Digest of 5th of September
Business Deals & Strategic Moves
•Ghana to merge telecom giants AT (formerly AirtelTigo) and Telecel Ghana to cut losses, eliminate duplicated infrastructure, and create one stronger operator; the government will retain all 300 permanent employees and invest ~$600 million over four years.
AI & Technology Partnerships
•Palantir and Lumen Technologies announce a strategic AI-driven partnership, integrating Palantir’s Foundry/AIP with Lumen’s fiber infrastructure to modernize operations, reduce latency, and position for growth in the expanding $11.3 billion AI-in-telecom market by 2030.
Digital Infrastructure & Product Innovation
•Tata Elxsi and Evergent launch “Subscription Hub”, a unified digital storefront that aggregates media and telecom subscription services into a seamless platform aimed at enhancing customer loyalty and unlocking new monetization opportunities.
Regulatory & Industry Consolidation Trends
•In an opinion piece, Fierce Network asserts that the telecom growth phase is over, predicting widespread industry consolidation, reduced roles for Open RAN software vendors, and strategic pivots by vendors toward AI and data center markets.
Operational Challenges & Resilience
•70% of telecom downtime in Nigeria is attributed to energy issues, highlighting the critical need for reliable power infrastructure as a top priority amidst other challenges like vandalism and fiber cuts.
