Latest on Telco AI
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Analyst BriefingEMEA Infrawatch: data centre financing surge; investors hesitant on Euro telco infra
Latest on EMEA digital infra: investors’ data centre appetites in spotlight with wave of new European deals; EQT and Omers reportedly firming up €1.7bn Deutsche Glasfaser financing deal; EC pushes back AI Gigafactory tender launch; more…
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Network & InfraCan AI-RAN succeed without open RAN? ‘Yes and no’, says Alliance Chair Choi
Interview: AI-RAN Alliance Chair (and ex-DT CTO) Dr. Alex Jinsung Choi assures that operators have a route to scaled adoption of the tech — no matter their level of legacy. T-Mobile US is seen as having ‘unique’ springboard for AI-RAN rollout given its ‘greenfield-like’ position in 5G era, post-Sprint, and is expected to use the 2028 Olympics to showcase early wins.
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PeoplewatchDigital Infra Peoplewatch: PremiumFiber fills out senior team; TDF leadership rejig rolls on
December 2025 edition: firmed-up PremiumFiber names financial, legal, and tech management; TDF appoints Sophie Giordano and Audrey Piton in latest management shake-up; Equinix CFO Keith Taylor to retire after 27-year tenure; more…
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Analyst BriefingDeutsche Telekomwatch: SoftBank on M&A manoeuvres
Analyst Briefing: Past week’s developments include more M&A machinations around DT’s infra partner ecosystem, as reports suggest SoftBank and DigitalBridge could come together on a deal that would bring the Japanese conglomerate into DT’s home-market tower space. Telekom Deutschland, meanwhile, makes a rare foray into fibre M&A with a ‘buy over build’ deal in Essen.
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Network & InfraTelefónica declares fibre planning as latest Level 4 automation win
The operator cites cost reduction and efficiency gains among initial benefits of fibre planning autonomy, marking another step in its network automation journey…
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PeoplewatchTelefónica Peoplewatch: Vivo’s fintech platforms set for AI refit
The latest strategic and senior changes at Telefónica, as Vivo hands out task of infusing its growing portfolio of fintech platforms with AI capabilities, and Telefónica assigns Cellnex exec responsibility for guiding under-pressure German business back to growth.
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Products & ServicesTelefónica deploys fresh AI assistants to up German security
Telefónica Deutschland launches AI-powered assistants to protect customers against online fraud, bulking up its consumer security portfolio…
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Partnerships & AlliancesDT to co-create new AI products with OpenAI
Deutsche Telekom is to get early access to an ‘alpha‑phase’ OpenAI model, although details remain scarce.
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Network & InfraBT seeks to bring self-healing network vision to life, with a little help from AWS
Mobile networks lead Reza Rahnama says earlier attempts to deploy AI in the network fell short, but programmable 5G SA, with AWS architecture, means intent-based networks will soon be a reality…
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Network & InfraThe service assurance gap: why ‘make do and mend’ fails modern networks
As network cloudification accelerates, a critical gap is emerging between next-generation ambitions and rapidly ageing service assurance systems. Explore the strategic roadmap for replacing outmoded operations with AI-enabled, closed-loop automation that drives business value.
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M&ASoftBank ‘in talks’ to expand infra portfolio with DigitalBridge buy
Japanese investment group said to be in discussions to buy US-based digital infra asset manager, as both businesses are seeking to expand their portfolios to meet demand for compute in the AI space…
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Network & InfraSFR Business turns to Cloud Temple for sovereign service
The French operator’s B2B unit says it plans to enrich its own Cloud Agility service with partner offerings.
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Financial & PerformanceDT firms up the foundations after jittery 2025
Q3 FY25: While DT remains on track to hit all headline targets, its latest quarterly results were backdropped by unease over competitive intensity in the Group’s two largest markets. Execs seek to calm fears by highlighting US strength, German strategy rework, B2B/B2G gains, and AI’s growing potential as reason for optimism into FY26.
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Financial & PerformanceIn-depth: German headwinds grab the headlines
Q3 FY25: T-Mobile US, Europe, and T-Systems continue to perform strongly, but German slowdown yet to be addressed.
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M&ANordics: DigitalBridge offloads wireless infra player Digita
US-based investment group DigitalBridge agrees to previously rumoured sale of Nordics towerco Digita, as buyer GI Partners sees “great opportunity” for the business to expand in data centres, IoT, and wireless infra…
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Partnerships & AlliancesEuropean telcos’ call to arms: DT in defence collab talks with Rheinmetall
In depth exclusive: Rheinmetall CEO Armin Papperger envisions his firm as the “Deutsche Telekom of defence”, but a real-world alliance with the telco giant is also now in play, targeting Germany’s €35bn space-defence allocation. The move signals broader trend of European telcos pivoting toward military-grade connectivity and national resilience to capture new spend…
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Partnerships & AlliancesGermany: O2 refreshes Nokia RAN deal for five more years
Operator to implement new solutions and continue using equipment from Nokia in its RAN until 2030. The contract is the latest that has been firmed up by a major European operator in recent months, and comes as Germany seeks to clamp down on 5G equipment from ‘high-risk’ vendors…
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Analyst BriefingOrangewatch: AI takes centre stage at third edition of Orange OpenTech
Orangewatch Analyst Briefing: bringing together the latest from around TelcoTitans and beyond. Orange’s annual OpenTech event takes place for the third time, with senior execs going on stage to talk up under-the-hood transformation of the operator’s platforms.
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Network & InfraInto the Bleu: Orange plans major enterprise app migration
Orange Business plans to migrate 70% of its IT infrastructure to the independent cloud platform Bleu, a joint venture between Orange and Capgemini.
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Partnerships & AlliancesVodacom partners Google Cloud on AI-focused services overhaul
Telco to migrate its data platforms onto Google Cloud infra with the goal of developing new generative AI-based services in Africa, with customer service and network optimisation among initial focus areas…