AI-optimised infrastructure is not a single network or asset. It is a complex jigsaw.
Transport networks, satellites, submarine cables, compute and power must work alongside critical considerations such as location, latency, resilience, security, sovereignty, integration, sustainability and supply-chain control.
Few telecoms operators can own every component. The strategic question is where they should invest, what they should control and where partnerships will create greater value.
We explore ...
AI remains a strategic priority for telecoms operators, but turning investment into measurable business value is still proving difficult.
Our latest Telco AI Readiness Index assesses how operators are progressing towards becoming AI-native, highlights where the biggest capability gaps remain and identifies what sets the frontrunners apart.
Read more here: https://bit.ly/3T4ydmH
Our latest Insight newsletter is now available.
Explore how technology-intensive industries are being reshaped by AI, connectivity and changing investment dynamics, including:
• the latest results from our Telco AI Readiness Index and what separates AI frontrunners from the rest
• how satellite connectivity could transform mobile network economics
• the opportunities and challenges emerging as the lunar economy develops
• why neoclouds are redefining AI infrastructure economics
• how sustainabil...
The Tower & Co. Global Hub 2026 is where leaders from across the global tower ecosystem come to discuss what's next in the sector.
Join us to hear from our experts:
Alessandro Ravagnolo, Partner at Analysys Mason, will moderate the "Boring is Beautiful: what’s the end-game for investors in towers?" session on 29 September at 16:10 BST.
Charles Murray, Partner at Analysys Mason, will moderate the "Fostering healthy MNO-towerco relations" session on 29 September at 09:20 BST.
Learn more and regis...
Energy efficiency metrics tell only part of the story.
Our latest analysis shows that while telecoms operators have reduced energy consumption per petabyte of traffic by 44% since 2021, total energy consumption across the industry has continued to rise, increasing by 9% between 2021 and 2024.
This highlights the importance of looking beyond headline efficiency measures.
In this article, Grace Langham explores why operators need a more holistic approach to measuring and reporting sustainability ...
Deals are increasingly being shaped by sector expertise, market intelligence and strong industry networks.
At DealSourcing Germany, Analysys Mason will be joining conversations on the opportunities and challenges influencing investment and transaction activity across the market.
Whether you're looking to exchange perspectives, discuss emerging trends or make new connections, we'd be glad to meet you.
Visit our coffee area and connect with our experts for an informal discussion on the market deve...
Mobile consolidation demands more than financial modelling.
It requires deep expertise across regulation, transactions, networks, strategy and transformation.
That is where Analysys Mason is different.
Our experts support operators, investors and lenders across the full consolidation lifecycle - from market analysis and deal viability through to integration and long-term value creation.
Learn how we help clients make consolidation strategies investable, executable and commercially sustainable: h...
What if the next layer of cloud infrastructure isn't built on Earth?
Orbital data centres are emerging as a new way to process and store data in space, with the potential to support AI workloads, reduce data movement and unlock new value from satellite applications.
But while the vision is compelling, scaling the market will depend on something more fundamental: deployment capacity.
Marcus Taylor explores why orbital data centres could become a valuable extension of the cloud and what will det...
Neoclouds are reducing construction costs by designing infrastructure around AI training workloads, which can tolerate lower levels of redundancy than traditional cloud services.
However, as demand shifts towards inference, requirements for latency, resilience and availability will increase. The design choices delivering savings today could limit an asset’s long-term competitiveness.
Sylvain Loizeau examines the opportunities and risks facing investors in this rapidly evolving market.
Read the a...
We are proud to be recognised by Forbes as one of the World's Best Management Consulting Firms in 2026.
Thank you to our clients for their trust and to our colleagues whose expertise, collaboration and commitment continue to make an impact across technology-intensive industries.
Together, we are shaping the next.
Read more: https://bit.ly/3AtCOTh
