Sovereign AI: A strategic playbook
As the strategic importance of sovereign AI grows, so do opportunities for data centre operators. This report shares the findings from a recent STL Partners webinar on the topic.
Recharging Consumer Revenues
Why edge-native platforms are the future of computing
This is a series of two reports exploring the potential for edge-native architectures and how they can bring new monetisation opportunities for original equipment manufacturers (OEMs).
Did the telecom AI era dawn in Copenhagen?
DTW Ignite 2025 showed a telco industry that is truly embracing AI and trying to use it as a platform for accelerated transformation. We hope it succeeds.
Datacloud Global Congress 2025: Five takeaways
The data centre industry stands at an inflection point: poised for rapid AI-driven growth, but only if it can navigate key challenges.
Mobile network APIs: Building successful commercial models
To successfully commercialise APIs, the telecom industry must reach new customers – application developers – and sell significantly different services than traditional voice and data. We outline how telcos can meet developers where they are and identify strategies for operators to maximise their share of value creation from API capabilities.
Private network sites forecast 2024–2030
This research note presents STL Partners’ forecast for the number of active private network sites over a 7-year period. It details site numbers across seven regions and acts as a complement to our Private network market forecast 2024–2030.