A new report from MTN Consulting highlights the sector’s economic “circularity,” whereby hyperscalers invest in AI labs, which in turn spend that capital on the hyperscalers’ computing services. The report warns that this dynamic creates systemic risk.

The global hyperscale infrastructure market reached astonishing macroeconomic levels in the first quarter of 2026, matching the GDP of major world economies. However, behind record revenues and impressive profit margins lies a financial paradox and an AI-driven dependency loop that could threaten the stability of the entire ecosystem.

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Globales · Data Center25/06/2026

Hyperscale infrastructure: Record figures, oligopolies and the dangerous AI bubble

A new report from MTN Consulting highlights the sector’s economic “circularity,” whereby hyperscalers invest in AI labs, which in turn spend that capital on the hyperscalers’ computing services. The report warns that this dynamic creates systemic risk.

Argentina · Software and Applications24/06/2026

Conversational AI transforms contact center business

For players in the BPO industry, the adoption of agents raises the bar for the level of analysis that can be performed on conversations. Meanwhile, the development of voicebots and virtual agents continues to expand.

Globales · Software and Applications · Economy23/06/2026

Circular financing: AI game with benefits, but also risks

A distinctive feature of these financial transactions is that, in many cases, the investment or capital contribution made by one company is intended to allow the recipient to purchase goods or services from the contributing firm.

América Latina · Software and Applications22/06/2026

Amdocs unveils agentic operating system and promises return on investment

Convergencialatina spoke with Fabián Monge, Customer Business Executive (CBE) at Amdocs, about the February 2026 launch of aOS, its new AI agent operating system, analyzing its potential applications in Latin American telecom operators.

Globales · Operators · Equipment Providers and Network Solutions17/06/2026

Ericsson Mobility Report: 5G subscriptions reach 3.1 billion as differentiated connectivity drives service growth

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Hyperscale infrastructure: Record figures, oligopolies and the dangerous AI bubble

A new report from MTN Consulting highlights the sector’s economic “circularity,” whereby hyperscalers invest in AI labs, which in turn spend that capital on the hyperscalers’ computing services. The report warns that this dynamic creates systemic risk.

MORE ANALYSIS

Hyperscale infrastructure: Record figures, oligopolies and the dangerous AI bubble

A new report from MTN Consulting highlights the sector’s economic “circularity,” whereby hyperscalers invest in AI labs, which in turn spend that capital on the hyperscalers’ computing services. The report warns that this dynamic creates systemic risk.

Conversational AI transforms contact center business

For players in the BPO industry, the adoption of agents raises the bar for the level of analysis that can be performed on conversations. Meanwhile, the development of voicebots and virtual agents continues to expand.

Circular financing: AI game with benefits, but also risks

A distinctive feature of these financial transactions is that, in many cases, the investment or capital contribution made by one company is intended to allow the recipient to purchase goods or services from the contributing firm.

Amdocs unveils agentic operating system and promises return on investment

Convergencialatina spoke with Fabián Monge, Customer Business Executive (CBE) at Amdocs, about the February 2026 launch of aOS, its new AI agent operating system, analyzing its potential applications in Latin American telecom operators.

Ericsson Mobility Report: 5G subscriptions reach 3.1 billion as differentiated connectivity drives service growth

A total of 84 operators now offer network slicing. Services based on differentiated connectivity have moved beyond the early adoption phase and into widespread commercialization.

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Hyperscale infrastructure: Record figures, oligopolies and the dangerous AI bubble