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Gartner forecasts a huge 20.4% increase in public cloud services expenditure by 2024, hitting an astounding $679 billion. This surge in spending could be primarily driven by business needs and innovative technologies like generative AI. Interestingly, all cloud market segments Gartner monitors are set to grow, with Infrastructure-as-a-service (IaaS) leading the pack at 26.6%. That said, as the cloud market evolves in response to business outcomes, non-technical issues such as cost, privacy, and sustainability are crucial considerations for an effective GenAI deployment.

Telco Buzz

TPG Telecom-Vocus Deal Stalemate: Navigating the Failed Negotiations

By Kamile Bigenyte November 15, 2023

After a challenging negotiation period, TPG Telecom’s endeavour to sell a range of assets to Vocus has reached an impasse. The stumbling block largely revolves around the valuation of the diverse telecom assets. TPG, however, intimates interest in reviving talks at a smaller scale, bearing interest from strategic investors in mind.

Infrastructure

Lancom Selects EXA Infrastructure as its Leading Strategic Fibre Infrastructure Provider to Create a New Digital Hub in Greece

By Kamile Bigenyte November 15, 2023

EXA Infrastructure, the largest dedicated digital infrastructure platform connecting Europe and North America, and Lancom, one of the fastest growing providers of data centre, cloud, and telecoms services in Greece – today announce their strategic partnership to bolster connectivity and infrastructure services, establishing Greece as a critical link to internet exchanges in Europe.

M&A

Telstra’s Dense Air Acquisition: Benefits and Unspoken Implications

By Kamile Bigenyte November 15, 2023

In a strategic move to bolster its mobile network, Australia’s premier telecom firm, Telstra, acquires local operations of small cell provider Dense Air. Both financial details and timelines of the transaction remain veiled. This comes after the Australia Competition Tribunal blocked Telstra’s partnership with TPG, favoring competition and avoiding regional coverage setback. While rivals speculate, Dense Air’s retreat from Trans-Tasman markets coincides with Sidewalk Infrastructure Partners’ takeover. This deal provides Telstra’s network expansion plans with crucial additional spectrum capacity.

Gadgets

Unveiling AI Pin: Wearable Tech Shaping Future Connectivity

By Kamile Bigenyte November 13, 2023

Emerging from the tech world, the AI Pin—an innovative, screen-free wearable gadget—incorporates artificial intelligence to facilitate verbal engagement and numerous other unique functionalities. Embedded into a shirt, it provides easy, hands-free access to information and personal communication. It features an unusual ability to support nutritional goals, leveraging computer vision technology to identify various food items. Functioning on the tailored OS, Cosmos, the AI Pin tries to simplify user interaction with AI, by veering away from the conventional method of downloading or launching apps. With no need for smartphone pairing and its claim of not eavesdropping on user’s conversations, it offers a fresh take on consumer technology.

AI

AI and Patient Concierge: Transforming Healthcare Telecommunications

By Kamile Bigenyte November 13, 2023

BT, in collaboration with NHS and Soprano, is experimenting with ‘Patient Concierge’, an AI-aided patient messaging system aimed at enhancing communication and reducing appointment conflicts. With a strong UK government backing and promising outlook from NHS staff, AI integration is on the rise for optimizing healthcare.

M&A

Unraveling One NZ’s Strategic Acquisition of Dense Air’s Spectrum

By Aiste Kryzanovske November 7, 2023

One New Zealand’s strategic acquisition of local operations from UK-small cell provider Dense Air aims to strengthen mid-band spectrum. Promising enhancements to fixed-wireless access services, this merge incorporates a significant 70 MHz of spectrum into One NZ’s 4G and 5G networks. This move aligns with the company’s efforts towards modernizing its network, hinting towards a customer-centric future with expanded 5G network and possible SpaceX collaboration.

5G

Orange’s 5G Ambitions and Infrastructure Divestment Debate

By Aiste Kryzanovske October 26, 2023

In the recently held Network X event, Orange’s Deputy CEO shed light on their significant fiber expansion and presented an intriguing outlook on 5G’s future, hinting at its potential in achieving the 2040 CSR objectives. Discussing 5G Standalone (SA), she highlighted it as a gamechanger for B2B interactions, fueling varied possibilities. Briefly discussing their triumph at the Barcelona port project, she humbly emphasized the responsibilities that come with connected factories.

Market Watch

5G and AI Steer Autonomous Trucking: Scrutinizing SK Telecom’s Endeavor

By Aiste Kryzanovske October 24, 2023

SK Telecom’s collaboration with AI pioneer Mars Auto, brings forth a compelling vision for autonomous trucking, leveraging SKT’s 5G prowess and Mars Auto’s AI system. With Mars Auto’s AI armed with extensive roadway data from SKT, there’s a promise of safer, more efficient self-driving services. SKT’s continued strides in telecom, signified by the company’s alliance with Deutsche Telekom and massive investment in AI firm Anthropic, show signs of transformative potential for the telecom sector.

Infrastructure

Unifying Mobile Infrastructure: UK’s Groundbreaking Alliance Strategy

By Aiste Kryzanovske October 20, 2023

UK’s major mobile infrastructure entities have formed the Mobile Infrastructure Forum, aiming to boost wireless connectivity across the UK and improve network rollout efficiency. Meanwhile, industry insiders are lobbying for a smoother operation process, amidst challenges like mast site location and negotiation with landlords.