The layoff wave that started in the technology sector in 2021 reset the rules of corporate finance.More than 500,000 technology workers were cut between 2021 and 2025. In 2023 alone, companies announced 264,220 job reductions. This happened inside firms with operating margins above 25% and cash balances in the tens of billions.Investors rewarded the cuts because they protected earnings and released capital for artificial intelligence programs that require extreme spending on compute, data centers, and model development. Meta declared a Year of Efficiency in 2023, removed 11,000 roles, and the stock jumped more than 19% in a single session. That reaction created a new norm. A layoff became a signal of discipline rather than distress.

I’ve spent the last year drinking from the AI firehose, part doctoral research, part field therapy. Between telco boardrooms and academic labs, I keep hearing the same wild claims about.“AI transforming everything.”To separate physics from PowerPoint, I asked two of my research partners to join me for an experiment: let’s run the industry’s favorite AI myths through a Bullcrap Meter.

Inside the Three Decades When Bell Labs Invented the Future and What It Would Take to Do It Again.

Telecom finance was designed for slow infrastructure, not rapid computing. Operators allocate 15–20% of annual revenue to capital expenditure, a structure optimized for assets that remain productive for a decade or more. Towers are depreciated over 20 years, basebands and transport gear over 7–10. This model provides predictable EBITDA margins and stable free cash flow. Still, it assumes technological stasis: that utility-grade equipment will retain economic value for most of its physical life.Artificial intelligence infrastructure violates that assumption. GPUs and accelerators lose price-performance leadership in two to three years. Each new generation doubles throughput and energy efficiency, collapsing the resale value of previous units. Power density and cooling requirements evolve almost as fast, forcing continuous reinvestment. If radio sites are to host AI inference hardware, their cost structure begins to resemble a micro–data center’s, not a utility’s.

Many avid travelers, campers, and RVers settle on satellite Internet as a solution to the losses in connectivity they experience while traveling through rural and highly remote areas of the United States. However, depending on your needs, satellite Internet plans can be too pricey to be practical. Furthermore, satellite Internet often comes with problems such as high latency and data caps. Before you search for “satellite internet providers near me” again, consider switching to renowned rural 5G/4G LTE Internet provider UbiFi.

How the world’s most powerful telecom empires collapsed , and the lessons still hiding in their ruins.

Des applis proposent de revendre les gigas inutilisés de son forfait mobile. De quoi décrocher le jackpot ? La pratique n’est pas dénuée de risques.

For more than a decade, the telecom industry has been busy trying to reinvent itself as something it is not. “Techco,” “Servco,” “Digital Operator”, all elegant slogans for an age that believed value came from software and platforms. Telcos sold towers, outsourced data centers, and trimmed engineering ranks to chase cloud partnerships and brand adjacency. It looked modern; it was strategically backward. While telcos were distancing themselves from hardware, the world quietly re-industrialized. AI transformed computing from a software abstraction into a physical process, a factory operation that consumes electricity, produces tokens, and generates cognition. The bottleneck is no longer spectrum or subscriber growth but the energy-to-intelligence ratio: how many joules it takes to deliver a decision. Every major technology company is now an energy company in disguise. Global CapEx tells the story.

SpaceX intègre désormais dans ses nouveaux satellites Starlink le même spectre radioélectrique qu'Apple utilise actuellement pour ses services d'urgence via Globalstar. Cette convergence technique arrive à un moment charnière : le président de Globalstar, James Monroe, évoquerait une cession de l'entreprise pour plus de 10 milliards de dollars, signal d'une possible distanciation avec Apple.

La question de la disponibilité réelle du WiFi 8 reste en suspens. Les premières certifications par la WiFi Alliance sont attendues pour 2028, avec une première phase de tests prévus en 2027. En conséquence, pour voir cette technologie chez le consommateur dans sa forme finale, une large démocratisation ne serait attendue que pour 2030 et au-delà. Si le WiFi 7 fait l’actualité, le WiFi 8 n’est pas loin derrière. Plus qu’une simple connectivité d’appareils, il promet de créer un « écosystème réseau capable d’évoluer en temps réel avec les besoins », un futur où l’innovation et l’intelligence se conjuguent pour une expérience utilisateur sans précédent.

Telco used to be the most exciting place on Earth. We were the people who made the impossible happen. We connected continents, carried the first digital signals, and built mobile networks that turned communication into a human right. We were the engineers who bent physics to our will. Then something happened. We turned into administrators of connectivity. The industry that invented the digital age now spends more time in regulatory filings than in labs.

When Nvidia takes a billion-dollar stake in an old-guard telecom vendor, it’s not a financial gesture but a signal. A signal that the AI arms race is moving from datacenters into the network fabric itself. On October 28, 2025, Nokia announced that Nvidia will invest $1 billion in newly issued shares, acquiring roughly 166 million shares, or about 3.5% of the company, and forming a deep strategic alliance to co-develop 6G and AI-native networking technologies. Nokia’s stock jumped 18 % within hours.

Every CEO carries two playbooks: the one they present to investors and the one they keep for themselves. The first is filled with plans, metrics, and commitments; the second with doubts, observations, and patterns only visible after decades inside the machine.

L’enquête Accès aux droits s’intéresse en particulier au rôle du numérique afin d’envisager les effets de la dématérialisation des services publics sur leur accessibilité. En ce sens, les répondants sont interrogés sur les difficultés rencontrées en ligne, un ajout par rapport à l’enquête de 2016, afin de documenter l’impact de la dématérialisation des services publics.Il en ressort qu’une part non négligeable de la population n’arrive pas à faire ses démarches administratives en ligne seule :  Moins d’une personne sur deux parvient à faire ses démarches en ligne, sans aide 36% déclarent avoir besoin d’une aide ponctuelle. Des difficultés qui touchent les plus jeunes, comme les plus vieux. Les moins de 34 ans et les plus de 55 ans font majoritairement face à des difficultés sur les démarches en ligne : 51% des 18-34 ans et 53% de 55-79 ans.

Most telcos still haven’t come to terms with what AI truly means for their future. This is a 2007 iPhone moment on steroids, not another radio upgrade, not a “TechCo” rebrand, and certainly not a digital transformation checklist. AI is changing the very physics of how humans, and now machines, connect and interact across the digital and physical world.

Before 2007, Telcos knew precisely who they were.They built networks. They connected nations. They carried the weight of communication with pride. Telcos were infrastructure institutions: disciplined, engineered, predictable. Then, in 2007, everything changed. The iPhone turned connectivity into an afterthought. The network disappeared behind the screen, and the center of gravity shifted from infrastructure to experience. For the first time, the telco wasn’t the main act; it was the invisible stagehand behind the digital revolution.

Trop de Gigas ? Vendez-les avec #dotdot ! RMC Story - 13/10/25 - 06:40

In a world increasingly reliant on digital connectivity, the phrase "digital divide" has become a common refrain. This divide highlights the stark contrast between those who have reliable Internet access and those who do not. In low-income areas, where barriers to connectivity can hinder educational opportunities, job prospects, and even access to healthcare, bridging this gap is more crucial than ever. Ensuring equitable Internet access has the power to transform lives in ways that are profound and far-reaching.

Most digital telco brands fail because they copy the form, not the logic. They launch with new colors, cheeky slogans, and influencer ads, but they keep the same DNA: legacy stack, corporate approvals, and tariff thinking. A digital logo wrapped around a paper process. Within a year, the app slows down, churn climbs, and the team that built it is moved back under “Consumer Marketing.” The post-mortem usually blames market saturation, but the truth is more straightforward: digital requires a different metabolism.

Une étude réalisée par le comparateur Selectra relève que 61% des offres commercialisées par les opérateurs télécoms incluent plus de 100 Go de data, «soit six fois plus que le besoin réel» des utilisateurs.