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Earl Lum

Earl Lum

President and founder of EJL Wireless Research LLC, a wireless and telecom market intelligence firm.

Oct 3, 2026

33:10
I- I- if the industry at large can't make that shift, they just don't see the opportunity, they don't see the frontier, and so find ourselves in the same situation we have right now with the SA versus non and this SA adoption problem or transition problem, 'cause everyone can't get themselves off of non-standalone.
33:35
I think the big stake in the ground to put today on this event is the fact that I don't believe that every operator is gonna have their own 6G network.
33:46
I don't think it's financially feasible as we look towards the next generation, that you're going to see three or four 6G networks in a country.
33:57
I think more than likely you'll end up with the wholesale model of-

24 MINS LATER

57:34
So what was your reaction there? Thoughts?
57:36
I think there's the opportunity for them to sell whatever lasers or whatever else that they're doing to be able to do this inter-satellite communication link in addition to their chips or the chips that they're going to be buying from Jensen to put up there to do this data center constellation in the sky.
57:57
But ultimately, the only one who makes money out of that is Starlink because they're gonna be the only launch vehicle that gets these things up into the sky.
1:51
Right
1:51
...
1:51
this could be, New York could be a template, especially the environmental statutes and the requirements that are in there.
1:59
So the one-year moratorium, according to the document I was reading, is essentially to be able to do an environmental impact report on exactly what any data center is gonna be able to, to do.
2:12
But there's also a lot of requirements going forward for every several years, I think starting in 2028 or 2029, to where a, a certain percentage of the data center's energies have to come from renewable sources, and that ratchets us-
3:59
And, and what energy the, the data center uses is clearly a, a, a massive issue in this, in that situation.
4:09
I mean, absolutely.
4:10
Governor Abbott has expressed concerns about the data center growth in Texas, specifically Texas, for most people who aren't aware of it, they have their own grid, so they're not attached to the national grid.

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