Telcos’ sovereignty play
The various aspects of digital sovereignty and how telcos capitalise on the early demand for it
Tag Archives: Sovereign AI
How telcos generate AI revenue
How telcos are building revenue from AI-centric solutions for consumers, enterprises and the public sector.
Agentic AI in telecoms: What is live now and coming next?
Agentic AI is beginning to penetrate telco operations, but only in domains such as billing and field maintenance, which do not require real-time data or network operations. What will it take to enable secure and reliable use of agentic AI in more critical network operations?
MWC 2026: AI but with more realism than hype
AI was again at the centre of MWC. But now telcos are focused on what they can practically achieve with AI rather than on boosting investor perception. Satellites, 5G standalone, sovereignty, security and quantum are other themes we noted in Barcelona.
Telco AI data centre forecast: Where will the compute live in the AI era?
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?
Navigating sovereign AI: Telco strategies, trade-offs and pathways
As AI and national sovereignty increasingly intersect, telecoms operators face both opportunity and risk. This report sets out a practical framework to help telcos determine whether, where and how to play in sovereign AI.
Silicon: Where should operators place their bets?
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.