Intelligence and Noise

GSMA Intelligence
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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.

  1. 1d ago

    The Business of AI: From Revenue Growth to the Race for Connectivity | Episode 20

    AI is opening up new revenue opportunities for telecom operators, but turning the hype into real business value remains a challenge. From AI monetisation and sovereign AI to satellite connectivity and the future of telecoms, Peter Jarich and Tim Hatt explore the technologies, strategies and market shifts reshaping the industry.00:00 – Welcome to Intelligence and Noise 00:41 – India Mobile Congress reflections 02:05 – Consumer AI agents and telco monetisation 04:00 – AI momentum and key industry stories 05:27 – Singtel, BT and Deutsche Telekom’s AI strategies 06:58 – Sovereign AI and telco revenue opportunities 08:22 – Token-as-a-service and AI monetisation 10:09 – Deutsche Telekom’s AI strategy and revenue targets 11:54 – AI revenue growth versus efficiency savings 13:51 – Sovereign AI, data and Europe’s opportunity 15:00 – Data centres, energy and satellite trends 17:40 – Satellite connectivity and operator strategies 21:33 – Starlink, spectrum and the changing satellite landscape 23:01 – India Mobile Congress: key takeaways 26:18 – Drone delivery in Taiwan and cellular networks 28:31 – India’s enterprise digital transformation opportunity 30:00 – NVIDIA’s State of AI in Telecom report 31:55 – AI deployment challenges and skills shortages 33:29 – Measuring AI’s impact on telco revenue and costs 35:58 – Key takeaways, recommended reading and 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.

  2. Oct 7

    Signals, Satellites & the Next Big Leap | Episode 19

    5G monetisation, network slicing and satellite connectivity are reshaping the telecom industry, while AI and emerging technologies are opening up new opportunities and challenges. Peter Jarich and Tim Hatt explore differentiated connectivity, the economics of millimetre wave, AI agents, compute in space, the growing satellite opportunity and the role of 6G in the future of telecom. Intelligence & Noise goes beyond the headlines to uncover the trends, opportunities and risks shaping the tech industry.00:00 – Welcome to Intelligence Noise02:40 – Why reliable connectivity matters04:37 – Telecom Italia’s Priority tariff06:29 – Is 5G slicing finally becoming commercial?08:31 – Can differentiated connectivity drive revenue growth?10:32 – Regulation and the future of network slicing12:00 – Millimetre wave: The next opportunity for 5G?15:00 – The millimetre wave device challenge17:41 – When competitors collaborate20:40 – The economics of millimetre wave23:11 – AI agents, regulation and legal liability25:00 – Google’s vision for AI compute in space29:39 – The emerging space economy31:03 – Key takeaways from Delhi33:27 – Satellite: Competitors, partners and the future of connectivity34:29 – Can telcos actually monetise AI?35:24 – Why 6G can’t just be another G36:34 – India Mobile Congress and the future of telecom36:56 – Final thoughts and sign-offHosted by Peter Jarich and Tim Hatt, every week we cover what's moving in mobile, connectivity, and emerging tech and why it matters

  3. Sep 30

    The New Frontiers of Telecoms: AI Traffic, Drone Detection, eSIMs & Mobile Money | Episode 18

    What happens when mobile networks start sensing the physical world, AI traffic accelerates, travel eSIMs go global, and mobile money attracts major investment? This week on Intelligence and Noise, Peter Jarich and Tim Hatt unpack the developments shaping the telecoms and technology landscape, from drone detection and network sensing to Deutsche Telekom’s travel eSIM, the rise of AI-powered devices and Airtel Money’s planned IPO.00:00 – Welcome to Intelligence and Noise 03:50 – The “telco for AI” and “AI for telco” opportunity 05:40 – Standalone 5G roaming between the United States and India 09:00 – 5G sensing and drone detection 13:00 – Why operators are testing sensing before 6G 16:00 – Can telecom operators monetise network sensing? 21:00 – Deutsche Telekom enters the travel eSIM market 26:30 – How operators can differentiate travel eSIM services 30:15 – AI glasses and personal AI agents 35:00 – The rapid growth of AI traffic 36:15 – Rethinking networks for AI 38:00 – Airtel Money’s planned IPO 39:00 – Final thoughts and sign-off Hosted by Peter Jarich and Tim Hatt, every week we cover what's moving in mobile, connectivity, and emerging tech and why it matters.

  4. Sep 23

    Four Trends to Watch: AI Voice, EU Social Media Rules, Drones & Satellite Sovereignty | Episode 17

    What happens when Europe tightens the rules for social media, voice technology makes a comeback, drones move beyond line of sight, and countries take greater control of satellite connectivity? This week on Intelligence and Noise, Peter Jarich and Tim Hatt unpack four major developments shaping the telecoms and technology landscape, from the EU’s proposed social media limits for children and the return of voice, to BT’s drone deployments and the growing push for satellite sovereignty.00:00 Introduction & the Dolly Parton connection to telecoms04:00 EU Kids Act: New rules for children on social media07:16 Age limits, platform responsibility & the US-EU relationship10:52 The scale of the EU social media market11:42 Age verification, digital ID & the mobile opportunity14:30 Why voice technology is making a comeback17:14 The return of voice: AI, translation & the role of telcos19:05 Voice in the network vs apps: Different routes to market21:18 Can operators scale the next generation of voice services?24:06 BT’s drones: 5G, beyond visual line of sight & B2B monetisation25:35 Regulation as an enabler for the drone economy28:22 Critical industries driving 5G adoption30:30 Satellite sovereignty: Senegal, Europe & Saudi Arabia33:19 Why satellite connectivity is becoming part of the sovereignty debate35:08 Same rules, same service? The regulatory challenge36:18 GSMA Intelligence’s sovereignty tracker37:00 Looking ahead to GSMA Nova39:32 Final thoughts and Sign-offHosted by Peter Jarich and Tim Hatt, every week we cover what's moving in mobile, connectivity, and emerging tech and why it matters.

  5. Sep 16

    The Shifts Shaping Tech: Satellite Spectrum, Foldable Devices & the Race to Manage AI | Episode 16

    What do Europe’s satellite spectrum plans, Apple’s foldable iPhone and Nokia’s edge AI push tell us about where tech is heading? This week on Intelligence and Noise, Peter Jarich and Tim Hatt unpack these developments and explore what they mean for telcos, satellite providers, device makers and the wider technology ecosystem. They also examine the growing risks around AI development and regulation and whether productivity gains are moving faster than our ability to manage them00:00 — Welcome to Intelligence and Noise 03:38 — European operators and the future of satellite spectrum07:48 — What a European MSS spectrum partnership could mean10:56 — Sovereignty, competition and satellite partnerships12:50 — AI as an ecosystem play14:30 — Apple’s foldable iPhone enters the market18:05 — Why Apple can afford to be late to foldables19:39 — Could Apple make foldables mainstream?22:39 — The impact on developers and the wider smartphone market24:45 — Foldables, telco retail and the customer experience26:00 — Nokia’s Edge AI for critical industries29:31 — Edge AI, resilience and enterprise use cases31:40 — Anthropic’s warning about the risks of AI33:32 — AI development, productivity and responsible AI35:14 — AI governance, democratic coordination and regulation37:09 — Global AI risks and the challenge of regulation39:16 — Final thoughts and Sign-off Hosted by Peter Jarich and Tim Hatt, every week we cover what's moving in mobile, connectivity, and emerging tech and why it matters.

  6. Sep 10

    The Big Questions Shaping Telecom: Satellite, Private 5G & Connectivity | Episode 15

    What happens when telecom meets hurricanes, sovereign AI, private 5G and the rapidly evolving AI ecosystem? In this episode of Intelligence and Noise, Peter Jarich and Tim Hatt explore Verizon’s use of satellite technology for disaster resilience, why private 5G is becoming more focused, NVIDIA’s expanding AI strategy, Apple’s next move in AI and hardware, and why LTE still has a role in the next generation of connected devices.00:00 – Welcome to Intelligence and Noise 00:23 – Why autonomous technology takes time04:16 – Verizon, satellite technology and hurricane preparedness09:51 – Satellite connectivity and disaster response11:35 – HAPS and the future of NTN15:54 – Orange and the changing private 5G opportunity21:08 – What private 5G can teach us about 6G22:20 – Sovereign AI, defence and critical infrastructure25:35 – NVIDIA, Hugging Face and the AI ecosystem32:02 – Apple’s next chapter: AI, hardware and what comes next34:04 – Why LTE still matters for connected devices37:14 – The debate over responsible data centre development40:11 – On the road: Paris, Malaysia, Canada and India42:51 – Final thoughts and Sign-off Hosted by Peter Jarich and Tim Hatt, every week we cover what's moving in mobile, connectivity, and emerging tech and why it matters.

  7. Sep 2

    Episode 14: The next AI wave: Social media regulation,AI data centres & the rise of humanoid robots

    Meta’s $18 billion settlement over child safety raises bigger questions about how social media should be regulated, from age verification to algorithmic feeds. Tim Hatt and Radhika Gupta explore what the settlement means for Meta, regulators and the future of online safety. The episode also covers AI data centres, satellite connectivity in India and the rapid rise of humanoid robots and what these trends mean for the telecom industry. 00:00 – Introduction01:08 – What’s making headlines this week04:30 – Meta’s $18B social media settlement07:37 – What the settlement really means09:51 – The rules Meta must implement13:08 – Age verification and social media regulation15:51 – What comes next for regulators17:20 – SK Telecom’s AI data centre strategy19:12 – Why AI infrastructure needs new investment models21:56 – Will other telcos follow?24:41 – Telcos moving up the AI value chain26:41 – Korea’s national AI strategy29:39 – Singtel’s satellite opportunity in India32:12 – Satellite connectivity for enterprises34:20 – The rise of humanoid robots35:29 – Physical AI and future network demand37:22 – What humanoids mean for telecom39:00 – Looking ahead to SeptemberHosted by Tim Hatt, every week we cover what's moving in mobile, connectivity, and emerging tech and why it matters. .

  8. Aug 26

    AI's $500B Financing Boom, Satellite Competition & Sunlight From Space | Episode 13

    AI is transforming telecom, from voice services and autonomous networks to cybersecurity and sustainability challenges. Peter Jarich and Tim Hatt explore AI-powered voice, Vodafone’s AI RAN trial, the rise of physical AI, AI agent risks and how operators are adapting to a rapidly changing technology landscape. This episode of Intelligence and Noise looks beyond the headlines to separate the intelligence from the noise.00:00 Welcome to Intelligence and Noise03:31 NVIDIA's $500B AI financing push07:33 Is AI heading for a bubble or reset?12:39 China's role in AI infrastructure14:24 AST SpaceMobile & satellite competition16:23 Why scale matters in direct-to-device18:36 Servicing satellites in space20:19 Reflect Orbital & sunlight from space23:18 Final Thoughts and Sign-OffHosted by Peter Jarich and Tim Hatt, every week we cover what's moving in mobile, connectivity, and emerging tech and why it matters.

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About

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.

Information

  • Creator
    GSMA Intelligence
  • Years Active
    2026
  • Episodes
    20
  • Rating
    Clean
  • Copyright
    © GSMA Intelligence
  • Show Website
    Intelligence and Noise

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