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Singtel, Indosat and SK Telecom want to be the switchboard for enterprise AI
October's three telco token launches resell other companies' models, so margins on the services will have to be watched closely
Oct 29
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Matt Walker
AT&T sets aside $800M to fund more layoffs, but credits fiber, not AI, for future savings
AT&T ties its $4B savings target to retiring copper and expects the fiber switch to cut its energy use by 1.06 million MWh
Oct 26
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Matt Walker
1
Indonesia's two biggest telcos are among the world’s leaders in AI implementation
Both score 12/18 on AI deployment depth – on par with leading European telcos – but they got there by different routes
Oct 16
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Matt Walker
Only 37% of telcos surveyed can link autonomous network spending to financial results
The uncertainty is not preventing major telcos from ambitious goals: Deutsche Telekom targets €1.1 billion of AI and automation savings in 2027
Oct 15
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Matt Walker
2
BT talks up AI, but fiber is doing most of its job cutting
BT's workforce is down 22,000 since 2023, led by Openreach, where fiber helped cut faults 18% in its latest fiscal year. BT has yet to put a number on…
Oct 9
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Matt Walker
September 2026
Verizon pledges AI training for outsiders and laid-off workers, but not its own staff
Verizon's new $70M AI Skills for America pledge funds training for outsiders and laid-off workers, not employees. VZ last disclosed employee training…
Sep 29
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Matt Walker
China Telecom has a weak 1H26 as it pivots towards AI and tries to catch up to Alibaba
The company’s revenues and profits underperformed; now it is pivoting towards AI with token sales and trying to accelerate cloud growth
Sep 28
•
Matt Walker
Hyperscaler headcount passed telco headcount in 3Q24, and the gap has grown to 468,000 jobs
MTN Consulting's telecom and hyperscale employment tracking, 1Q14 through 1Q26. The two workforces look nothing alike.
Sep 25
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Matt Walker
Can the conglomerate model deliver growth to telecom?
Four cases say ownership structure doesn't explain growth. Even Jio, which built a new network, grew by cutting rivals' margins, not by actually growing…
Sep 24
•
Matt Walker
1
Across 29 telcos, retail and sales job postings outnumber AI postings roughly 10 to 1
AI skills are valuable, but “AI jobs” are less than 5% of total, based on a review of 6,254 live job postings across 29 operators in early September…
Sep 22
•
Matt Walker
1
China's telcos turn AI tokens into enterprise revenue
While Western telcos chase AI cost savings, China's state operators monetize tokens—plus the latest benchmarks and vendor moves.
Sep 19
•
Matt Walker
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