Telecoms’ Long March to the AI Era: Why the Industry’s Biggest Payoff May Still Be Miles Away
Artificial intelligence is reshaping the digital economy and positioning telecoms as critical infrastructure providers, but the path to monetizing that central role remains steep and uncertain. From network modernization costs…
Beyond the Hype: How Responsible Growth Is Reshaping Data Centers, AI, and Digital Infrastructure
As AI and data center demand surge to unprecedented levels, industry veterans like Ilissa Miller are calling for a more measured, sustainability-conscious approach to digital infrastructure expansion. With nearly three…
Digital Infrastructure’s Coming Shakeout: Why Only 30% of Today’s Firms Will Survive the Next Five Years
AI-fueled investment is supercharging the digital infrastructure sector, but an imminent wave of consolidation, power constraints, and capital pressures could wipe out nearly 120 of today's 170 active players. Industry…
AI Revolution Is Supercharging Demand for Optical Fibre and Data Centre Connectivity, Says STL
The artificial intelligence boom is fundamentally reshaping digital infrastructure requirements, driving unprecedented demand for high-capacity optical fibre networks and hyperscale data centre connectivity. Industry leaders like STL warn that traditional…
