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

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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