Ketil Gjerstad’s Post

The telecoms industry is done talking about ambition. 2026 is about execution. The GLF Pulse Survey 2026 reveals an industry at an inflection point: ✔️ Generative AI is now operational — not experimental ✔️ Partnerships have become the default growth model ✔️ CAPEX is flowing into innovation and new business lines But structural challenges remain: ⚠️ Margin pressure ⚠️ Regulatory complexity ⚠️ Slow speed‑to‑market The message from industry leaders is clear: The next phase of growth will belong to those who can turn strategy into scalable, repeatable action. Join our webinar at 4pm UK time to unpack the findings — and what they mean for carriers navigating the GenAI era.

In the news: Invest in transformational innovation: Higher-than-expected capital expenditure and rising competition have raised uncertainty in the AI space, making selectivity more important. We recommend a diversified and active approach across the enabling, intelligence, and application layers. We believe the order pipeline for Power and resources remains robust, with data center demand just one of many drivers of increased demand for investment in power and grid infrastructure. Meanwhile, we expect companies pioneering treatments and technologies to extend healthy lifespans to emerge as new market leaders. A diversified approach to transformational innovation is the best way to capture growth and manage risks, in our view, as it is likely to be a key driver of equity market returns in the years ahead. Join: Lexgateway.com #Investment #Innovation #AI #Technology #Diversification

Few countries can afford full autonomy as AI becomes increasingly capital-intensive. The real opportunity lies in collaboration. In partnership with the World Economic Forum, Bain Partner Florian Mueller outlines how pooled infrastructure and cross-border cooperation can reinforce strategic autonomy—while unlocking scale efficiencies critical to long-term resilience. https://bit.ly/40iqjWD

Few countries can afford full autonomy as AI becomes increasingly capital-intensive. The real opportunity lies in collaboration. In partnership with the World Economic Forum, Bain Partner Florian Mueller outlines how pooled infrastructure and cross-border cooperation can reinforce strategic autonomy—while unlocking scale efficiencies critical to long-term resilience. https://bit.ly/4rHPheq

Few countries can afford full autonomy as AI becomes increasingly capital-intensive. The real opportunity lies in collaboration. In partnership with the World Economic Forum, Bain Partner Florian Mueller outlines how pooled infrastructure and cross-border cooperation can reinforce strategic autonomy—while unlocking scale efficiencies critical to long-term resilience. https://bit.ly/3MuNvxU

Few countries can afford full autonomy as AI becomes increasingly capital-intensive. The real opportunity lies in collaboration. In partnership with the World Economic Forum, Bain Partner Florian Mueller outlines how pooled infrastructure and cross-border cooperation can reinforce strategic autonomy—while unlocking scale efficiencies critical to long-term resilience. https://bit.ly/40z9sPw

Few countries can afford full autonomy as AI becomes increasingly capital-intensive. The real opportunity lies in collaboration. In partnership with the World Economic Forum, Bain Partner Florian Mueller outlines how pooled infrastructure and cross-border cooperation can reinforce strategic autonomy—while unlocking scale efficiencies critical to long-term resilience. https://bit.ly/4rtke5K

Few countries can afford full autonomy as AI becomes increasingly capital-intensive. The real opportunity lies in collaboration. In partnership with the World Economic Forum, Bain Partner Florian Mueller outlines how pooled infrastructure and cross-border cooperation can reinforce strategic autonomy—while unlocking scale efficiencies critical to long-term resilience. https://bit.ly/4tLFDc9

Technology firms are under pressure as market participants increasingly question whether the high capital expenditure required for AI infrastructure will yield the anticipated financial returns.