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.
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.
The data centre industry stands at an inflection point: poised for rapid AI-driven growth, but only if it can navigate key challenges.
As CSPs transition into the Coordination Age, they face critical challenges in adopting cloud-native architectures and transforming operational models to meet the demands of enhanced connectivity and resource optimisation. This report provides practical strategies to navigate these challenges, with a focus on simplifying RAN transformation, enabling agility and unlocking new opportunities for innovation and growth.
Recently, several telcos made the news with AI factory initiatives. We outline the reasons and the approaches to these investments.
No one can foresee how and when import tariffs will stabilise – but some
long-term implications are starting to arise.
Mobile operators have used intelligence in their networks and OSS for a while. What has changed recently is how new techniques (e.g., generative AI and/or agentic AI) can be applied, often on top of traditional methods, to accelerate the use of AI in the network domain and move telcos along their journey to higher levels of network autonomy. This forecast estimates the value for vendors of selling AI-enabled solutions to mobile operators to support their network and OSS processes.
Telcos need new skill sets to enable their organisations to compete and add value like technology companies. Insights from our Future skills tracker tool show that telcos remain behind techcos in the penetration of key role types and provide direction on the expert capabilities required to become more innovative, agile and technology-driven overall.
In this report, we discuss the extent to which AI adoption will transform enterprise networking and set out a framework of key questions that decision-makers should consider when developing and designing their AI strategies.
At MWC 2025, we held the Digital Health Summit in collaboration with the GSMA. At the event, we explored the opportunities and the challenges in smart hospitals, IoT, direct-to-consumer services and AI in healthcare. This report outlines the key takeaways and insights from the summit.
Who is most likely to win the battle for contextually aware personal assistants on smartphones – and is there an opportunity for telcos?
AI will create large potential opportunities for telcos in connectivity and use case enablement. But telcos must manage expectations and prioritise their investments carefully.

This report assesses the impacts of delays in data centre construction on operational financial metrics, budget and internal rate of return, and examines the role of effective reporting in ensuring on-time delivery.

It was no surprise that AI dominated MWC this year. But there were lots of other notable trends on the rise – including cybersecurity and data centres – and some that were disappointingly overlooked. Find out what the STL Partners team saw and missed at MWC 2025.
Trusted intelligence is crucial for operators in progressing to Level 4+
autonomous networks. This research explores the role of digital twins, agentic AI and operator knowledge in achieving trusted intelligence.
As the deployment of AI/ML ramps up, telcos need to develop an ‘intelligence architecture’, supporting the move towards Level 4 and 5 in the TM Forum’s Autonomous Network Framework. How will such an intelligent architecture support the self-healing network?
As AI’s energy consumption rises, so do sustainability concerns. This report explores why this technology is so power-intensive, how to mitigate its impact and whether it can help reduce emissions. It also examines four possible scenarios for future energy consumption – from unchecked growth to greater efficiency – and their sustainability implications.
Will artificial intelligence, immersive services, automated transportation and robotics drive a substantial increase in telecom traffic between now and 2032?