This week’s podcast is about Mobile World Congress 2026. And my main takeaways.

You can listen to this podcast here, which has the slides and graphics mentioned. Also available at iTunes and Google Podcasts.

Here is the link to the TechMoat Consulting.

Here is the link to our Tech Tours.

Here are my 5 takeaways.

Huawei’s Atlas 950 SuperPOD is a Shift to Massively Integrated AI Compute
The UnifiedBus. This is How Huawei Solves the 8,192 NPU Connection Problem
Building Ecosystems is the Key to US vs. China AI Cloud
Get Ready for Agent-Native Networks
AI Data Platforms are really important. It’s hard to separate KVCache / memory, data and knowledge.

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My 5 Takeaways from Mobile World Congress 2026 (278)