
The 6G Podcast - Nvidia's AI Grid, Bell's AI Factory, OPPO Find N6, Spider-Man's Foldable, Fiber Land Rush, and 6G at the Olympics
From The 6G Podcast by Moor Insights & Strategy by Anshel Sag and Mike Dano
March 21, 2026 · 42 min · Season 6 · Episode 3
About this episode
The episode discusses Nvidia's AI Grid, Bell's AI factory, OPPO's Find N6, and the implications of 6G technology for the future.
Anshel Sag and Mike Dano discuss highlights from Nvidia GTC 2026, focusing on Nvidia’s “AI Grid” concept for distributed GPU compute across telecom and cloud-edge partners including AT&T, T-Mobile, Comcast, Spectrum, Cisco, and Akamai, positioned as a broader revival of edge computing beyond AI RAN. They cover Bell’s plan to invest $1.7B in a Saskatchewan AI factory/data center emphasizing Canadian data sovereignty, with hardware funding from partners and expectations of improved EBITDA after buildout. Sag reviews OPPO’s Find N6 foldable with a crease-free display, flagship specs, and fast charging, while noting Samsung discontinued its $3,000 Galaxy Z trifold due to economics. Dano analyzes the Google Fiber–Astound Broadband merger as part of a U.S. fiber land grab, and they close on U.S. government interest in 6G for the 2028 LA Olympics, WRC 2027 spectrum politics in Shanghai, and 3GPP work around 7 GHz reuse of C-band cell grids.
People in this episode
Hosts: Anshel Sag, Mike Dano
Topics covered
- AI Grid
- edge computing
- fiber broadband
- 6G technology
- foldable smartphones
- data sovereignty
- telecom investments
Keywords
- Nvidia
- AI Grid
- Bell
- OPPO Find N6
- fiber broadband
- 6G
- telecom
- edge computing
- data center
- smartphones
Mentioned in this episode
Organizations: Nvidia, AT&T, T-Mobile, Comcast, Spectrum, Cisco, Akamai, Bell, Google Fiber, Astound Broadband
Products: OPPO Find N6, Galaxy Z trifold
Places: Saskatchewan, U.S.
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