The Five Nine

What does “sustainable” even mean when AI demand – and data center projects – are accelerating? In this episode, we unpack what sustainability means in the AI era, where power and water factor in and how data center sustainability is increasingly about more than just how electricity is being generated. See omnystudio.com/listener for privacy information.

Software is what makes a modern data center tick. But sorting through what goes where in terms of IT, OT and beyond can be tricky. We untangle this complex web and shine on spotlight on how AI is driving change in the systems that keep compute running smoothly. #AI #software #datacenters  See omnystudio.com/listener for privacy information.

When people picture a data center, they tend to picture compute servers, GPUs, watts and raw horsepower. But there is another side of the equation that decides whether that expensive compute power actually does anything useful: Storage. In this episode,  we'll tackle what storage is, what decisions make the biggest impact, key challenges and how to handle the current storage shortage. #AI #datacen...

If you’re deploying AI, your decisions around what compute to use shouldn’t be based on which three-letter acronym you remember the best. We’re breaking down  how to think about compute for AI; what CPUs, GPUs, and newer accelerators are best at; where organizations can get tripped up; and what constraints matter more than the chip itself.  #AI #artificialintelligence #enterprise...

Private equity has aggressively poured billions into data centers and digital infrastructure in recent years.  But today, some investment assumptions are being stress tested.  We explore the assumptions behind big PE data center investments, how the landscape is shifting, whether creative deal making is a good thing and where things might head next. #privateequity #datacenters #AI #investments #cl...

AI dominates headlines but fiber still has a huge role to play in the future. We chatted with Fiber Broadband Association’s VP of Public Policy Marissa Mitrovitch and BNP Paribas’ Sam McHugh about BEAD, broadband, workforce issues and the next wave of infrastructure. #fiber #broadband #AI #infrastructure #telecom #workforce See omnystudio.com/listener for privacy information.

Turns out Nvidia isn't just a chip company, it's morphing into a systems company. On the heels of Nvidia GTC in San Jose, we sat down with three of our favorite analysts - Jack Gold, Anshel Sag and Leonard Lee - to translate Nvidia's tech talk into tangible takeaways. Here's what you need to know about the company's latest chip and AI announcements. #AI #AgenticAI #Nvidia #OpenClaw #Cisco #cyberse...

The Fierce Network team spent a week in Spain meeting with top wireless execs to get the down low on where the industry is headed in 2026. Now that we're back stateside, we sat down to dish on our top takeaways from the show. And spoiler alert, we heard about a lot more than just AI. #MWCBarcelona #wireless #AI #satellite #6G #wirelesssensing See omnystudio.com/listener for privacy information.

 How much gas is left in 5G? And where will the road to 6G head? Where does quantum fiction meet fact? And will we actually hear anything new about ai? Fierce’s team of experts talks about what's coming at MWC Barcelona. #MWC #MWCBarcelona #wireless #6G #quantum #AI #artificialintelligence #satellite  See omnystudio.com/listener for privacy information.

A major vendor shifting focus, a spectrum tug of war and the unavoidable rise of AI have people wondering: what’s next for private wireless. So, let’s find out. #privatewireless #5G #AI #industrial #Celona #Nokia Watch this episode on YouTube! https://youtu.be/rX0hRgzHN-E See omnystudio.com/listener for privacy information.

The Five Nine explores how and why AI agents and quantum computing could break modern network security, what role telecom network operators have in stopping the threats, and why everyone needs to start thinking about these problems NOW. Special guests include Palo Alto’s SVP for Network Security Rich Campagna, F5 VP of AI and engineering guru Jimmy White and Fierce Network Research’s M...

In this conversation, AT&T Executive Vice President and General Manager of Mass Markets, Jenifer Robertson, discusses how the company is reshaping connectivity through a customer-first strategy across wireless and fiber. Robertson outlines AT&T’s approach to serving more than 100 million customers daily, highlighting how customer experience, network reliability, and simplified pricin...

We’re flipping the script this week and talking not to the people building AI infrastructure but to one of the people trying to help implement it in the wilds of retail. Forum3 Co-CEO and former Starbucks Chief Digital Officer Adam Brotman talks why GenAI is different, how on-device AI could change the game entirely, and whether he thinks there is actually a bubble. #AI #artificialintelligen...

AI is massively shaking up the multi-cloud landscape. And we’re here to talk about how. As cloud adoption kicked into gear a few years back, it wasn’t enough to have just one cloud. Suddenly enterprises had deployments scattered here, there and everywhere. That, of course, made for a management nightmare. And just as vendors and enterprises started to get their arms around the problem,...

What does the future hold for Verizon with a new CEO at the helm? Does the $42.5 billion BEAD program have staying power? Can telcos fend off a space-based market invasion? A new year brings a fresh start, but there are some trends that are bound to carry over from 2025. We gathered the whole Fierce Network crew to get their top takes on what's in store for the year to come in the wireless, wireli...

AI isn’t just transforming how we live, work and play, it’s also overhauling the cloud and data center market. It’s not just about the big three anymore – we’re entering the era of the alternative hyperscaler. Vultr’s CMO Kevin Cochrane and Futuriom founder and chief analyst Scott Raynovich talk what's coming down the pipe in 2026. #AI #cloud #GPU #neocloud #alt...

Nvidia made headlines in October when it announced plans to invest $1 billion in telecom vendor Nokia to develop AI-RAN solutions that use its GPUs. But do GPUs even make sense for AI-RAN? We sat down with Orange's Atoosa Hatefi and Dell'Oro Group's Stefan Pongratz to dig into the different flavors of AI-RAN, what would compel telecom operators to spring for GPUs and what the overall market foreca...

AWS walked into Las Vegas with a full house of cards. The cloud titan absolutely unloaded with a series of announcements spanning silicon, software and networking at its annual re:Invent conference. And the key takeaway? It’s not playing catchup on AI anymore…it’s leading the pack.   Fierce Network's Diana Goovaerts and Elizabeth Coyne sat down with Moor Insights and Strate...

First, there was machine learning. Then, generative AI. Now, we’re in the midst of the agentic AI revolution. But agentic AI is a waypoint rather than an endpoint. So, what’s next? The answer is physical AI.  But what is physical AI, in practical terms? What is it good for, how mature is the technology, what kinds of networks will it need and how can we all prepare for what’...

Could SpaceX take over Dish Network's role as the nation's fourth largest wireless carrier? And how much do we really know about six G? Today we're tackling two of the hottest topics in the wireless world. Plus, you’ll get a sneak peek at what’s coming with our Broadband Nation Expo next week.  #SpaceX #DishNetwork #6G #AI #wireless #broadband See omnystudio.com/listener for priva...

Telcos are DROWNING in debt. No, not financial debt, though they do have some of that. We’re talking about crippling amounts of technical and data debt, which could keep telcos on the sidelines of the AI revolution.   We’ll be looking at just how bad the situation is, what telcos need to do to make it right, whether they can move fast enough to ride the AI wave and what they...

You may have seen one streak across the night sky. And there could be one hovering a few hundred miles above you right now. No, I’m talking about UFOs but satellites and more specifically, the thousands of Starlink satellites that have taken over our skies and changed the broadband landscape forever.   Ookla’s Sue Marek and Joe Madden from Mobile Experts dig into how Starlink...

Description: You’ve probably heard about quantum technology in news headlines, but what is it and what does it really mean for telcos? Fierce’s Masha Abarinova sits down with quantum networking leaders Noel Goddard, CEO of Qunnect, and Frank de Jong, Quantum Safe Network Lead at Orange Business, to delve into how operators are putting the technology to work. #quantum #qubits #connectiv...

Fierce takes a look at the companies behind the neocloud movement – crypto mining specialists who have found a new home in the cloud market thanks to AI. Guests include Hut 8 CEO Asher Genoot and AvirdThink Founder Roy Chua. #crypto #GPU #cloudcomputing #Hut8 #AI See omnystudio.com/listener for privacy information.

We kick off the new season of The Five Nine with a debate around the question on everyone’s mind: is AI a threat or an opportunity for telecom companies? We’re keeping things all in the family today, with Fierce Network Research’s Mitch Wagner and Linda Hardesty offering fresh perspectives from each side. #AI #networks #connectivity  See omnystudio.com/listener for privacy i...