Episode 7: Inside Europe's Telecom Future: Investment, Policy and Competition

What do Europe's AI strategy, telecom competitiveness, market consolidation, and SpaceX have in common? In this episode of Intelligence & Noise, Peter Jarich and Pau Castells explore the biggest developments shaping the future of connectivity: from AI infrastructure and digital sovereignty to 5G, 6G, and the policy decisions that will define the next era of telecoms. 

00:00 – Introduction and this week's themes

01:15 – Meta's new AI data centre and the sovereignty debate

04:00 – European Commission's AI and cybersecurity action plan: what's actually new?

11:15 – Why digital sovereignty matters for Europe's telecom future

12:20 – South Korea's AI infrastructure investments: a different approach

18:30 – AI, 5G Advanced and 6G: connecting network investment to business value

20:00 – Why operators need clearer monetisation strategies for new technologies

27:10 – GSMA Intelligence's new research on European telecom competitiveness

32:20 – Understanding the link between market scale, competition and investment

35:50 – Inside the Brussels launch event and policy discussion

40:30 – Why robust research matters in the consolidation debate

41:30 – SpaceX's 'Starmind' AI infrastructure ambitions and vertical integration

Hosted by Peter Jarich, every week we cover what's moving in mobile, connectivity, and emerging tech and why it matters