Can telcos successfully ride the enterprise AI wave? Tech Mahindra thinks so

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I realise that this is unlikely to win me friends in the comms world, but in the tech sector the telco operators can present a little like dinosaurs – they are large, not particularly agile and time and again over the years have failed to fully capitalise on their network infrastructure to move up the technology stack to offer higher value enterprise software services.

While telcos indisputably have infrastructure capable of delivering online services, they did not manage to win the cloud wars, and nor (collaboration aside) did they manage to become the main SaaS providers for enterprise apps. Can the rise of gen AI change this narrative? I sought out someone who believes that telcos are uniquely positioned to provide AI services through the physical structures they have spent decades building. That person is Amol Phadke, CTO at Tech Mahindra, who has worked for BT, Google and Accenture, and...

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Sources: Nvidia's business development group, not its VC arm NVentures, has led much of its ~$90B dealmaking push across 145+ companies over the past 16 months

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