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Broadcom Mainframe Software Analyst Summit: Meeting Enterprise AI At The Customer's Pace The Claude-ification Effect - Does Microsoft Copilot Cowork Offer Something New? MI&S Weekly Analyst Insights — Week Ending June 12, 2026 RESEARCH NOTE: Computex 2026 Shows How Infrastructure Fragments as AI Scales Is SAP's AI Transformation the Future of SaaS? - Pulse Brief OpenAI Flexes Enterprise Ambitions With Colin Fleming As Business CMO RESEARCH NOTE: Rayfin Turns Microsoft Fabric Into a Runtime for Agent-Built Apps RESEARCH NOTE: Google I/O 2026 — More Details on AI and AR Glasses, Including Project Aura BROADCAST ANALYSIS: Patrick Moorhead Discusses the AI Market, Semiconductors, SpaceX, and Big IPOs on The Street, June 10, 2026 At Cisco Live 2026, Cisco Bets The Network Is The AI Platform MI&S Weekly Analyst Insights — Week Ending June 5, 2026 Apple WWDC 2026 - Resetting Siri, OS Improvements, and Parental Controls BROADCAST ANALYSIS: Patrick Moorhead Discusses NVIDIA Computex, China Trade Restrictions, and Berkshire’s Google Investment on CNBC Asia, June 1, 2026 RESEARCH NOTE: Dell Makes Its Case for Owning the Enterprise AI Stack Microsoft Work Trend Index 2026 Shows AI Productivity Is Not Enough Huawei's Chip Claims, SpaceX IPO Insights, Network X, Starcloud, AT&T & Amazon Leo Updates RESEARCH NOTE: Can Intel Wildcat Lake Challenge Apple’s MacBook Neo and Make Cheap PCs Great Again? ANALYST INSIGHT: Tenstorrent Is Disrupting the Inference Market MI&S Weekly Analyst Insights — Week Ending May 29, 2026 RESEARCH NOTE: Panasonic TOUGHBOOK 56 Brings Much-Needed Updates to the Rugged Form Factor RESEARCH NOTE: Amazon’s Acquisition of Globalstar Accelerates Amazon Leo Ambitions RESEARCH NOTE: IBM Turns Sovereignty Into a Product ANALYST INSIGHT: Mission-Critical ERP Needs Mission-Critical Agents RESEARCH NOTE: Cadence Leans into EDA Super Agents at Cadence LIVE 2026 MI&S Weekly Analyst Insights — Week Ending May 22, 2026 RESEARCH NOTE: Distance Technologies Partners on Kia Vision Meta Turismo Concept Car Retail AI Requires a Fundamentally Different Approach to Implementation — Research Brief BROADCAST ANALYSIS: Patrick Moorhead Discusses NVIDIA Earnings on CNBC, May 20, 2026 Enterprises Need To Be Careful Before They Go All-In On Anthropic RESEARCH NOTE: AT&T, T-Mobile, and Verizon Create Unprecedented Joint Venture for D2D Satellite Simplicity
Carriers Form D2D Satellite JV, 6G Expectations Cool & Da...
Anshel Sag · 2026-05-19 · via Moor Insights & Strategy

In this episode of The 6G PodcastAnshel Sag and Mike Dano discuss several major developments shaping the wireless, satellite, broadband, and data center markets. The episode opens with analysis of the new joint venture between AT&T, T-Mobile, and Verizon focused on direct-to-device satellite connectivity. The discussion centers on why the JV appears to be both a spectrum-sharing effort and a strategic hedge against SpaceX’s growing ambitions in mobile connectivity.

Key Topics Covered

  • AT&T, T-Mobile, and Verizon forming a joint venture for direct-to-device satellite connectivity
  • Why the carrier JV may be a strategic hedge against SpaceX and Starlink’s mobile ambitions
  • Spectrum sharing, carrier IP, and the potential for common D2D satellite standards
  • SpaceX’s unusually public response to the carrier satellite JV
  • Current usage levels and market uncertainty around direct-to-device satellite services
  • Network X preview, including satellite, Open RAN, and BEAD program discussions
  • Cooling expectations around 6G and why it may be more evolutionary than revolutionary
  • How AI, infrastructure refresh cycles, and targeted capacity needs may drive future network upgrades
  • RootMetrics findings on RAN vendor performance and the role of newer network equipment
  • How device quality, modem support, antennas, and carrier aggregation affect network experience
  • Comcast making wireless its top priority and the growth of Xfinity Mobile
  • The evolving MVNO market, including Comcast, Google Fi, and possible Starlink ambitions
  • Local opposition to the proposed AI data center in Socorro, New Mexico
  • Data center moratoriums and broader community pushback across the U.S.
  • Power grid concerns, utility rate impacts, and whether data centers should pay for required infrastructure upgrades

Watch the full episode:

Disclaimer: This show is for information and entertainment purposes only. While we will discuss publicly traded companies on this show, its contents should not be taken as investment advice.

Anshel Sag

Anshel Sag

Anshel Sag is Moor Insights & Strategy’s in-house millennial with over 18 years of experience in the IT industry. Anshel has had extensive experience working with consumers and enterprises while interfacing with both B2B and B2C relationships, gaining empathy and understanding of what users really want. Some of his earliest experience goes back as far as his childhood when he started PC gaming at the ripe of old age of 5, building his first PC at 11, and learning his first programming languages at 13.

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