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

WEF says that if the ICT sector reduces its environmental impact, it can add US$ 800 billion in value

A new study to be discussed at the 2026 Davos Forum highlights the economic benefits of reducing the use of natural resources through strategies such as circular economy practices, recycling, and the use of renewable energy.

Trasna’s new factory in Brazil could be operational by early 2026

This was confirmed to Convergencialatina by Gabriel Poggio, the company’s director for Latin America and Iberia, which specializes in IoT, SIM/eSIM and connectivity solutions.

IDB: Brazil, Mexico and Costa Rica lead the way to leverage new rules in the global chip value chain

The report highlights that the integration of the region’s countries depends on maintaining good relations with the United States and offering a favorable environment for investors. There are opportunities in the design, packaging and testing segments, as well as in supplying raw materials.

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.

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