Telcos to deliver over 3.5GW of AI factory and edge capacity by 2030
Telco-operated AI factories and network edge sites will account for over 3.5GW of IT load capacity globally by 2030, according to telecom advisory firm STL Partners.
Telco-operated AI factories and network edge sites will account for over 3.5GW of IT load capacity globally by 2030, according to telecom advisory firm STL Partners.
Telcos persist with their work to reap the future benefits of quantum technology, which continues to develop apace. This is the main finding from the latest update of ‘Q-Beat’, a tracker of quantum technology deployments across telcos by leading research and consulting company STL Partners.
Sustainability remains firmly on the operational agenda for telcos despite political and financial headwinds, finds STL’s latest research.
STL Partners’ latest Skywatch update reveals that five of 14 satellite announcements since October 2025 confirm upcoming direct-to-device (D2D) commercial launches, led by Starlink and AST SpaceMobile.
Significant hurdles remain to scaled migration of telco workloads to hyperscale cloud platforms, despite hyperscaler investment in AI and hybrid cloud capabilities.
Most large European telcos recognise that small and medium-sized businesses (SMBs) represent a growth opportunity – but they cannot agree on how to address these companies’ cybersecurity needs.
Two in three telco projects in generative AI (GenAI) are about building new solutions for customers, especially enterprises. This is one of the key findings from STL Partners’ ‘Telco generative AI adoption tracker’ quarterly update, with new data covering the period from June to August 2025.
Mobile private network (MPN) deployments in the first half of 2025 point to a return to growth following a dip in activity in the second half of 2024, according to new analysis from STL Partners.
Mobile network APIs could unlock global revenues of USD31 billion for the telecom industry by the end of the decade.
A new wave of partnerships between telcos and satellite/non-terrestrial network (NTN) players is reshaping the connectivity landscape, but the market remains far from mature, analyst house STL Partners finds.
The quantum era is near – and leading telcos are already eyeing the various opportunities this new technology will create. This is the main finding from ‘Q-Beat’, a new tracker of quantum technology deployments across telcos, launched by leading research and consulting company STL Partners.
Telco AI projects have surged tenfold in the past year, with a 41% increase since February 2025, according to a new report by STL Partners. This boom is largely fueled by a strong emphasis on new product development, as telecom operators utilize generative AI to expand revenue beyond traditional connectivity.