Sovereignty, Satellites & AI: The New Infrastructure Race - Episode 3

AI, space, and telecoms are colliding faster than the industry can price in. In this episode of Intelligence and Noise from GSMA Intelligence, Peter Jarich and Tim unpack the AI infrastructure boom in China and India, the rise of token-based pricing models, and how telcos are trying to monetise the next wave of compute and connectivity. They also dig into digital sovereignty in Europe, the future of satellite networks, and the hype versus physics behind the SpaceX IPO as the race for global-scale infrastructure intensifies.00:00 – Introduction and connected devices story04:38 – AI security and China/India data center investment07:21 – AI token pricing and monetisation models09:10 – Telco role in AI infrastructure and revenue opportunity14:49 – Sovereign cloud, super apps, and Europe’s digital sovereignty push17:23 – Non-terrestrial networks and satellite compute/control21:03 – SpaceX IPO, valuation, and TAM debate25:24 – Investor hype, Elon premium, and business strategy concerns28:21 – Starlink mobile and addressable market limits29:49 – Satellite scaling limits and orbital capacity constraints31:38 – Orbital competition and geopolitical risks33:08 – MWC Shanghai preview and industry themes34:19 – DTW Ignite Copenhagen preview36:19 – GSMA NOVA Napa event and cross-industry collaboration37:42 – AI grids and future telecom infrastructure models38:42 – Closing remarks and football chatHosted by Peter Jarich and Tim Hatt, every week we cover what's moving in mobile, connectivity, and emerging tech and why it matters. Got a topic you want us to cover?Drop it in the comments. And if you're enjoying the show, a rating on your platform of choice goes a long way.