by GSMA Intelligence
The mobile and telecoms industry generates a lot of signal. And a lot of noise. The hard part is knowing the difference. Intelligence & Noise is the podcast from GSMA Intelligence — the research and data arm of the GSMA, the organisation that represents the global mobile industry. Every week Peter Jarich and Tim Hatt cut through the hype to bring you honest, evidence-based conversations about what's really happening in mobile, connectivity, and the technology trends shaping our world.
Language
🇺🇲
Publishing Since
6/3/2026
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July 22, 2026
<p>What happens when the AI boom starts changing the phones in our pockets, the networks that connect us, and the future of telecom innovation? In this episode of Intelligence & Noise, Peter Jarich and Pau Castells unpack the hidden impact of AI on the connectivity ecosystem , ,from rising smartphone costs and digital inclusion challenges to the race for AI-powered networks and 5G sensing breakthroughs. They explore whether AI RAN can transform network efficiency, how 6G ambitions are taking shape, and whether the telecom industry is chasing the latest AI advances or focusing on the solutions that truly matter.00:00 – Introduction and this week’s telecom industry themes01:30 – Peter’s broken phone story: what smartphone trade-offs reveal about rising costs04:00 – How AI is driving up memory prices and making smartphones more expensive07:15 – The digital inclusion challenge: when device affordability becomes a connectivity barrier09:00 – Could AI also increase the cost of telecom networks and services?11:30 – Why consumers want better phones, not necessarily more AI features13:00 – AI RAN arrives: what operators and vendors are trying to achieve14:00 – Can AI double network efficiency? Examining the promise of smarter networks16:00 – Why “AI RAN” means different things across the telecom industry17:30 – China’s position in the AI RAN race and the impact of chip restrictions20:30 – Ericsson and AT&T’s 5G sensing trial: bringing ISAC into the real world22:15 – Beyond drone detection: finding commercial value for sensing networks24:30 – Why 5G-based ISAC could shape the future of 6G26:00 – World Cup, technology and the changing global sports landscape28:00 – New Chinese AI models and what they mean for the telecom sector30:00 – Do operators need the latest AI models, or just practical solutions?32:15 – The “good enough” AI debate: balancing innovation and business value33:40 – Closing thoughts: AI, connectivity costs and the future of telecom</p><p>Hosted by Peter Jarich, every week we cover what's moving in mobile, connectivity, and emerging tech and why it matters. </p>
July 15, 2026
<p>What do Europe's AI strategy, telecom competitiveness, market consolidation, and SpaceX have in common? In this episode of Intelligence & Noise, Peter Jarich and GSMA Intelligence Chief Economist Pau Castells explore the biggest developments shaping the future of connectivity: from AI infrastructure and digital sovereignty to 5G, 6G, and the policy decisions that will define the next era of telecoms. Join us as we connect the dots between policy, infrastructure, and the future of connectivity.00:00 – Introduction and this week's themes01:15 – Meta's new AI data centre and the sovereignty debate04:00 – European Commission's AI and cybersecurity action plan: what's actually new?11:15 – Why digital sovereignty matters for Europe's telecom future12:20 – South Korea's AI infrastructure investments: a different approach18:30 – AI, 5G Advanced and 6G: connecting network investment to business value20:00 – Why operators need clearer monetisation strategies for new technologies27:10 – GSMA Intelligence's new research on European telecom competitiveness32:20 – Understanding the link between market scale, competition and investment35:50 – Inside the Brussels launch event and policy discussion40:30 – Why robust research matters in the consolidation debate41:30 – SpaceX's 'Starmind' AI infrastructure ambitions and vertical integration43:40 – Closing thoughtsHosted by Peter Jarich, every week we cover what's moving in mobile, connectivity, and emerging tech and why it matters</p>
July 8, 2026
<p>What do the Tour de France, satellite megadeals, AI infrastructure, and 6G have in common? In this episode of Intelligence and Noise, Peter Jarich and Tim break down the biggest stories shaping the future of connectivity, from Rocket Lab's acquisition of Iridium and sovereign satellite networks to network sharing, AI investments, and the next wave of wireless innovation. Tune in for expert insights that separate the signal from the noise.Timestamps:00:00 – Welcome & Tour de France connectivity06:25 – Rocket Lab acquires Iridium: Why it matters14:40 – Rakuten, AST SpaceMobile & Japan's satellite strategy19:00 – South Korea's AI infrastructure investment21:40 – Network sharing in New Zealand26:20 – Comcast's media spin-off & telco strategy30:30 – 6G, ISAC & the U.S. Department of Defense36:00 – Eurovision, Canada & closing thoughtsHosted by Peter Jarich and Tim Hatt, every week we cover what's moving in mobile, connectivity, and emerging tech and why it matters.</p>
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The mobile and telecoms industry generates a lot of signal. And a lot of noise. The hard part is knowing the difference.
Intelligence & Noise is the podcast from GSMA Intelligence — the research and data arm of the GSMA, the organisation that represents the global mobile industry. Every week Peter Jarich and Tim Hatt cut through the hype to bring you honest, evidence-based conversations about what's really happening in mobile, connectivity, and the technology trends shaping our world.
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