Tuesday, February 20, 2024

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.

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.

Read full article

MORE ANALYSIS

América Latina · Equipment Providers and Network Solutions27/01/2026

NEC bets on growth in the enterprise market in the region

Roberto Murakami is NEC’s VP of Networks and Telecommunications for Latin America. In an interview with ConvergenciaLatina, he said the company aims this year to replicate the growth achieved in Brazil, where it has focused for the past two years on integration in response to declining investment by telecom operators.

Globales · Economy15/01/2026

AI’s exponential growth strains copper supply, sparks alerts

An S&P Global report indicates that while demand is expected to grow by 50%, supply will increase at a much slower pace. It forecasts that by 2040, 25% of demand will go unmet.

Globales · Smartphones & Devices · Software and Applications14/01/2026

Google wins AI race in smartphones by putting Gemini in Galaxy and iPhone

In the past two weeks, deals have been announced that position Big Tech’s AI as a market leader. OpenAI and Meta are pursuing an alternative path: replacing phones with new AI-native devices.

Globales · Convergence · Smartphones & Devices · Software and Applications06/01/2026

CES 2026 celebrates AI omnipresence

The technology fair opened its doors on Monday afternoon. Jensen Huang of Nvidia unveiled AI chips five times faster than their predecessors. Celebrities will also be in attendance.

Globales · Data Center18/12/2025

AI pushes data center capital spending to new levels

According to a Dell’Oro report, investment rose by nearly 60% in the third quarter of 2025 compared with the same period in 2024. Hyperscalers are investing simultaneously in accelerated computing, general-purpose servers, and supporting infrastructure.

List all analysis

A DIARIO LATINO 28-01-2026

Bolivia · Regulation · Economy 28/01/2026

Government drafts a new Lithium Law

Globales · Software and Applications 28/01/2026

Amazon cuts 16,000 bureaucratic and low-profit jobs

América Latina · Internet & OTT · Software and Applications 28/01/2026

TikTok becomes FIFA’s preferred platform for the 2026 World Cup

List all news