AI & Automation – Page 2
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Financial & Performance
Spend: thrifty Telefónica high-fives on capex low
Q3 FY24: Operator reports reductions in capital intensity and opex, with widening implementation of AI and progress in delayed copper switch-off programme given much of the credit…
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Financial & Performance
Spend: capex shifts to central functions as Vodafone OpCos rein in spend
H1 FY24−25: investments made in shared services, but in-market spend shrinks.
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M&A
Telefónica, Asterion finalise data centre sale
Real estate-focused investor Aermont takes plunge into digital infrastructure with acquisition of three Spanish data centre campuses.
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Network & Infrastructure
Orange puts energy into solving open RAN challenges
Fyuz 2024: Orange’s Atoosa Hatefi explored the requirements for more energy‑efficient open RAN deployments.
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Eventwatch
Telefónica talks up potential of partial optical disaggregation trials
Fyuz 2024: Operator experiments with IPoDWDM to provide greater flexibility for implementing new services and reduce cost of adopting open network architectures.
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Strategy & Change
In-depth analysis: DT Capital Markets Day 2024
Europe’s only world-scale telco puts AI-led cost reduction and efficiency at heart of refreshed medium-term strategy, with CEO Tim Höttges set to oversee wide-scale deployment of the tech personally.
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Strategy & Change
DT’s Nemat sends tech on €1bn ‘impact’ mission
Group’s Head of Technology & Innovation emphasises continuation of key Group strategies such as product scaling, automation, and AI.
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People
O2 Germany: Mallik Rao adds B2B growth mission to tech remit
After five years spearheading O2’s pathfinding cloud transformation strategy, now-CT&EO given added responsibility to bring B2B and tech teams closer together. Read more…
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Network & Infrastructure
Elisa races through fibre-Gs; readying Euro-first 100G PON with Nokia
Operator wants networks future-proofed for when customer demand emerges for nascent 100G technology, partnering fellow-Finn to underpin capability.
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Weekly Briefings
Deutsche Telekomwatch Weekly: Telco Cloud heads east
Group lays out operational and commercial ambitions based on expansion of network of cloudified network core hubs across Europe.
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Strategy & Change
Confident Leroy cranks up targets for DT’s Europe region
Regional CEO Dominique Leroy sets more bullish goals for the operator’s next strategic cycle compared to previous, more modest ambitions.
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People
Telefónica Peoplewatch: Group names fresh Chile B2B chief
20+ senior and strategic leadership changes at Telefónica, including Group CEO Álvarez-Pallete staying on as GSMA’s Chair; President of Spanish operating business rotating out of helm at Solar360; and Telefónica Chile naming new enterprise lead…
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Enterprise (B2B)
T-Systems continues to amp AI capacity with new business unit
DT’s enterprise IT division is looking to AI to help it meet some ambitious medium-term revenue growth targets, and as well as recently flagging plans to expand its infrastructure platform, has now charged a new engineering function with the task of deepening its AI product portfolio and winning custom projects with clients.
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Venturing & Investments
KKR expands digital infra ambitions with $50bn AI data centre deal
Private equity giant teams up with Energy Capital Partners to accelerate data centre deployment, aiming to back up hyperscalers with AI model tuning. Partnership sees KKR affirm that interest in digital infrastructure is only growing…
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Network & Infrastructure
Boldyn’s Igor Leprince: Connections built on trust
CEO reflects on a personal and professional mission to lead his neutral host venture on a journey that is embracing network complexity to transform lives and organisations, binding together the fabric of industry and communities worldwide, and helping mainstream operators bear the load. Read more…
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Partnerships & Alliances
Virgin Media O2 to anonymise mobile geodata for brand owners via Blis’ Audience Explorer
UK operator signs three-year exclusive deal with data platform to give marketers insight into mobile brand engagement, as VM O2 remains keen to expand market for O2 Motion offering…
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Network & Infrastructure
DT seeks an Edge on the hypers with expanded European Telco Cloud
German operator says it now has multiple cloudified core network hubs in place in all of its Europe segment markets, plus Germany — creating a stronger platform for network management and delivery of more advanced 5G services.
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Weekly Briefings
Telefónicawatch Weekly: Group seeks R&D boost, CEO comfy in GSMA chair, fresh startup investment
Telefónica goes to market with new AI, blockchain, cybersecurity, and quantum computing services. Meanwhile, German telcos lend each other a hand to get Gigabit 5G services on the rails.
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Strategy & Change
DT’s buoyant Germany boss sees room for improvement in costs and B2B
Cost burden and missed B2B opportunities at top of agenda at Capital Markets Day.
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People
Telefónica CEO to stay in GSMA chair for two more years
Álvarez-Pallete extends contract to serve in GSMA top spot until end of 2026. Appointment comes alongside overhaul of GSMA’s Board of Directors, which now includes representatives from BT, Liberty Global, and more…