Market alarm over weak OpenAI results

An executive said that revenues would not be sufficient to repay the purchases of computing power that drive the capacity of its artificial intelligence models. Impact on Oracle, CoreWeave and SoftBank.

MORE ANALYSIS

Globales · Software and Applications · Regulation10/09/2026

Sleepwalking toward AI-driven extinction? Technical warnings and regulatory capture criticism

As catastrophic warnings about the uncontrolled use of AI continue to emerge, other sources argue that frontier AI labs are actually seeking to make an impact in order to secure regulatory and, eventually, economic benefits.

Globales · Software and Applications08/09/2026

Telecommunications and gaming: The impact of a US$213.9 billion market

The figure comes from Newzoo’s latest report, which says CSPs have an opportunity to monetize their network investments as gaming activity grows in Asia and Africa. Latin America does not feature as a driver of global gaming growth.

América Latina · Software and Applications · Data Center07/09/2026

Nokia: The AI supercycle and the new paradigm for global network traffic toward 2034

The Finnish vendor expects global WAN traffic to grow exponentially, driven largely by direct AI-generated traffic. This will substantially reshape optical, IP and transport networks by creating sustained demand for high-capacity connectivity to and between data centers, affecting everything from the metropolitan edge to the regional core.

México · Software and Applications · Equipment Providers and Network Solutions03/09/2026

IT/OT convergence and data sovereignty: The path to digitalization in Mexico according to Siemens

Convergencialatina spoke with Marco Cosío, Siemens’ VP of Smart Infrastructure for Mexico, Central America and the Caribbean. He said the industry is competing for the “operational intelligence” that drives competitiveness and reduces time to market. The discussion covered the use of digital twins in power systems and advances in data centers.

América Latina · Software and Applications02/09/2026

Data sovereignty and cyber resilience: Hitachi Vantara presents key digital infrastructure considerations for telcos in the region

The company provides data management platforms to Latin America from its facility in Oklahoma, U.S. Its goal is to provide operators with a hub to consolidate workloads, ensure full availability and maintain control over data governance.

List all analysis