshel Sag

VP & Principal Analyst | + posts

Anshel Sag is Moor Insights & Strategy’s in-house millennial with over 18 years of experience in the IT industry. Anshel has had extensive experience working with consumers and enterprises while interfacing with both B2B and B2C relationships, gaining empathy and understanding of what users really want. Some of his earliest experience goes back as far as his childhood when he started PC gaming at the ripe of old age of 5, building his first PC at 11, and learning his first programming languages at 13.