http://www.currentanalysis.com/ Analysis Reports provided by Current Analysis, Inc. en-us All materials Copyright 1997-2026 Current Analysis, Inc. Reproduction or distribution prohibited without express written consent. Sat, 04 Apr 2026 05:49:16 GMT http://www.currentanalysis.com/COMPETE/FrontEnd/Report.aspx?rid=132768&rss Salesforce announced more than 30 features for the Slackbot AI agent with which users can leverage apps, third-party AI agents, and data to get work accomplished more effectively. Critically missing from the mix are details regarding security. Gregg Willsky 2026-04-03T00:00:00+01:00 http://www.currentanalysis.com/COMPETE/FrontEnd/Report.aspx?rid=94591&rss Cisco has been busy over the last year in the data center, concentrating on enabling AI for enterprise customers, as well as advancing its hardware through with new chips and faster switches enabled by strong R&D. Steve Schuchart 2026-03-31T00:00:00+01:00 http://www.currentanalysis.com/COMPETE/FrontEnd/Report.aspx?rid=132754&rss Direct-to-device satellite connectivity is being scaled up by satellite vendors of all shapes and sizes as they jockey for position in the burgeoning space of satellite connectivity. Ismail Patel 2026-03-31T00:00:00+01:00 http://www.currentanalysis.com/COMPETE/FrontEnd/Report.aspx?rid=132743&rss While expectations remain sky-high for AI as a driver of cloud revenue growth, the volatility of global financial markets could alter that. Add a war in a strategic region for energy, and the outlook looks even more murky. Amy Larsen DeCarlo 2026-03-30T00:00:00+01:00 http://www.currentanalysis.com/COMPETE/FrontEnd/Report.aspx?rid=132735&rss ElevenLabs and IBM are planning to integrate ElevenLabs’s text-to-speech and speech-to-text solutions with IBM watsonx Orchestrate agentic AI platform. There are promising aspects to the partnership but also major concerns. Amy Larsen DeCarlo 2026-03-27T00:00:00+00:00 http://www.currentanalysis.com/COMPETE/FrontEnd/Report.aspx?rid=132721&rss Oracle announced new features as part of Oracle AI Agent Studio for Fusion Applications, a development platform for building, connecting, and running AI automation and agentic applications. Beatriz Valle 2026-03-26T00:00:00+00:00 http://www.currentanalysis.com/COMPETE/FrontEnd/Report.aspx?rid=132724&rss Private 5G (and 4G) is becoming a practical solution, mainly in industrial deployments needing secure, deterministic connectivity. Competition spans Nokia/Ericsson, Huawei/ZTE, and IT-led rivals (Cisco/HPE) plus specialists (Celona/Druid). John Marcus - Alfie Amir 2026-03-26T00:00:00+00:00 http://www.currentanalysis.com/COMPETE/FrontEnd/Report.aspx?rid=94926&rss Verizon Business continues to be a premier competitor. It fills both fixed and mobile needs, serves customers of all sizes, and has a global brand. The Frontier acquisition and onboarding of a new CEO add momentum but also uncertainty. Gregg Willsky 2026-03-26T00:00:00+00:00 http://www.currentanalysis.com/COMPETE/FrontEnd/Report.aspx?rid=132717&rss At RSAC 2026, Cisco launched a slew of new solutions designed to protect AI agents. While there are compelling tools in the mix, the sprawling nature of the offers begs the question about integration complexity. Amy Larsen DeCarlo 2026-03-25T00:00:00+00:00 http://www.currentanalysis.com/COMPETE/FrontEnd/Report.aspx?rid=132709&rss Geopolitical conflicts are driving organizations to double down on the protection of critical infrastructure, improve visibility and control over the supply chain before converging cyber and operational resiliency to deliver a unified framework. Dustin Kehoe 2026-03-25T00:00:00+00:00 http://www.currentanalysis.com/COMPETE/FrontEnd/Report.aspx?rid=94746&rss IBM saw the mainframe business enjoy its highest YoY growth in 20 years in its latest financial results. Efforts to modernize IBM Z by leveraging hybrid cloud architectures and using Watsonx Code Assistant for COBOL applications are bearing fruit. Beatriz Valle 2026-03-24T00:00:00+00:00 http://www.currentanalysis.com/COMPETE/FrontEnd/Report.aspx?rid=132703&rss As traditional WAN models are pushed to their limits, enterprises must consider whether Ethernet alone can meet its evolving business needs or should wavelength have a greater role in their mission-critical connectivity strategy. Brendan Swan - Gary Barton 2026-03-23T00:00:00+00:00 http://www.currentanalysis.com/COMPETE/FrontEnd/Report.aspx?rid=132682&rss KPN is defending its connectivity leadership while expanding further in security, IoT, CPaaS, cloud services, and private 5G. The plan is supported by an increased focus on partner-led mid-market coverage and AI-driven automation of operations. John Marcus - Beatriz Valle 2026-03-18T00:00:00+00:00 http://www.currentanalysis.com/COMPETE/FrontEnd/Report.aspx?rid=94901&rss Lumen has centered its strategy on delivering low-latency multi-cloud/AI connectivity for enterprises and wholesale partners across North America. It is increasing investment in its network buildout program boosted by the sale of its FTTH business. Gary Barton - Gregg Willsky 2026-03-18T00:00:00+00:00 http://www.currentanalysis.com/COMPETE/FrontEnd/Report.aspx?rid=95110&rss Telstra Enterprise continues to make steady progress in its enterprise “reset”. At the same time, it has established a strong network foundation through the development of its high-speed intercity network to support future growth. Brendan Swan 2026-03-16T00:00:00+00:00 http://www.currentanalysis.com/COMPETE/FrontEnd/Report.aspx?rid=132664&rss Google completed its acquisition of Israeli-American security vendor Wiz, adding the latter’s security and AI platform to its portfolio. Incorporating AI, the technology promises to elevate threat intelligence. Amy Larsen DeCarlo 2026-03-12T00:00:00+00:00 http://www.currentanalysis.com/COMPETE/FrontEnd/Report.aspx?rid=132667&rss Mobile World Congress exposed the importance of telco/technology partnerships to address critical enterprise concerns around app and infrastructure modernization complexities, sovereign cloud/AI, and how agentic AI streamlines new processes. Rena Bhattacharyya - Charlotte Dunlap 2026-03-12T00:00:00+00:00 http://www.currentanalysis.com/COMPETE/FrontEnd/Report.aspx?rid=132659&rss Salesforce’s addition of Agentforce Contact Center means it now natively supports the full range of communications channels. It can now claim to be the all-in-one customer engagement platform with automation driven by agentic AI. Siow Meng Soh 2026-03-11T00:00:00+00:00 http://www.currentanalysis.com/COMPETE/FrontEnd/Report.aspx?rid=132643&rss Damage to AWS facilities in the UAE and Bahrain resulting from the current war has catapulted physical vulnerability concerns on cloud and AI infrastructure into the limelight, just as the region embarks on large-scale AI data center build outs. Ismail Patel 2026-03-05T00:00:00+00:00 http://www.currentanalysis.com/COMPETE/FrontEnd/Report.aspx?rid=132640&rss AMD and Meta have signed an agreement to align their GPU and CPU silicon, systems, and software roadmaps with Helios rack clusters running on ROCm software. Beatriz Valle 2026-03-04T00:00:00+00:00 http://www.currentanalysis.com/COMPETE/FrontEnd/Report.aspx?rid=94895&rss AT&T Business continues to center its identity around converged reliable, consistent, and secure business-grade connectivity through 5G and fiber, to remain a premier network provider in the US. Gregg Willsky 2026-03-04T00:00:00+00:00 http://www.currentanalysis.com/COMPETE/FrontEnd/Report.aspx?rid=132632&rss Cloud players leverage agentic AI in aggressive moves to upend arch-rivals’ deeply entrenched revenue sources. Charlotte Dunlap 2026-03-03T00:00:00+00:00 http://www.currentanalysis.com/COMPETE/FrontEnd/Report.aspx?rid=132628&rss GlobalData provides a comprehensive view of the quarter’s key GenAI news including the announcements that Google is making a grab for Amazon’s e-commerce dominance and Anthropic’s Claude Code could modernize legacy programming language COBOL. Charlotte Dunlap - Beatriz Valle 2026-03-02T00:00:00+00:00 http://www.currentanalysis.com/COMPETE/FrontEnd/Report.aspx?rid=94874&rss Singtel increased its focus on AI and data center while expanding its portfolio in technologies such as quantum and 5G. Alfie Amir 2026-03-02T00:00:00+00:00 http://www.currentanalysis.com/COMPETE/FrontEnd/Report.aspx?rid=118841&rss CPaaS vendors are embracing AI to drive the usage of their platform and create new opportunities around enhancing CX and are seeing improved financial performance. Siow Meng Soh 2026-02-24T00:00:00+00:00 http://www.currentanalysis.com/COMPETE/FrontEnd/Report.aspx?rid=132570&rss 2026 will be the year in which MEA moves from discussions on AI and data centers to tangible AI-driven use cases, improved regional national connectivity, and coordination and asset consolidation designed to reduce duplication of efforts. Ismail Patel 2026-02-17T00:00:00+00:00 http://www.currentanalysis.com/COMPETE/FrontEnd/Report.aspx?rid=132558&rss DXC is opening an AI deployment practice for companies seeking integration support across heterogeneous environments. DXC is leveraging its own experience deploying the agentic AI-based Amazon Quick suite across its own IT estate. Amy Larsen DeCarlo 2026-02-11T00:00:00+00:00 http://www.currentanalysis.com/COMPETE/FrontEnd/Report.aspx?rid=132555&rss UiPath is stepping up its agentic AI automation investment for customers in the financial services sector, acquiring a key RPA rival for its financial crime compliance solution to enhance UiPath’s productized solution accelerators. Charlotte Dunlap 2026-02-10T00:00:00+00:00 http://www.currentanalysis.com/COMPETE/FrontEnd/Report.aspx?rid=132551&rss Anthropic released Claude Opus 4.6, the latest iteration in the Claude family, with a one-million-context window. This new version improves coding over Opus 4.5, with longer agentic tasks, larger codebases, and improved review and debugging. Beatriz Valle 2026-02-09T00:00:00+00:00 http://www.currentanalysis.com/COMPETE/FrontEnd/Report.aspx?rid=132539&rss Neoclouds are a new generation of cloud service providers specializing in AI-focused data center infrastructure and GPU-as-a-Service (GPaaS) i.e., renting out computing power to big tech companies and enterprises building large language models. Beatriz Valle 2026-02-05T00:00:00+00:00 http://www.currentanalysis.com/COMPETE/FrontEnd/Report.aspx?rid=132538&rss Telecom Italia’s Sparkle strikes an agreement with Valencia Digital Port Connect. But as the ownership of Sparkle is about to change, could this influence its long-term role in global infrastructure? Brendan Swan 2026-02-05T00:00:00+00:00 http://www.currentanalysis.com/COMPETE/FrontEnd/Report.aspx?rid=132532&rss 2026 will be the year that satellite connectivity breaks out from niche to mainstream, the intensifying of this new space race, and telcos ramping up satellite connectivity to serve SMBs and enterprises that can benefit from satellite use cases. Ismail Patel 2026-02-02T00:00:00+00:00 http://www.currentanalysis.com/COMPETE/FrontEnd/Report.aspx?rid=132527&rss The observability market is hot. In 2026, the market will continue to grow with disruption in AI developer tools by startups, accelerating market consolidation, and more penetration into IT operations. Charlotte Dunlap - Steve Schuchart 2026-01-30T00:00:00+00:00 http://www.currentanalysis.com/COMPETE/FrontEnd/Report.aspx?rid=123524&rss Lenovo unveiled new servers including the ThinkSystem SR675i, ThinkSystem SR650i and ThinkEdge SE455i with Neptune air and liquid cooling capabilities to enable inferencing in various settings and at the edge. Beatriz Valle 2026-01-29T00:00:00+00:00 http://www.currentanalysis.com/COMPETE/FrontEnd/Report.aspx?rid=132524&rss Observability predictions for 2026 include disruptive dev-tools start-ups adding observability features to solutions, and AI-injected app deployment platforms targeting ops teams. Charlotte Dunlap 2026-01-29T00:00:00+00:00 http://www.currentanalysis.com/COMPETE/FrontEnd/Report.aspx?rid=132518&rss 2026 will be the year of “efficiency”. Small language models (SLMs) will gain relevance as enterprises leverage AI for domain- and industry-specific use cases. Running SLMs locally helps address privacy, data security, and compliance concerns. Beatriz Valle - Rena Bhattacharyya 2026-01-28T00:00:00+00:00 http://www.currentanalysis.com/COMPETE/FrontEnd/Report.aspx?rid=132486&rss Agentic AI will underpin new trends in 2026 taking vibe coding and intelligent automation/RPA to new levels for streamlining agile automation. Charlotte Dunlap 2026-01-13T00:00:00+00:00 http://www.currentanalysis.com/COMPETE/FrontEnd/Report.aspx?rid=94922&rss NTT Data is accelerating global growth through acquisitions while continuing to forge new strategic partnerships to reinforce its position as a leading global IT and consulting provider and unlock new opportunities. Brendan Swan 2026-01-08T00:00:00+00:00 http://www.currentanalysis.com/COMPETE/FrontEnd/Report.aspx?rid=132472&rss Investment in new data centers will continue to accelerate in 2026, with hyperscalers pouring money into new projects. Server densities will soar to support AI workloads, making new designs and energy management a top concern. Beatriz Valle 2026-01-07T00:00:00+00:00 http://www.currentanalysis.com/COMPETE/FrontEnd/Report.aspx?rid=132459&rss Agentic AI will propel intelligent automation in numerous ways across global enterprise IT systems in 2026. Charlotte Dunlap - Amy Larsen DeCarlo 2025-12-31T00:00:00+00:00 http://www.currentanalysis.com/COMPETE/FrontEnd/Report.aspx?rid=124187&rss Within the DevOps space, recent innovations help illustrate AWS’s commitment to operational simplicity across both serverless and Kubernetes container orchestration paradigms via Lambda and EKS. Charlotte Dunlap 2025-12-30T00:00:00+00:00 http://www.currentanalysis.com/COMPETE/FrontEnd/Report.aspx?rid=123700&rss A flurry of new partnerships helps Google demonstrate how its PaaS and AI model interoperates with other popular platforms, e.g., AWS, Salesforce and OCI. Charlotte Dunlap 2025-12-30T00:00:00+00:00 http://www.currentanalysis.com/COMPETE/FrontEnd/Report.aspx?rid=94919&rss KPN’s “Connect, Activate & Grow” strategy is delivering steady B2B growth, with a converged one-stop-shop portfolio, strong fiber/5G, and a major new cybersecurity investment, though competition and price pressure remain intense. John Marcus 2025-12-23T00:00:00+00:00 http://www.currentanalysis.com/COMPETE/FrontEnd/Report.aspx?rid=132440&rss Palo Alto Networks and Google Cloud have announced a beneficial expansion of their partnership that will see greater integration of PAN’s firewalls and SASE offerings as well as its use of Google’s AI offerings. Steve Schuchart 2025-12-23T00:00:00+00:00 http://www.currentanalysis.com/COMPETE/FrontEnd/Report.aspx?rid=132446&rss ServiceNow is buying Israel-based vendor Armis in a bid to expand its IT/OT security portfolio. The aim is to create a unified platform to govern and manage AI across the enterprise, and to protect the enterprise from AI-driven attacks. Amy Larsen DeCarlo - Charlotte Dunlap 2025-12-23T00:00:00+00:00 http://www.currentanalysis.com/COMPETE/FrontEnd/Report.aspx?rid=132431&rss In 2025 generative AI and agentic AI dominated digital workplaces. AI was the fuel behind trends that will accelerate in 2026 such as platform interoperability and support for sales teams. It promises to be an intriguing year. Gregg Willsky 2025-12-22T00:00:00+00:00 http://www.currentanalysis.com/COMPETE/FrontEnd/Report.aspx?rid=132436&rss FOMO, high-grade hype, and fantastical claims are causing enterprises to make quick and often ill-conceived decisions around implementing AI in the business and in IT. Everybody needs to slow down and get back to basics. Steve Schuchart 2025-12-22T00:00:00+00:00 http://www.currentanalysis.com/COMPETE/FrontEnd/Report.aspx?rid=129659&rss T-Mobile is catching up to rivals in IoT by doubling its installed base, leveraging its standalone 5G-Advanced network to offer network slicing and RedCap, and rolling out a new service management platform for IoT and other business services. John Marcus 2025-12-22T00:00:00+00:00 http://www.currentanalysis.com/COMPETE/FrontEnd/Report.aspx?rid=99791&rss TM One strengthens its market position through wider collaborations with national agencies and industry players. Alfie Amir 2025-12-22T00:00:00+00:00 http://www.currentanalysis.com/COMPETE/FrontEnd/Report.aspx?rid=132423&rss Rising AI and cloud workloads are accelerating bandwidth demand, prompting telcos and hyperscalers to announce new subsea and terrestrial fiber builds. Are these investments arriving too late to support the connected future we’re creating? Brendan Swan - Gary Barton 2025-12-19T00:00:00+00:00 http://www.currentanalysis.com/COMPETE/FrontEnd/Report.aspx?rid=132424&rss Nebius launched Nebius AI Cloud 3.1, an update on its cloud platform offering NVIDIA compute and capacity management to European enterprises scaling AI in production environments. Beatriz Valle 2025-12-19T00:00:00+00:00 http://www.currentanalysis.com/COMPETE/FrontEnd/Report.aspx?rid=132422&rss IoT is moving from proprietary SIMs and coverage to orchestration and assurance. Telcos are unifying management portals, accelerating eSIM/multi-network operations, adding NTN continuity, rolling out RedCap, and chasing mega-deals in regulated sectors. John Marcus 2025-12-19T00:00:00+00:00 http://www.currentanalysis.com/COMPETE/FrontEnd/Report.aspx?rid=132425&rss Verizon Business launched SLA-backed 5G network-sliced fixed wireless with faster uplink and no data caps for AI/edge use cases. It aims to differentiate on performance and managed delivery but starts out with a limited footprint and much to prove. John Marcus 2025-12-19T00:00:00+00:00 http://www.currentanalysis.com/COMPETE/FrontEnd/Report.aspx?rid=132416&rss At re:Invent 2025, AWS unveiled numerous new services focusing on AI while maintaining core services. The robust strategy combined with cultural transformation, enables AWS to strengthen its leadership and accelerate innovations across Asia. Alfie Amir 2025-12-18T00:00:00+00:00 http://www.currentanalysis.com/COMPETE/FrontEnd/Report.aspx?rid=132535&rss Orange Business ‘Evolution Platform’ NaaS strategy is one of the most important projects the provider has embarked on and will be crucial to its success in the multicloud, multi-AI networking world. Two years after launch the signs are positive. Gary Barton 2025-12-17T00:00:00+00:00 http://www.currentanalysis.com/COMPETE/FrontEnd/Report.aspx?rid=95144&rss Following management changes and Proximus Global unit underperforming, Proximus NXT is looking at NaaS, AI sovereignty, cloud edge, and quantum as the key to unlock growth, but this will require substantial investment and divestments. Ismail Patel 2025-12-17T00:00:00+00:00 http://www.currentanalysis.com/COMPETE/FrontEnd/Report.aspx?rid=132409&rss Nokia’s Enterprise Campus Edge potential sale plans sparked private 5G uncertainty, but the market is growing. Expect more SI/MSP-led multi-vendor solutions, with buyers prioritizing roadmap clarity, OT integration, and lifecycle risk management. John Marcus 2025-12-17T00:00:00+00:00 http://www.currentanalysis.com/COMPETE/FrontEnd/Report.aspx?rid=94514&rss Oracle's evolving app development innovations include high-productivity agentic AI tools, pre-configured templates, and consoles within OCI, bringing AI to each layer of the cloud stack, including database, applications, and analytics technology. Charlotte Dunlap 2025-12-16T00:00:00+00:00 http://www.currentanalysis.com/COMPETE/FrontEnd/Report.aspx?rid=96478&rss Tech Mahindra has improved its profitability driven by operational efficiencies. It is keeping pace with competitors in the AI race by launching TechM Orion and highlighting various AI deals. Siow Meng Soh 2025-12-16T00:00:00+00:00 http://www.currentanalysis.com/COMPETE/FrontEnd/Report.aspx?rid=132400&rss The AI revolution has introduced a lot of dynamism but also upheaval in the data center market. As a result, infrastructure providers are enhancing their portfolios through innovation, partnerships, and acquisitions to keep up with the changes. Beatriz Valle 2025-12-15T00:00:00+00:00 http://www.currentanalysis.com/COMPETE/FrontEnd/Report.aspx?rid=132395&rss Themes from fall technology conferences included agentic AI integrations and ecosystem partnerships/acquisitions to fill tech gaps. Of greatest interest to enterprise developers were new OSS innovation reveals. Charlotte Dunlap 2025-12-12T00:00:00+00:00 http://www.currentanalysis.com/COMPETE/FrontEnd/Report.aspx?rid=128932&rss Zoom has blossomed into a holistic cloud-based collaboration player and continues to evolve. However, rivals such as Microsoft, Cisco, and Google are innovating as well, and their platforms pose stiff competition to Zoom's. Gregg Willsky 2025-12-11T00:00:00+00:00 http://www.currentanalysis.com/COMPETE/FrontEnd/Report.aspx?rid=132385&rss The industry’s adoption of agentic AI for streamlining the application lifecycle will be largely realized through OSS innovations, while platform vendors jockey for key partnerships to fill tech gaps. Charlotte Dunlap 2025-12-10T00:00:00+00:00 http://www.currentanalysis.com/COMPETE/FrontEnd/Report.aspx?rid=127347&rss Zoom has blossomed into a holistic cloud-based collaboration player and continues to evolve. However, rivals such as Microsoft, Cisco, and Google are innovating as well, and their platforms pose stiff competition to Zoom's. Gregg Willsky 2025-12-08T00:00:00+00:00 http://www.currentanalysis.com/COMPETE/FrontEnd/Report.aspx?rid=126387&rss Telefónica is rapidly moving from cloud reseller to cloud partner as it augments its hybrid and sovereign cloud proposition with AI and observability tools, FinOps, GreenOps, application modernization, and consulting. Ismail Patel 2025-12-04T00:00:00+00:00 http://www.currentanalysis.com/COMPETE/FrontEnd/Report.aspx?rid=96444&rss Infosys doubles down on AI adding capabilities such as Infosys Topaz Fabric, a CX suite for Salesforce, and various AI agents developed with partners. It has also embedded AI into its offerings (e.g., GCC and its Infosys BPM invoice processing). Siow Meng Soh 2025-12-02T00:00:00+00:00 http://www.currentanalysis.com/COMPETE/FrontEnd/Report.aspx?rid=132348&rss Cisco is riding the wave of the AI boom, helping enterprises deploy secure digital infrastructure fit for AI workloads. It is leveraging AI to drive product innovation across its entire portfolio. Siow Meng Soh 2025-12-01T00:00:00+00:00 http://www.currentanalysis.com/COMPETE/FrontEnd/Report.aspx?rid=132353&rss SAP announced the EU AI Cloud to complete its strategy for European digital sovereignty under a single framework composed of a sovereign AI and full-stack cloud offering. Beatriz Valle 2025-12-01T00:00:00+00:00 http://www.currentanalysis.com/COMPETE/FrontEnd/Report.aspx?rid=126386&rss The consolidation of Deutsche Telekom’s and T-Systems’ cloud services under T Cloud signals a simplified and unified cloud portfolio that serves customers with a variety of needs, from flexibility and agility to sovereignty and security. Ismail Patel 2025-11-25T00:00:00+00:00 http://www.currentanalysis.com/COMPETE/FrontEnd/Report.aspx?rid=132327&rss GlobalData provides a comprehensive view of the quarter’s key GenAI news including new offerings by Atos (in partnership with Red Hat), Automation Anywhere, Google, Oracle, and Thinking Machines Lab. Beatriz Valle - Charlotte Dunlap 2025-11-24T00:00:00+00:00 http://www.currentanalysis.com/COMPETE/FrontEnd/Report.aspx?rid=94913&rss Orange Business is accelerating its AI-driven, sovereign, platform-based transformation, leveraging strategy and innovation to sustain its success. Now scaling up its platform-based services, it remains a leader among enterprise service providers. John Marcus 2025-11-21T00:00:00+00:00 http://www.currentanalysis.com/COMPETE/FrontEnd/Report.aspx?rid=132326&rss Palo Alto Networks has made another aggressive M&A move with its planned acquisition of observability startup Chronosphere, expanding its reach into the enterprise. Steve Schuchart - Amy Larsen DeCarlo 2025-11-21T00:00:00+00:00 http://www.currentanalysis.com/COMPETE/FrontEnd/Report.aspx?rid=96450&rss Wipro focuses on helping customers transform their operations as they shift priorities toward cost optimization, legacy modernization, and agentic AI. The launch of Wipro Intelligence is a major move to help customers accelerate AI adoption. Siow Meng Soh 2025-11-21T00:00:00+00:00 http://www.currentanalysis.com/COMPETE/FrontEnd/Report.aspx?rid=95151&rss Tata Communications continues to expand its digital fabric portfolio, integrating new AI-driven capabilities to capture a greater share of the global enterprise market while strengthening its subsea network and forming new partnerships. Brendan Swan 2025-11-20T00:00:00+00:00 http://www.currentanalysis.com/COMPETE/FrontEnd/Report.aspx?rid=94675&rss After throwing its weight behind AI and GenAI investments and solutions to infuse AI across its portfolio, SAP has taken Joule to new heights, arming its BTP developers with agentic capabilities. Charlotte Dunlap 2025-11-19T00:00:00+00:00 http://www.currentanalysis.com/COMPETE/FrontEnd/Report.aspx?rid=95777&rss Red Hat recently announced a collaboration with Dell Technologies to bring Red Hat Enterprise Linux AI (RHEL AI) to Dell's PowerEdge servers to help organizations develop, test, and deploy generative AI (GenAI) models. Beatriz Valle 2025-11-17T00:00:00+00:00 http://www.currentanalysis.com/COMPETE/FrontEnd/Report.aspx?rid=123745&rss Orange Business is expanding its cloud partners to by having added Red Hat and Nvidia. It is also making moves in its MEA markets as well as non-footprint markets like Saudi Arabia to deploy cloud services. Ismail Patel 2025-11-13T00:00:00+00:00 http://www.currentanalysis.com/COMPETE/FrontEnd/Report.aspx?rid=124494&rss Having shifted to a public cloud strategy, BT is putting customers at the center of its cloud strategy transformation. It is also leveraging its cloud-native NaaS platform for an integrated offering to enterprise customers. Ismail Patel 2025-11-12T00:00:00+00:00 http://www.currentanalysis.com/COMPETE/FrontEnd/Report.aspx?rid=132275&rss Vodafone and AST SpaceMobile’s new EU satellite venture in Germany strengthens Europe’s sovereign connectivity goals, creating enterprise opportunities in secure hybrid networks, but the venture will face execution, adoption, and competitive risks. John Marcus 2025-11-10T00:00:00+00:00 http://www.currentanalysis.com/COMPETE/FrontEnd/Report.aspx?rid=132270&rss Microsoft is expanding its digital sovereignty functionality including AI data processing residency. The company also bolstered resources globally, establishing a European board of directors and adding capacity. Amy Larsen DeCarlo 2025-11-06T00:00:00+00:00 http://www.currentanalysis.com/COMPETE/FrontEnd/Report.aspx?rid=132262&rss Cisco is adding multi-customer management features to its Security Cloud Control Platform. This functionality will make it easier for MSPs to offer unified security services. Amy Larsen DeCarlo 2025-11-05T00:00:00+00:00 http://www.currentanalysis.com/COMPETE/FrontEnd/Report.aspx?rid=94749&rss Huawei launched Xinghe AI Fabric 2.0., unveiled its Kunpeng roadmap, and updated its backup and disaster recovery solutions portfolio. Going forward, the company plans to focus R&D investment on power supply, thermal management, and infrastructure. Beatriz Valle 2025-11-05T00:00:00+00:00 http://www.currentanalysis.com/COMPETE/FrontEnd/Report.aspx?rid=129711&rss Hyperscalers are expanding their footprints with new cloud regions, broadening ecosystems with collaborations. The competition is shifting to cloud-based AI solutions including AI infra, development tools, and applications. AWS is leading the overall market while competitors are closing the gaps. Alfie Amir 2025-11-05T00:00:00+00:00 http://www.currentanalysis.com/COMPETE/FrontEnd/Report.aspx?rid=125158&rss European challengers both pose and face competition with incumbents and each other. The market is characterized by consolidation and battle for market share. Growth is hard won and driven by expanded network reach, innovation, and acquisitions. Robert Pritchard 2025-11-05T00:00:00+00:00 http://www.currentanalysis.com/COMPETE/FrontEnd/Report.aspx?rid=132257&rss Telefonica’s Transform & Grow vision has highlighted areas such as cybersecurity and sovereign cloud where Telefonica is a realistic market player. What is now needed are details of how the provider will verify its long-term market relevance. Gary Barton 2025-11-04T00:00:00+00:00 http://www.currentanalysis.com/COMPETE/FrontEnd/Report.aspx?rid=132255&rss T-Mobile launched Edge Control and T-Platform, offering hybrid private-like 5G with local data routing and unified management. The move pressures competitors, opens vertical opportunities, and helps positions T-Mobile as an enterprise enabler. John Marcus - Ismail Patel 2025-11-03T00:00:00+00:00 http://www.currentanalysis.com/COMPETE/FrontEnd/Report.aspx?rid=132246&rss ZTE strengthens its enterprise business with private 5G, ISAC, wider use cases, and AI capabilities. Alfie Amir 2025-10-31T00:00:00+00:00 http://www.currentanalysis.com/COMPETE/FrontEnd/Report.aspx?rid=132230&rss Huawei is developing agentic AI capabilities to help telecom operators drive O&M efficiency. It is also demonstrating how operators can leverage 5G-A and slicing to support industry transformation, and stay relevant in the B2B market. Siow Meng Soh 2025-10-27T00:00:00+00:00 http://www.currentanalysis.com/COMPETE/FrontEnd/Report.aspx?rid=95847&rss Nutanix underwent an important transformation during the last year, such as embracing external storage bringing to market its containers offering and announcing the forthcoming availability of Nutanix Cloud Clusters on Google Cloud. Beatriz Valle 2025-10-27T00:00:00+00:00 http://www.currentanalysis.com/COMPETE/FrontEnd/Report.aspx?rid=107093&rss HCLTech is driving AI innovation through partnerships and dedicated labs to explore the technology and integrate AI solutions for clients. It is now able to call out more AI/GenAI use cases and deal wins. Siow Meng Soh 2025-10-24T00:00:00+01:00 http://www.currentanalysis.com/COMPETE/FrontEnd/Report.aspx?rid=132211&rss Agentic AI-injected services across Oracle Cloud Infrastructure (OCI) are helping shift the company’s messaging to one of outcomes versus products, while Oracle readies the release of a new automation/low-code tool, APEXLang. Charlotte Dunlap 2025-10-21T00:00:00+01:00 http://www.currentanalysis.com/COMPETE/FrontEnd/Report.aspx?rid=132209&rss Tencent shows a steady momentum in expanding internationally with broad cloud and AI portfolio, combined with its strong capabilities in internet, media, gaming, collaboration, social media, and fintech sectors. Alfie Amir - Siow Meng Soh 2025-10-21T00:00:00+01:00 http://www.currentanalysis.com/COMPETE/FrontEnd/Report.aspx?rid=132210&rss Tencent shows a steady momentum in expanding internationally with broad cloud and AI portfolio, combined with its strong capabilities in internet, media, gaming, collaboration, social media, and fintech sectors. Alfie Amir - Siow Meng Soh 2025-10-21T00:00:00+01:00 http://www.currentanalysis.com/COMPETE/FrontEnd/Report.aspx?rid=102552&rss The UK data WAN market is highly competitive, giving enterprises, public sector, and other organizations a wide choice of services from national and niche providers with ever faster, more secure, and better value connectivity to sites large and small. Robert Pritchard 2025-10-20T00:00:00+01:00 http://www.currentanalysis.com/COMPETE/FrontEnd/Report.aspx?rid=132205&rss GITEX continues to be an outlet for global vendors to showcase announced solutions. Some new deal announcements were noteworthy, though the conference has evolved somewhat to become a medium for the UAE to demonstrate its leadership in tech and AI. Ismail Patel 2025-10-20T00:00:00+01:00 http://www.currentanalysis.com/COMPETE/FrontEnd/Report.aspx?rid=96446&rss TCS reported slight revenue decline due to macroeconomic headwinds but it continues to focus on innovation which is crucial for longer term growth. It is leveraging AI to drive transformation both internally and with clients. Siow Meng Soh 2025-10-20T00:00:00+01:00 http://www.currentanalysis.com/COMPETE/FrontEnd/Report.aspx?rid=94894&rss Accenture is creating a new model by integrating capabilities across strategy, consulting, song, technology, and operations. It has reported strong momentum in advanced AI and the new model will accelerate the development of GenAI solutions. Siow Meng Soh 2025-10-17T00:00:00+01:00 http://www.currentanalysis.com/COMPETE/FrontEnd/Report.aspx?rid=94609&rss IBM's ongoing GenAI activities include new agentic orchestration, infrastructure automation, and integration of its key observability brands in support of DevOps productivity. Charlotte Dunlap 2025-10-17T00:00:00+01:00 http://www.currentanalysis.com/COMPETE/FrontEnd/Report.aspx?rid=132191&rss Lumen set out a vision based on being the most connected, agile, and easy to work with provider for AI connectivity. The company will support its vision with a regular cadence of portfolio repositioning and expansion to support its ambitions. Gary Barton 2025-10-16T00:00:00+01:00 http://www.currentanalysis.com/COMPETE/FrontEnd/Report.aspx?rid=132185&rss ANS is jumping on the AI bandwagon here – but who isn’t these days? The important thing is the acquisition underlines the broader importance of value-added services and enterprise solutions from managed service providers in a competitive market. Robert Pritchard 2025-10-15T00:00:00+01:00 http://www.currentanalysis.com/COMPETE/FrontEnd/Report.aspx?rid=94513&rss Microsoft Azure's primary focus remains squarely on its GenAI initiative, Azure AI Foundry, which is complemented by a previewed agent framework and new features that help enterprises manage multi-agent systems. Charlotte Dunlap 2025-10-13T00:00:00+01:00 http://www.currentanalysis.com/COMPETE/FrontEnd/Report.aspx?rid=94606&rss Red Hat OpenShift, serving as the core of IBM's hybrid cloud and GenAI initiatives via Red Hat OpenShift AI, is gaining steam through ongoing partnerships and developer tools. Charlotte Dunlap 2025-10-13T00:00:00+01:00 http://www.currentanalysis.com/COMPETE/FrontEnd/Report.aspx?rid=132181&rss Google Cloud made a splash with its introduction of Gemini Enterprise, a platform that executives say acts as a “front door” to marry AI with enterprise data and tools. This promises to serve many functions, including content creation. Amy Larsen DeCarlo - Gregg Willsky 2025-10-10T00:00:00+01:00 http://www.currentanalysis.com/COMPETE/FrontEnd/Report.aspx?rid=95276&rss A1 Telekom is looking to focus on three areas: SMB growth, infrastructure investment in Austria, and restructuring the Austrian operating unit. It is also making strategic moves by selling A1 bank and acquisitions outside Austria. Ismail Patel 2025-10-08T00:00:00+01:00 http://www.currentanalysis.com/COMPETE/FrontEnd/Report.aspx?rid=105252&rss Extreme has a solid vision for end-to-end networking, including cloud and AI. Extreme is one of the smaller enterprise networking players and has leveraged multiple acquisitions of competitors and technology over the years into a modern networking portfolio. Steve Schuchart 2025-10-07T00:00:00+01:00 http://www.currentanalysis.com/COMPETE/FrontEnd/Report.aspx?rid=132163&rss Automation and platform integrations are underway to fulfill business outcomes, including operationalizing agentic AI. Charlotte Dunlap 2025-10-07T00:00:00+01:00 http://www.currentanalysis.com/COMPETE/FrontEnd/Report.aspx?rid=94881&rss Deutsche Telekom is focusing on sovereignty in cloud and satellite solutions, addition to AI and enterprise 5G. The company is transferring successful initiatives from T-Mobile US to roll out across its European footprint. Ismail Patel 2025-10-02T00:00:00+01:00 http://www.currentanalysis.com/COMPETE/FrontEnd/Report.aspx?rid=132134&rss Post-quantum cryptography needs to be implemented by all organizations, but it doesn’t have to be a nightmare project with proper understanding of the risks, resources needed, and a comprehensive corporate rollout plan over the next ten years. Steve Schuchart 2025-09-29T00:00:00+01:00 http://www.currentanalysis.com/COMPETE/FrontEnd/Report.aspx?rid=132117&rss Automation leaders will disrupt the emerging agentic AI platform competitive landscape through newly integrated agents coined agentic process automation (APA), technology embedded into mature, enterprise-grade intelligent workflows. Charlotte Dunlap 2025-09-29T00:00:00+01:00 http://www.currentanalysis.com/COMPETE/FrontEnd/Report.aspx?rid=95428&rss Vodafone Business keeps its momentum in the global business space across all sizes of enterprise, using both technology and go-to-market partnerships, and growing its ‘beyond connectivity’ propositions, IoT leadership, and committing to ESG goals. Robert Pritchard 2025-09-29T00:00:00+01:00 http://www.currentanalysis.com/COMPETE/FrontEnd/Report.aspx?rid=132123&rss Ciena’s announced acquisition of Nubis bolsters the optical vendor’s offering in the key networking DC space. However, the DC networking field is getting crowded, and some of the proposed synergies are mostly theoretical. Emir Halilovic 2025-09-26T00:00:00+01:00 http://www.currentanalysis.com/COMPETE/FrontEnd/Report.aspx?rid=132120&rss Cisco has announced the new Cisco Sovereign Critical Infrastructure for Europe that allows for air-gapped operation of most current Cisco core product lines to address increasing data sovereignty risks. Steve Schuchart 2025-09-26T00:00:00+01:00 http://www.currentanalysis.com/COMPETE/FrontEnd/Report.aspx?rid=121182&rss Recent developments in the market for edge computing include new and expanded support for AI, IoT, and other data-centric technologies and applications. New compute platform feature improvements and key partnerships have also been announced. Beatriz Valle - John Marcus 2025-09-26T00:00:00+01:00 http://www.currentanalysis.com/COMPETE/FrontEnd/Report.aspx?rid=132113&rss GlobalData provides a comprehensive view of the quarter’s key GenAI news from the perspective of vibe coding, to massive investments in 10 GW data centers, and the work of AI data center operators to web crawl content creators. Charlotte Dunlap - Beatriz Valle 2025-09-24T00:00:00+01:00 http://www.currentanalysis.com/COMPETE/FrontEnd/Report.aspx?rid=132103&rss NVIDIA and Intel announced a collaboration to jointly develop multiple generations of custom data center and PC products that accelerate applications and workloads across hyperscale, enterprise and consumer markets. Beatriz Valle - Steve Schuchart 2025-09-22T00:00:00+01:00 http://www.currentanalysis.com/COMPETE/FrontEnd/Report.aspx?rid=132089&rss AI will be a long-term growth driver for networks, but creating networks to support AI is a conundrum. Following the AI data center boom is a sensible bet that is likely to pay off, but delivering AI networks for enterprises will be more difficult. Gary Barton 2025-09-17T00:00:00+01:00 http://www.currentanalysis.com/COMPETE/FrontEnd/Report.aspx?rid=124796&rss Arista is a juggernaut in the data center switching and routing space and is progressing in security, automation, and observability. Arista's profile continues to rise with enterprises and institutions as it uses its strong R&D to enhance existing products and create new ones. Steve Schuchart 2025-09-15T00:00:00+01:00 http://www.currentanalysis.com/COMPETE/FrontEnd/Report.aspx?rid=132081&rss Cisco Splunk leaned into agentic AI with a slew of new observability capabilities at the recent .conf25 event. Steve Schuchart 2025-09-15T00:00:00+01:00 http://www.currentanalysis.com/COMPETE/FrontEnd/Report.aspx?rid=132059&rss Netcracker’s latest release of its Agentic AI Solution for Telecom advances the field with prepackaged use cases, broad enabling technology, and use case prioritization by RoI. It sets a benchmark for implementation of this developing technology. Andy Hicks 2025-09-08T00:00:00+01:00 http://www.currentanalysis.com/COMPETE/FrontEnd/Report.aspx?rid=96314&rss Telefónica’s B2B business is performing well, driven in large part by security and AI. A strategic review has seen the company dispose of most of its Latin American country operations, leaving it with four core target markets. Robert Pritchard 2025-09-08T00:00:00+01:00 http://www.currentanalysis.com/COMPETE/FrontEnd/Report.aspx?rid=132054&rss The digital-first customer experience has come into vogue since the pandemic. AI and other technologies have enabled organizations to meet customers’ pent-up demand for personalized, proactive, and relationship-oriented service. Gregg Willsky 2025-09-08T00:00:00+01:00 http://www.currentanalysis.com/COMPETE/FrontEnd/Report.aspx?rid=100690&rss Wavenet has made a number of announcements to expand its cloud portfolio and add credentials for its cybersecurity portfolio, but it has not published any updates in terms of customer numbers of revenues. Robert Pritchard 2025-09-08T00:00:00+01:00 http://www.currentanalysis.com/COMPETE/FrontEnd/Report.aspx?rid=132050&rss BT announced the sale of BT Radianz to Transaction Network Services (TNS), looking to complete in H1 2026. The sale of its financial exchange network moves BT closer toward its stated ambition of focusing on the UK market. Robert Pritchard - Gary Barton 2025-09-05T00:00:00+01:00 http://www.currentanalysis.com/COMPETE/FrontEnd/Report.aspx?rid=94918&rss Exponential-e has had a run of success in winning business in the public sector over the last couple of years, including one nine-year UK government contract worth GBP160 million. Growth slowed but remains steady and above average. Robert Pritchard 2025-09-03T00:00:00+01:00 http://www.currentanalysis.com/COMPETE/FrontEnd/Report.aspx?rid=94907&rss IBM is benefiting from strong demand for consulting services, driven in part by AI projects. But recent prolonged IBM Cloud outages have customers concerned about the company’s ability to rectify issues with its control plane. Amy Larsen DeCarlo 2025-09-03T00:00:00+01:00 http://www.currentanalysis.com/COMPETE/FrontEnd/Report.aspx?rid=129532&rss This report focuses on sub-Saharan African telcos with regional operational footprint. With growth slated in both the Africa region and enterprise solutions, there is significant interest for operators that possess this distinct overlap. Ismail Patel 2025-09-03T00:00:00+01:00 http://www.currentanalysis.com/COMPETE/FrontEnd/Report.aspx?rid=116361&rss Cognizant is sharply focused on developing AI capabilities, particularly in agentic AI (e.g., Agent Foundry). It has improved its financial performance, but it needs to further diversify its business. Siow Meng Soh 2025-09-02T00:00:00+01:00 http://www.currentanalysis.com/COMPETE/FrontEnd/Report.aspx?rid=123742&rss DXC Technology has shown some momentum with a recent increase in bookings and wins in competitive bid situations. However, the company’s consecutive quarterly revenue declines indicate DXC has a long road ahead. Amy Larsen DeCarlo 2025-08-29T00:00:00+01:00 http://www.currentanalysis.com/COMPETE/FrontEnd/Report.aspx?rid=103472&rss While DXC’s financial picture is mixed, the company has seen bookings continue to increase by more than 14% in 2025 compared to 2024. The company continues pushing for more profitable and sustainable growth. Amy Larsen DeCarlo 2025-08-29T00:00:00+01:00 http://www.currentanalysis.com/COMPETE/FrontEnd/Report.aspx?rid=132028&rss Saudi AI firm HUMAIN launched HUMAIN Chat, which is powered by the LLM model ALLAM 34B. First launching in Saudi Arabia, the chatbot is looking to exploit the Arab-speaking Middle Eastern market. But its aspirations do not stop there. Ismail Patel 2025-08-29T00:00:00+01:00 http://www.currentanalysis.com/COMPETE/FrontEnd/Report.aspx?rid=132030&rss August 2025 has been marked by the enforcement of a new set of rules as part of the AI Act, the world’s first comprehensive AI legislation, which is being implemented in gradual stages. Beatriz Valle 2025-08-29T00:00:00+01:00 http://www.currentanalysis.com/COMPETE/FrontEnd/Report.aspx?rid=95132&rss As Sparkle transitions under its new ownership of Retelit and Italy’s Ministry of Economy and Finance, the company continues to collaborate with its global peers to strengthen its subsea connectivity footprint. Brendan Swan 2025-08-29T00:00:00+01:00 http://www.currentanalysis.com/COMPETE/FrontEnd/Report.aspx?rid=132025&rss Agentic AI is taking the industry by storm. IBM plays on its brand, foundational tech, hybrid and multi-cloud, orchestration, with support by own consulting and external partners. Making it work is difficult and requires a steady hand. Dustin Kehoe 2025-08-28T00:00:00+01:00 http://www.currentanalysis.com/COMPETE/FrontEnd/Report.aspx?rid=132019&rss Megaport’s focus on new markets and new product offerings is having a positive impact fueling revenue growth in FY2025, bringing a wave of new customers while all eyes are on the Americas as the company continues its business transformation. Brendan Swan - Siow Meng Soh 2025-08-28T00:00:00+01:00 http://www.currentanalysis.com/COMPETE/FrontEnd/Report.aspx?rid=123750&rss IBM continues to advance its position as a trusted client partner invested in a co-creation model. But recent cloud service disruptions could impede that progress. Amy Larsen DeCarlo 2025-08-27T00:00:00+01:00 http://www.currentanalysis.com/COMPETE/FrontEnd/Report.aspx?rid=123751&rss Lumen continues to lean into its edge cloud proposition, focusing on extending cloud processing and storage resources closer to the point of data creation and consumption. This plays on Lumen's native strength in the network. Amy Larsen DeCarlo 2025-08-27T00:00:00+01:00 http://www.currentanalysis.com/COMPETE/FrontEnd/Report.aspx?rid=129546&rss Both Orange MEA and Vodacom are improving their networks and launching new services boosting their relationship with businesses and enterprises in the region. Ismail Patel 2025-08-26T00:00:00+01:00 http://www.currentanalysis.com/COMPETE/FrontEnd/Report.aspx?rid=124181&rss The cloud-first/cloud-only mentality of a few years ago has evolved to embrace the hybrid reality. With cost efficiency and regulatory concerns top of mind, more organizations are repatriating workloads in private cloud environments. Amy Larsen DeCarlo 2025-08-26T00:00:00+01:00 http://www.currentanalysis.com/COMPETE/FrontEnd/Report.aspx?rid=131951&rss Orange Business has been shifting its focus from technology selling to business outcomes around better experiences for employees, customers, and operations. Investing in consulting capabilities and AI is giving it a competitive advantage. Siow Meng Soh - Dustin Kehoe 2025-08-22T00:00:00+01:00 http://www.currentanalysis.com/COMPETE/FrontEnd/Report.aspx?rid=131999&rss RingCentral has added features to RingCentral AI Receptionist, an AI agent that handles customer calls. Support for additional languages plus compatibility with third-party telephony systems should allow RingCentral to broaden its customer base. Gregg Willsky 2025-08-21T00:00:00+01:00 http://www.currentanalysis.com/COMPETE/FrontEnd/Report.aspx?rid=128489&rss Mobily is investing heavily in submarine cables, cloud computing, and roaming, IoT, and wholesale services as it seeks to carve out a niche for itself in the face of competition with Zain and stc. Ismail Patel 2025-08-20T00:00:00+01:00 http://www.currentanalysis.com/COMPETE/FrontEnd/Report.aspx?rid=131991&rss Orange Business’s 2025 Insight analyst event set out a compelling future vision for the provider centered on AI and Orange’s ability to provide sovereign AI infrastructure, platforms, and consulting alongside the provider’s NaaS Evolution Platform Gary Barton - Ismail Patel 2025-08-20T00:00:00+01:00 http://www.currentanalysis.com/COMPETE/FrontEnd/Report.aspx?rid=101815&rss PaaS services, which address DevOps concerns via automation, low-code, and observability are now emphasizing optimization of platforms through AI agent advancements to ease the development/deployment of modern apps. Charlotte Dunlap 2025-08-18T00:00:00+01:00 http://www.currentanalysis.com/COMPETE/FrontEnd/Report.aspx?rid=131975&rss OpenAI released GPT-5 on last week on August 7, 2025, a multimodal large language model. It is the latest iteration of the market-leading chatbot, and the most important upgrade since the release of the previous generation, GPT-4, in 2023. Beatriz Valle 2025-08-15T00:00:00+01:00 http://www.currentanalysis.com/COMPETE/FrontEnd/Report.aspx?rid=131979&rss Following a string of recent AI partnerships, NTT Data is joining forces with Google Cloud to address enterprises’ app modernization challenges with shared agentic AI frameworks, tools, and integration services. Charlotte Dunlap - Robert Pritchard 2025-08-15T00:00:00+01:00 http://www.currentanalysis.com/COMPETE/FrontEnd/Report.aspx?rid=131971&rss In response to OpenAI’s highly anticipated release, ChatGPT-5, Anthropic had its own stunning news to report: $1 Claude AI subscriptions for the US government, giving Anthropic a major leg-up in the ongoing AI wars. Charlotte Dunlap 2025-08-14T00:00:00+01:00 http://www.currentanalysis.com/COMPETE/FrontEnd/Report.aspx?rid=128488&rss MTN has shut most non-African operations and has exited from low-performing African markets. It is diversifying from legacy services to B2B and enterprise 5G, though it continues to suffer financially from factors beyond its control. Ismail Patel 2025-08-12T00:00:00+01:00 http://www.currentanalysis.com/COMPETE/FrontEnd/Report.aspx?rid=131952&rss Artificial Intelligence, Automation, Big Data, Cloud, Cybersecurity, DevOps, Edge Computing, Hybrid Cloud, Software Defined Networking (SDN) / Virtualization Beatriz Valle 2025-08-07T00:00:00+01:00 http://www.currentanalysis.com/COMPETE/FrontEnd/Report.aspx?rid=131945&rss AT&T Business and partner RingCentral unveiled two contact center offers to accompany their Office@Hand team collaboration offer. Collectively the offers enable employees inside and outside a contact center to shape the customer experience. Gregg Willsky 2025-08-06T00:00:00+01:00 http://www.currentanalysis.com/COMPETE/FrontEnd/Report.aspx?rid=131947&rss e& is aggressively expanding both geographically and across the enterprise tech stack and is a key component of the UAE’s ambitions to become an AI-centric society. Ismail Patel 2025-08-06T00:00:00+01:00 http://www.currentanalysis.com/COMPETE/FrontEnd/Report.aspx?rid=123496&rss Google Cloud continued investing big in the security sector with its pending $32 billion acquisition of security platform vendor Wiz. Security, along with AI, are helping Google Cloud advance its enterprise story. Amy Larsen DeCarlo 2025-08-06T00:00:00+01:00 http://www.currentanalysis.com/COMPETE/FrontEnd/Report.aspx?rid=126548&rss stc is augmenting its current product roster by diversifying its partners and suppliers: in satellite, IoT, networks, AI, and cybersecurity. Ismail Patel 2025-08-06T00:00:00+01:00 http://www.currentanalysis.com/COMPETE/FrontEnd/Report.aspx?rid=131938&rss The AI revolution has introduced a lot of dynamism but also upheaval in the data center market. As a result, infrastructure providers are enhancing their portfolios through innovation, partnerships, and acquisitions to keep up with the changes. Beatriz Valle 2025-08-04T00:00:00+01:00 http://www.currentanalysis.com/COMPETE/FrontEnd/Report.aspx?rid=131931&rss Palo Alto Networks has announced its planned acquisition of identity and access management vendor CyberArk to bolster its offerings, particularly in agentic AI, but the deal has risks both monetarily and relies on the fast adoption of agentic AI. Steve Schuchart 2025-08-01T00:00:00+01:00 http://www.currentanalysis.com/COMPETE/FrontEnd/Report.aspx?rid=131915&rss Amidst a crowded cloud platform conference season, Amazon presented its AI agent initiative, honing on the success of Bedrock and tools for helping enterprises move complex apps into production. Rena Bhattacharyya - Charlotte Dunlap 2025-07-31T00:00:00+01:00 http://www.currentanalysis.com/COMPETE/FrontEnd/Report.aspx?rid=123498&rss While AWS’s closest rivals have made some significant growth gains of their own, AWS is still a dominant player in the cloud market. Innovations in AI and analytics make AWS stand out in a highly competitive field. Amy Larsen DeCarlo 2025-07-31T00:00:00+01:00 http://www.currentanalysis.com/COMPETE/FrontEnd/Report.aspx?rid=131919&rss The acquisition of VeloCloud by Arista gives both VeloCloud customers and Arista a needed boost, but difficulties remain ahead in the integration and direction of the SD-WAN market toward security. Steve Schuchart 2025-07-31T00:00:00+01:00 http://www.currentanalysis.com/COMPETE/FrontEnd/Report.aspx?rid=131920&rss Aduna's launch as a joint venture between Ericsson and 12 CSPs signals a market milestone in network APIs. The JV enhances innovation potential but poses challenges in agility. Aduna must leverage its ecosystem to lead in a competitive market. John Marcus 2025-07-31T00:00:00+01:00 http://www.currentanalysis.com/COMPETE/FrontEnd/Report.aspx?rid=123653&rss Big AI investments made by hyperscale cloud providers are paying off. But geopolitical tensions and regulatory challenges could disrupt that forward momentum. Amy Larsen DeCarlo 2025-07-31T00:00:00+01:00 http://www.currentanalysis.com/COMPETE/FrontEnd/Report.aspx?rid=123497&rss Microsoft Azure cloud revenue topped $29 billion in the most recent quarter, marking a 26% increase year-over-year. However, like other cloud providers, Microsoft faces scrutiny regarding the cost-effectiveness of its solutions. Amy Larsen DeCarlo 2025-07-31T00:00:00+01:00 http://www.currentanalysis.com/COMPETE/FrontEnd/Report.aspx?rid=131925&rss GlobalData provides perspective concerning the latest agentic AI news stemming from cloud platform conferences. Charlotte Dunlap 2025-07-31T00:00:00+01:00 http://www.currentanalysis.com/COMPETE/FrontEnd/Report.aspx?rid=131908&rss US-China geopolitical tensions are highlighting a number of opportunities, challenges, and commercial considerations for buyers across the value chain inside the Middle East and Africa region, ranging from government, telcos, and AI firms. Ismail Patel 2025-07-30T00:00:00+01:00 http://www.currentanalysis.com/COMPETE/FrontEnd/Report.aspx?rid=122930&rss Traditional low-code providers are demonstrating the importance of the UX to support the emerging AI agent space as they enhance AI assistant tools to address a new agentic era. Charlotte Dunlap 2025-07-29T00:00:00+01:00 http://www.currentanalysis.com/COMPETE/FrontEnd/Report.aspx?rid=131902&rss For Middle East and Africa region, US-China geopolitical tensions are highlighting a number of opportunities, challenges, and commercial considerations for vendors of all geographies, and not just those in the US and China. Ismail Patel 2025-07-28T00:00:00+01:00 http://www.currentanalysis.com/COMPETE/FrontEnd/Report.aspx?rid=94593&rss Broadcom's acquisition of VMware is having negative consequences for VMware customers who have been impacted by minimum licensing requirements of 72 cores per product for new licenses and renewals, as well as other changes in pricing and support. Beatriz Valle 2025-07-25T00:00:00+01:00 http://www.currentanalysis.com/COMPETE/FrontEnd/Report.aspx?rid=131892&rss Infosys is expanding its business in APAC through various initiatives including partnerships, joint ventures, and acquisitions. AI-related innovation enables Infosys to improve its own operations and help clients with their business transformation. Siow Meng Soh 2025-07-24T00:00:00+01:00 http://www.currentanalysis.com/COMPETE/FrontEnd/Report.aspx?rid=131891&rss For the Middle East and Africa region, US-China geopolitical tensions are highlighting a number of opportunities, challenges, and commercial considerations for vendors of all geographies, and not just those in the US and China. Ismail Patel 2025-07-24T00:00:00+01:00 http://www.currentanalysis.com/COMPETE/FrontEnd/Report.aspx?rid=94975&rss Akamai continue showing strong growth. But slowing revenues from content delivery network sales cast a shadow. Amy Larsen DeCarlo 2025-07-23T00:00:00+01:00 http://www.currentanalysis.com/COMPETE/FrontEnd/Report.aspx?rid=131884&rss Sino-American geopolitical tensions mean tech competition is evolving. As buyers, Saudi Arabia and the UAE are at the forefront among the GCC States in pursuing regional AI supremacy through state-backed AI firms: Humain and G42, respectively. Ismail Patel 2025-07-23T00:00:00+01:00 http://www.currentanalysis.com/COMPETE/FrontEnd/Report.aspx?rid=94982&rss Even as Rackspace reported multiple consecutive quarters of revenue declines, the bleeding seems to have slowed. While macroeconomic concerns loom, Rackspace’s turnaround work appears to be yielding some better results. Amy Larsen DeCarlo 2025-07-23T00:00:00+01:00 http://www.currentanalysis.com/COMPETE/FrontEnd/Report.aspx?rid=131883&rss Sino-American geopolitical tensions mean tech competition is evolving. As buyers, the GCC states are pursuing their own AI ambitions with considerable vigor, with implications for energy usage, emerging use cases, and AI sovereignty. Ismail Patel 2025-07-22T00:00:00+01:00 http://www.currentanalysis.com/COMPETE/FrontEnd/Report.aspx?rid=131879&rss Sino-American geopolitical tensions mean tech competition is evolving to ecosystems. Nowhere is this more pronounced than in the Gulf states. US tech vendors have seized on President Trump’s commercial overtures to the GCC to sell into the region. Ismail Patel 2025-07-21T00:00:00+01:00 http://www.currentanalysis.com/COMPETE/FrontEnd/Report.aspx?rid=95846&rss Dell has updated its data center portfolio with enhanced edge capabilities and software to automate the deployment and management of private clouds. The company has launched Dell AI Factory in collaboration with Nvidia. Beatriz Valle 2025-07-18T00:00:00+01:00 http://www.currentanalysis.com/COMPETE/FrontEnd/Report.aspx?rid=130180&rss Ooredoo is investing heavily in AI, data centers, cloud transformation, and quantum technology. The Group has also made deals in fintech and cybersecurity. Ismail Patel 2025-07-18T00:00:00+01:00 http://www.currentanalysis.com/COMPETE/FrontEnd/Report.aspx?rid=126871&rss ZainTech is powering digital transformation at Zain Group and is entering into new product areas, leveraging the needs of regional customers to drive revenue. Ismail Patel 2025-07-18T00:00:00+01:00 http://www.currentanalysis.com/COMPETE/FrontEnd/Report.aspx?rid=131864&rss Two key themes in Tech ESG in the quarter are incrementalism and pragmatism. Combined tech sector efforts have a significant impact on all aspects of ESG. Companies are also having to be pragmatic to prove and achieve their commercial goals. Robert Pritchard 2025-07-16T00:00:00+01:00 http://www.currentanalysis.com/COMPETE/FrontEnd/Report.aspx?rid=131854&rss Google Cloud highlighted a wealth of customer cases during the Google Cloud summit held in London (England) on July 9-10, 2025, for attendees to evaluate practical use cases in real life. Beatriz Valle 2025-07-15T00:00:00+01:00 http://www.currentanalysis.com/COMPETE/FrontEnd/Report.aspx?rid=131842&rss Google Cloud London Summit presented customer cases across sectors from retail and finance to education and defense. The platform has seen a 40-fold increase in Gemini usage year on year. Beatriz Valle 2025-07-11T00:00:00+01:00 http://www.currentanalysis.com/COMPETE/FrontEnd/Report.aspx?rid=94921&rss Merger approval of Vodafone/Three in the UK marks significant shift in the market as a whole. Vodafone has deep experience in M&A so it should be expected to run as smoothly as possible. In the meantime, V-Hub has grown to over 1.7 million users. Robert Pritchard 2025-07-11T00:00:00+01:00 http://www.currentanalysis.com/COMPETE/FrontEnd/Report.aspx?rid=131833&rss Comcast joins a slew of service providers that are proud to deliver considerable increases in data traffic at the same time as cutting down on the energy consumed by its networks – this is good news for service providers, customers, and the planet. Robert Pritchard 2025-07-10T00:00:00+01:00 http://www.currentanalysis.com/COMPETE/FrontEnd/Report.aspx?rid=131823&rss Sino-American geopolitical tension means tech competition is evolving to one over entire ecosystems. US tech export policy shifts to restrict China from accessing US AI tech affects not only the Chinese, but also US allies and the US tech vendors. Ismail Patel 2025-07-07T00:00:00+01:00 http://www.currentanalysis.com/COMPETE/FrontEnd/Report.aspx?rid=131808&rss Sino-American geopolitical tensions mean tech ecosystem competition is evolving into ground zero. Nowhere is this more pronounced than in the Gulf states, which have garnered special attention from the two tech superpowers. Ismail Patel 2025-07-03T00:00:00+01:00 http://www.currentanalysis.com/COMPETE/FrontEnd/Report.aspx?rid=131794&rss AMD continues executing upon its annual roadmap cadence since it launched the MI300 GPUs less than two years ago. The launch of the AMD Instinct MI350 series was a highlight of the conference. Beatriz Valle 2025-06-30T00:00:00+01:00 http://www.currentanalysis.com/COMPETE/FrontEnd/Report.aspx?rid=131792&rss AMD’s “Advancing AI 2025” event, held in San Jose, California in June 2025, dove deeper into the chip designer’s ambitious plans for the next few years. The launch of the Instinct MI350 series was a highlight of the conference. Beatriz Valle 2025-06-30T00:00:00+01:00 http://www.currentanalysis.com/COMPETE/FrontEnd/Report.aspx?rid=131796&rss The next step in HPE’s acquisition of Juniper has been taken with the US DoJ and HPE making a deal that includes a divestiture and licensing AI Ops for Mist to a third party while competitive sharks circle drawn in by customer fear. Steve Schuchart 2025-06-30T00:00:00+01:00 http://www.currentanalysis.com/COMPETE/FrontEnd/Report.aspx?rid=131798&rss The US Department of Justice and HPE have come to an agreement to allow HPE to complete its acquisition of Juniper Networks, but with some concessions that have interesting competitive implications. Steve Schuchart 2025-06-30T00:00:00+01:00 http://www.currentanalysis.com/COMPETE/FrontEnd/Report.aspx?rid=131800&rss Sino-American geopolitical tensions mean tech ecosystem competition is evolving into ground zero. Nowhere is this more pronounced than in the Gulf states. But any tech strategy for MEA must also consider Africa, a key growth region. Ismail Patel 2025-06-30T00:00:00+01:00 http://www.currentanalysis.com/COMPETE/FrontEnd/Report.aspx?rid=131786&rss The first agentic-injected tools are now generally available, and developers are pinning high hopes on taking app modernization to new heights. Charlotte Dunlap 2025-06-27T00:00:00+01:00 http://www.currentanalysis.com/COMPETE/FrontEnd/Report.aspx?rid=131775&rss AI agents promise to transform the process of application development by significantly easing the burden to enterprise developers who have been bogged down under modernization complexities. Charlotte Dunlap 2025-06-26T00:00:00+01:00 http://www.currentanalysis.com/COMPETE/FrontEnd/Report.aspx?rid=131776&rss At HPE Discover 2025, among a slew of enhancements, the company introduced GreenLake Intelligence, an agentic AI-based foundation for IT operations. However, customers are unfamiliar with agentic AI and unclear why they need it. Steve Schuchart 2025-06-26T00:00:00+01:00 http://www.currentanalysis.com/COMPETE/FrontEnd/Report.aspx?rid=131773&rss Sino-American geopolitical tensions mean tech ecosystem competition is evolving into ground zero. Nowhere is this more pronounced than in the Gulf States. But any tech strategy for MEA must also consider Africa, a key growth region. Ismail Patel 2025-06-26T00:00:00+01:00 http://www.currentanalysis.com/COMPETE/FrontEnd/Report.aspx?rid=131764&rss HPE has announced features and hardware to its HPE Private Cloud AI offering on-premises AI systems for enterprises, including new systems that support NVIDIA’s Blackwell GPU helping to keep HPE’s profile up in a competitive market. Steve Schuchart 2025-06-25T00:00:00+01:00 http://www.currentanalysis.com/COMPETE/FrontEnd/Report.aspx?rid=131766&rss Every week there are more reports of cybersecurity breaches where login credentials are lost, leading to a numb feeling and holding us back from taking more personal responsibility with our own cybersecurity. Steve Schuchart 2025-06-25T00:00:00+01:00 http://www.currentanalysis.com/COMPETE/FrontEnd/Report.aspx?rid=131762&rss One of the most daunting aspects of an AI deployment is protecting data output integrity. To help clients navigate this, IBM Consulting is launching AI-centered services that tap IBM Guradium data protection technology to lower enterprise risk. Amy Larsen DeCarlo 2025-06-24T00:00:00+01:00 http://www.currentanalysis.com/COMPETE/FrontEnd/Report.aspx?rid=131761&rss Sino-American geopolitical tensions mean tech ecosystem competition is evolving into ground zero. Nowhere is this more pronounced than in the Gulf States in the Middle East, which have garnered special attention from the two tech superpowers. Ismail Patel 2025-06-24T00:00:00+01:00 http://www.currentanalysis.com/COMPETE/FrontEnd/Report.aspx?rid=131755&rss Zoom announced new features that add tangible value to the Zoom CX platform and keep it aligned with key industry trends. Gregg Willsky 2025-06-24T00:00:00+01:00 http://www.currentanalysis.com/COMPETE/FrontEnd/Report.aspx?rid=131757&rss Nutanix’s annual event, .NEXT, included announcements about partnerships with Pure Storage and Cisco, a cloud-native Acropolis Operating System (AOS) for Kubernetes portability and updates to Nutanix Enterprise AI services. Beatriz Valle 2025-06-24T00:00:00+01:00 http://www.currentanalysis.com/COMPETE/FrontEnd/Report.aspx?rid=131753&rss Growing technology restrictions in the US’s ongoing efforts to slow down China’s technological progress have wider and long-term implications for businesses and nation-states. Steve Schuchart 2025-06-23T00:00:00+01:00 http://www.currentanalysis.com/COMPETE/FrontEnd/Report.aspx?rid=131746&rss Proximus Global has propelled itself to a major CPaaS competitor by bringing BICS, Route Mobile, and Telesign under one roof. The company has a strong vision, but it needs to stay innovative while becoming a larger, integrated business. Siow Meng Soh 2025-06-23T00:00:00+01:00 http://www.currentanalysis.com/COMPETE/FrontEnd/Report.aspx?rid=131734&rss Extreme Networks has hit a milestone in its enterprise networking journey. The new Extreme Platform ONE offering serves as the basis for all network and security management with AI-driven features and visibility to drive simplicity and ease of use. Steve Schuchart 2025-06-20T00:00:00+01:00 http://www.currentanalysis.com/COMPETE/FrontEnd/Report.aspx?rid=131725&rss The COVID-19 pandemic drove the ascent of team collaboration platforms, and the eventual predominance of features powered by AI. The technology has positive implications for the future of work. Gregg Willsky 2025-06-17T00:00:00+01:00 http://www.currentanalysis.com/COMPETE/FrontEnd/Report.aspx?rid=131716&rss The launch of Ericsson On-Demand delivers a 5G core network platform via SaaS, enabling CSPs to scale services rapidly and monetize adjacent use cases. The solution leverages the breadth and scale of Google Cloud AI-based infrastructure services. Glen Hunt 2025-06-13T00:00:00+01:00 http://www.currentanalysis.com/COMPETE/FrontEnd/Report.aspx?rid=131711&rss To the relief of its key B2C convergence rivals, none of VodafoneThree UK’s combined secondary brands (or even Three itself) will be leveraged for a convergence price attack – at least not yet. Likewise, B2B too remains largely unaffected for now. Emma Mohr-McClune - Robert Pritchard 2025-06-13T00:00:00+01:00 http://www.currentanalysis.com/COMPETE/FrontEnd/Report.aspx?rid=131706&rss The AI revolution has introduced a lot of dynamism but also upheaval in the data center market. As a result, infrastructure providers are enhancing their portfolios through innovation, partnerships, and acquisitions to keep up with the changes. Beatriz Valle 2025-06-12T00:00:00+01:00 http://www.currentanalysis.com/COMPETE/FrontEnd/Report.aspx?rid=131708&rss With geopolitical tensions mounting, privacy concerns are fueling interest in sovereign cloud. To meet demand, Nvidia is working with public sector institutions, and telcos and other tech firms to deliver AI-driven sovereign cloud services. Amy Larsen DeCarlo 2025-06-12T00:00:00+01:00 http://www.currentanalysis.com/COMPETE/FrontEnd/Report.aspx?rid=131685&rss Vendors are going after enterprise developers with early roll outs of AI agents. Agentic technology brings DevOps teams the promise of greatly reducing complex operational provisioning which has stalled app modernization efforts for years. Charlotte Dunlap 2025-06-06T00:00:00+01:00 http://www.currentanalysis.com/COMPETE/FrontEnd/Report.aspx?rid=131677&rss The GenAI Quarterly covers announcements by vendors in the generative AI market, some of which are coming to market with agentic AI releases, as well as new models such as Mistral Medium, the company’s first foray into the enterprise space. Beatriz Valle - Charlotte Dunlap 2025-06-05T00:00:00+01:00 http://www.currentanalysis.com/COMPETE/FrontEnd/Report.aspx?rid=123731&rss Network-as-a-service (NaaS) is emerging as a key battle in the US WAN space with strategies at very differing points of readiness. Meanwhile, SD-WAN, SASE, and cloud access remain crucial for enterprises as market consolidation continues. Gregg Willsky - Gary Barton 2025-06-05T00:00:00+01:00 http://www.currentanalysis.com/COMPETE/FrontEnd/Report.aspx?rid=131675&rss BT’s reduced international ambitions have been clear for a while and if the creation of BT International brings clarity of a sort, it also raises questions of where BT can achieve B2B growth. Robert Pritchard - Gary Barton 2025-06-04T00:00:00+01:00 http://www.currentanalysis.com/COMPETE/FrontEnd/Report.aspx?rid=131553&rss The US tariff crisis is completely unpredictable, and enterprise IT, vendors, service providers, and channel partners all need to broaden their contingency plans and be prepared to adapt. Steve Schuchart 2025-06-02T00:00:00+01:00 http://www.currentanalysis.com/COMPETE/FrontEnd/Report.aspx?rid=94905&rss Computacenter excels in customer service and experience, but it relies heavily on major vendor partners and large clients to maintain its strong traction. John Marcus 2025-05-30T00:00:00+01:00 http://www.currentanalysis.com/COMPETE/FrontEnd/Report.aspx?rid=131666&rss HPE has introduced a new DPU-enabled switch, as well as new Wi-Fi 7 APs, but this shiny new technology will not stop customers from hesitating while the Juniper acquisition deal still lingers. Steve Schuchart 2025-05-30T00:00:00+01:00 http://www.currentanalysis.com/COMPETE/FrontEnd/Report.aspx?rid=131656&rss Salesforce will strengthen its comprehensive AI platform through integration of Informatica’s broader data management services and spur greater interest in Tableau, Slack, and MuleSoft. Charlotte Dunlap 2025-05-29T00:00:00+01:00 http://www.currentanalysis.com/COMPETE/FrontEnd/Report.aspx?rid=131645&rss Growth is in line with expectations with the sale of operations in Spain and Italy, alongside the Vodafone UK-Three merger being approved, but Germany is a challenge. Double-digit B2B digital services growth underlines growth beyond connectivity. Robert Pritchard - Gary Barton 2025-05-28T00:00:00+01:00 http://www.currentanalysis.com/COMPETE/FrontEnd/Report.aspx?rid=105744&rss The enterprise IoT platform space showed further signs of consolidation with players selling their IoT units and consolidating their product roster. Most existing vendors have continued to enhance their products while some others are winning greater recognition. Ismail Patel 2025-05-27T00:00:00+01:00 http://www.currentanalysis.com/COMPETE/FrontEnd/Report.aspx?rid=131635&rss Earlier this month another neocloud provider secured $11.6 billion in funding, and others have IPOs. With eyewatering sums changing hands, this report assesses the market opportunity for providers competing in the cloud GPU and services space. Dustin Kehoe - Alfie Amir 2025-05-27T00:00:00+01:00 http://www.currentanalysis.com/COMPETE/FrontEnd/Report.aspx?rid=131625&rss Under pressure from clients demanding more localized solutions, Google is highlighting its sovereign cloud features. This comes as customers are pressing hyperscalers based in the US to expand in-region offers in the face of political tensions. Amy Larsen DeCarlo 2025-05-22T00:00:00+01:00 http://www.currentanalysis.com/COMPETE/FrontEnd/Report.aspx?rid=131611&rss The combination of Charter and Cox is a significant consolidation in the US enterprise market, creating a base of over 2.5 million business customers. The resulting company now has to consolidate brands and portfolios to optimize the opportunity. Gary Barton - Robert Pritchard 2025-05-20T00:00:00+01:00 http://www.currentanalysis.com/COMPETE/FrontEnd/Report.aspx?rid=131612&rss At Tech Mahindra’s analyst day, the IT services provider set out its vision for the next three years, with a significant emphasis on agentic AI, as well as targeting and securing high value deals, particularly in the BFSI and manufacturing verticals. Sandeep Mishra 2025-05-20T00:00:00+01:00 http://www.currentanalysis.com/COMPETE/FrontEnd/Report.aspx?rid=131613&rss Verizon joins the growing club of telcos performing a pragmatic volte-face on diversity, equity, and inclusion (DEI) commitments to seal a deal, following on from T-Mobile USA/Lumos, and likely to be joined by Charter and Cox as they seek to combine. Robert Pritchard 2025-05-20T00:00:00+01:00 http://www.currentanalysis.com/COMPETE/FrontEnd/Report.aspx?rid=128996&rss BT Business continues to ‘fully focus’ on the UK with disposals of non-UK assets and a future international strategy based around its Global Fabric NaaS platform, with alliances and partnerships at the heart of BT’s future global operations. Robert Pritchard 2025-05-19T00:00:00+01:00 http://www.currentanalysis.com/COMPETE/FrontEnd/Report.aspx?rid=131591&rss Sovereign cloud is a key focus as governments establish data protection regulations and setting standards for mission-critical infrastructure and services. Cloud providers are responding with solutions to address digital sovereignty requirements. Siow Meng Soh - Alfie Amir 2025-05-13T00:00:00+01:00 http://www.currentanalysis.com/COMPETE/FrontEnd/Report.aspx?rid=131588&rss Starlink and Bharti Airtel have expanded their partnership from India to Africa. This will increase digitalization across the 14 markets where Airtel Africa operates, with connectivity set to benefit high-value rural customers and SMBs the most. Ismail Patel 2025-05-12T00:00:00+01:00 http://www.currentanalysis.com/COMPETE/FrontEnd/Report.aspx?rid=131576&rss Google Cloud has introduced cloud WAN to offer a more robust and flexible solution to support cloud and AI workloads. This move underscores the changes in the network services market, and it will accelerate the development of new partnerships. Siow Meng Soh - Dustin Kehoe 2025-05-08T00:00:00+01:00 http://www.currentanalysis.com/COMPETE/FrontEnd/Report.aspx?rid=131573&rss Digital sovereignty is driving the demand for national AI. There are opportunities for systems integrators and telecom operators to form partnerships to meet this demand. Siow Meng Soh 2025-05-07T00:00:00+01:00 http://www.currentanalysis.com/COMPETE/FrontEnd/Report.aspx?rid=131571&rss The foundations of the cybersecurity industry shook as the CVE program is nearly ended over short-sighted budget considerations. Steve Schuchart 2025-05-06T00:00:00+01:00 http://www.currentanalysis.com/COMPETE/FrontEnd/Report.aspx?rid=131563&rss Comcast continues to deliver strong revenue numbers and is targeting organic and inorganic growth in areas such as AI, NaaS, and security. The provider’s ambitions are backed deep pockets and canny recent acquisitions, but more detail is needed. Gary Barton 2025-05-02T00:00:00+01:00 http://www.currentanalysis.com/COMPETE/FrontEnd/Report.aspx?rid=94892&rss Atos has entered a new chapter after the completion of its financial restructuring. The company now needs to execute its transformation and turnaround plans, and keep the market informed of its progress. Siow Meng Soh 2025-04-30T00:00:00+01:00 http://www.currentanalysis.com/COMPETE/FrontEnd/Report.aspx?rid=131549&rss IBM is launching a new Microsoft Consulting practice aimed at supporting clients in undergoing transformational projects in areas including AI and security. This expands on IBM’s longtime partnership with its frequent rival. Amy Larsen DeCarlo 2025-04-29T00:00:00+01:00 http://www.currentanalysis.com/COMPETE/FrontEnd/Report.aspx?rid=131517&rss Enterprise developers are gaining access to high-productivity platforms, including observability, once reserved for IT ops infrastructure experts, via enhanced UI dashboards. Charlotte Dunlap 2025-04-22T00:00:00+01:00 http://www.currentanalysis.com/COMPETE/FrontEnd/Report.aspx?rid=131512&rss Observability providers are heeding the call among enterprises to offer streamlined visibility to more DevOps team members, reflecting an important trend during this year’s European based Kubernetes conference, KubeCon. Charlotte Dunlap 2025-04-21T00:00:00+01:00 http://www.currentanalysis.com/COMPETE/FrontEnd/Report.aspx?rid=131505&rss The US tariffs will impact the data center market because materials for construction and operational costs will increase, with a knock-on effect on the cost of AI training and inference, which could undermine profit margins for tech companies. Beatriz Valle 2025-04-21T00:00:00+01:00 http://www.currentanalysis.com/COMPETE/FrontEnd/Report.aspx?rid=129683&rss The industry is witnessing a major shift from legacy monitoring tools toward AI-driven observability platforms. This is crucial to help enterprises overcome their challenges in managing increasingly complex and distributed environments. Charlotte Dunlap - Siow Meng Soh 2025-04-17T00:00:00+01:00 http://www.currentanalysis.com/COMPETE/FrontEnd/Report.aspx?rid=131496&rss AMD announced that the sixth generation of its EPYC central processing units (CPUs), for servers and embedded systems, will be brought to market using TSMC’s 2 nanometer process technology. The “Venice” microprocessors are expected to launch in 2026. Beatriz Valle - Steve Schuchart 2025-04-16T00:00:00+01:00 http://www.currentanalysis.com/COMPETE/FrontEnd/Report.aspx?rid=131497&rss Telco enterprise service providers continue to focus on the crucial small business market, looking to grow revenues beyond connectivity products to business solutions. Key areas being cybersecurity, cloud services, unified communications, and AI. Robert Pritchard 2025-04-16T00:00:00+01:00 http://www.currentanalysis.com/COMPETE/FrontEnd/Report.aspx?rid=94880&rss Integration is progressing slowly, but meeting synergy targets–e.g., moving mobile traffic onto core network. Progress in 5G private networks and IoT may be aided by new spectrum after the Vodafone-Three merger, but B2B revenues slowed alarmingly. Robert Pritchard 2025-04-15T00:00:00+01:00 http://www.currentanalysis.com/COMPETE/FrontEnd/Report.aspx?rid=131486&rss The US is disrupting international trade with its tariffs, and it has a major impact on the global economy and ultimately IT spending. Service providers need work with enterprises to leverage AI and digital solutions to drive operational agility. Siow Meng Soh 2025-04-14T00:00:00+01:00 http://www.currentanalysis.com/COMPETE/FrontEnd/Report.aspx?rid=131485&rss Google Cloud Next announced Gemini will be available on premises as well as new capabilities in Vertex AI, Google’s developer platform. In addition, the new generation of TPUs, codenamed Ironwood, focuses on the inferencing opportunity. Beatriz Valle 2025-04-11T00:00:00+01:00 http://www.currentanalysis.com/COMPETE/FrontEnd/Report.aspx?rid=131454&rss Recent closure of a joint venture between T-Mobile USA and EQT to acquire FTTH provider Lumos has been facilitated by pragmatic acceptance of changed diversity, equity, and inclusion (DEI) positioning in the US. Robert Pritchard 2025-04-07T00:00:00+01:00 http://www.currentanalysis.com/COMPETE/FrontEnd/Report.aspx?rid=131463&rss The US tariffs will have a profound impact on enterprise AI and technology trends far beyond pricing; they will influence international trade patterns, economic growth, employment, access to skill sets, and start-up investment. Rena Bhattacharyya - John Marcus 2025-04-07T00:00:00+01:00