Vodafonewatch: tower turbulence and AI acceleration

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Source: Vantage Towers

Analyst Briefing: the European towers industry watches on as Vodafone-backed INWIT battles MNO discontent in Italy; Vodafone reaps the rewards of early security and compliance grunt work as it accelerates AI adoption; satco SpaceMobile continues with familiar ups and downs; and more from Africa, Europe, elsewhere…

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  • Themes: Artificial intelligence (AI); AI governance; Cloud-native transformation; Conflict minerals; Direct-to-device (D2D); Enterprise cybersecurity; Infrastructure sharing; Low-Earth orbit (LEO) satellites; Network automation; Satellite-terrestrial convergence.
  • People: Alex Kopp; Andy Linham; Ayman Essam; Jayesh Hargovan; Luke Bradley; Margherita Della Valle.
  • Geographic: Democratic Republic of Congo; Germany; South Africa; United Kingdom (UK).
  • Organisations: Amazon Leo; AST SpaceMobile; Fortinet; Global Witness; Google Cloud; Microsoft; SpaceMobile; TelecomTV; University of the Witwatersrand (Wits); Vodafone; Vodafone Business; Vodafone Germany; VodafoneThree; VOIS; Vodacom.

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