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

Growing enthusiasm in Brazil’s data center market

Estimates foresee that within three years it could double its current capacity, although this will require resolving several issues such as state taxes, digital sovereignty, and the cost of electricity.

Fears of an AI financial bubble rise again

The collapse of Palantir’s shares and the decline in Nvidia’s stock were the latest signs warning of excessive valuations that do not align with the earnings of technology companies.

For the financial sector, the solution to the AWS outage is a multi-cloud approach

It was one of the industries most affected by the outage, as it was among the sectors that most aggressively moved its operations from on-premises data centers to AWS and other cloud providers. According to analysts, the AWS service disruption caused “hundreds of billions” in losses.

The collapse of AWS and the sovereign risk of uncontrolled data

AI: Telecom enters the agentic era to automate its networks

The operator is targeting networks that can self-diagnose, self-repair, and detect needs for assistance, expansion, or adjustment.

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