Ep 110 - Hyperscaler CapEx is going nuclear (Charles Fitzgerald)

Ep 110 - Hyperscaler CapEx is going nuclear (Charles Fitzgerald)

Author: Danielle Rios, TelcoDR March 4, 2025 Duration: 19:13
Charles Fitzgerald from Platformonomics discusses the hyperscalers massive 2024 CapEx investments, the role AI is playing in spending, and the hurdles facing telcos that hope to sell AI workload capacity at the edge.

Hosted by Danielle Rios of TelcoDR, Telco in 20 is a forward-looking conversation for leaders navigating the immense technological shift on the horizon. This podcast operates on a core premise: the coming two decades will see the telecommunications industry fundamentally reshaped by the dual forces of public cloud migration and artificial intelligence. It’s a practical guide for executives who need to move beyond theory and understand the actionable steps required for transformation. Each episode features high-profile guests from various corners of the telecom world, offering diverse perspectives on where the industry is headed. Listeners will hear candid discussions about the real-world impact of AI, the strategic imperatives behind moving IT estates to the cloud, and the tough decisions needed to not just survive but thrive. The dialogue is focused on savvy implementation-how to actually drive change, manage the transition, and position a company for a future that’s arriving faster than many predict. This isn't about vague futurism; it's a grounded, expert-led exploration of the specific technologies, business models, and leadership philosophies defining the next era of telecom. Tune in for a clear-eyed assessment of the challenges and opportunities, all aimed at preparing you and your organization for the radical evolution already underway.
Author: Language: en-us Episodes: 50

Telco in 20
Podcast Episodes
Ep 148 - To G, or not to G (Stefan Pongratz) [not-audio_url] [/not-audio_url]

Duration: 19:37
Dell’Oro Group analyst Stefan Pongratz breaks down the real economics of moving to a new G—and what makes the 6G cycle different.
Ep 143 -  Norlys bets big on Telia (Daniel Askeroth) [not-audio_url] [/not-audio_url]

Duration: 17:50
Norlys SVP of Telco Daniel Askeroth shares what it takes to integrate companies after a merger—from minimizing customer disruption to workforce challenges.
Ep 142 - AT&T bets on the last mile (Shawn Hakl) [not-audio_url] [/not-audio_url]

Duration: 18:30
AT&T’s Shawn Hakl explains why the operator is betting on last mile connectivity, and what an agent-consumable network actually looks like.
Ep 141 - Tele2 goes back to the future (Ove Wik) [not-audio_url] [/not-audio_url]

Duration: 18:38
Tele2 EVP and CTIO Ove Wik explains how Sweden's original challenger brand is going “back to the future” and using AI to reclaim the customer relationship.