In sum - what to know:
Sovereign AI funding opens a new growth path for telcos – Governments investing in domestic AI infrastructure are increasingly turning to operators, whose network and regulatory strengths position them to capture a large share of this emerging market.
Telcos’ capabilities...
Agentic AI is the key to reinvention, reinvigoration, and winning the next decade
The industry business model is dying. Rows of cubicles, millions of square feet of office space being rented, turnover rates, costs of recruitment, dissatisfied customers, inefficient processes, and the constant race of...
Revealed at the recent Intellectual Property (IP) Forum in Beijing, Huawei’s latest edition of the Top 10 Inventions Awards highlights the company’s commitment to pushing technological boundaries. Each innovation on the list represents a step forward in making advanced technology more accessible, efficient, and...
Telecom’s current AI-RAN fantasy is seductive, but the reality is a costly engineering and economic trap
There is a seductive narrative sweeping through the telecom industry right now. It promises that if we feed enough petabytes of logs, traces, and configuration data into a massive...
AI agents — not humans — will soon choose networks
The future of connectivity isn’t just about faster speeds for humans; it’s about architecting your network to be the default choice for the autonomous AI agents that will manage them.
If you think the battle for...
Strong fiber uptake and industrial AI push anchor Deutsche Telekom’s outlook
In sum – what to know:
Record fiber gains – In Germany, Deutsche Telekom added 155,000 FTTH customers in Q3 — its strongest pure-fiber quarter ever — with the network now reaching 11.8M homes.
AI...
From connectivity to cognition, how should telcos monetize AI at the edge?
Editor's note: This is part 3 of a three-part series — please read How telecommunications operators can thrive in the software-centric era and The platformization imperative: Redefining telcos to compete in the cloud...
Networks are the platform and the next strategic leap for telcos
In our first piece, we drew parallels between Microsoft’s transformation from a perpetual software company into a cloud powerhouse. Microsoft’s pivot had less to do with competing against rising incumbents and more to do...
What lessons can be learned from Microsoft’s cloud transformation?
Editor's note: This is the first part of a three-part series co-authored by Jim Brisimitzis and Chetan Sharma, exploring the nexus of the cloud/AI and telecom industries from an industry lens. Their decades of experience in...
Telcos are betting billions on AI, but their true advantages lie in sovereignty and specialized infrastructure, not in a direct fight with hyperscalers
Telecom operators globally are rushing to build GPU-as-a-Service (GPUaaS) platforms, promising to unlock the AI revolution. Their value proposition rests on two...
There is a sense, increasingly, that all Industry 4.0 roads lead to here; that all the new remote-worker and production-line applications that private 5G has brought into view in recent times will gain absolute focus with generative AI – to the point that macro...
5G’s cloud-native core is redefining network architecture and AI-driven, programmable systems are transforming connectivity
For decades, the mobile core has been the engine behind connectivity. From the earliest digital voice calls of the 1990s to today’s cloud-native, AI-powered architecture, it has continually adapted to meet...
Verizon and T-Mobile US announced new CEOs — will AT&T?
The world of telecom and wireless investment has undergone significant changes. Now, it looks like a change of CEO leadership and rapid growth in AI, the next wave of transformation is now upon us. So,...
Telcos have a tremendous opportunity to lead the AI economy
Telcos are no longer just connecting people. They are orchestrating intelligent, end-to-end experiences that are reshaping entire industries. At the heart of this transformation is agentic AI — autonomous, context-aware systems that sense, decide, and...
SK Telecom is restructuring its new AI division and doubles down on infrastructure
In sum – what to know:
AI-first pivot – SK Telecom is restructuring its new AI division just weeks after launch, consolidating units and offering voluntary retirement as it targets ₩5 trillion (~$3.5B) in...
CSPs face mounting complexity as virtualized networks, hybrid infrastructure, and surging alerts overwhelm operation
Communications service providers (CSPs) face a growing storm of complexity: virtualized networks, hybrid infrastructures, surging alert volumes, and relentless uptime expectations. Operations teams are stretched thin, reacting to millions of daily...
In the AI era, telcos are rethinking infrastructure, accelerating innovation, and redefining revenue models — and Nvidia is positioning itself as a key enabler
Telecom has never been known for rapid transformation. For decades, operators have built networks in predictable cycles, layering new technologies on...
Telecom customer experience has evolved from basic metrics to real-time, data-driven, personalized engagement
While not always perfect, customer experience in the telecommunications industry has come a long way, and it continues to improve. What was once measured by basic metrics like Net Promoter Score (NPS)...
The global mobile communications industry is entering a new phase defined by rapid 5G-A deployment and the deep integration of artificial intelligence, with operators beginning to see commercial value and new business models taking shape, Eric Zhao, Vice President and Chief Marketing Officer of...
An interview with Li Xiaotong, Vice President of ZTE Corporation
In the rapidly evolving landscape of telecommunications, we stand at the threshold of a transformative era where artificial intelligence and 5G-Advanced technologies are converging to reshape the very foundation of network infrastructure. As the industry...
The global digitalization process has accelerated significantly, driven by the computing power revolution. Within this transformation, cloud computing and artificial intelligence (AI) have evolved from being optional technologies for enterprises to becoming the core engines of digital transformation. According to forecasts by statistical agencies,...
Embedding AI in the PHY layer gives the telco ecosystem new tools for efficiency, spectrum use, and performance — and lays the groundwork for 6G’s AI-native vision
5G promised speed and capacity, but delivering on that promise has created new challenges: dense deployments, energy demands,...
As industries worldwide rush to embrace digital and intelligent transformation, Huawei Cloud consistently pursues technological innovation as its core driving force. This was the case at Huawei Connect 2025, Zhang Ping'an, Huawei's Executive Director of the Board and CEO of Huawei Cloud, shared Huawei...
Gen AI is shifting the battleground from infrastructure to intelligence, where MVNOs are already experimenting faster than traditional MNOs
Speed used to be an advantage for telcos. Now it’s a survival trait. In an industry where margins are tight and customer loyalty is often fleeting,...
