Telco AI
All the latest insight, news and analysis around Artificial intelligence (AI) in telco and infra.
Orange outlines why it won’t all be doom and gloom after AI bubble bursts
Orange’s Usman Javaid and Steve Jarrett talk through challenges and opportunities with agentic AI, and see reasons for optimism, despite concern that the AI wave has been overblown. They say the technology is already demonstrating tangible value for businesses and is set to usher in an ‘age of intelligence’, even if AI businesses are set for a valuation correction.
AI infra: Brookfield to double down with $100bn splurge
Brookfield unveils plans to secure twelve-figure sum for investment in compute, energy, and real estate for AI infrastructure development, including through the launch of its latest fund. Move comes amidst a wave of data centre fundraises, including from DigitalBridge, InfraVia, and more, despite growing noise around asset valuations…
UK Infrawatch: data centres chase power, satcos bridge gaps, government tackles scams
Latest from the UK’s digital infra scene, including: billions pour into south east data centres, operators turn to satcos and infra players to plug gaps, heightened focus on network safety responsibilities, and plenty more…
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