Light Reading contributing editor Robert Clark and Ross O'Brien, analyst-in-chief at Delta Analysis, welcome Bill Barney, a former Asian telco CEO and current chairman of Asian Century Equity, to discuss the outlook for telecom in Asia during a time of geopolitical uncertainty and AI.
Light Reading contributing editor Robert Clark and Ross O'Brien, analyst-in-chief at Delta Analysis, discuss how ZTE is feeling the effects of the capex drought, Huawei's fluctuating fortunes in its new tri-fold and China Telecom's big server tender that leans heavily into the local industry.
Then, the podcast welcomes guest Bill Barney, a former Asian telco CEO and current chairman of Asian Century Equity, who discusses the outlook for telecom in Asia during an era of geopolitical uncertainty and AI.
Here are a few topics we cover in this podcast:
Discussion of ZTE's Q3 results including R&D spending (1:40)
Huawei's new tri-fold phone (4:19)
China Telecom's tender for servers favors domestic suppliers (8:44)
AI centers are being built at a scale we've never seen in networks (20:15)
With regulatory issues and falling prices, telcos need to innovate just to stand still (20:35)
The data center market is exploding, while the telecom market is largely flat or negative (36:04)
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