As connectivity became a commodity, operators are investing in automation and AI, Edge Computing, and distributed networks in order to offer digital services to the B2B segment. The approaches of Telefónica, Telecom, and DirecTV.

Telcos worldwide have spent over a decade seeking to capture business from BigTech companies and create new revenue streams, especially in the Enterprise segment. Currently, they are navigating the monetization challenges of 5G. This movement is known by various euphemisms, including the transition from Telcos to TechCos, promoted by Telecom in Argentina; Telefónica expresses it as an evolution towards a "supercomputer"; while América Móvil currently does not manifest this trend. Through investments in automation and AI, Edge Computing, and distributed networks, operators are exploring offering digital services to the B2B segment, beyond connectivity.

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Not Telco: To be or not to be? That is the question

As connectivity became a commodity, operators are investing in automation and AI, Edge Computing, and distributed networks in order to offer digital services to the B2B segment. The approaches of Telefónica, Telecom, and DirecTV.

MORE ANALYSIS

IMF warns AI demands greater, more reliable energy resources

In a recent report, the IMF warns that this aggregate demand could impact electricity prices if policies are not adapted to the new reality for the sector. By 2030, AI data centers will consume as much electricity as India.

Just 10% of enterprise workloads have moved to the cloud

AWS, Google Cloud, and Oracle have expanded their presence in the region recently, aiming to offer lower latency and develop solutions tailored to specific verticals. Amazon holds 50% of the cloud workloads.

Data center energy demand increased by 12% from 2017 to 2023

This was indicated in a joint report by the ITU and the WBA. There are relevant data points: 164 digital firms are responsible for 2.1% of global electricity consumption, and just 10 of them accounted for half of the total.

Economic uncertainty shakes the regional smartphone market

WEF highlights economic risks from AI-induced disruptions

Economists consulted by the World Economic Forum warned about the impact of AI on employment and social destabilization, due to its effects on the course of the economy.

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