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. Sun, 15 Nov 2026 14:00:54 GMT http://www.currentanalysis.com/COMPETE/FrontEnd/Report.aspx?rid=133600&rss The resignation of Jensen Huang, CEO of Nvidia, has shaken the technology industry as the company’s board of directors appoints Colette Kress, executive vice president and chief financial officer, as interim CEO. Beatriz Valle 2026-11-13T00:00:00+00:00 http://www.currentanalysis.com/COMPETE/FrontEnd/Report.aspx?rid=133585&rss IBM made several key enhancements to its Apptio TBM suite focused on AI cost management. The additions should help enterprises get faster insights into costs to help improve ROI. Amy Larsen DeCarlo 2026-11-11T00:00:00+00:00 http://www.currentanalysis.com/COMPETE/FrontEnd/Report.aspx?rid=123653&rss Hyperscalers are pumping hundreds of billions of dollars into building out their data center infrastructures to support burgeoning demand for AI-driven applications. But concerns about the AI bubble bursting loom large. Amy Larsen DeCarlo 2026-11-09T00:00:00+00:00 http://www.currentanalysis.com/COMPETE/FrontEnd/Report.aspx?rid=96446&rss TCS is seeing positive results from its efforts to drive advanced AI adoption. It is also pursuing growth in new areas such as AI data centers, GCCs, mid-market segments, and sovereign cloud. Siow Meng Soh 2026-11-03T00:00:00+00:00 http://www.currentanalysis.com/COMPETE/FrontEnd/Report.aspx?rid=123498&rss With a $200 billion+ CapEx investment, AWS is developing AI systems that can run across enterprise software and security workflows. But in a crowded playing field, the provider will have to innovate at the highest level or risk getting outpaced. Amy Larsen DeCarlo 2026-11-02T00:00:00+00:00 http://www.currentanalysis.com/COMPETE/FrontEnd/Report.aspx?rid=123496&rss Google Cloud shifted its approach from selling raw AI infrastructure to offering production-ready AI solutions. Reception has been strong, reflected in rapid 82% year-over-year revenue growth. Amy Larsen DeCarlo 2026-11-02T00:00:00+00:00 http://www.currentanalysis.com/COMPETE/FrontEnd/Report.aspx?rid=133551&rss Cisco's EMEA Analyst Summit highlighted trust and simplification as competitive differentiators in its overall AI strategy. The platform story is coherent, but buyers will want proof points to align intent with facts. Jeremiah Caron - Beatriz Valle 2026-11-02T00:00:00+00:00 http://www.currentanalysis.com/COMPETE/FrontEnd/Report.aspx?rid=123497&rss Microsoft is shifting its strategy toward agentic AI, looking to distinguish itself on cloud infrastructure optimized to support that swing. Along with Azure enhancements, Microsoft made organizational and licensing changes to adapt to this pivot. Amy Larsen DeCarlo 2026-11-02T00:00:00+00:00 http://www.currentanalysis.com/COMPETE/FrontEnd/Report.aspx?rid=128996&rss BT International has bolstered its voice portfolio, adding a suite of cloud-native platforms to support its multinational customers, while its proposed joint venture with Verizon could sharpen its competitive edge against global peers. Brendan Swan 2026-10-29T00:00:00+00:00 http://www.currentanalysis.com/COMPETE/FrontEnd/Report.aspx?rid=133519&rss Enterprise AI spending will reach $1.3 trillion by 2030 as pilots move into production and organizations scale AI deployments. Demand for consulting services will grow as projects become more complex and organizations rethink workflows. Rena Bhattacharyya - Praveen Kumar Tripathi 2026-10-26T00:00:00+00:00 http://www.currentanalysis.com/COMPETE/FrontEnd/Report.aspx?rid=107093&rss HCLTech is driving growth through AI solutions, and it is investing in AI data centers as part of its efforts to offer full-stack AI. It is also chasing mid-market clients through Pulse by offering integrated AI-driven solutions. Siow Meng Soh 2026-10-22T00:00:00+01:00 http://www.currentanalysis.com/COMPETE/FrontEnd/Report.aspx?rid=94894&rss Accenture is expanding its addressable market by investing in AI, capabilities to serve the mid-market, and industrial automation. It needs to streamline its operations while it continues to make acquisitions to meet growth objectives. Siow Meng Soh 2026-10-20T00:00:00+01:00 http://www.currentanalysis.com/COMPETE/FrontEnd/Report.aspx?rid=133480&rss Operators are turning 5G SA into commercial products, pricing network slicing with committed performance guarantees, competing on public safety architectures, and extending SA into vehicles, venues, and wholesale to differentiate enterprise offers. John Marcus - Ismail Patel 2026-10-15T00:00:00+01:00 http://www.currentanalysis.com/COMPETE/FrontEnd/Report.aspx?rid=133472&rss Managed mobility for the corporate workforce is mature, so operators are going after the frontline. Telcos differentiate around support for non-office personas (field workers, logistics, retail, etc.) by selling “assured operations,” not just plans. John Marcus 2026-10-12T00:00:00+01:00 http://www.currentanalysis.com/COMPETE/FrontEnd/Report.aspx?rid=133457&rss MEA AI is scaling from pilots to sovereign deployment, backed by new compute, Arabic-optimized models, governance frameworks, major funding, and talent programs, while energy, water, and trust constraints tighten. Ismail Patel 2026-10-08T00:00:00+01:00 http://www.currentanalysis.com/COMPETE/FrontEnd/Report.aspx?rid=95110&rss Telstra Enterprise continues to reshape its product portfolio, including new API solutions while forging new strategic partnerships to strengthen its network capabilities and extend its digital ecosystem. Brendan Swan 2026-10-08T00:00:00+01:00 http://www.currentanalysis.com/COMPETE/FrontEnd/Report.aspx?rid=133432&rss GTT’s Defense Halo platform offers an AI-native network security and observability solution with compelling discovery, monitoring, and root cause analysis derived from modelling an enterprise’s own network. Gary Barton - Amy Larsen DeCarlo 2026-10-02T00:00:00+01:00 http://www.currentanalysis.com/COMPETE/FrontEnd/Report.aspx?rid=133418&rss MEA AI is accelerating from pilots to sovereign-scale deployment: agentic government, vertical deep-tech platforms, open LLMs, AI governance lawmaking, data centers, and industry systemization across education, health, finance, and infrastructure. Ismail Patel 2026-10-01T00:00:00+01:00 http://www.currentanalysis.com/COMPETE/FrontEnd/Report.aspx?rid=128488&rss Having shuttered most non-African operations, MTN is now focusing on fintech, AI data centers, and better connectivity as it seeks to consolidate its status as a pan-African operator. Ismail Patel 2026-10-01T00:00:00+01:00 http://www.currentanalysis.com/COMPETE/FrontEnd/Report.aspx?rid=133413&rss The explosive increase in AI-driven demand for cloud infrastructure is driving major revenue growth for hyperscalers and other providers. But escalating AI compute costs and deployment misfires have enterprises scrambling for solid returns. Amy Larsen DeCarlo 2026-09-30T00:00:00+01:00 http://www.currentanalysis.com/COMPETE/FrontEnd/Report.aspx?rid=94881&rss As it marked its 30th birthday in July, DT promised to evolve with the times, maintain its market-leading position in Europe, and show continued eagerness to invest in AI, satellite connectivity, and industrial cloud. Ismail Patel 2026-09-30T00:00:00+01:00 http://www.currentanalysis.com/COMPETE/FrontEnd/Report.aspx?rid=133408&rss Agentic AI will have a profound impact on managed services, automating much that is now manual and enabling co-managed scenarios. However, new economic models will be needed and the balance will shift toward professional services. Gary Barton - Dustin Kehoe 2026-09-30T00:00:00+01:00 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 BT joint venture and a relatively new CEO add momentum but also uncertainty. Gregg Willsky 2026-09-30T00:00:00+01:00 http://www.currentanalysis.com/COMPETE/FrontEnd/Report.aspx?rid=133400&rss IP voice is often cited as legacy service in decline and while usage is changing it remains mission-critical in circumstances such as customer contact and sales; agentic AI may add new impetus to the market. Gary Barton 2026-09-29T00:00:00+01:00 http://www.currentanalysis.com/COMPETE/FrontEnd/Report.aspx?rid=94901&rss Lumen’s enterprise strategy is centered on low-latency multi-cloud, and AI connectivity across North America. The company is increasing network investment and sharpening its focus on enterprise and wholesale customers. Gregg Willsky 2026-09-29T00:00:00+01:00 http://www.currentanalysis.com/COMPETE/FrontEnd/Report.aspx?rid=128489&rss Mobily is investing heavily in submarine cables as it seeks a regional leadership role in wholesale services to complement demand from its cloud computing, roaming, hyperscaler, and IoT customers. Ismail Patel 2026-09-29T00:00:00+01:00 http://www.currentanalysis.com/COMPETE/FrontEnd/Report.aspx?rid=126548&rss stc continues to augment its current product roster by diversifying its partners and suppliers: in satellite, IoT, networks, AI, and cybersecurity. Ismail Patel 2026-09-29T00:00:00+01:00 http://www.currentanalysis.com/COMPETE/FrontEnd/Report.aspx?rid=133406&rss Technology firms are leveraging the FDE model to help clients accelerate their AI from pilots to production. Systems integrators add more focus to the model to ensure that the AI solutions deliver clients’ defined business outcomes. Siow Meng Soh 2026-09-29T00:00:00+01:00 http://www.currentanalysis.com/COMPETE/FrontEnd/Report.aspx?rid=133391&rss Australia’s race to build fiber is now on. Vocus is heading north with a 4,000km build, while SUBCO is heading underwater with three new cables, with both citing AI as the reason. Who has chosen the right route? Brendan Swan 2026-09-28T00:00:00+01:00 http://www.currentanalysis.com/COMPETE/FrontEnd/Report.aspx?rid=116361&rss Cognizant is accelerating its AI agenda by positioning itself as an AI builder, creating a dedicated AI business unit, developed a Frontier-certified workforce, adding solutions (e.g., Neuro AI Trust), and strengthening partnerships (e.g., OpenAI). Siow Meng Soh 2026-09-28T00:00:00+01:00 http://www.currentanalysis.com/COMPETE/FrontEnd/Report.aspx?rid=133389&rss ZTE's dual-engine – connectivity and compute – strategy underpinned by the vendor’s full-stack AI capabilities is gaining traction, but telco AI monetization and enterprise use cases beyond proof-of-concepts remain unproven. Alfie Amir 2026-09-28T00:00:00+01:00 http://www.currentanalysis.com/COMPETE/FrontEnd/Report.aspx?rid=133386&rss By highlighting innovative solutions and industry-specific use cases during its enterprise analyst conference, Ericsson laid out a much-needed update to its vision for telco monetization of 5G infrastructure investments, setting the stage for 6G. Rena Bhattacharyya 2026-09-25T00:00:00+01:00 http://www.currentanalysis.com/COMPETE/FrontEnd/Report.aspx?rid=133387&rss Google announced three voice-activated AI features coming soon to Google Workspace that enable users to complete tasks with less effort. More importantly, the features support two important trends in the team collaboration space. Gregg Willsky 2026-09-25T00:00:00+01:00 http://www.currentanalysis.com/COMPETE/FrontEnd/Report.aspx?rid=133376&rss Accenture and AWS are launching joint solutions targeted toward mid-sized businesses needing transformational project support. The offers leverage AI to help organizations optimize operations in key areas such as contact centers and FinOps. Amy Larsen DeCarlo 2026-09-23T00:00:00+01:00 http://www.currentanalysis.com/COMPETE/FrontEnd/Report.aspx?rid=133375&rss Salesforce is making a play for what is fast becoming the make-or-break component of the AI stack—the control plane for managing, securing, and governing all AI activities within an enterprise’s ecosystem of technology. Charlotte Dunlap 2026-09-23T00:00:00+01:00 http://www.currentanalysis.com/COMPETE/FrontEnd/Report.aspx?rid=133368&rss “Trust the T” is Deutsche Telekom’s new strapline, underscoring that although full sovereignty is difficult to attain, the company aims to build trust across its enterprise portfolio and is prepared to stake its hard earned reputation on doing so. Ismail Patel 2026-09-21T00:00:00+01:00 http://www.currentanalysis.com/COMPETE/FrontEnd/Report.aspx?rid=133359&rss Nokia’s Cognitive Operations is a stealth “physical AI” play: rugged industrial edge nodes with AI and mission-critical connectivity. But it needs to prove its strength as a real-time platform, not just another edge box, in a crowded market. John Marcus 2026-09-17T00:00:00+01:00 http://www.currentanalysis.com/COMPETE/FrontEnd/Report.aspx?rid=133343&rss The IBM-StarHub collaboration is important given potential timetables for when quantum computers become “cryptographically relevant” — i.e., powerful enough to crack modern encryption standards. Of all sectors, telcos have unique vulnerabilities. Dustin Kehoe - Alfie Amir 2026-09-10T00:00:00+01:00 http://www.currentanalysis.com/COMPETE/FrontEnd/Report.aspx?rid=133312&rss Google is rolling out tools in support of ‘value maxxing,’ tackling one of the biggest frustrations expressed by organizations deploying AI, namely slow realization of a positive ROI. Rena Bhattacharyya 2026-09-01T00:00:00+01:00 http://www.currentanalysis.com/COMPETE/FrontEnd/Report.aspx?rid=118841&rss CPaaS vendors are embedding AI into their platforms, offering agentic AI solutions, and enabling developers to connect AI coding tools to communications APIs. The shift from comms APIs to connected omni-channel CX journeys drives demand for CPaaS. Siow Meng Soh 2026-08-31T00:00:00+01:00 http://www.currentanalysis.com/COMPETE/FrontEnd/Report.aspx?rid=94874&rss Singtel is doubling down its focus on AI via RE:AI, offering sovereign GPUaaS, AI-driven networks, and SME programs. Alfie Amir 2026-08-28T00:00:00+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, with a major focus on fintech and AI, as it seeks to help the UAE become AI-centric and a digital-first society. Ismail Patel 2026-08-20T00:00:00+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 as it continues its journey from telco to a digital infrastructure company. Ismail Patel 2026-08-07T00:00:00+01:00 http://www.currentanalysis.com/COMPETE/FrontEnd/Report.aspx?rid=126871&rss Zain Group and ZainTECH are powering digital transformation in their operational footprint, leveraging the needs of regional customers to drive revenue. Ismail Patel 2026-08-06T00:00:00+01:00 http://www.currentanalysis.com/COMPETE/FrontEnd/Report.aspx?rid=133219&rss A successful disrupter brings a mixture of mindset, strategy, innovation and execution. While many challenges stand in the path, Extreme Networks is gaining more industry attention. Alfie Amir - Dustin Kehoe 2026-08-04T00:00:00+01:00 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 2026-07-29T00:00:00+01:00 http://www.currentanalysis.com/COMPETE/FrontEnd/Report.aspx?rid=133190&rss Orange Business’s 2026 analyst summit highlighted the progress made with key projects such as internal IT transformation and Evolution Platform. Orange’s evolving go-to-market strategy is also developing to maximize and scale its platform investment. Gary Barton - John Marcus 2026-07-24T00:00:00+01:00 http://www.currentanalysis.com/COMPETE/FrontEnd/Report.aspx?rid=133179&rss ‘8x8 AI Routing’ uses AI to deliver a customer’s inquiry to the person best equipped to handle it, reducing the chance of customer frustration more effectively than legacy systems. Although the improvement is marginal, the solution merits a trial. Gregg Willsky 2026-07-22T00:00:00+01:00 http://www.currentanalysis.com/COMPETE/FrontEnd/Report.aspx?rid=133161&rss Salesforce has purportedly handed Slackbot, the Slack AI work agent, the keys to the entire Salesforce platform. Despite elevating Slack to the default collaboration interface, concerns regarding security and other aspects exist. Gregg Willsky 2026-07-14T00:00:00+01:00 http://www.currentanalysis.com/COMPETE/FrontEnd/Report.aspx?rid=133155&rss At AWS Summit 2026, agentic AI was a key theme, but security, quantum computing, application networking, and data center configurations also played prominently. Enthusiasm for new tech was high, despite worries over cost management. Rena Bhattacharyya 2026-07-13T00:00:00+01:00 http://www.currentanalysis.com/COMPETE/FrontEnd/Report.aspx?rid=133144&rss Boomi has evolved into an enterprise platform which activates data and workflows for customers and combines integration, automation, API management, data management, and AI agent governance. Beatriz Valle 2026-07-10T00:00:00+01:00 http://www.currentanalysis.com/COMPETE/FrontEnd/Report.aspx?rid=133133&rss 5G use cases are deepening and broadening across verticals, commensurate with 5G SA deployments and telco-vendor partnerships that are unlocking opportunities in differentiated go-to-market positioning. John Marcus - Ismail Patel 2026-07-08T00:00:00+01:00 http://www.currentanalysis.com/COMPETE/FrontEnd/Report.aspx?rid=133137&rss Accenture and Google Cloud are teaming up to deliver industry-specific AI solutions to often underserved mid-sized clients. The suite combines Accenture’s consultative resources with Google Cloud infrastructure and AI technology. Amy Larsen DeCarlo 2026-07-08T00:00:00+01:00 http://www.currentanalysis.com/COMPETE/FrontEnd/Report.aspx?rid=133132&rss Southeast Asia’s digital future is becoming dependent on its subsea cable infrastructure. With AI, cloud, and data center demand surging, investment in new cables and routes are becoming a strategic necessity rather than an option. Brendan Swan 2026-07-07T00:00:00+01:00 http://www.currentanalysis.com/COMPETE/FrontEnd/Report.aspx?rid=133113&rss MEA AI is shifting from pilots to sector-scale rollouts: education pipelines, courts, ministries, policing, energy ops, water and agriculture resilience, creative media, and health and safety—backed by training and governance to build trust. Ismail Patel 2026-07-01T00:00:00+01:00 http://www.currentanalysis.com/COMPETE/FrontEnd/Report.aspx?rid=133114&rss The MEA region is shifting beyond AI adoption to ecosystem build-out. State funding, sovereignty and governance are now the key adoption drivers – alongside compute, training, and upskilling – turning AI into an investable, operational opportunity. Ismail Patel 2026-07-01T00:00:00+01:00 http://www.currentanalysis.com/COMPETE/FrontEnd/Report.aspx?rid=133100&rss The physical AI market is still in its early stages, and it needs an ecosystem which includes industrial players and developers of world models. The market is promising, especially in the industrial-dominant Asia region. Alfie Amir - Siow Meng Soh 2026-06-30T00:00:00+01:00 http://www.currentanalysis.com/COMPETE/FrontEnd/Report.aspx?rid=129659&rss T-Mobile is catching up to rivals in IoT by leveraging its standalone 5G-Advanced network for slicing and RedCap and deploying T-Platform for unified management. However, it has disclosed no new IoT updates since late 2025. John Marcus 2026-06-30T00:00:00+01:00 http://www.currentanalysis.com/COMPETE/FrontEnd/Report.aspx?rid=133098&rss BT and Verizon’s JV can deliver a potent global footprint for WAN and NaaS services and provides some answers on BTI’s future. But a long wait until it closes in 2027 highlights that many decisions remain to be made and fiendish complexity awaits. Gary Barton - John Marcus 2026-06-29T00:00:00+01:00 http://www.currentanalysis.com/COMPETE/FrontEnd/Report.aspx?rid=133068&rss Neoclouds are a newer wave of cloud providers focused on renting out GPU-driven infrastructure environments to customers training and running GenAI models, whose rise is driven by demand for specialized AI infrastructure. Beatriz Valle 2026-06-23T00:00:00+01:00 http://www.currentanalysis.com/COMPETE/FrontEnd/Report.aspx?rid=133069&rss Team collaboration platforms have opened dramatically with the addition of increasingly robust, AI-infused features. While enhancing the ability of users to get work accomplished, more open platforms have created issues that vendors must address. Gregg Willsky 2026-06-23T00:00:00+01:00 http://www.currentanalysis.com/COMPETE/FrontEnd/Report.aspx?rid=133029&rss HCLTech’s new vision and strategy for helping customers modernize applications includes a portfolio that encompasses AI driven modernization, AI native application development, intelligent quality engineering, and integration services. Rena Bhattacharyya 2026-06-12T00:00:00+01:00 http://www.currentanalysis.com/COMPETE/FrontEnd/Report.aspx?rid=99791&rss TM One continues to enhance its infrastructure with the progress of its TM-Nxera AI-ready data center and 5G agreement with U Mobile. Alfie Amir 2026-06-12T00:00:00+01:00 http://www.currentanalysis.com/COMPETE/FrontEnd/Report.aspx?rid=96478&rss Tech Mahindra has gained traction with clients and winning larger deals. It is going deeper into key industries, building expertise and partnerships with vendors that are enabling industry-specific use cases. Siow Meng Soh 2026-06-11T00:00:00+01:00 http://www.currentanalysis.com/COMPETE/FrontEnd/Report.aspx?rid=132994&rss Telstra and Google’s latest alliance reflects a broader shift as telecom operators evolve into digital infrastructure providers, and hyperscalers become embedded in network infrastructure, blurring the boundaries between carrier and cloud. Brendan Swan 2026-06-04T00:00:00+01:00 http://www.currentanalysis.com/COMPETE/FrontEnd/Report.aspx?rid=132987&rss With the slowdown in traditional IT spend, some system integrators have shown success in achieving growth with AI projects. System integrators are going through their own transformations to support the industry’s shift to AI. Siow Meng Soh 2026-06-02T00:00:00+01:00 http://www.currentanalysis.com/COMPETE/FrontEnd/Report.aspx?rid=132986&rss Boomi is making headway in the highly competitive application integration space by emphasizing the relevancy of low-cost AI model alternatives as part of its latest agentic AI initiatives. Charlotte Dunlap - Siow Meng Soh 2026-06-01T00:00:00+01:00 http://www.currentanalysis.com/COMPETE/FrontEnd/Report.aspx?rid=96444&rss Infosys has laid out its AI strategy targeting six value pools and driving differentiation through its Topaz offerings and platforms. Additionally, it continues to make inorganic investments to help boost its industry expertise. Siow Meng Soh 2026-05-29T00:00:00+01:00 http://www.currentanalysis.com/COMPETE/FrontEnd/Report.aspx?rid=95428&rss Vodafone Business has made good progress on its strategic priorities, transforming itself by embedding AI across all aspects of the company while forging new partnerships and acquiring new capabilities to strengthen its position across key markets. Brendan Swan 2026-05-29T00:00:00+01:00 http://www.currentanalysis.com/COMPETE/FrontEnd/Report.aspx?rid=132966&rss Generative AI 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 2026-05-27T00:00:00+01:00 http://www.currentanalysis.com/COMPETE/FrontEnd/Report.aspx?rid=132962&rss AI has revolutionized app modernization, affecting far more than code generation or refactoring of legacy code. New agentic AI capabilities impact discovery, documentation, and testing, leading to greater efficiency and incremental updates. Rena Bhattacharyya 2026-05-26T00:00:00+01:00 http://www.currentanalysis.com/COMPETE/FrontEnd/Report.aspx?rid=132951&rss Alibaba’s latest upgrades strengthen its full-stack AI capabilities and close competitive gaps, but the pace of competition is also accelerating in line with rapid growth in market demand. Alfie Amir 2026-05-22T00:00:00+01:00 http://www.currentanalysis.com/COMPETE/FrontEnd/Report.aspx?rid=132952&rss Verizon’s 2026 DBIR research highlights the AI-driven tactics threat actors are using to penetrate the enterprise. Cybercriminals are using AI to spot and exploit vulnerabilities, reducing the time to breach from months to hours. Amy Larsen DeCarlo 2026-05-22T00:00:00+01:00 http://www.currentanalysis.com/COMPETE/FrontEnd/Report.aspx?rid=96450&rss Wipro has made changes to its organization to better serve customer needs. Changes include the new AI-Native Business & Platforms unit and a new operating model to transform core functional areas (e.g., HR, supply chain, and customer experience). Siow Meng Soh 2026-05-22T00:00:00+01:00 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 success. Now scaling up its platform-based services, it remains a leader among enterprise service providers. John Marcus 2026-05-11T00:00:00+01:00 http://www.currentanalysis.com/COMPETE/FrontEnd/Report.aspx?rid=132914&rss Orange Business unveiled 14 innovations, blending new AI and security solutions with enhanced connectivity and collaboration tools. This strategic mix aims to drive growth by differentiating its position in secure, sovereign enterprise services. John Marcus 2026-05-11T00:00:00+01:00 http://www.currentanalysis.com/COMPETE/FrontEnd/Report.aspx?rid=132913&rss With Orange Business Live Intelligence Studio, enterprises can work with their local telco to deploy agentic AI and bypass US-based hyperscale cloud players; it’s an attractive option as sovereignty concerns heat up in Europe. Rena Bhattacharyya 2026-05-08T00:00:00+01:00 http://www.currentanalysis.com/COMPETE/FrontEnd/Report.aspx?rid=132912&rss Whale Cloud’s open approach can simplify multi-vendor cloud management, but its limited portfolio and brand awareness remain challenges against competitors. Alfie Amir 2026-05-08T00:00:00+01:00 http://www.currentanalysis.com/COMPETE/FrontEnd/Report.aspx?rid=132872&rss Digital sovereignty is becoming a boardroom topic in an era of global volatility. Telcos have some natural advantages in helping the industry navigate these challenges. Changing the approach is key for successful telco-led monetization. Dustin Kehoe - Siow Meng Soh 2026-04-30T00:00:00+01:00 http://www.currentanalysis.com/COMPETE/FrontEnd/Report.aspx?rid=132873&rss Enterprise 5G slicing is monetized mainly as “assured connectivity” (per site, SIM, access line, or solution). Operators so far lead with defined SLAs, bundling security/resilience, and prioritize repeatable products over truly on-demand solutions. John Marcus 2026-04-30T00:00:00+01:00 http://www.currentanalysis.com/COMPETE/FrontEnd/Report.aspx?rid=94907&rss Slower revenue growth in Q1 FY2026 due to sluggish legacy software sales raised concerns about IBM’s momentum. But investments in AI and automation should boost long-term expansion. Amy Larsen DeCarlo 2026-04-30T00:00:00+01:00 http://www.currentanalysis.com/COMPETE/FrontEnd/Report.aspx?rid=96314&rss Telefónica is advancing its autonomous networks and enhancing its digital portfolio leveraging AI. Its B2B segment remains a key growth engine with strong momentum across cybersecurity, cloud, and IoT. Brendan Swan 2026-04-29T00:00:00+01:00 http://www.currentanalysis.com/COMPETE/FrontEnd/Report.aspx?rid=132859&rss With the latest round of Workspace features announced at Google Cloud Next ’26, Google has improved the quality of the platform and incorporated contextual AI, but uncertainty awaits. Gregg Willsky 2026-04-27T00:00:00+01:00 http://www.currentanalysis.com/COMPETE/FrontEnd/Report.aspx?rid=132860&rss Splash Music, a startup that leverages cloud and AI to disrupt the music industry and scale its business with cloud and AI through a partnership with AWS. Alfie Amir - Siow Meng Soh 2026-04-27T00:00:00+01:00 http://www.currentanalysis.com/COMPETE/FrontEnd/Report.aspx?rid=132843&rss AI will create new demands on service provider networks, especially as agentic traffic begins to overtake more traditional forms of data. Provider NaaS and network infrastructure strategies are evolving to meet those needs, but it is early days. Dustin Kehoe - Gary Barton 2026-04-23T00:00:00+01:00 http://www.currentanalysis.com/COMPETE/FrontEnd/Report.aspx?rid=132814&rss Vodafone Business announced two new products for 5G SA connectivity: 5G+ Local Slicing and Network Boost. The pair go a considerable way to plugging a yawning chasm with its existing two tiers: standard 5G and a full-blown mobile private network. Ismail Patel 2026-04-20T00:00:00+01:00 http://www.currentanalysis.com/COMPETE/FrontEnd/Report.aspx?rid=103472&rss DXC is seeing results in stronger than anticipated earnings from its two-pronged strategy to steady its legacy business while moving forward with new AI-driven solutions. The company also retooled its sales enablement function. Amy Larsen DeCarlo 2026-04-15T00:00:00+01:00 http://www.currentanalysis.com/COMPETE/FrontEnd/Report.aspx?rid=94892&rss Atos has made significant progress in transforming its business and focusing on more profitable areas. It is looking to build agentic AI, digital sovereignty, and cybersecurity that will help many of its customers to accelerate their AI adoption. Siow Meng Soh 2026-04-09T00:00:00+01:00 http://www.currentanalysis.com/COMPETE/FrontEnd/Report.aspx?rid=94975&rss Like its peers, Akamai is all in on AI. To this end, in late 2025, Akamai launched the Inference Cloud platform, which taps edge locations to bring real-time AI processing closer to the point of consumption. Amy Larsen DeCarlo 2026-04-08T00:00:00+01:00 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=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=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=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=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=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=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=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=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=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=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=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=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=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