Insights from our Future skills tracker tool show that telcos remain behind technology companies (techcos) in the penetration of the key role types that would enable them to compete and add value like technology companies. The tracker provides direction on where telcos should learn from techcos and build capabilities to increase operational efficiency and enable new revenue streams going forward.
Our telco AI data centre forecast examines the rise of AI factories alongside the evolution of network edge infrastructure, showing how AI-driven demand is accelerating growth in telco compute capacity. How will data sovereignty requirements and new industrial AI applications reshape the telco compute capacity landscape?
The telecom industry is going through a period of material change in respect to the silicon it utilises. This report examines the key dynamics and considerations in the locations where processing demand is at its highest: the RAN and AI factories.
STL Partners takes stock of the development of the edge computing ecosystem over the past five years, how AI has now reshaped the landscape and proposes its view on the future outlook of the market: including the likely winners and losers.
At its September 2025 analyst event, Amdocs outlined how it is transforming to support its view of where the telecom industry will go next, particularly in the context of AI, and demonstrated a techco playbook of change. What can telcos learn from its approach?
Appropriately beginning in a cinema room at Pathé Palace in Paris, Orange Insights 2025 set the stage for blockbuster discussions, led by the enterprise arm of an operator emblematic of an industry in the midst of profound change. In this report, we present four key themes from the event.
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.
The data centre industry stands at an inflection point: poised for rapid AI-driven growth, but only if it can navigate key challenges.
Recently, several telcos made the news with AI factory initiatives. We outline the reasons and the approaches to these investments.
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.
AI will create large potential opportunities for telcos in connectivity and use case enablement. But telcos must manage expectations and prioritise their investments carefully.
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.
In light of the fast-evolving climate surrounding edge AI, we take stock of the upside and the downside risks that may move the needle on our recent Edge AI market forecast.
Our latest iteration of the Network edge data centre forecast shows that deployments are gradually bringing this market to life, despite the first early exits happening in 2024. What impact will 5G SA, data regulation and AI have on development of the network edge landscape?
Telcos need new skills to change their organisations to compete like technology companies. Insights from our Future skills tracker tool show that telcos are behind techcos in the penetration of key skillsets and provides direction on the capabilities required to become more innovative, agile and software-driven overall.
Beyond just connecting it, there are three broad telco strategies for the Metaverse that are being developed and led by Verizon, Telefónica and SKT.