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  • Energy, AI and Digital Sovereignty

    Europe prepares the convergence of data centres and renewable energy The roadmap unveiled by the European Commission marks a major shift. Until now, energy and digital policies have largely been addressed separately. With the rapid rise of AI, data centres, and computing demand, Brussels now views energy as a strategic sovereignty issue on par with…

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  • Is the gigabyte dying?

    China’s Telecom operators are already betting on AI Tokens For three decades, telecom operators have monetized connectivity through a familiar sequence: voice minutes, SMS, then mobile data. The gigabyte became the universal metric of digital consumption — the foundation of mobile pricing and telco economics. But a quiet shift may now be emerging from China.…

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  • Lessons from China’s ecosystem for European telcos from network operator to compute operator

    By the end of 2025, a clear inflection point has emerged: artificial intelligence is no longer just an application layer, but an infrastructure. This shift is redefining the telecom value chain. Networks no longer simply transport data—they orchestrate compute workloads. In this context, China’s ecosystem acts as an accelerated indicator of this new paradigm. 1.…

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  • From land to ocean: the energy shift redefining data centers in the AI era

    As artificial intelligence reshapes computing power requirements, one constraint is becoming central: energy. In this context, underwater data centers are emerging as a response that is at once technical, economic, and strategic. By leveraging the cold water of the oceans to cool servers, these infrastructures promise to drastically reduce energy consumption linked to cooling by…

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  • MWC 2026: AI is now the backbone of telecom networks

    By Christophe Romei MWC 2026 marked a structural shift: AI is no longer a keynote talking point, it is becoming the operational backbone of telecom networks. Here are the signals that telecom decision-makers cannot afford to miss. AI moves into the network core and operators are acting The biggest break at this MWC was not…

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  • The World Economic Forum has not changed its role. But it has clearly changed its tone.

    Over four days, Davos 2026 did not seek to announce the next grand technological or economic narrative. It acknowledged something more fundamental: the world has entered a phase of lasting constraints, and we must now learn how to govern, invest, and innovate within those limits. Artificial intelligence is the most striking example. It is everywhere…

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  • AI-assisted development: a strategic challenge for telecom operators in 2026

    At the beginning of 2026, AI-assisted development has moved beyond being a tooling topic to become a lever of systemic competitiveness. The rapid rise of Anthropic with Claude and OpenAI with GPT-5.2 has clarified the landscape: technical teams now operate with de facto standards. Environments such as Cursor or Windsurf are redefining individual and collective…

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  • Imminent collision: generative AI hits networks and opens a $10B market

    Generative AI was not just the most discussed digital topic of 2025; it became one of the fastest-scaling usage layers ever observed across mobile ecosystems. With applications such as ChatGPT and Google Gemini approaching a combined 4 billion downloads, $4.8 billion in in-app purchase revenue, and 43 billion hours of usage, Generative AI has crossed…

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  • Samsung Exynos: making generative AI a native on-device infrastructure

    From Cloud-Centric AI to Edge Reality With Exynos, Samsung is no longer positioning itself as a simple mobile SoC vendor. The company is building a full on-device generative AI platform, designed to move intelligence out of centralized cloud environments and into end-user devices. This shift directly addresses challenges familiar to telecom and infrastructure professionals: latency,…

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  • MWC26: The moment the Telecom world turns its eyes to Space

    MWC26 Barcelona will mark a decisive shift: connectivity is no longer confined to antennas, fibre and data centres. Under the Intelligent Infrastructure theme, the industry embraces a new frontier where terrestrial networks, cloud, edge, AI-driven automation and now space systems converge to form a distributed, sovereign and resilient digital backbone. The backbone of the digital…

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