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In the ongoing debate over Big Tech’s ‘fair share’ contribution to telecom infrastructures, new findings from the Belgian Institute for Postal Services and Telecommunications call into question the validity of the argument. BIPT concludes attributing Big Tech solely for data streams might be over simplistic, citing investments made by Content Application Providers in broader infrastructures. The study raises important concerns about the potential negative impact for end-users, small local CAPs, and the principle of net neutrality.

Market Watch

Assessing Gartner’s Forecast: The Impact of GenAI on Cloud Spending

By Kamile Bigenyte November 16, 2023

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

Vodafone and Accenture Alliance: Revolutionizing Telecom with AI

By Kamile Bigenyte November 16, 2023

Vodafone aims to bolster its shared operations with Accenture’s expertise, creating a strategic alliance that places emphasis on growth, customer service, and efficiency. Key investments into Vodafone’s in-house IT and networking unit “Vodafone Intelligent Solutions” (VOIS) will leverage Accenture’s proficiency in digital solutions and artificial intelligence. The partnership remains dependent on forthcoming definitive agreements, with hopes of conclusion by Spring next year.

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.

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.

AI

Samsung Galaxy AI: Revolutionizing Mobile Technology with Universal Intelligence

By Aiste Kryzanovske November 10, 2023

Samsung enters the mobile AI game with Galaxy AI, its latest invention aimed to revolutionize smartphone experiences. Powered by Samsung-developed on-device AI and a cloud-based system, it incorporates remarkable features like real-time audio and text translation during phone calls. Alongside this, Samsung excites with Samsung Gauss, dedicated to streamlining diverse tasks from coding assistance to content translation – a move promising profound impacts on our technology interactions.

Security

Balancing Cybersecurity Standards with EU Supply Chain Resiliency

By Aiste Kryzanovske November 9, 2023

In a push for universal cybersecurity standards, the EU faces backlash from global telecommunications titans like Ericsson and Nokia, who warn of supply chain disruptions akin to those experienced during COVID-19. Striking a balance between stringent security measures and smooth product availability is crucial, prompting these industry leaders to suggest increased self-assessment and more lenient implementation timeframes. However, the underpinning question remains – who should ensure industry compliance, the vendors or third parties? Amidst the surge in cybercrime, a secure, streamlined approach is paramount.

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.