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.

Episodes

  1. 23h ago

    Episode 1: AI Tokens, Sovereign Tech & the Themes Defining 2026

    In the inaugural episode of Intelligence & Noise from GSMA Intelligence's Peter Jarich and Tim Hatt cut through the noise on the biggest stories shaping the telecoms and tech industry in the first half of 2026. From AI monetisation and the rise of tokens as a service, to sovereign cloud becoming a genuine competitive edge for mobile operators  plus why quantum computing deserves more attention than it's getting. Topics covered:  00:00 – Welcome to Intelligence & Noise  04:30 – The 5 big themes of 2026 so far  14:37 – How AI deployments are shifting from cost-cutting to monetisation  18:50 – Chinese operators bundling AI tokens and what it means globally  22:00 – Sovereignty as a competitive differentiator for telcos  28:30 – The hyperscaler CapEx boom and what it signals  29:33 – Why only 7% of IoT devices are quantum safe

    39 min
  • 1 Episode

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.

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