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All issuesVolume 326, Issue 4IT NewsTelco

Telcos And Hyperscaler Partnerships - How AI Changes Everything

IoTNOW, Thursday, May 29th, 2025

For many years, the telecoms industry has had a complicated relationship with the hyperscalers - in particular AWS, Google and Microsoft.

Industry watchers, both analysts and journalists, have been quick to point out the seemingly conflicting risks of deep collaboration - dependency and disintermediation. These concerns are not without some historical foundation, but things are changing. In the last three years, the potential value of long-term, meaningful partnerships is driving ever-deeper engagement and the arguments for caution are weakening.

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