IT Leader provides insight and guidance on issues impacting information technology and telecommunications professionals, focusing on overall market trends, strategic issues, and advice on supplier activities.
Summary Bullets:
During this season of cloud platform conferences, rivals are vying to own the headlines and do battle in the cloud wars through their latest campaigns and strategies involving AI agents.
Continue reading “The Season of Agentic AI Brings Bold Promises”
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Comcast announced that it is near to reaching its goal of doubling its network energy efficiency ahead of its 2030 target, stating that it is “delivering dramatically more data at faster speeds and greater reliability at the highest quality for our customers, all while conserving the amount of energy needed to power our network.”
Continue reading “Carriers Grow Traffic Significantly While Also Delivering Energy Efficiency”
Summary Bullets:
• AMD’s “Advancing AI 2025” event, held in San Jose, California (US) in June 2025 helped analysts delve deeper into the company’s strategy for the next few years.
• The chip designer aims to build a fully open ecosystem and stack, supported by a string of acquisitions, including Silo AI and Brium.
AMD continues executing upon its annual roadmap cadence since it launched the AMD Instinct MI300 GPUs in late-2023. The launch of the AMD Instinct MI350 series, with a quadruple jump in performance compared with the previous generation, was a highlight of the conference. As AI agents become conspicuous, compute requirements will grow, driving an exponential demand for infrastructure. AMD also focused on its software roadmap and highlighted the importance of an open ecosystem, something the company has invested in through acquisitions.
Continue reading “Advancing AI 2025 Event: AMD Heeds the AI Opportunity”Summary Bullets:
• Any telco in the US making deals must be cognizant of the current administration’s efforts to destroy diversity, equity, and inclusion (DEI) commitments.
• Service providers have traditionally understood benefits of progressive DEI but now need to conceal efforts from a dogmatic set of regulators for long-term strategic benefit.
Verizon has become the latest telecoms service provider to abandon its DEI programs under pressure from the US administration (please also see: T-Mobile USA: Do or DEI to Close Lumos Deal? – IT Connection, April 7, 2025). The move follows alleged demands from the Federal Communications Commission (FCC) in exchange for its approval of the $20 billion acquisition of fiber broadband provider Frontier Communications and reflects a broader response across US corporations to the policies of the current administration.
Continue reading “Verizon: Do or DEI Another Day, The Sequel”Summary Bullets:
• Any telco in the US making deals must be cognizant of the current administration’s efforts to destroy diversity, equity, and inclusion (DEI) commitments.
• Service providers have traditionally understood benefits of progressive DEI but now need to conceal efforts from a dogmatic set of regulators for long-term strategic benefit.
Verizon has become the latest telecoms service provider to abandon its DEI programs under pressure from the US administration (please also see: T-Mobile USA: Do or DEI to Close Lumos Deal? – IT Connection, April 7, 2025). The move follows alleged demands from the FCC in exchange for its approval of the $20 billion acquisition of fiber broadband provider Frontier Communications and reflects a broader response across US corporations to the policies of the current administration.
Continue reading “Verizon: Do or DEI Another Day, The Sequel”
Summary Bullets:
• Recent enhancements to the 8×8 platform are intrinsic to a foundational pivot the company has taken.
• The pivot masks the true scope of capabilities 8×8 provides and risks confusing the market.
8×8 has been very busy recently with new rounds of enhancements to its platform that strengthen the customer experience. A sample of more noteworthy features includes: an AI assistant for composing chat messages; the ability for employees outside the contact center to engage with customers via digital channels; the introduction of JourneyIQ which gives businesses the capability to optimize the customer journey across all channels, departments, and touchpoints; and the announcement of AI Orchestrator which enables interaction between bots from different vendors and supports hand-offs between bots and human agents.
Continue reading “8×8 is Sending a Mixed Message to the Market”Summary Bullets:
• Orange and Camusat are looking jointly to decarbonize the impact of greenhouse gas (GHG) emissions on telecoms infrastructure.
• Reducing Scope 3 (indirect) GHG emissions is a complex and substantial challenge as it accounts for over 80% of total emissions for Orange.
Orange is joining forces with Camusat to accelerate the decarbonization of its telecoms infrastructure in what it claims to be ‘a first-of-its-kind agreement’ that commits its suppliers to reducing GHG emissions. The plan sets measurable targets for the reduction of CO2eq for the products and services Camusat provides to Orange. Co2eq stands for ‘carbon dioxide equivalent,’ a measure of global warming potential that converts amounts of other gases to the equivalent amount of carbon dioxide.
Continue reading “Orange Partners with Camusat to Address Scope 3 Sustainability Challenge”
US tariff policies are quite fluid and variable. This GlobalData report is intended to help clients understand the general impact, threats, and opportunities within the Technology and Telecom sector, even as implementation timelines and market-specific levies may change.
Summary Bullets:
• The US tariffs have minimal direct impacts on the ASEAN enterprise telecom sector as businesses are mainly domestic.
• However, there could be moderate indirect impacts, especially from lower spending in several key sectors such as manufacturing.
The US government’s announcement on new tariffs last week has already shaken the global economy. Within a couple of days from the announcement, S&P 500 companies saw a total of $5 trillion loss in stock market value. Governments, central banks and companies across the world are also assessing the mid and long-term impacts on the economy and businesses; and developing mitigation plans.
Continue reading “Ripple Effect: How US Tariffs Will Indirectly Impact ASEAN Telecom Enterprises”Summary Bullets:
• There can be no denying that the Trump presidency will have a lasting impact on many aspects of environmental, social, and governance (ESG) strategies.
• Regional variations will extend, and service providers will need to accept, a level of pragmatism in their approach even when still committed to the principles.
On April 1, 2025, T-Mobile and EQT announced the successful close of their joint venture to acquire fiber-to-the-home (FTTH) provider Lumos. The deal has been positioned as marking “a major milestone in T-Mobile’s broadband growth” and builds on the Un-carrier’s success in delivering best-in-class connectivity.
Continue reading “T-Mobile USA: Do or DEI to Close Lumos Deal?”
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There is a perfect storm hitting the healthcare industry. The population of 60- to 90-year-olds, the largest users of healthcare services, is projected to spike by 45% over the course of the next 20 years. This comes as a post-pandemic flight of healthcare workers is happening. The National Council of State Boards of Nursing (NCSBN) projects that 900,000 nurses in the US will leave their positions by 2027.
Continue reading “Facing an Exodus of Healthcare Workers, Providers Turn to AI but are Overlooking Important Strategic Elements”
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