# The 6G Podcast - OpenAI Smartphone Rumors, Charter’s Stock Shock & Telecom M&A, Intel–Tesla 14A, D2D Satellite Benchmarks, Verizon’s Q1 Rebound, and a New Mexico AI Data Center Fight

Page: https://stenobird.com/podcast/the-6g-podcast-by-moor-insights-strategy-448256/the-6g-podcast-openai-smartphone-rumors-charter-s-stock-shock-telecom-m-a-intel-tesla-14a-d2d-satellite-benchmarks-verizon-s-q1-rebound-and-a-new-mexico-ai-data-center-fight
Text version: https://stenobird.com/podcast/the-6g-podcast-by-moor-insights-strategy-448256/the-6g-podcast-openai-smartphone-rumors-charter-s-stock-shock-telecom-m-a-intel-tesla-14a-d2d-satellite-benchmarks-verizon-s-q1-rebound-and-a-new-mexico-ai-data-center-fight.md
Podcast: [The 6G Podcast by Moor Insights & Strategy](https://stenobird.com/podcast/the-6g-podcast-by-moor-insights-strategy-448256)
Published: 2026-04-28T20:48:27+00:00
Episode link: https://rss.com/podcasts/g2on5g/2772837
Audio file: https://content.rss.com/episodes/8364/2772837/g2on5g/2026_04_27_22_53_41_4d4fa9f0-ede4-42e3-aa8a-5547e0419df9.mp3
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JSON: https://stenobird.com/v1/public/podcasts/the-6g-podcast-by-moor-insights-strategy-448256/episodes/the-6g-podcast-openai-smartphone-rumors-charter-s-stock-shock-telecom-m-a-intel-tesla-14a-d2d-satellite-benchmarks-verizon-s-q1-rebound-and-a-new-mexico-ai-data-center-fight
Duration seconds: 2440

## Resource

OpenAI Smartphone Rumors, Charter’s Stock Plunge, Intel–Tesla Foundry Boost, Direct-to-Device Satellite Benchmarks, Verizon’s Q1 Net Adds, and a Socorro AI Data Center Debate The 6G Podcast hosts discuss rumors that OpenAI may build a smartphone with Qualcomm and MediaTek, potentially launching around 2027 and enabling tighter OS-level AI integration than Android or iOS. They review Q1 telecom earnings, highlighting Charter’s nearly 25% stock drop after losing over 100,000 broadband customers and adding fewer mobile lines than expected, sparking M&A speculation including a possible Verizon or T-Mobile bid and a rumored Deutsche Telekom move to fully acquire T-Mobile. They cover Intel’s earnings surge and Tesla naming Intel’s 14A node for “Terra Fab,” framed as a CHIPS Act-aligned U.S. manufacturing milestone relevant to 6G supply chains. The episode also summarizes a new direct-to-device satellite report showing about 0.5%–1% monthly unique usage across tracked countries, and Verizon’s Q1 return to positive postpaid phone net adds, alongside discussion of an AI data center proposal in Socorro, New Mexico and local opposition over power and water concerns. 00:00 Welcome to Six G 00:21 OpenAI Phone Rumors 03:21 AI OS and Ecosystem 05:35 Smartphone Market Shakeups 06:00 Telecom Earnings Shock 07:05 Charter Selloff Fallout 08:01 M&A Rumors Heat Up 09:48 Cable vs Fiber Reality 13:25 Intel and Tesla Surge 19:00 Direct to Device Satellites 21:27 Satellite Use vs Density 23:28 UK Scan Rate Insights 24:08 Hajj Network Challenges 26:01 Verizon Q1 Turnaround 30:19 Fixed Wireless Limits 32:31 Socorro Data Center Debate 36:47 Data Centers Case by Case 40:16 Wrap Up and Subscribe

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