Zeus Kerravala, founder and principal analyst at ZK Research., talks with theCUBE about telecom monetization meeting the AI moment. — MWC Barcelona 2026AI play_arrow

    AI reshapes network economics as telcos face a make-or-break moment

    Telecom monetization is facing a narrow window of opportunity as artificial intelligence redefines network economics. The industry as a whole now faces a decision: Capitalize on software-driven data infrastructure, or risk falling behind in the next major platform shift. The challenge for service providers is to convert their extensive networks ...

    BY EMILE LOUW - 1 DAY AGO

    AI

    AI reshapes network economics as telcos face a make-or-break moment

    BY EMILE LOUW - 1 DAY AGO

      ANALYSIS FROM THECUBE RESEARCH help_outline

      AI

      Satya’s sacrifice: Why agents threaten Office and how Microsoft responds

      Last year, Microsoft Corp. Chief Executive Satya Nadella made the claim that “SaaS will dissolve into a bunch of agents” sitting on top of CRUD databases. In describing how software-as-a-service applications will become artificial intelligence agents atop standard "create, read, update and delete" databases, he was actually trolling Salesforce Inc. CEO Marc ...

      BREAKING ANALYSIS BY DAVE VELLANTE AND GEORGE GILBERT - 3 DAYS AGO

      AI

      Satya’s sacrifice: Why agents threaten Office and how Microsoft responds

      BREAKING ANALYSIS BY DAVE VELLANTE AND GEORGE GILBERT - 3 DAYS AGO

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