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OpenAI eyes AI infra services play, taking on hyperscalers
Amidst estimates of a $50bn GPUaaS market accessible to telcos and Europe, and trillions in wider global AI investment, CFO Sarah Friar considers potential of OpenAI challenging hyperscalers from its own data centres, building infra experience, reducing reliance on third-parties, and retaining IP…
OperationsDT ‘holds keys’ to data sovereignty in Google Cloud migration
Operator is moving a swathe of data to Google Cloud with sovereignty controls engineered in partnership with T-Systems. It hopes to replicate the safeguards for other enterprises in regulated industries.
B2BVodafone building SecOps platform with $1bn partner Google Cloud
Group cybersecurity architecture lead Emma Smith updates on the $1bn deal with Google Cloud as the pair work on security operations services for both internal and commercial users.
Network & InfraTelxius to collaborate with Google on new US-Spain subsea cable
Telefónica-backed subsea cable operator partners with Google and DC BLOX on a transatlantic route linking Spain to the Azores, Bermuda, and the USA. Move strengthens ties between Telxius and Google, following previous submarine collaborations…
Public AffairsUK’s AI Growth Zone strategy — fit for purpose?
In-depth: As the UK government opens up its AI Growth Zone initiative for formal applications, industry leaders debate the value, variously describing it as everything from ‘ridiculous’ to ‘ambitious’, and running the risk of ‘fetishising’ location and creating a ‘real mess’, as well as presenting opportunity for the UK on a global stage. Includes reporting from Connected North…
InnovationVodafone finds AI ROI in “rewiring” internal processes
As the Group sharpens focus on AI use cases that deliver value, the operator has notched up early wins in overhauling customer service and internal operations.
Partnerships & AlliancesBT boasts Google Cloud tie-in as Global Fabric accelerates AI deployment
Integration of new Cloud WAN into Global Fabric platform set to enable BT Business customers ‘put the foot to the floor’ in AI deployments, with Google looking to disrupt global MPLS market in the AI era…
Financial & PerformanceWhat has the past week revealed about telecoms tariff exposure?
Analysis: Following the past week of international markets grappling with the USA’s now-paused ‘Liberation Day’ tariffs, TelcoTitans mined the global data for impact on top telcos, vendors and digital infra players…
InterviewGlide Identity’s mission: a new telco API franchise to replace the billions at risk with SMS OTP
Eran Haggiag, founder CEO of telco-backed authentication startup Glide Identity, tells TelcoTitans that it’s time to move on from multi-billion dollar but vulnerable SMS One Time Passwords, and swap in revenue from Open Gateway-based APIs leveraging with SIM cryptography. And why this time is different with Google…
Operations25 years in the making: Celfocus primed for telco AI era
As Celfocus marks 25 years of bridging telco and tech, CEO Álvaro José Ferreira shares insights on AI’s transformative wave, including how the EMEA systems integrator empowers SPs through data-driven innovation, automation, and strategic partnerships with hyperscalers like AWS and Google.
Analyst BriefingsVodafonewatch Weekly: looking to the skies for mobile infill, satellite D2D
Latest from Vodafone, including: MWC previews, with drones and APIs among the early teases; Vi CEO promises capex uplift to underpin turnaround attempt; Vodafone–Three leadership team named, former Group CEO Nick Read finds another non-exec posting; more…
Network & InfraVodafone looks to Taara-equipped drones to fill in where fibre fails
Drone-based wireless optical communications tech seen as potential fix for fibre faults in areas where traditional fixed networks are susceptible to damage.
MarketingDeutsche Telekom retains title of most valuable telecoms brand
Latest ranking from Brand Finance shows Deutsche Telekom remains the most valuable telecoms brand in the world, while expansive rival e& is the fastest growing.
InnovationVodafone sees meaningful impact as AI hits CX and beyond
Operator’s AI director highlights significant improvements in CX for its chatbot users as multi-vendor AI raises standards and delivers consistency, also driving 20% lift in procurement efficiency. Ensuring usable and accessible data can be the biggest cost…
Network & InfraOrange partners Telxius on new Caribbean subsea cable
Group teams up with Telefónica-owned subsea cable operator to launch new CELIA-CETC project. EU-backed cable expected to go live in second half of 2027. Read more…
Products & ServicesOrange brings GenAI out of the shadows with B2B offer
Orange packages its own GenAI experiences and innovation into a go‑to‑market offering for enterprises.
Analyst BriefingsVodafonewatch Weekly: Group taps mega-deals with Accenture, Google, e&, more
Latest from Vodafone and its ecosystem, including an extended deal with Google for GenAI deployment; Accenture-backed reset for shared services operation VOIS; e& tie-up feeds into UAE IoT contract…
Partnerships & AlliancesPerplexity wins another telco fan with Telefónica funding and sales tie-up
Group becomes next telco to partner with and invest in GenAI-powered search engine. Fresh, TV-focused services harnessing Perplexity’s platform now live, as operator seeks to advance strategic objectives. Read more…
Analyst BriefingsVodafonewatch Weekly: fierce MVNO competition in Vodafone’s largest markets
Latest from Vodafone and its ecosystem as the latest UK merger concessions include MVNO compromise; O2 poaches Lyca from Vodafone Germany; fibre sharing deals signed in Germany while Vodacom South Africa works to push its only fibre JV through antitrust red tape…
Partnerships & AlliancesTelefónica said to expand API push with Microsoft distribution tie-up
Close partners reportedly finalise deal to market Spanish group’s network APIs on Azure Marketplace.
EventwatchDT’s Höttges swings for extra AI gains
CEO bigs up Group’s AI efforts, while railing against excessive bureaucracy in this field.
Partnerships & AlliancesEricsson unites telco A-list on network API joint venture
JV set to come together in early-2025, marking next step as top operators try to seize a supposed multi-billion dollar global revenue opportunity in selling CAMARA APIs to developers. Includes AT&T, DT/TMUS, Orange, Telefónica, and Vodafone. Google sneaks in as hyperpartner alongside Vonage…