Intel’s 5G showcase should have cable companies quaking in their boots
On this week’s Cocktail Investing Podcast, Tematica’s Chris Versace and Lenore Hawkins do a deep dive on our Connected Society investing theme and discuss the coming creative destruction to be had with 5G wireless technology. Carriers like AT&T (T) and Verizon (VZ) are beta-ing 5G networks and commercial deployments are expected to begin in a handful of quarters. With data speeds of up to 100 gigabits per second – speeds that would enable someone to download a high-def movie in seconds instead of minutes – 5G will be a key ingredient in up and coming Disruptive Technologies such as autonomous car, telemedicine, the connected home and generally speaking far greater datafication as part of the Internet of Things. We see Intel’s upcoming 5G showcase as giving the world the first real-world glimpse at what the technology will enable.
The question to ponder is what does this mean for cable companies, especially those that have not embraced our Content is King investment theme like Comcast (CMCSA)? Our guess is more pain ahead as more consumers cut more cords.
Intel plans to showcase 5G wireless networking technologies at the 2018 Winter Olympics in PyeongChang, South Korea, in February. The network will demonstrate wireless data transfer speeds of gigabits per second, based on the pending 5G wireless standard.
5G promises to disrupt wired internet connections, such as cable TV and modem service, or wired phone line services. My hope for 5G: I’ll be happy if our family can play games and watch Netflix on a wireless network without it bankrupting us or slowing our data network to a crawl.
“As mobility evolves beyond the smartphone, 5G is becoming one of the most impactful technology transformations we are likely to see in our lifetimes,” said Sandra Rivera, senior vice president and general manager of the network platforms Group at Intel, in a blog post.
“It will bring seamless connectivity, massive computing capabilities and rapid access to the cloud together for the first time.”
Source: Intel to show off 5G network at 2018 Winter Olympics | VentureBeat
