Liquid cooling: The next consolidation wave in data centre infrastructure
As AI workloads push rack densities higher and liquid cooling becomes essential infrastructure, a fragmented vendor landscape is ripe for consolidation.
Tag Archives: data centres
Perspectives 2026: 26 industry predictions for the year ahead
STL Partners’ 26 predictions for 2026, focusing on change and growth in the telco industry
Can mobile base stations be transformed into edge AI data centres?
A surge in AI adoption is reviving interest in leveraging mobile base stations as an alternative avenue for deploying AI workloads. This report outlines the commercial rationale, key customer segments and potential investment strategies for telcos exploring this opportunity.
Networks for AI: Segmenting the growth
AI will create large potential opportunities for telcos in connectivity and use case enablement. But telcos must manage expectations and prioritise their investments carefully.
AI: Good or bad for sustainability?
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.
Edge sustainability: Navigating strategies for success
Edge computing presents unique challenges and limitations when compared to traditional data centres. This report provides practical guidance for edge operators aiming to achieve sustainability goals.
Telco edge manifesto
Since 2015 STL Partners has helped telecoms operators to develop their edge computing strategies. We summarise our learnings from those engagements as a manifesto for how the industry can address the edge computing opportunity.
Network edge capacity forecast: The role of hyperscalers
Telecoms operators are still grappling with how they should work with hyperscalers; the network edge is a key battleground. This report is an update of our network edge capacity forecasts and incorporates survey data from over 190 respondents to evaluate the market’s views on telcos.
How telcos can flex their physical strength
Amazon provides telecoms operators with a playbook on how to combine physical and digital assets into a compelling customer proposition. This 40 page report discusses how telcos can learn from and partner with Amazon.
Cloud 2020: Telcos’ Role, Scenarios and Forecast
Although the shape of the cloud industry turned out better than expected, most telco strategies in the cloud haven’t delivered. We investigate why, what has led to success, and what telcos need to learn to do differently.