Tim Hatt

This insight is locked This insight is open to all subscribers and registered users, or available by completing the form. The commercialisation of mobile network APIs has moved from early-stage exposure to wider distribution. Aggregators are playing a key role, targeting high-priority sectors. Understanding demand in different industries is important for operators, channel/distribution partners and developers.

This insight is locked This insight is open to all subscribers and registered users, or available by completing the form. The SpaceX IPO prospectus frames a total addressable market (TAM) of $28.5 trillion across AI, connectivity and space-enabled infrastructure. The strategic centre of gravity increasingly appears to be Starlink – a profit driver in this disruptive and highly ambitious business.

How will rising enterprise data traffic and workloads affect overall energy usage and efficiency? How should we think about the differences between processing data at the edge versus the cloud? And what can operators, vendors and others in the infrastructure value chain do to mitigate energy consumption? To answer these questions, GSMA Intelligence surveyed 100 operators and developed a model to simulate the impact of changing enterprise traffic flows across a range of industries.