Telecoms.com Podcast Ookla, Europe and Ericsson
Jan 26, 2026
Luke Kehoe, Europe research lead at Ookla and industry analyst on networks and devices, joins to chat tech and telecoms. They talk smartphone component costs, AI’s growing memory and compute needs, and wearable form factors. Conversation also covers European policy moves on telecoms, spectrum and cybersecurity, plus a look at Ericsson’s recent results.
AI Snips
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Episode notes
AI Data Centre Costs Have Surged
- Data-centre build costs per gigawatt have jumped materially in two years, worsening AI unit economics.
- Richard Windsor estimates one gigawatt now costs roughly $35–40 billion, up from about $22 billion in 2023.
Always Verify AI Outputs Before Use
- Always fact-check AI outputs and stress-test model claims before publishing or acting on them.
- Treat AI as a tool, not an excuse: you remain accountable for final results and errors.
Long Agent Runs Inflate Hallucination Risk
- Long-context, multi-step agent runs increase hallucination risk exponentially under current RL methods.
- That rising error rate limits autonomous agent runtimes and reliable long-form tasks.