Nokia, AI-RAN and Starlink
Notes de l’épisode
No guest again this week, which allows the lads to dig deeper into some of the week’s news. After hearing about Iain’s travels and Scott’s gigging, they get into analysis of Nokia’s latest quarterly earnings. The company is increasingly dependent on the AI boom for its growth and that comes with pros and cons. That naturally leads them onto the topic of AI-RAN, in which Nokia is heavily invested, and they ponder how compelling a proposition it is. They eventually conclude with some news around LEO satellite company Starlink, including its planned foray into terrestrial mobile and its throttling of the Ukrainian military.