Thinking

  • Can Starlink Mobile really challenge traditional mobile operators? A telecom expert perspective

    SpaceX’s vision for Starlink Mobile is undoubtedly one of the most ambitious developments in the telecommunications industry. By combining Direct-to-Cell satellites, next-generation spacecraft, EchoStar’s 65 MHz of spectrum, and a distributed terrestrial architecture based on compact base stations, Elon Musk is proposing a radically different approach to mobile connectivity. The concept is technically credible—but its…

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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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