How can telecom operators turn rising AI demand into new opportunities? At MWC Barcelona 2026, StackPane founder and CEO Sarbjeet Johal joins theCUBE’s John Furrier to discuss AI’s impact on networks, edge computing, and the business of connectivity.
AI moves deeper into telecom networks
Johal explores how consumer and enterprise AI workloads are increasing demand for compute across the network. AI-RAN is a central theme of the conversation, alongside the potential convergence of 6G, quantum computing, and classical computing. He also considers how regulation and the scale of telecom businesses affect their ability to keep pace with the technology sector.
Opening the network to innovation
The discussion examines the RAN Intelligent Controller and the challenges of supplier dependence. Johal argues that a more open approach could create room for startups and venture-backed innovation. Edge computing and sovereign AI offer additional possibilities for carriers to build services around local needs and enterprise requirements.
From connectivity to AI services
Johal and Furrier also discuss AT&T’s strategy, including the role of fiber infrastructure and its O-RAN relationship with Ericsson. The conversation touches on Google Cloud and AI monetization, as well as Nokia’s intellectual property and partnership with NVIDIA. Across these topics, the recurring question is how operators can capture more value as AI changes what customers need from their networks.
Explore the conversation
- 00:07 — Innovations and insights at MWC26
- 02:08 — AI, 6G, and quantum computing
- 04:46 — Telecom opportunities in the AI era
- 08:54 — Telecom challenges and edge computing
- 12:26 — Google Cloud and AI monetization
- 16:06 — AT&T’s strategic direction
- 18:40 — Enterprise needs and global challenges
Video published by SiliconANGLE theCUBE on March 4, 2026. Watch the original interview on YouTube.