This article examines the emerging edge AI opportunity for telecoms operators. It explains why the opportunity differs from previous edge ventures...
Physical AI use cases – that is, AI systems that sense, reason about and act within the physical world – are increasingly being deployed....
The standardisation of IoT connectivity is eroding differentiation and putting pressure on margins. Disruptors are responding by simplifying...
The towerco business model is widely perceived as mature, with steady cash flows and strong EBITDA margins. However, towercos’ core business...
5G LAN and TSN could help private 5G deliver on its promise of replacing wired industrial networks. Providers that engage early with trials and...
The enterprise co-location market remains structurally attractive, driven by the accelerating digitalisation ambitions of German Mittelstand...
Telecoms operators should prepare for greater regulatory scrutiny of site power resilience as governments treat communications networks as critical...
Sustainability regulation is a growing strategic and operational challenge for digital infrastructure companies. This article explores how new...
In June 2026, Comcast announced its intention to separate into two independent, publicly traded companies: Comcast (the US cable business) and...
Virgin Media O2’s results for 2Q 2026, published in late July, showed a continuation of previous trends: revenue, mobile subscriber and fixed...
