Podcasts about Telecom

In a recent episode of the award-winning Consumer Finance Monitor podcast, Alan Kaplinsky was joined by Nick Bourke, Kate Griffin, and Ballard Spahr partner Joseph Schuster to discuss a groundbreaking new report from the Aspen Institute Financial Security Program: United We Stand: A National Strategy to Prevent Scams. The episode builds on Nick and Kate's prior appearance on the podcast last July, when the report was still in development. Now finalized, the report offers one of the most comprehensive frameworks to date for addressing what has become a systemic threat to American households and the broader financial system. The Scope of the Problem: A Systemic Threat Frauds and scams are no longer isolated consumer protection issues. According to the report, U.S. households are losing an estimated $196 billion annually to scams — roughly $1 billion every couple of days. One in five American adults reports having lost money to an online scam. As Nick Bourke explained, today's scams are: ·                 Technology-enabled ·                 Highly organized and industrialized ·                 Often operated by transnational criminal organizations ·                 Accelerating due to AI and faster payment systems The so-called scam "lifecycle" includes four stages: 1.     Lead – Hooking the victim 2.     Deceive – Building trust (often through impersonation or relationship-building) 3.     Bleed – Extracting funds 4.     Clean – Laundering proceeds, often through cryptocurrency or offshore channels Different sectors see only fragments of this lifecycle; social media platforms may see the "lead," financial institutions the "bleed," and law enforcement the "clean." That fragmentation allows criminals to scale operations while defenders remain siloed. Why Scams Are Rising Despite Heavy Investment As Kate Griffin noted, industry and government are investing heavily in prevention. Yet scams continue to grow. Why? ·                 Fragmentation across sectors: No single actor sees the entire attack sequence. ·                 Outdated reporting infrastructure: Federal systems at agencies like the FBI and FTC remain manual and technologically antiquated. ·                 Regulatory uncertainty: Financial institutions and technology platforms face unclear expectations about what data they can use and share. ·                 Speed of modern payments: Faster money movement means faster losses. Joseph Schuster emphasized that many financial institutions are strongly incentivized to prevent fraud as they often bear reputational and financial risk when scams succeed. But legal ambiguity, especially under statutes like the Fair Credit Reporting Act, can chill data-sharing and innovation. Core Recommendations from the Aspen Report The report outlines both high-level national reforms and granular operational improvements with more than 180 specific ideas. 1. Elevate Scam Prevention to a National Priority The report calls for: ·                 A designated federal lead (or "czar") to coordinate strategy ·                 A whole-of-government approach ·                 Clear national goals and metrics Without centralized leadership, enforcement and regulatory actions remain fragmented.  2. Modernize Law Enforcement Reporting Systems Federal reporting portals, including Suspicious Activity Reports (SARs), the FBI's complaint systems, and the FTC's databases, require modernization. The report recommends: ·                 Streamlined, automated reporting ·                 Backend data interoperability across agencies ·                 Advanced analytics and AI tools for enforcement 3. Establish Clear Duties to Act Paired with Safe Harbors One of the most important themes discussed was the need for: ·                 Clear expectations for banks, telecom companies, and digital platforms ·                 Safe harbors that protect companies when sharing scam intelligence in good faith Countries like Australia have already codified such frameworks. The U.S. has yet to establish similarly coordinated standards. 4. Build a Cross-Sector Information-Sharing Ecosystem Effective scam prevention requires: ·                 Exchange of scam indicators (malicious URLs, compromised phone numbers, device patterns) ·                 Interoperable information-sharing platforms ·                 Privacy-preserving architecture ·                 Legal clarity to mitigate antitrust and consumer reporting concerns Joseph noted that industry appetite for collaboration is strong but clarity and guardrails are essential. 5. Consider a U.S. National Anti-Scam Center The report explores the idea of a centralized "front door", potentially something like stopscams.gov, that would: ·                 Serve as a national reporting hub ·                 Provide victim resources ·                 Facilitate coordination among law enforcement ·                 Support public education campaigns Social Media and Platform Responsibility The discussion also addressed the evolving role of digital platforms. Scam activity frequently originates through: ·                 Paid advertisements ·                 Dating applications ·                 Direct messaging ·                 Fake investment websites Compared to banks, social media companies operate within a less clearly defined regulatory structure. Courts are increasingly developing theories of "platform liability," but statutory clarity is lacking. The report urges policymakers to define reasonable expectations for platforms — paired with safe harbors and practical tools that empower prevention rather than merely assign blame. What Happens Next? The key question: who implements this strategy? Kate Griffin emphasized that this is a whole-of-society problem requiring coordinated action by: ·                 Federal leadership ·                 Congress ·                 Financial institutions ·                 Telecom and digital platforms ·                 Law enforcement ·                 Civil society There have been encouraging developments, including: ·                 Treasury and State Department sanctions targeting transnational scam networks ·                 A joint DOJ–FBI–Secret Service initiative targeting Southeast Asian scam operations o   But much more remains to be done. Nick Bourke suggested that, one year from now, real success would include: ·                 A designated federal anti-scam lead ·                 A congressional commission ·                 Measurable national prevention goals ·                 Corporate adoption of formalized anti-scam strategies Joseph Schuster added that industry innovation is ongoing, particularly in artificial intelligence, biometrics, and authentication, but warned that fragmented state-level regulation could complicate progress. Key Takeaways Alan Kaplinsky closed the episode with several important observations: ·                 Fraud and scams are now a systemic threat, not a niche compliance issue. ·                 Prevention, not just reimbursement, must be the organizing principle. ·                 Coordination matters as much as authority. ·                 Good-faith companies need regulatory clarity, not just enforcement pressure. ·                 Reducing scams strengthens trust in the U.S. financial system and digital economy. The Aspen report reframes the debate. Rather than assigning blame, it calls for aligned incentives, shared responsibility, and coordinated national action. If the title of the report, United We Stand, becomes reality, the United States may finally begin to bend the curve on one of the most costly and fast-growing threats facing consumers today. For more insights on consumer financial services developments, visit Ballard Spahr's Consumer Finance Monitor blog and explore the full Aspen Institute report here. Consumer Finance Monitor is hosted by Alan Kaplinsky, Senior Counsel at Ballard Spahr, and the founder and former chair of the firm's Consumer Financial Services Group. We encourage listeners to subscribe to the podcast on their preferred platform for weekly insights into developments in the consumer finance industry.

Il titolo è salito di oltre il 140% negli ultimi 12 mesi. Ecco perché Learn more about your ad choices. Visit megaphone.fm/adchoices

On the phone-in: Maritime Noon teams up with Asha Tomlinson from CBC's Marketplace to discuss the rise in complaints about telecom companies and the lack of service. We're also joined by Mohammed Halabi, director and founder of MyBillsAreHigh.com. Listeners calls and share their stories.

A senior FBI cyber official warns Salt Typhoon remains an ongoing threat. Data protection authorities issue a joint statement raising serious concerns about AI image creation. A Japanese semiconductor equipment maker confirms a ransomware attack. New number formats seek to reduce AI overhead. A low-skilled Russian-speaking threat actor compromised more than 600 Fortinet FortiGate firewalls. Spanish authorities have arrested four alleged members of Anonymous. CISA tags a pair of Roundcube Webmail flaws. Cybersecurity stocks fell sharply on news of a new security feature in Claude AI. Monday business breakdown. Brandon Karpf, friend of the show discussing sovereignty in space and cyber. Digital disruption drains drumsticks. Remember to leave us a 5-star rating and review in your favorite podcast app. Miss an episode? Sign-up for our daily intelligence roundup, Daily Briefing, and you'll never miss a beat. And be sure to follow CyberWire Daily on LinkedIn. CyberWire Guest Today Dave sits down with Brandon Karpf, friend of the show, and Maria Varmazis, host of T-Minus, as they are discussing sovereignty in space and cyber. Selected Reading FBI: Threats from Salt Typhoon are ‘still very much ongoing' (CyberScoop) Joint Statement on AI-Generated Imagery and the Protection of Privacy (International Enforcement Cooperation Working Group (IEWG)) Japanese chip-testing toolmaker Advantest suffers ransomware attack (Help Net Security) AI's Math Tricks Don't Work for Scientific Computing (IEEE) Russian Cyber Threat Actor Uses GenAI to Compromise Fortinet Firewalls (Infosecurity Magazine) Suspected Anonymous members cuffed in Spain over DDoS attack (The Register) CISA: Recently patched RoundCube flaws now exploited in attacks (Bleeping Computer) Anthropic Unveils 'Claude Code Security,' Sending Cyber Stocks Lower (Bloomberg) RSAC Innovation Sandbox finalists secure $5 million each. (N2K Pro Business Briefing) Cyber attack takes major chicken processor Hazeldenes offline leaving businesses without meat (ABC News) Share your feedback. What do you think about CyberWire Daily? Please take a few minutes to share your thoughts with us by completing our brief listener survey. Thank you for helping us continue to improve our show. Want to hear your company in the show? N2K CyberWire helps you reach the industry's most influential leaders and operators, while building visibility, authority, and connectivity across the cybersecurity community. Learn more at sponsor.thecyberwire.com. The CyberWire is a production of N2K Networks, your source for strategic workforce intelligence. © N2K Networks, Inc. Learn more about your ad choices. Visit megaphone.fm/adchoices

The Information's Theo Wayt talks with TITV Host Akash Pasricha about Starlink's push to disrupt mass-market telecom giants with $50 plans and new retail stores. We also talk with Cloud Reporter Anissa Gardizy about the hurdles facing OpenAI's "Stargate" project as it shifts toward a more complex data center partnership with Oracle and SoftBank. We get into Nvidia's upcoming results with analyst Gil Luria, who explains why China is now a "rounding error" for the chipmaker. We wrap with Otter AI CEO Sam Liang on the company's 30-million-user milestone and its new "meeting context layer" for enterprises.Articles discussed on this episode: https://www.theinformation.com/articles/spacexs-starlink-makes-land-grab-amazon-threat-loomshttps://www.theinformation.com/articles/inside-openais-scramble-get-computing-power-stargate-stalledhttps://www.theinformation.com/newsletters/ai-infrastructure/openais-stargate-issues-teach-anthropicSubscribe: YouTube: https://www.youtube.com/@theinformation The Information: https://www.theinformation.com/subscribe_hSign up for the AI Agenda newsletter: https://www.theinformation.com/features/ai-agendaTITV airs weekdays on YouTube, X and LinkedIn at 10AM PT / 1PM ET. Or check us out wherever you get your podcasts.Follow us:X: https://x.com/theinformationIG: https://www.instagram.com/theinformation/TikTok: https://www.tiktok.com/@titv.theinformationLinkedIn: https://www.linkedin.com/company/theinformation/

Este boletim traz um resumo das principais notícias do dia na análise de Samuel Possebon, editor chefe da TELETIME.TELETIME é a publicação de referência para quem acompanha o mercado de telecomunicações, tecnologia e Internet no Brasil. Uma publicação independente dedicada ao debate aprofundado e criterioso das questões econômicas, regulatórias, tecnológicas, operacionais e estratégicas das empresas do setor. Se você ainda não acompanha a newsletter TELETIME, inscreva-se aqui (shorturl.at/juzF1) e fique ligado no dia a dia do mercado de telecom. É simples e é gratuito.Você ainda pode acompanhar TELETIME nas redes sociais:Linkedin: https://www.linkedin.com/company/teletimenews/Facebook: https://www.facebook.com/Teletime/ Ou entre em nosso canal no Telegram: https://t.me/teletimenews Hosted on Acast. See acast.com/privacy for more information.

As world leaders and tech executives congregate in New Delhi for the AI Impact Summit, we spoke to Metin Taskin, CEO of Airties, about the impact the technology is having on the telecom sector. He explained that AI allows for faster and more reliable coding, which was one of the industry's biggest bottlenecks. He also addressed other telecom sector trends, notably the high "customer churn" between operators as clients seek out better connectivity.

Good Morning, I'm Nelson John. Today on Top of the Morning: India's boardrooms are creating a new C-suite role the Chief AI Officer. We also break down gold vs equities in 2026, the connectivity battle at Navi Mumbai Airport, Sridhar Vembu's bold AI prediction, and what the latest fresher hiring data means for India's young job seekers. Learn more about your ad choices. Visit megaphone.fm/adchoices

For episode 678 of the BlockHash Podcast, host Brandon Zemp is joined by Micky Watkins, Founder and CEO of World Mobile, a blockchain-enabled 5G network, has just crossed over 2 million users in its mission to connect everyone, everywhere, while returning control of data and connectivity to the people.Micky is a telecom entrepreneur challenging the monopoly of Big Wireless. He previously founded Yallo, one of the first internet-calling platforms, and over his career has raised millions from global backers including Deutsche Telekom and Carmel Ventures. Today, he leads World Mobile in building the world's first decentralized, community-owned mobile network, with a mission to connect everyone, everywhere, while returning control of data and value to the people. 

Analysts Don Kellogg and Roger Entner share insights from the recent T-Mobile Capital Markets Day update event, covering changes in the retail store strategy, new AI translation features, and updated reporting metrics.00:00 Episode intro 00:24 T-Mobile Capital Markets Day event overview 01:39 Pursuing convergence through fiber and FWA 02:37 Live AI translation could be a game-changer 04:03 Telecom must transcend the “dumb pipe” 05:08 Latency is key going forward 06:01 How AI actually impacts user experience 08:20 Key reporting metrics are changing 10:28 Episode wrap-upTags: telecom, telecommunications, wireless, prepaid, postpaid, cellular phone, Don Kellogg, Roger Entner, AI, T-Mobile, retail, FWA, fiber, convergence, USI, translation, network, Verizon, AT&T, latency, Apple, Android, churn, Srini Gopalan

La CRT publica reporte: sector telecom creció más que el PIB y Bait se mantiene en cuarto lugar | Sheinbaum presenta su primera iniciativa para regular la AI; es para doblaje | Google revela que hackers utilizan Gemini para potenciar ataques | Anthropic completa ronda de inversión por $30,000 mdd | Las breves de la semana sobre redes sociales y seguridad | Así lo dijo el director del Cenia de Chile, Álvaro Soto | HDI Seguros es una de las historias innovadoras | El prompt que me cambió la vida es del director regional para México de Netscout, Jorge Tsuchiya | Vanessa Payán, directora de Transformación y Estrategia administrativa y financiera de Valmex, nos comparte el IT Masters Insight

At ITEXPO / MSP EXPO, Jim Gurol, CEO of California Telecom, joined Doug Green to discuss NetVerge, a modern software platform designed to address a persistent challenge for MSPs: SaaS sprawl and operational inefficiency. NetVerge was born from Gurol's own experience running an MSP. Faced with juggling multiple ticketing systems, monitoring tools, and documentation platforms, his team found themselves “swivel chairing” between applications that didn't integrate cleanly. Rather than accept outdated workflows, they built their own platform from the ground up. “We wanted to build something from scratch, from the ground up, from our pain,” Gurol explained, emphasizing that NetVerge evolved directly from real-world MSP feedback. The platform consolidates core MSP functions into a modern, AI-enabled environment. Its ticketing interface resembles real-time chat, allowing technicians to collaborate through mentions and threaded conversations rather than traditional form-heavy systems. NetVerge also incorporates AI workflow agents that assist with troubleshooting, pen testing, and other operational tasks. MSPs can even design their own AI agents to automate repetitive processes—helping firms scale without proportionally increasing headcount. Gurol believes this practitioner-driven design is a key differentiator. “We live it,” he said, noting that firsthand MSP experience informs how the platform handles alert management, ticket flow, and day-to-day operational realities. For MSPs looking to reduce tool fragmentation, modernize workflows, and deploy AI in practical ways, NetVerge aims to offer a unified alternative. Visit https://californiatelecom.com/

Il Digital Networks Act e il Cyber Security Act sono due nuovi regolamenti dell'Unione Europea che avranno un importante effetto sulle telecomunicazioni. Ma di cosa parlano? E quando entreranno in vigore? Ne parliamo con Antonio Capone, docente di telecomunicazioni al Politecnico di Milano

At ITEXPO / MSP EXPO in Fort Lauderdale, Doug Green, Publisher of Technology Reseller News, spoke with Corey Moullas, Founder & CTO of EMAK Telecom, about a bold thesis: in the age of generative AI, voice will not be a side channel—it will be central to how businesses communicate and brand. EMAK Telecom, a VoIP and UCaaS provider founded a decade ago, built its own platform from the ground up with a focus on improving internal workflows and elevating the caller experience. Moullas emphasized that for EMAK, voice has always been about more than dial tone. “What can we do to make the caller experience amazing?” he said, describing a decade-long commitment to refining how customers interact with businesses through voice channels. Now, with the rise of generative AI and voice-to-voice agents, EMAK is integrating advanced AI capabilities directly into its telecom stack. While much of the industry conversation around AI centers on chat interfaces and automation dashboards, Moullas argues that the real transformation will occur in human conversation. “Voice is a very comfortable channel for a lot of people,” he noted. “Humans have a voice. We use it to communicate. It's not going away.” AI-powered voice agents, when implemented responsibly, can dramatically accelerate problem resolution, enrich brand presence, and create more natural customer interactions. Importantly, Moullas acknowledges the industry's legacy frustrations with earlier voice recognition systems. The difference today, he says, is the maturity of AI models capable of delivering empathetic, context-aware responses. “With the new technologies rolling out today, it's actually extraordinary,” he explained. At the same time, he stressed the responsibility that comes with such power. “We have to be very responsible about how we use these tools… they can be used for good or used for evil.” EMAK's internal philosophy—“do the right thing”—guides product decisions and long-term vision. As AI becomes embedded in enterprise communications, EMAK's strategy positions voice not as an afterthought but as the primary interface between humans and technology. In Moullas' view, when AI enables voice interactions that feel seamless and human, businesses will discover new ways to differentiate, connect, and deliver value. Visit https://emak.tech/

Good Morning, Welcome to Top of The Morning, I'm Nelson John. A new analysis reveals US states have paid $199 billion in tariffs since March 2025, with $134 billion coming from key midterm battleground states. India's telecom sector posts its slowest growth in six quarters as tariff hike benefits fade. SBI surpasses TCS to become India's fourth largest company after record quarterly profits, a shift not seen in 15 years. And the RBI issues sweeping new guidelines to stop banks from mis-selling products and using dark patterns. Four stories about who really pays the price when the rules change. Learn more about your ad choices. Visit megaphone.fm/adchoices

El Amor en los Tiempos de las Telecom, 2026

In this episode of Excess Returns, Kai Wu of Sparkline Capital returns to discuss his latest research on AI adoption, ROI, and what it all means for investors.Building on his prior work on the AI CapEx boom, Kai tackles the trillion dollar question at the center of today's market: Is AI generating real, measurable economic returns across the broader economy, or are we still in an infrastructure-driven bubble?Using a systematic analysis of earnings calls, patent data, and adoption trends, Kai lays out a framework for identifying which companies are truly benefiting from artificial intelligence and how investors can position portfolios accordingly.Find the Full Paper Here:https://etf.sparklinecapital.com/Main topics covered:Satya Nadella's AI bubble framework and why broad economic diffusion mattersThe AI adoption S-curve and where we are in the technology diffusion cycleA new AI ROI taxonomy based on earnings call analysis and quantified economic gainsReal-world AI productivity, revenue, and cost-saving examples across industriesInfrastructure vs early adopters vs laggards and how companies were categorizedAI-driven outperformance and excess returns across different adopter groupsValuation dispersion between AI infrastructure stocks and AI early adoptersThe risk of overcapacity and lessons from railroads and the dot-com telecom boomCompetition among large language models and the durability of AI moatsS&P 500 exposure to AI infrastructure and hidden concentration riskThe case for AI early adopters as a middle ground between growth and valueIntangible value investing and the concept of AI yieldTimestamps:00:00:00 The trillion dollar question and what “real ROI” means00:03:19 Nadella's bubble framework: diffusion vs a narrow CapEx trade00:06:08 The classic tech diffusion S-curve and where AI is on it00:32:25 Why infrastructure is being rewarded even if the ROI story is different00:33:04 The key chart: adoption vs valuation shows “basically no relationship”00:38:00 Why early adopters and laggards should separate00:38:26 The “25% ROI” example and how it could show up later in fundamentals00:39:03 Railroads and fiber: builders go bankrupt, users capture the value00:39:45 Telecom index fell 95% and never recovered (dot-com bust parallel)00:40:00 The application layer captures profits; infrastructure becomes a utility00:41:00 The punchline: transformative tech, but builders can still be bad investments00:42:57 Overcapacity question: where are we on the line?00:43:17 The buildout: another $5 trillion of data centers “or whatever the number is”00:44:00 If there's no ROI, companies cancel orders00:45:01 Moat and LLM competition discussion begins00:49:00 The big one: adding infrastructure names gets the S&P to 46% AI infrastructure00:50:00 “Alternative indices” swing you to laggard risk00:51:00 The “false choice” and the “middle ground” framing (early adopters)

Is it too late to buy the "Nvidia of Networking"?Lumentum (LITE) and Fabrinet (FN) have been on an absolute tear, with Lumentum up nearly 600% in the last year. Today, we break down why the AI data center build-out is shifting toward optical and silicon photonics—and which of these two companies is the better long-term play for your portfolio.In this video, we cover:-- The Supply Chain: How Lumentum (the IDM) and Fabrinet (the contract manufacturer) work together.-- Financial Deep Dive: Why Lumentum's operating margins are exploding (up 1,700 basis points!).-- Future Catalysts: The massive OCS (Optical Circuit Switch) orders coming in late 2026.-- Our Verdict: Why we are personally leaning toward one of these for our "starter positions".Join us on Discord with Semiconductor Insider, sign up on our website: www.chipstockinvestor.com/membershipSupercharge your analysis with AI! Get 15% of your membership with our special link here: https://fiscal.ai/csi/Sign Up For Our Newsletter: https://mailchi.mp/b1228c12f284/sign-up-landing-page-short-formChapters:00:00 — AI Networking: The Next 600% Run?01:38 — Why Lumentum is "The Nvidia of Networking"02:00 — Lumentum vs. Fabrinet: The Supply Chain Secret02:30 — The Hardware: Transceivers & Wafers explained03:10 — LITE Earnings: 1,700 Basis Point Margin Jump!04:00 — The Power of Operating Leverage05:10 — Huge 2026/2027 Catalysts (OCS & CPO)06:45 — Fabrinet Deep Dive: A Broader Play?08:45 — Telecom vs. Industrial Laser segments11:00 — Stock Performance Recap12:20 — Our Portfolio Strategy for 2026If you found this video useful, please make sure to like and subscribe!*********************************************************Affiliate links that are sprinkled in throughout this video. If something catches your eye and you decide to buy it, we might earn a little coffee money. Thanks for helping us (Kasey) fuel our caffeine addiction!Content in this video is for general information or entertainment only and is not specific or individual investment advice. Forecasts and information presented may not develop as predicted and there is no guarantee any strategies presented will be successful. All investing involves risk, and you could lose some or all of your principal. #Semiconductors #AI #Lumentum #Fabrinet #Investing #TechStocks #SiliconPhotonics #StockMarket2026 #chipstockinvestor Nick and Kasey own shares of Lumentum and Coherent

Ashley Sellers of Equifax sits down with Jordan Sullivan, Director of Retail Lending at CSL Financial, to explore how modern credit scoring is reshaping mortgage lending. As one of the first lenders to adopt VantageScore for underwriting, CSL shares real-world results, from higher approval rates and lower costs to stronger portfolio performance. The conversation dives into affordability, trended credit data, thin-file borrowers, and why delaying adoption of new credit models may be a competitive disadvantage for lenders navigating today's evolving credit ecosystem.Economist Justin Begley of Moody's Analytics provides our economic update.In this episode:Why did CSL Financial adopt VantageScore for underwriting?CSL Financial adopted VantageScore after internal testing showed it was a stronger predictor of credit risk than legacy models. The lender found it better aligned with borrower behavior and more effective for evaluating thin and non-traditional credit files.How does VantageScore help lenders approve more borrowers?VantageScore uses trended credit data to evaluate whether a borrower's financial behavior is improving or declining over time. This allows lenders to make more informed decisions than snapshot-based models, helping qualified borrowers who may have been overlooked receive approval.What results has CSL Financial seen using VantageScore?Since adopting VantageScore, CSL Financial has increased loan pull-through rates from approximately 8% to nearly 20%, while maintaining stable delinquency levels. The lender has also reduced credit-related costs and improved portfolio performance. Who benefits most from VantageScore-based underwriting?Borrowers with thin credit files, limited credit history, or past credit challenges benefit most. This includes younger borrowers building credit and older consumers who have paid off debt and have limited active tradelines.Why is delaying VantageScore adoption a competitive disadvantage?Lenders who delay adoption risk higher costs, lower approval rates, and less accurate risk pricing. Early adopters like CSL Financial report both operational savings and stronger credit outcomes, making modern scoring models a competitive advantage.

Après le rachat de la société d'intelligence artificielle xAI par SpaceX, Elon Musk affiche une ambition qui peut sembler futuriste mais qui est prise de plus en plus au sérieux: déployer des centres de données dédiés à l'IA directement en orbite autour de la Terre. Un projet aux promesses énergétiques et financières majeures, mais qui soulève aussi de nombreuses questions. Des centres de données ou « data-centers » à plusieurs milliers de kilomètres au-dessus de nos têtes, l'idée peut paraître sortie d'un film de science-fiction. Et pourtant, elle s'inscrit aujourd'hui dans des projets très concrets. Avec l'acquisition de xAI, SpaceX cherche à réunir sous une même bannière l'expertise en lancements spatiaux, en réseaux de satellites et en intelligence artificielle. Pour comprendre l'intérêt d'un tel projet, il faut d'abord revenir sur Terre. Les centres de données dédiés à l'intelligence artificielle existent déjà, et leur nombre ne cesse d'augmenter. Ces immenses installations consomment des quantités colossales d'électricité pour alimenter les processeurs, mais aussi d'eau pour refroidir les machines. Or la demande en puissance de calcul explose. Résultat: des centaines de nouveaux data centers devraient voir le jour dans les prochaines années. À lire aussiElon Musk intègre xAI dans SpaceX pour bâtir des centres de données spatiaux L'espace, une réponse aux contraintes énergétiques Pourquoi ne pas rester uniquement sur Terre ? Parce que l'espace offre plusieurs avantages majeurs. D'abord en matière de place, mais surtout en termes de consommation d'énergie. Les capteurs photovoltaïques spatiaux peuvent recevoir jusqu'à huit fois plus d'énergie solaire que leurs équivalents au sol, grâce à une exposition quasi permanente au soleil. Autre atout déterminant : le refroidissement. Dans l'espace, plus besoin d'eau. L'énergie solaire captée peut être utilisée pour alimenter des systèmes de refroidissement spécifiques, similaires à ceux déjà en fonctionnement sur la Station spatiale internationale. Sur le papier, ces centres de données orbitaux apparaissent ainsi comme une solution aux limites énergétiques rencontrées sur Terre. À lire aussiEn quoi les data centers sont-ils des gouffres écologiques? Un pari financier colossal… Et très risqué Derrière cette mécanique technologique se cache un enjeu primordial : l'argent. Pour les géants de l'intelligence artificielle, l'objectif est clair : faire des économies à long terme. Les montants en jeu sont colossaux, et encore difficiles à estimer tant le modèle reste flou. Une chose est en revanche certaine : les investissements dans les data centers terrestres se chiffrent déjà en centaines de milliards de dollars. Les projets spatiaux apparaissent à la fois comme une extension de cette dynamique, mais aussi comme un moyen d'entretenir l'enthousiasme des marchés et de continuer à attirer des capitaux vers l'IA. Car la question centrale reste celle de la rentabilité. Dans l'espace, l'idée est séduisante : pas de loyer, pas de facture d'électricité, seulement un lancement de fusée et un satellite équipé d'un centre de données. C'est précisément pour cela que SpaceX s'intéresse au sujet. L'entreprise d'Elon Musk dispose déjà des fusées, des satellites et des infrastructures nécessaires pour produire de la puissance de calcul à l'échelle mondiale. Mais les réserves sont nombreuses. Sur le plan technique, un satellite en panne ne peut pas être réparé comme un site terrestre, sans compter les risques de collision avec des débris spatiaux. Il faudrait par ailleurs déployer un nombre immense de satellites, impliquant autant de lancements et donc des coûts vertigineux. Enfin, la question environnementale reste entière, les lancements de fusées générant une pollution significative. Quoi qu'il en soit, ces centres de données spatiaux ne verront pas le jour demain. Selon plusieurs cabinets d'études, leur viabilité commerciale ne pourrait émerger, au mieux, qu'entre 2032 et 2035.

Este boletim traz um resumo das principais notícias do dia na análise de Samuel Possebon, editor chefe da TELETIME.TELETIME é a publicação de referência para quem acompanha o mercado de telecomunicações, tecnologia e Internet no Brasil. Uma publicação independente dedicada ao debate aprofundado e criterioso das questões econômicas, regulatórias, tecnológicas, operacionais e estratégicas das empresas do setor. Se você ainda não acompanha a newsletter TELETIME, inscreva-se aqui (shorturl.at/juzF1) e fique ligado no dia a dia do mercado de telecom. É simples e é gratuito.Você ainda pode acompanhar TELETIME nas redes sociais:Linkedin: https://www.linkedin.com/company/teletimenews/Facebook: https://www.facebook.com/Teletime/ Ou entre em nosso canal no Telegram: https://t.me/teletimenews Hosted on Acast. See acast.com/privacy for more information.

Dennis Thankachan, Co-Founder and CEO of Lightyear, joined Doug Green, Publisher of Technology Reseller News, to discuss how Lightyear is redefining enterprise telecom management through AI-native automation, data transparency, and end-to-end lifecycle control. Thankachan explained that Lightyear positions itself as a “telecom operating system” for the enterprise, automating the full lifecycle of telecom services—from procurement and installation to inventory management, expense tracking, renewals, and decommissioning. The platform integrates with enterprise systems via APIs and provides a single system of record for services, circuits, costs, and contracts. In 2025, Lightyear expanded this vision with the launch of its AI-native telecom expense management offering, designed to modernize a category long dominated by legacy, invoice-centric tools. Telecom billing, Thankachan noted, remains uniquely complex and error-prone, with multi-carrier invoices, usage-based charges, taxes, and frequent discrepancies obscuring true costs. Lightyear's AI-native approach goes beyond invoice digitization by categorizing charges, reconciling invoices against verified network inventory, auditing discrepancies, opening tickets, and enabling natural-language queries such as cost analysis by site or service. “We're not just answering questions,” Thankachan said. “We also take the action—buying circuits, managing installs, paying invoices, and handling tickets.” By combining AI tooling with first-principles software design and a large, continuously growing dataset spanning quotes, carrier performance, and billing history, Lightyear delivers both operational automation and actionable intelligence. Enterprises typically see meaningful ROI within the first year, with ongoing savings driven by reduced manual effort, improved visibility, and proactive cost control. The conversation also highlighted Lightyear's strong business momentum. Following record customer growth and product expansion, the company secured additional funding at a higher valuation, enabling increased investment in engineering, AI-driven R&D, customer support, and go-to-market efforts. According to Thankachan, this capital ensures that “everything we do for the enterprise will get better and stronger.” More information about Lightyear's platform and its AI-native telecom expense management capabilities is available at https://lightyear.ai/.

The "Growth at All Costs" era is over. Welcome to the era of Trust and AI Efficiency.In this episode of The Watson Weekly, Rick Watson sits down with Gareth Cummings, CEO of eDesk, to discuss the massive shift in how brands interact with their customers. From pioneering domain-specific language models in 2018 to navigating the rise of TikTok Shop and Agentic Commerce, Gareth shares a masterclass in staying ahead of the tech curve.Gareth Cummings is the CEO of eDesk, an AI-native customer support platform built specifically for e-commerce. With a background in banking and telecom, he brings a unique, data-driven perspective to online retail.In this interview, you'll learn:The Evolution of AI: Why customer skepticism has turned into an expectation for AI-driven support.Surviving the SaaS Slump: How e-commerce brands are pivoting toward profitability and value.TikTok & Authentic Engagement: Why new channels are essential for building brand trust in 2026.The Rise of AI Agents: What happens when AI starts making the purchases for us?Chapters / Timestaps0:00 - Introduction: Meet Gareth Cummings, CEO of eDesk2:15 - Career Evolution: From Banking and Telecom to E-commerce Tech5:40 - The Early Days of AI: Building Language Models in 20189:25 - The Shift in Consumer Mindset: From AI Skepticism to AI Expectation13:10 - Navigating the Modern SaaS Economy: Profitability vs. Growth17:35 - Building Brand Loyalty: Why Trust Outperforms Price21:50 - TikTok Shop and the Power of Authentic Engagement26:15 - Turning Support Data into a Business Strategy Engine30:40 - The Future of Agentic Commerce: When AI Does the Shopping35:20 - Leadership Advice: Embracing the Pace of AI Change38:45 - Closing Thoughts and Where to Follow GarethThe Watson Weekly is sponsored by Rithum. In commerce, timing is everything. That's where Rithum comes in. We help brands and retailers keep every channel connected, so when the moment comes, you're ready to act—launching faster, adapting quicker, and growing smarter. See how your business can grow at rithum.com. that's R-I-T-H-U-M.com#Ecommerce #AI #SaaS #CustomerSupport #TikTokShop #AgenticCommerce #TheWatsonWeekly #WatsonWeeklyThis podcast uses the following third-party services for analysis: Podtrac - https://analytics.podtrac.com/privacy-policy-gdrp

Toppen er taget af Grønlandskrisen – for nu. Men ifølge dagens gæst kunne man for længst have undgået, at situationen blev så ophedet. I dagens afsnit gennemgår han de fejl, som han mener, at regeringen – og især Mette Frederiksen – har begået. Vært: Joachim B. Olsen, debatredaktør på B.T. Gæst: John Strand, CEO i Strand Consult og Telecom-ekspert gennem 30 år Journalist: Maria Asmine Dam Producer: Teis Zacho og Maria Asmine Dam Er du tvivl om, hvad du skal mene om aktuelle emner, så tilmeld dig nyhedsbrevet Borgerlig Tabloid fra Joachim B. Olsen - så får du borgerlig argumenter direkte i din indbakke: https://www.bt.dk/debat/borgerlig-tabloid-faa-borgerlig-debat-direkte-i-din-indbakke See omnystudio.com/listener for privacy information.

Заходят как-то Яндекс, Ядро, Булат и Джет в бар. В 155-м выпуске обсуждем SONiC — Open Source операционную систему для white-box коммутаторов. Кто: Александр Азимов. Сетевой архитектор Яндекс Павел Пазин. Руководитель отдела разработки SAI. YADRO Дмитрий Чигишев. Руководитель R&D, Булат Владимир Колпаков. инженер-проектировщик СПД, Инфосистемы Джет О чём: Кому нужен Open Source NOS Коммутатор как железо ODM/OEM - white-box аналогичны коммутаторам от вендоров по железу, осталось решить вопрос с софтом. Из чего состоит коммутатор, нюансы внутренней реализации, обычно скрытые от пользователей => сложно ли сделать свой коммутатор Софт не должен быть привязан к конкретному железу, а самая сложная и важная часть здесь - asic. Что поставить на это железо Выбор по железу есть, а по софту - особо нет. Требования к софту. Какие варианты есть - ONL, DentOS, FBOSS, Sonic (бесплатно), OcNOS (платно), своё (долго*дорого) Sonic занимает свою нишу. Плюсы. Почему стал развиваться - включились основные игроки. Контрибьюторы. Версии/релизы. Скачать/собрать, поставить. ONIE Внутреннее устройство Sonic Контейнеры Внутри сплошной Open Source Модули и userspace приложения Ядро Linux - как важная часть пайплайна (отличия от JunOS/EOS/IOS XR) Типичный Pipeline - разираем сверху вниз и упираемся в SAI SAI и OCP Как получилось добиться поддержки разных чипов Концепция. SAI - есть интерфейс, а есть конкретная реализация (libsai) Переходим к отличиям между ванильным соником и вендорским. Опыт использования Sonic Как запускали, кейсы, чем на практике отличается ванильный соник от вендорского Как добавить в Sonic новый коммутатор Автоматизация и управление Итоги - для обычного пользвателя Нужен ли Sonic обычному пользователю Нужно ли разбираться в его устройстве Sonic - хайп или что то больше Оставайтесь на связи Пишите нам: info@linkmeup.ru Канал в телеграме: t.me/linkmeup_podcast Канал на youtube: youtube.com/c/linkmeup-podcast Подкаст доступен в iTunes, Google Подкастах, Яндекс Музыке, Castbox Сообщество в вк: vk.com/linkmeup Группа в фб: www.facebook.com/linkmeup.sdsm Добавить RSS в подкаст-плеер. Пообщаться в общем чате в тг: https://t.me/linkmeup_chat Поддержите проект:

ServiceNow's Head of Product, Telecom and Media, Romit Ghose, details how AI agents are moving beyond automation to operate autonomously across telecom workflows through reasoning, collaborating, and delivering real business outcomes. With governance, standards, and human oversight built in, agentic AI is already transforming operations today. How ready is your organization for an agent-driven future?... Read More The post Agentic AI Agents: Telecom's New Operating System appeared first on Mplify.

In this episode of Lead-Lag Live, Melanie Schafer sits down with Michael Mo, CEO of KULR Technology Group (NYSE: KULR), to explore why energy reliability is emerging as the critical constraint behind AI, robotics, drones, telecom infrastructure, and next-generation data centers.Fresh off CES and following KULR's newly announced $30M telecom battery supply agreement, Mo explains how high-power, high-safety battery systems are becoming mission-critical as electrification accelerates. From NASA-proven thermal technologies to lithium-ion replacements for legacy lead-acid systems, KULR is positioning itself at the center of multiple multi-year secular growth trends.The conversation covers AI data center power resilience, UAV and drone electrification, telecom backup systems, and why battery safety, reliability, and domestic supply chains matter more than ever as power demand explodes.In this episode:– Why power—not chips—may be the next AI bottleneck– KULR's NASA-derived battery safety and thermal technologies– The Cooler One platform and growth across drones, robotics, and aviation– Replacing lead-acid batteries in telecom with lithium-based solutions– Energy-as-a-Service and reducing total cost of ownership– AI data center battery buffers and GPU-level power protection– Scaling execution with a debt-free balance sheet and strong cash positionLead-Lag Live brings you inside conversations with the leaders shaping markets at the intersection of technology, energy, and investing. Subscribe for insights that cut through the noise.#AIInfrastructure #EnergyStorage #BatteryTechnology #Drones #Telecom #DataCenters #Electrification #KULR #MarketOutlook #CleanEnergy #InvestingStart your adventure with TableTalk Friday: A D&D Podcast at the link below or wherever you get your podcasts!Youtube: https://youtube.com/playlist?list=PLgB6B-mAeWlPM9KzGJ2O4cU0-m5lO0lkr&si=W_-jLsiREjyAIgEsSpotify: https://open.spotify.com/show/75YJ921WGQqUtwxRT71UQB?si=4R6kaAYOTtO2V Support the show

Este boletim traz um resumo das principais notícias do dia na análise de Samuel Possebon, editor chefe da TELETIME.TELETIME é a publicação de referência para quem acompanha o mercado de telecomunicações, tecnologia e Internet no Brasil. Uma publicação independente dedicada ao debate aprofundado e criterioso das questões econômicas, regulatórias, tecnológicas, operacionais e estratégicas das empresas do setor. Se você ainda não acompanha a newsletter TELETIME, inscreva-se aqui (shorturl.at/juzF1) e fique ligado no dia a dia do mercado de telecom. É simples e é gratuito.Você ainda pode acompanhar TELETIME nas redes sociais:Linkedin: https://www.linkedin.com/company/teletimenews/Facebook: https://www.facebook.com/Teletime/ Ou entre em nosso canal no Telegram: https://t.me/teletimenews Hosted on Acast. See acast.com/privacy for more information.

Randy Dillard, Sales and Transaction Tax Lead at TaxConnex, joined Doug Green, Publisher of Technology Reseller News, for a Cloud Communications Alliance (CCA) podcast focused on one of the most complex—and often underestimated—issues facing cloud communications providers today: telecommunications tax compliance. Dillard explained that TaxConnex serves as a specialized outsourcing partner for telecom and transaction tax compliance, working closely with regulatory experts to deliver a unified approach that spans sales and use tax, telecom-specific taxes, and state and local filing obligations. Unlike general accounting firms, TaxConnex is purpose-built for the telecom and cloud communications industry, where tax requirements can extend far beyond state-level filings into counties, cities, and even ZIP-code-level jurisdictions. He emphasized that telecom taxation is fundamentally different from standard sales tax, with layered obligations that can include “tax on tax,” recurring billing changes, credits, and constant regulatory updates. With more than 50 states, thousands of local jurisdictions, and frequent filing deadlines, providers face significant risk if compliance processes are not handled accurately and consistently. Dillard also stressed the importance of timing, noting that providers should engage a telecom tax specialist before launching new services or expanding into new markets—not after revenue is already flowing. “It often makes sense to pause and speak with a telecom tax advisor before you open that honeypot,” Dillard said. “Understanding your obligations upfront can save you from costly penalties, audits, and surprises down the road.” TaxConnex's role, he explained, goes beyond filing returns. The company provides monthly tax liability reporting that shows what has been collected, where it is assigned, and how it will be remitted—giving providers visibility and confidence that nothing is slipping through the cracks. This becomes even more critical as AI-driven services and usage-based models create unexpected spikes in transactions and tax exposure. As an active member and sponsor within the Cloud Communications Alliance, TaxConnex views its role as helping demystify telecom tax compliance so providers can focus on growth, innovation, and customer success—while staying compliant in an increasingly complex regulatory environment. Learn more: https://www.taxconnex.com/

Bobby Deery sits down with Praveen Chandrahomhan, SVP of Origination Growth at Cotality, to explore how AI is reshaping mortgage lending. They discuss the rise of “micro AI” in origination, the balance between speed and empathy in the borrower journey, and why personalization and retention are becoming critical in a purchase-driven market. In this episode:How is AI changing mortgage lending?AI is improving customer service, underwriting, document processing, and workflow automation while keeping humans in the loop. AI helps lenders increase speed, accuracy, and empathy throughout the borrower journey.What mortgage challenges does AI help solve?The conversation highlights how AI reduces friction, improves clarity for borrowers, lowers operational costs, and supports more personalized experiences—especially in a highly regulated, purchase-driven market.Why are personalization and retention so important right now?With fewer refinance opportunities and evolving trigger legislation, lenders are prioritizing retention and relationship-based lending. AI-powered data and automation help lenders stay connected to borrowers across the full lifecycle of homeownership.

2025 was supposed to be a year of stability for telecom. Instead, it exposed where the industry's assumptions no longer held.In this opening episode of The Great Indoors, now in its 11th season, Matthew Roberts is joined by Craig Moffett who is a co-founder and senior analyst at MoffettNathanson. Craig brings decades of experience tracking broadband, cable, and satellite and has a reputation for clear-eyed analysis that cuts through consensus thinking. They discussed what last year revealed, and what 2026 will demand. Together, they explore why cable may be far better positioned than market sentiment suggests, how competitive pressure continues to weigh on traditional wireless players, and why pricing power proved harder to sustain than many expected. The conversation spans the year's biggest surprises, from EchoStar's spectrum-driven turnaround to the growing, but still limited, role of satellite connectivity. If 2025 tested the narrative, 2026 will test execution.

Stephen Grootes speaks to Chris Yelland, Energy Expert and Journalist about whether Eskom’s legal challenge to NERSA over licenses granted to five private power producers has been stayed or paused. They also touch on Eskom’s Generation Recovery Plan, which has added 4,400 MW of capacity, and whether this boost makes electricity supply sustainable The Money Show is a podcast hosted by well-known journalist and radio presenter, Stephen Grootes. He explores the latest economic trends, business developments, investment opportunities, and personal finance strategies. Each episode features engaging conversations with top newsmakers, industry experts, financial advisors, entrepreneurs, and politicians, offering you thought-provoking insights to navigate the ever-changing financial landscape.    Thank you for listening to a podcast from The Money Show Listen live Primedia+ weekdays from 18:00 and 20:00 (SA Time) to The Money Show with Stephen Grootes broadcast on 702 https://buff.ly/gk3y0Kj and CapeTalk https://buff.ly/NnFM3Nk For more from the show, go to https://buff.ly/7QpH0jY or find all the catch-up podcasts here https://buff.ly/PlhvUVe Subscribe to The Money Show Daily Newsletter and the Weekly Business Wrap here https://buff.ly/v5mfetc The Money Show is brought to you by Absa     Follow us on social media   702 on Facebook: https://www.facebook.com/TalkRadio702 702 on TikTok: https://www.tiktok.com/@talkradio702 702 on Instagram: https://www.instagram.com/talkradio702/ 702 on X: https://x.com/CapeTalk 702 on YouTube: https://www.youtube.com/@radio702   CapeTalk on Facebook: https://www.facebook.com/CapeTalk CapeTalk on TikTok: https://www.tiktok.com/@capetalk CapeTalk on Instagram: https://www.instagram.com/ CapeTalk on X: https://x.com/Radio702 CapeTalk on YouTube: https://www.youtube.com/@CapeTalk567 See omnystudio.com/listener for privacy information.

How did Globe Telecom become the biggest telco in the Philippines? In this episode, Ronster chats with Ernest Cu, President and CEO of Globe Telecom. Ernest will share his roots and the skills he learned while helping in their family business. He'll also share what it was like studying in the states for and his first few jobs working primarily in tech. Ernest will also share his first attempt at entrepreneurship and why he came back to the Philippines to revolutionize the BPO Industry. He will also do a deep dive on how he was able to lead Globe to the digital era and the type of leadership and management skills he uses that can be used by any entrepreneur in. Hosted on Acast. See acast.com/privacy for more information.

On s'intéresse à des outils qui ont permis à des millions de Terriens d'envoyer leurs messages de meilleurs voeux cette nuit à l'occasion du passage à la nouvelle année. On parle des câbles sous marins. Et on va comprendre qu'ils sont stratégiques pour les échanges mondiaux ! Aujourd'hui ce sont plus de 500 câbles sous-marins qui sont déployés autour de la planète. Mis bout à bout ça représente environ 1,5 million de kilomètres, soit à peu près 38 fois le tour de la Terre. Et ils transportent absolument tout. Ces câbles font ainsi transiter des télécommunications, des discussions en temps réel, des images, des vidéos… bref, tout ce que nous utilisons sur nos ordinateurs, nos téléphones et nos télévisions. Ils transportent aussi des données essentielles et confidentielles pour les grandes entreprises et les forces militaires. Il faut d'ailleurs savoir que 99% des communications mondiales passent par ces câbles sous-marins, qui ne font pourtant qu'environ 10 centimètres d'épaisseur. Le développement des câbles est désormais porté par les Gafam Historiquement, les câbles sous-marins appartiennent majoritairement à des consortiums, un peu comme des copropriétés. Ce sont des alliances entre États et opérateurs de télécommunications, qui louent ensuite l'accès à ces câbles à des clients. Mais le modèle évolue fortement... aujourd'hui, le développement des câbles est porté en grande partie par les Gafam. Google, Amazon, Facebook, Apple et Microsoft sont devenus des acteurs majeurs du secteur. Autre point important : ces câbles sont toujours plus puissants, et les technologies évoluent très vite. Un câble posé il y a cinq ans est déjà dépassé par ceux installés aujourd'hui. C'est donc parce que quasiment toutes nos communications passent par ces autoroutes de l'information qu'ils sont stratégiques. Et vu la quantité de données qu'ils transportent, ce sont devenus des actifs essentiels à protéger. Ils représentent des enjeux majeurs de sécurité, de souveraineté informationnelle et économique. Cela dit, il faut aussi relativiser : chaque année, on recense entre 150 et 200 incidents.  80% des incidents sont liés à un facteur humain non malveillant Certains sont dus à des glissements de terrain sous-marins, mais 80% des incidents sont liés à un facteur humain non malveillant, des filets de pêche ou des ancres qui arrachent les câbles. Pourtant, ce sont souvent ces mêmes types de bateaux qui sont soupçonnés de sabotage. On en a beaucoup parlé en 2025 en raison de câbles endommagés en pleine mer Baltique notamment entre la Suède et la Lettonie. On observe un retour de la piraterie ou d'actes de malveillance, même si cela reste marginal. L'Union européenne et l'Otan ont lancé plusieurs programmes pour surveiller les infrastructures sous-marines. Mais le risque zéro n'existe pas : à 1 000 mètres de profondeur et parfois plus, il est évidemment impossible de surveiller chaque centimètre de câble ! Chronique transportsLes géants de la tech investissent dans les câbles sous-marins

SummaryIn this episode of the ATX DAO Podcast, we sit down with Jamie King, CMO of Minutes Network and co-founder of Rockstar Games, to explore what it actually takes to build real-world infrastructure in Web3. Jamie shares his journey from shaping one of the most influential gaming companies of all time to helping reimagine global telecom through decentralized networks. The conversation covers founder mindset, lessons from scaling creative companies, and why meaningful innovation requires discomfort, discipline, and long-term thinking.We then dive into Minutes Network's approach to modernizing telecom, including how its infrastructure supports people-powered networks, real-time verification, and new economic models that bridge Web2 revenue with Web3 participation. Jamie breaks down how Unity fits into the broader Minutes Network ecosystem, why telecom fraud and inefficiency are massive global problems, and what it means to build decentralized systems that actually work at scale. This episode is a deep look at Web3 beyond speculation—focused on utility, execution, and onboarding the next generation of users through real infrastructure.Connect with Jamie & Minutes Network :X (Twitter):https://x.com/jk4millihttps://x.com/MNTokenWebsite:https://minutesnetworktoken.io/Check out our friends at Tequila 512:Website: ⁠⁠⁠⁠⁠⁠⁠https://www.tequila512.com⁠⁠Socials: ⁠⁠X (Twitter)⁠⁠ | ⁠⁠Instagram⁠⁠ | ⁠⁠TikTok⁠⁠ | ⁠⁠Facebook⁠To learn more about ATX DAO:Check out the ⁠ATX DAO ⁠websiteFollow ⁠@ATXDAO⁠ on X (Twitter)Subscribe to our newsletterConnect with us on ⁠LinkedIn⁠Join the community in the ⁠ATX DAO Discord⁠Connect with the ATX DAO Podcast team on X (Twitter):Ash:  ⁠@ashinthewild⁠Luke: ⁠⁠⁠⁠⁠@Luke152⁠⁠⁠⁠⁠Tom: @Tommyg_25Support the Podcast:If you enjoyed this episode, please leave us a review and share it with your network.Subscribe for more insights, interviews, and deep dives into the world of Web 3.

The private equity marketplace is increasingly competitive, making it difficult to win a seat at the table on hot deals. AT&T's in-house private investment arm, AT&T Ventures, seeks to stand out by making strategic investments via a founder-friendly approach, targeting the companies that are helping to shape the future of communications, such as satellite providers, edge computing firms, AI-RAN developers, security companies and many more. AT&T Ventures Head Vikram Taneja joins Bloomberg Intelligence's senior telecom analyst, John Butler, to discuss the company's approach to investing, his thoughts on where communications technologies are headed and how his group aims to capitalize on current and future trends.

Кто Василий Сошников — Руководитель направления Сети Доставки Контента MWS (МТС), OpenSource энтузиаст тесно связанный с развитием NGINX. Евгений Зайцев — Технический менеджер, занимается развитием CDN-ов в Яндексе Георгий Тарасов — продакт CDN в Curator Про что: Что такое WAF (WAAP)? Что такое AntiDDoS (Edge vs "центральный")? Немного затронем: - JА хэширование и JA базы - WebASM и JS Challenge Пофантазируем об обратном AntiDDoS или может ли CDN быть источником DDoS?. Оставайтесь на связи Пишите нам: info@linkmeup.ru Канал в телеграме: t.me/linkmeup_podcast Канал на youtube: youtube.com/c/linkmeup-podcast Подкаст доступен в iTunes, Google Подкастах, Яндекс Музыке, Castbox Сообщество в вк: vk.com/linkmeup Группа в фб: www.facebook.com/linkmeup.sdsm Добавить RSS в подкаст-плеер. Пообщаться в общем чате в тг: https://t.me/linkmeup_chat Поддержите проект:

As the increased use of artificial intelligence necessitates connectivity, it will continue to become inextricably linked to the digital network landscape. When people talk about artificial intelligence, they usually focus on algorithms, chips, or data centers. But there's a less visible piece that determines whether any of it works in the real world: digital networks. AI doesn't live in one place. It moves. It learns. It responds in real time. And all of that depends on the networks that carry data among devices, clouds, and people. In many ways, telecommunications and cable operators are the digital networks that make up the transportation system of the AI economy—the highways, railroads, and air traffic control that make intelligence usable at scale for businesses and consumers.In this episode, Shane interviews Roger Entner, one of the most respected analysts in telecommunications and digital infrastructure. Roger is the founder of Recon Analytics. He advises companies on strategy and public policy in telecommunications, technology, AI, and media. Previously, he served as senior vice president and head of telecom research at the Nielsen Company. He's spent decades studying how networks evolve, how policy shapes investment, and why connectivity is central to innovation. Compute may create intelligence, but networks deliver it, from mobile and broadband to the next wave of AI-driven services. His decades of experience in the telecommunications industry give him the depth of expertise to discuss the future of artificial intelligence in this space.

In the final Scam Rangers episode of 2025, Ayelet Biger-Levin is joined by industry veteran Ken Palla for a deep year-in-review of the global scam prevention landscape.This conversation examines what actually happened in 2025 across regulation, enforcement, and industry action, and why 2026 must move decisively from research and recommendations to urgent execution.From mandatory reimbursement in the UK, to Australia's Scam Prevention Framework, emerging collaboration in Canada, and fragmented efforts in the United States, the episode cuts through policy language to focus on real-world impact.The discussion also outlines concrete actions financial institutions, telcos, and digital platforms can take now to better protect consumers, reduce losses, and treat scams as the organized crime and national security threat they are.This episode closes the year with a clear message. The research is done. The problem is understood. Now the industry must act.Topics Covered What 2025 revealed about the effectiveness of global scam regulation Where reimbursement models succeed and where they fall short Australia, the UK, Canada, and the US, lessons from different approaches Why execution, not new task forces or studies, is the real gap Urgent actions banks can take to prevent scams before money moves The role of telcos and digital platforms in stopping scams upstream Government, law enforcement, and the need for coordinated leadership Why 2026 must be treated as a year of action Guest :Ken PallaFormer cybersecurity executive at MUFG Union Bank, longtime industry advisor, and recipient of the Legends of Fraud Award. Ken has spent decades focused on online security, fraud prevention, and consumer protection, and is a leading voice on scam regulation and industry accountability. You can find Ken on LinkedIn: https://www.linkedin.com/in/ken-palla-09b585/Australian Scam Prevention Framework – Analysis of the November 2025 Treasury Consultancy https://www.gasa.org/post/assessment-of-the-november-2025-australian-treasury-scam-prevention-framework-consultancy

Doug Green, Publisher of Technology Reseller News, spoke with Raj Darji, Founder & CEO of Aarav Solutions, about the company's launch of two generative AI accelerators—InsightForge and Omni360—designed to help communications service providers modernize billing operations, sales workflows, and customer engagement. Aarav Solutions is a long-standing Oracle Communications implementation partner with more than a decade of domain expertise across Oracle BRM and related telecom platforms. Darji explained that this deep operational knowledge is embedded directly into Aarav's GenAI accelerators, enabling CSPs to adopt AI without disrupting existing infrastructure. “We are not experimenting with AI—we are applying it where telecom operators feel the most pain, inside billing and operations,” said Darji. InsightForge is a GenAI accelerator purpose-built for Oracle BRM that allows business, finance, and operations teams to query complex billing data using natural language—without writing SQL or relying on back-office specialists. By translating plain-language questions into database queries, InsightForge delivers real-time visibility into invoices, balances, taxes, and discrepancies, significantly reducing operational dependencies and response times. Omni360 extends this capability with an AI-driven CRM and CPQ platform tightly integrated with BRM. Designed for mid-market CSPs, MVNOs, and enterprise connectivity providers, Omni360 unifies CRM and billing into a single pane of glass and enables sales teams to generate products, pricing, and quotes through natural-language prompts. Introduced at Mobile World Congress, both solutions drew strong interest for demonstrating how GenAI can deliver immediate, practical value rather than remain a conceptual buzzword. Learn more about Aarav Solutions at https://www.aaravsolutions.com/. Software Mind Telco Days 2025: On-demand online conference Engaging Customers, Harnessing Data

In 2025, tech policy felt like everything happened everywhere at once. Google lost two antitrust cases but avoided a breakup. Meta won its case entirely. The SEC went from suing crypto companies to dropping every major enforcement action. Net neutrality died—again—this time probably for good. TikTok got banned, then unbanned, then re-banned, then saved by executive order—five times. Chinese hackers compromised 200 companies through our telecom networks. And Congress finally actually passed a law protecting kids online—The Take it Down Act, to be precise.It was a year in many ways defined by tensions and contradictions. Courts stripped power from federal agencies just as the new administration tried to bring those agencies under tighter presidential control. The administration took some actions to be tough on China, while other measures appeared to let our chief adversary off the hook. States rushed to fill the vacuum on AI and privacy while the White House has threatened to preempt them. Platforms loosened content moderation in the US while facing record fines in Europe. And Washington declared it wanted to win the AI race—while local communities debated whether they even wanted data centers in their backyards.So what were the biggest tech and telecom policy stories of 2025? Which developments will have staying power, and which were little more than sound and fury? What should we be watching heading into 2026? And did anyone actually win this year—or did everyone just survive?To unpack all this, Evan is joined by Luke Hogg, Director of Technology Policy at FAI, and Josh Levine, Research Fellow at FAI.

Doug Green, Publisher of Technology Reseller News, spoke with Travis Volk, Vice President of Global Technology Solutions and GTM, Carrier at Radware, about how artificial intelligence is reshaping the security landscape for telecom providers as the industry heads into 2026. The discussion focused on the accelerating pace of attacks, the shrinking window to respond to vulnerabilities, and why traditional, human-paced security models are no longer sufficient. Volk explained that telecom networks are now facing machine-speed attacks, where newly disclosed vulnerabilities are often exploited within hours, not weeks or months. “Recent CVEs are being exploited at breakneck speeds,” he noted, emphasizing that nearly a third of disclosed vulnerabilities are weaponized within 24 hours. This reality is forcing providers to rethink patching, maintenance, and runtime protection strategies—especially as attackers increasingly chain small flaws into large-scale, sophisticated attacks. A key theme of the conversation was the convergence of offensive and defensive security. As applications become more API-driven and agentic, service providers must adopt continuous, automated testing and inline protection that can detect business-logic attacks in real time. Volk highlighted Radware's use of AI-driven analytics and visualization to map API flows, identify abnormal behavior, and enforce protections such as object-level authorization at scale—capabilities that are critical for encrypted, high-value workloads. Looking ahead, Volk described “good” security in 2026 as a living, observable system that prioritizes risk, automates both pre-runtime and runtime defenses, and enables data-driven decisions without adding operational complexity. Radware is already delivering these capabilities through flexible deployment models—virtual, physical, containerized, and cloud-based—allowing carriers to implement unified policy frameworks today. As Volk put it, AI is no longer optional: it is essential to keeping networks secure, resilient, and available in an era where attacks move faster than humans can respond. Learn more about Radware at https://www.radware.com/. Software Mind Telco Days 2025: On-demand online conference Engaging Customers, Harnessing Data

Few brands define connection quite like AT&T—not just through technology, but through trust. And trust is not a word historically associated with telecom companies.Jim's guest this week is at the center of AT&T's transformation: Kellyn Smith Kenny, the company's first-ever Chief Marketing & Growth Officer. Since 2020, Kellyn has helped usher in what she calls the “Accountability Era,” part of an ambitious, multi-year reinvention backed by more than $145 billion invested in reliability, transparency, and customer trust.With revenues topping $120 billion and a customer base of more than 100 million consumers, AT&T is a brand that touches nearly every American life. Under Kellyn's leadership, the company has become known for both its marketing excellence and its humanity—from launching the AT&T Guarantee, to pioneering a pragmatic approach to AI, to building meaningful partnerships with the likes of Formula 1 and Hello Sunshine.Tune in as Jim explores Kellyn's unique leadership journey—from Division I athlete to C-suite change agent—and how she's redefining what it means to lead a modern brand.---Learn more, request a free pass, and register at https://www.iab.com/events/annual-leadership-meeting-2026/?utm_source=ad&utm_medium=The+CMO+Podcast) Promo Code for $500 off ticket prices: ALMCMOPOD26---This week's episode is brought to you by Deloitte, TransUnion and the IAB.See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.

Doug Green, Publisher of Technology Reseller News, sat down with Elie Y. Katz, Founder, President & CEO of National Retail Solutions (NRS), to discuss how payments, telecom, and point-of-sale technology are converging to reshape small and independent businesses. Katz explained how NRS, incubated within IDT, was created to give independent convenience stores and small merchants the same tools and insights long available to large national chains. At the center of NRS's success is its integrated point-of-sale platform, now deployed in more than 38,000 locations nationwide. Katz described how NRS combines POS, credit card processing, payroll, cash advance services, and telecom products into a single system. “We didn't just build a register,” Katz said. “We built a platform that lets independent merchants compete with corporate America.” The conversation highlighted the accelerating shift away from cash toward cards, mobile wallets, and peer-to-peer payment apps such as Venmo and Zelle—especially among younger consumers. Katz noted that safety, efficiency, and cost are driving merchants toward cashless or low-cash environments. “The phone has become the bank,” he said, pointing to how mobile payments are now central to everyday commerce. Katz also outlined the opportunity this shift creates for telecom channel partners, MSPs, and resellers. By leveraging existing customer relationships, partners can expand into POS, payment processing, payroll, and cash advance services through NRS. “If you didn't pivot, you went out of business,” Katz said. “Our platform gives channel partners a new stream of recurring revenue using relationships they already have.” Finally, Katz detailed NRS's growing ecosystem of integrations, including DoorDash, Grubhub, and NationsBenefits, which help independent merchants increase revenue and compete more effectively. With offerings like NRSPay and flexible, no-penalty credit card processing, NRS is positioning itself as a long-term partner for small businesses navigating the transition to a digital, cashless economy. For more information, visit https://nrsplus.com/.

In this episode, Avanish and Antonio discuss:BBVA's data transformation journey, including the strategic decision in 2017 to create a global data function at the executive committee level reporting to the CEO and ChairmanBuilding hybrid data architecture combining centralized lake house (AWS) with data mesh approaches to balance agility and control across global operations in regulated environmentsThe "eight robots" framework—a top-down AI transformation agenda targeting the most critical parts of BBVA's value chain, from digital client relationships to banker productivity to risk underwritingHow BBVA defines data democratization as "responsible access" not "open access," implementing strict governance while enabling self-service analytics in a highly regulated industryReal-world AI impact: solutions reducing tasks from 11 minutes to less than 1 minute, generative assistant "Blue" serving 20+ million clients in Spain and Mexico, and IVR improvements saving minutes to secondsThe partnership and ecosystem strategy leveraging enterprise-focused innovation through AWS, OpenAI, Google Gemini, and vertical solution providers to increase speed of learning and innovationWhy the "mode in this cycle is learning—how fast you can learn, how fast you can test hypotheses"—embracing experimentation and continuous improvement as models rapidly evolveAntonio's vision for the future: using AI and data to expand bankarization globally, serving underserved populations and fueling economic growth for families and businessesAbout the host:Avanish Sahai is a Tidemark Fellow and served as a Board Member of Hubspot from 2018 to 2023; he currently serves on the boards of Birdie.ai, Flywl.com and Meta.com.br as well as a few non-profits and educational boards. Previously, Avanish served as the vice president, ISV and Apps partner ecosystem of Google from 2019 until 2021. From 2016 to 2019, he served as the global vice president, ISV and Technology alliances at ServiceNow.  From 2014 to 2015, he was the senior vice president and chief product officer at Demandbase.  Prior to Demandbase, Avanish built and led the Appexchange platform ecosystem team at Salesforce, and was an executive at Oracle and McKinsey & Company, as well as various early to mid-stage startups in Silicon Valley.About Antonio Bravo, Global Head of Data at BBVAAntonio started his career in 2009 as a consultant focused in Technology, Media and Telecom. There he had the opportunity to learn how (mobile) internet growth blurs barriers between different industries and makes them converge. One of those industries is finance. He joined BBVA in 2011 to be part of its transformation strategy, and since then he has had different jobs. Started working in the Strategy & M&A area, with focus on the BBVA Ventures team (today Propel) investing in fintech startups, continued with a role in Digital Banking Strategy team, and later in 2015 assumed the responsibility of Business Development in South America (Argentina, Chile, Colombia, Perú, Venezuela, Uruguay and Paraguay).He also held the responsibility of Agile Organization until July 2019, focused in scaling the Agile methodology through-out the entire organization, more than 33.000 people including holding and countries, to improve quality, time to market, productivity and team engagement.From July 2019 until September 2021 he held the responsibility of IT Strategy & Control within BBVA, a function that manages some of the core IT functions at a global level, such as IT strategy, finance, vendor management, PMO, first line of defense and IT spin-offs.Since September 2021 he holds the position of Head of Sustainability Strategy & Business Development, where he contributes to the design of the strategic plan for all segments and manages investment in descarbonization funds. In January 2024 he was also appointed as Head of Corporate and Investment Banking Strategy, Industrial client coverage and cross border business.In January 2025 was appointed Global Head of Data at BBVA. Antonio is responsible of leading the transformation of the Group towards a data-driven company.About BBVA:BBVA is a global financial services group founded in 1857. The bank is present in more than 25 countries, has a strong leadership position in the Spanish market, is the largest financial institution in Mexico and it has leading franchises in South America and Turkey. In the United States, BBVA also has a significant investment, transactional, and capital markets banking business.BBVA contributes with its activity to the progress and welfare of all its stakeholders: shareholders, clients, employees, providers and society in general. In this regard, BBVA supports families, entrepreneurs and companies in their plans, and helps them to take advantage of the opportunities provided by innovation and technology. Likewise, BBVA offers its customers a unique value proposition, leveraged on technology and data, helping them improve their financial health with personalized information on financial decision-making.About TidemarkTidemark is a venture capital firm, foundation, and community built to serve category-leading technology companies as they scale.  Tidemark was founded in 2021 by David Yuan, who has been investing, advising, and building technology companies for over 20 years.  Learn more at www.tidemarkcap.com.LinksFollow our host, Avanish SahaiLearn more about Tidemark

In this Technology Reseller News podcast, Publisher Doug Green speaks with Roel Cortez, Senior Director, Sales–Telecom at C&D Technologies, about how AI-driven network growth is transforming power and energy storage requirements across telecom infrastructure. C&D Technologies—whose batteries and power systems are embedded throughout U.S. carrier networks—supports everything from large switching facilities to distributed inline amplifier (ILA) sites. Cortez describes 2026 through two lenses: physical infrastructure and intelligence. He highlights continued investment in 5G SA and Advanced, aggressive fiber expansion to support data center connectivity, fast-growing fixed wireless, and emerging space-based connectivity. At the intelligence layer, operators are integrating AI to optimize and automate network operations. “Telecom operators are the backbone of digital society, but AI is changing the scale and speed they need to support,” Cortez notes. AI's workload demands are also reshaping optical transport and power engineering. Hyperscalers require extremely high capacity and low latency between data centers, pushing new collaboration with telecom operators—and new pressure on ILA designs. Traditional sites built for a few kilowatts per rack must now support configurations exceeding 100 kW per rack, along with new cooling strategies such as liquid cooling. Cortez points out the tension between hyperscalers' “speed-to-market mindset” and operators' traditional deployment pace, alongside challenges involving brownfield upgrades, greenfield design, and supply chain constraints. As networks virtualize, Cortez emphasizes that intelligent energy storage is the next frontier for resilience. Three components of DC power plants—controllers, rectifiers, and distribution—are already smart and remotely managed. The remaining piece, batteries, is now evolving to match. “Everything in the network is becoming intelligent, and energy storage can't be the exception anymore,” he says. With operators demanding richer telemetry and automated response capabilities, Cortez sees intelligent storage as essential to building flexible, self-aware, AI-ready telecom networks. Learn more at https://www.cdtechno.com/. Software Mind Telco Days 2025: On-demand online conference Engaging Customers, Harnessing Data

In the wake of Salt Typhoon, what does the future of secure telecom look like? To find out, ChinaTalk interviewed John Doyle, a former Green Beret who spent a decade building Palantir's national security practice before founding Cape, which calls itself “America's privacy-first mobile carrier”. Also joining the conversation is Dmitri Alperovitch, chairman and co-founder of Silverado Policy Accelerator, founder of CrowdStrike, and an angel investor into Cape. Thank you to Cape for sponsoring the episode. We discuss… Why telecom data is so valuable to adversaries, and what China discovered in the Salt Typhoon campaign, Cape's founding thesis, including what makes Cape's cell network so much more secure than major providers like AT&T, How wars are run on commercial cell networks, and how Russia and Ukraine's reliance on that has been exploited over the course of the war, Other instances of telecom data weaponization, including by Hezbollah, Israel, and Mexican drug cartels, Taiwan's plan for dealing with undersea cable sabotage, What it takes to cultivate engineering talent in telecoms, and why Huawei has stayed innovative while US providers stagnated. Learn more about your ad choices. Visit megaphone.fm/adchoices

Live from Morgan Stanley's European Tech, Media and Telecom conference in Barcelona, our roundtable of analysts discuss artificial intelligence in Europe, and how the region could enable the Agentic AI wave.Read more insights from Morgan Stanley.----- Transcript -----Paul Walsh: Welcome to Thoughts on the Market. I'm Paul Walsh, Morgan Stanley's European head of research product. We are bringing you a special episode today live from Morgan Stanley's, 25th European TMT Conference, currently underway. The central theme we're focused on: Can Europe keep up from a technology development perspective?It's Wednesday, November the 12th at 8:00 AM in Barcelona. Earlier this morning I was live on stage with my colleagues, Adam Wood, Head of European Technology and Payments, Emmet Kelly, Head of European Telco and Data Centers, and Lee Simpson, Head of European Technology Hardware. The larger context of our conversation was tech diffusion, one of our four key themes that we've identified at Morgan Stanley Research for 2025. For the panel, we wanted to focus further on agentic AI in Europe, AI disruption as well as adoption, and data centers. We started off with my question to Adam. I asked him to frame our conversation around how Europe is enabling the Agentic AI wave. Adam Wood: I mean, I think obviously the debate around GenAI, and particularly enterprise software, my space has changed quite a lot over the last three to four months. Maybe it's good if we do go back a little bit to the period before that – when everything was more positive in the world. And I think it is important to think about, you know, why we were excited, before we started to debate the outcomes. And the reason we were excited was we've obviously done a lot of work with enterprise software to automate business processes. That's what; that's ultimately what software is about. It's about automating and standardizing business processes. They can be done more efficiently and more repeatably. We'd done work in the past on RPA vendors who tried to take the automation further. And we were getting numbers that, you know, 30 – 40 percent of enterprise processes have been automated in this way. But I think the feeling was it was still the minority. And the reason for that was it was quite difficult with traditional coding techniques to go a lot further. You know, if you take the call center as a classic example, it's very difficult to code what every response is going to be to human interaction with a call center worker. It's practically impossible. And so, you know, what we did for a long time was more – where we got into those situations where it was difficult to code every outcome, we'd leave it with labor. And we'd do the labor arbitrage often, where we'd move from onshore workers to offshore workers, but we'd still leave it as a relatively manual process with human intervention in it. I think the really exciting thing about GenAI is it completely transforms that equation because if the computers can understand natural human language, again to our call center example, we can train the models on every call center interaction. And then first of all, we can help the call center worker predict what the responses are going to be to incoming queries. And then maybe over time we can even automate that role. I think it goes a lot further than, you know, call center workers. We can go into finance where a lot of work is still either manual data re-entry or a remediation of errors. And again, we can automate a lot more of those tasks. That's obviously where, where SAP's involved. But basically what I'm trying to say is if we expand massively the capabilities of what software can automate, surely that has to be good for the software sector that has to expand the addressable markets of what software companies are going to be able to do. Now we can have a secondary debate around: Is it going to be the incumbents, is it going to be corporates that do more themselves? Is it going to be new entrants that that benefit from this? But I think it's very hard to argue that if you expand dramatically the capabilities of what software can do, you don't get a benefit from that in the sector. Now we're a little bit more consumer today in terms of spending, and the enterprises are lagging a little bit. But I think for us, that's just a question of timing. And we think we'll see that come through.I'll leave it there. But I think there's lots of opportunities in software. We're probably yet to see them come through in numbers, but that shouldn't mean we get, you know, kind of, we don't think they're going to happen. Paul Walsh: Yeah. We're going to talk separately about AI disruption as we go through this morning's discussion. But what's the pushback you get, Adam, to this notion of, you know, the addressable market expanding? Adam Wood: It's one of a number of things. It's that… And we get onto the kind of the multiple bear cases that come up on enterprise software. It would be some combination of, well, if coding becomes dramatically cheaper and we can set up, you know, user interfaces on the fly in the morning, that can query data sets; and we can access those data sets almost in an automated way. Well, maybe companies just do this themselves and we move from a world where we've been outsourcing software to third party software vendors; we do more of it in-house. That would be one. The other one would be the barriers to entry of software have just come down dramatically. It's so much easier to write the code, to build a software company and to get out into the market. That it's going to be new entrants that challenge the incumbents. And that will just bring price pressure on the whole market and bring… So, although what we automate gets bigger, the price we charge to do it comes down. The third one would be the seat-based pricing issue that a lot of software vendors to date have expressed the value they deliver to customers through. How many seats of the software you have in house. Well, if we take out 10 – 20 percent of your HR department because we make them 10, 20, 30 percent more efficient. Does that mean we pay the software vendor 10, 20, 30 percent less? And so again, we're delivering more value, we're automating more and making companies more efficient. But the value doesn't accrue to the software vendors. It's some combination of those themes I think that people would worry about. Paul Walsh: And Lee, let's bring you into the conversation here as well, because around this theme of enabling the agentic AI way, we sort of identified three main enabler sectors. Obviously, Adam's with the software side. Cap goods being the other one that we mentioned in the work that we've done. But obviously semis is also an important piece of this puzzle. Walk us through your thoughts, please. Lee Simpson: Sure. I think from a sort of a hardware perspective, and really we're talking about semiconductors here and possibly even just the equipment guys, specifically – when seeing things through a European lens. It's been a bonanza. We've seen quite a big build out obviously for GPUs. We've seen incredible new server architectures going into the cloud. And now we're at the point where we're changing things a little bit. Does the power architecture need to be changed? Does the nature of the compute need to change? And with that, the development and the supply needs to move with that as well. So, we're now seeing the mantle being picked up by the AI guys at the very leading edge of logic. So, someone has to put the equipment in the ground, and the equipment guys are being leaned into. And you're starting to see that change in the order book now. Now, I labor this point largely because, you know, we'd been seen as laggards frankly in the last couple of years. It'd been a U.S. story, a GPU heavy story. But I think for us now we're starting to see a flipping of that and it's like, hold on, these are beneficiaries. And I really think it's 'cause that bow wave has changed in logic. Paul Walsh: And Lee, you talked there in your opening remarks about the extent to which obviously the focus has been predominantly on the U.S. ways to play, which is totally understandable for global investors. And obviously this has been an extraordinary year of ups and downs as it relates to the tech space. What's your sense in terms of what you are getting back from clients? Is the focus shifts may be from some of those U.S. ways to play to Europe? Are you sensing that shift taking place? How are clients interacting with you as it relates to the focus between the opportunities in the U.S. and Asia, frankly, versus Europe? Lee Simpson: Yeah. I mean, Europe's coming more into debate. It's more; people are willing to talk to some of the players. We've got other players in the analog space playing into that as well. But I think for me, if we take a step back and keep this at the global level, there's a huge debate now around what is the size of build out that we need for AI? What is the nature of the compute? What is the power pool? What is the power budgets going to look like in data centers? And Emmet will talk to that as well. So, all of that… Some of that argument's coming now and centering on Europe. How do they play into this? But for me, most of what we're finding people debate about – is a 20-25 gigawatt year feasible for [20]27? Is a 30-35 gigawatt for [20]28 feasible? And so, I think that's the debate line at this point – not so much as Europe in the debate. It's more what is that global pool going to look like? Paul Walsh: Yeah. This whole infrastructure rollout's got significant implications for your coverage universe… Lee Simpson: It does. Yeah. Paul Walsh: Emmet, it may be a bit tangential for the telco space, but was there anything you wanted to add there as it relates to this sort of agentic wave piece from a telco's perspective? Emmet Kelly: Yeah, there's a consensus view out there that telcos are not really that tuned into the AI wave at the moment – just from a stock market perspective. I think it's fair to say some telcos have been a source of funds for AI and we've seen that in a stock market context, especially in the U.S. telco space, versus U.S. tech over the last three to six months, has been a source of funds. So, there are a lot of question marks about the telco exposure to AI. And I think the telcos have kind of struggled to put their case forward about how they can benefit from AI. They talked 18 months ago about using chatbots. They talked about smart networks, et cetera, but they haven't really advanced their case since then. And we don't see telcos involved much in the data center space. And that's understandable because investing in data centers, as we've written, is extremely expensive. So, if I rewind the clock two years ago, a good size data center was 1 megawatt in size. And a year ago, that number was somewhere about 50 to 100 megawatts in size. And today a big data center is a gigawatt. Now if you want to roll out a 100 megawatt data center, which is a decent sized data center, but it's not huge – that will cost roughly 3 billion euros to roll out. So, telcos, they've yet to really prove that they've got much positive exposure to AI. Paul Walsh: That was an edited excerpt from my conversation with Adam, Emmet and Lee. Many thanks to them for taking the time out for that discussion and the live audience for hearing us out.We will have a concluding episode tomorrow where we dig into tech disruption and data center investments. So please do come back for that very topical conversation. As always, thanks for listening. Let us know what you think about this and other episodes by leaving us a review wherever you get your podcasts. And if you enjoy Thoughts on the Market, please tell a friend or colleague to tune in today.

Our Head of Corporate Credit Research Andrew Sheets explains why the recent revival of M&A activity has room to accelerate.Read more insights from Morgan Stanley.----- Transcript -----Andrew Sheets: Welcome to Thoughts on the Market. I'm Andrew Sheets, Head of Corporate Credit Research at Morgan Stanley. Today – a discussion of merger and acquisition activity or M&A. Last year, we had a view that this activity would pick up significantly. We think we're seeing that increase now. It has further to go. It's Wednesday, October 29th at 2pm in London. We have been firm believers at Morgan Stanley in a significant multi-year uplift in global merger and acquisition activity or M&A. That conviction remains. The incentives for this type of action are strong in our view; activity still lags what fundamentals would suggest, and supportive regulatory shifts are real. M&A has now returned, and importantly, we think there's much further to go. Indeed, M&A is very closely linked to corporate confidence, and we think investors need to consider the possibility that we'll see an even bigger surge in this confidence – or a boom. First, policy uncertainty is declining as U.S. tax legislation has now passed, and tariff rates get finalized. It's the relative direction of this uncertainty that we think matters most for corporate confidence. Second, interest rates are declining with the Fed, European Central Bank, and Bank of England all set to cut rates further over the next 12 months. Third, bank capital requirements may decline in the view of Morgan Stanley analysts, which would unlock more lending for these types of transactions. Fourth, and very importantly, the regulatory backdrop is becoming more accommodative in both the U.S. and in Europe. Indeed, we think that companies may think that this is going to be the most permissive regulatory window for transactions that they might get for some time. Fifth, private equity, which is a big driver of M&A activity, is sitting on over $4 trillion of dry powder in our view – at a time when credit markets look very wide open for financing their transactions. And finally, we're seeing a surge in capital expenditure on Morgan Stanley estimates, which we see as a sign of rising corporate confidence, and importantly an urgency to act – with corporates far less content to simply sit back and repurchase their stock. All of these favorable conditions together argue for activity to push even higher. We forecast global M&A volumes to increase by 32 percent this year, an additional 20 percent next year, and reach $7.8 trillion in volume in 2027. This is a global story with M&A rising across regions, especially in Japan. It has cross-asset implications with M&A already being one of the biggest drivers of bond outperformance within the U.S. high-yield market. And this is also a story where we see a lot of value in bringing together macro and micro perspectives. While we think the top-down conditions look favorable for all the reasons I just mentioned, we also see a very encouraging picture bottom up. We polled a large number of Morgan Stanley sector analyst teams and asked them about M&A conditions in their sector. A large majority of them see more activity. So, where could these more specific implications lie? Well, as you heard on yesterday's episode, Healthcare and Biotech may see an uptick in activity. In the U.S., we also think that Banking and Media stand out. In Europe, Business Services, Metals and Mining, and Telecom seem most ripe for more M&A. Aerospace and Defense is an interesting sector that may see more M&A within multiple regions, including the U.S. and Europe, as companies look for scale. And with smaller companies trading at a valuation discount to their larger peers across the world, Morgan Stanley analysts generally see the strongest case for activity in larger companies acquiring these smaller ones. Thank you as always for your time. If you find Thoughts on the Market useful, let us know by leaving a review wherever you listen, and also tell a friend or colleague about us today.