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EY-Parthenon: in face of disruption, telcos must think differently about differentiation
Event-driven evolution: Boost Mobile and Wavelo pioneer the composable telco
From reactive to proactive: Ericsson and AWS bring agentic intelligence to OSS/BSS
ROVA unboxed: telco-native endpoint platform emerges from stealth mode
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EQT raises infrastructure investment stakes amid soaring demand for power and data centres
Swedish private equity behemoth sets target for new infra fund after reiterating strategy to invest in the data centres and power underpinning the AI boom. Ambition comes with European fibrecos under pressure to deliver returns on investment and seen to have lost prominence to data centres in the global infra growth story.
This article includes:
- Organisations: ArcLight; Bain & Company; Brookfield Asset Management; Cox Communications; Cypress Creek Renewables; Delta Fiber; Deutsche Glasfaser; Deutsche Telekom; DigitalBridge; EdgeConneX; EQT; EQT Active Core Infrastructure Fund; EQT Infrastructure; Financial Times; GlobalConnect; ING Wholesale Banking; Investor AB; IP-Only; Lumos; Mubadala Investment Company; New Street Research; OX2; Omers; PSP Investments; Radius Global Infrastructure; Segra; Sixth Street; SoftBank Group; Spirit Communications; Stonepeak Infrastructure Partners; T-Mobile USA; Zayo; Zelestra.
- Geographic: Africa; Asia; Europe; Germany; London; Netherlands; North America; Sweden; USA.
- People: Jeroen Kleinjan; Masoud Homayoun; Randy Brouckman; Wallenberg family.
- Themes: add-on acquisitions; AI ecosystems; AI infrastructure; AI workloads; alternative asset manager; capital expenditure; capital markets event; debt financing; digital assets; digital infrastructure; energy infrastructure; financing cycle; fibre infrastructure; fibrecos; grid delays; growth strategy; hyperscale customers; hyperscalers; investment-grade contracts; JV; land and power; logistics assets; long-term contracts; refinancing; renewable energy; revenue backlog; take-private; target fund size; utility bottlenecks; value creation day; one-stop solution; power generation; private equity; purpose-built infrastructure; successor fund; supply-side challenges; sustainable infrastructure.
- Events: EQT Value Creation Day; FTTH Conference 2026.
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