Pau Castells, Head of Economic Analysis at GSMA Intelligence, was the leading voice in favour of Fair Share, the move by operators for big tech companies to share the cost of building new networks.

Castells argued that large traffic generators monetise on networks built by operators and hide behind network neutrality to avoid paying for use.

Castells pointed out that there is a drop in the value of data, with its impact on the sector's revenues, while traffic demand grows exponentially.

He also observed that the flip side is that the revenues and value of big tech or large traffic generating platforms have increased, among which are content producers, gaming, OTT and social networks.

For Latin America, he predicted that by 2030 traffic will triple through demand via Meta (half of the increase), Tik Tok and Alphabet. This is without not having yet a diagnosis of how much GenAI will impact.

He stressed that in Brazil the discussion on Fair Share has advanced more than in other countries in the region, while in Colombia the issue has already been raised.