The race for space connectivity is accelerating. Satellite constellations are expanding, ordinary smartphones are beginning to connect directly to satellites, and mobile operators are looking to extend their networks. Behind the announcements lies a question: how can broader coverage become reliable services and sustainable revenue? This is the central theme of “Space Connectivity: Direct-to-Device, Multi-Orbit,…
For the past fifteen years, European telecom operators have watched a significant share of digital value migrate towards cloud platforms and hyperscalers. With AI, a new battle is beginning. And paradoxically, digital sovereignty could give telcos an opportunity to move back to the centre of the game. According to IDC, the issue has fundamentally changed.…
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…
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…
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.…
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.…