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.
Executive Briefing Service
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.
How well do telcos work together?
As telcos team up to expand into new markets, what are the key lessons from existing joint ventures?
Not all telcos need to build their own AI factories
Recently, several telcos made the news with AI factory initiatives. We outline the reasons and the approaches to these investments.
Tariffs and telcos: Uncertainty and long-term moves
No one can foresee how and when import tariffs will stabilise – but some
long-term implications are starting to arise.