Hyperscalers, NeoClouds and capital pressures

The lads celebrate a premature end to dry January with a nip of Irish Whisky, courtesy of special guest Luke Kehoe of Ookla. Luke has been into all things telecoms since childhood, which leads to a broad and organic chat, encompassing smartphones, components, AI, and wearable technology. They eventually move on to discussing some of the big news from last week, concerning new EU legislation that affects telecoms and the drama involving US President Trump, before concluding with a look at Ericsson’s latest quarterly results.