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

What do Europe's AI strategy, telecom competitiveness, market consolidation, and SpaceX have in common? In this episode of Intelligence & Noise, Peter Jarich and GSMA Intelligence Chief Economist 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. Join us as we connect the dots between policy, infrastructure, and the future of connectivity. 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 43:40 – Closing thoughts Hosted by Peter Jarich, every week we cover what's moving in mobile, connectivity, and emerging tech and why it matters. Got a topic you want us to cover? Drop it in the comments. And if you're enjoying the show, a rating on your platform of choice goes a long way #telecom #5g #6g #ai #cybersecurity #digitalsovereignty #europeanunion #GSMAIntelligence #telecomindustry #connectivity #cloud #spacex #southkorea #competition #telecompolicy #IntelligenceAndNoise