What’s going to everybody be speaking about at PTC’26, and what headlines do you must brush up on to take advantage of the occasion?
That is what our workforce has been occupied with as we prep for the January convention and description our annual telecom workshop. (No spoilers on that simply but, however watch this house.)
The excellent news is which you could borrow from our knowledgeable convention planning.
JSA Founder & CEO Jaymie Scotto Cutaia just lately sat down with our personal Senior Analysis Supervisor Brianna Boudreau for a quick, insightful take a look at the traits shaping international telecom, subsea, and digital infrastructure going into 2026.
Contemplate this your convention crash course as you wrap your head across the 2026 occasion agenda.
Impression of AI on World Networks
- AI as a Demand Driver: The one assure is that everybody at PTC goes to be speaking about AI. It tops the listing of demand drivers for suppliers, though its precise affect on international networks stays considerably of a puzzle.
- Knowledge Heart Funding Shifts: There are large investments and capital going into AI, with a give attention to knowledge heart funding in the USA in areas exterior of conventional connectivity hubs which can be near plentiful energy era.
- Community Funding Ambiguity: It is an open query the place community funding is most wanted; funding in long-haul items of the community may be wanted if coaching fashions pull knowledge from all over the world, or metro networks may be wanted if knowledge is saved nearer to finish customers.
- New Bandwidth Shoppers: AI-focused corporations and neocloud operators are beginning to construct out their international networks and have gotten greater shoppers of worldwide bandwidth
Submarine Cables and Capability
- Huge Capability Development: Submarine cables are all the time a scorching subject, and there’s a lot of deliberate funding, leading to an enormous quantity of recent capability coming on-line over the subsequent few years with a various group of householders.
- Funding Worth: The worth of recent submarine cables coming into service between 2025 and 2027 is forecasted to achieve over $14 billion.
- Market Impression: Key dialogue factors embrace the affect of those new methods on routes (particularly these connecting to Asia and the Pacific), the aggressive panorama, and pricing within the wholesale market.
Community Resilience
- Continued Focus: Attaining community resilience stays a essential and scorching subject, significantly following continued outages in areas just like the Purple Sea.
- Inventive Options: Discussions will give attention to artistic options for resilience, comparable to deploying extra cables on main routes or establishing connectivity on distinctive routes, together with each subsea and terrestrial choices.
The State of Telecom
Catch TeleGeography’s annual telecom workshop on Sunday, January 18 at 2:00 PM HAT. You possibly can brush up on the place we left off final 12 months ⬇️
The Analysis Behind the Workshop
Need entry to the info behind this presentation?
Our annual workshop is knowledgeable by a number of core analysis providers:
- Transport Networks Analysis Service: Knowledge and evaluation on long-haul networks and the undersea cable market, with forecasts of worldwide bandwidth provide, demand, costs, and revenues
- IP Networks Analysis Service: Essentially the most full supply of knowledge and evaluation about worldwide web capability, site visitors, service suppliers, ASN connectivity, and pricing.
- Knowledge Heart Analysis Service: Essentially the most complete supply of intelligence on knowledge heart infrastructure and ecosystems.
- Community Pricing Database: An interactive suite of modules that correspond to distinct community pricing knowledge units. This instruments is dwelling to thousands and thousands of knowledge factors on the whole lot from enterprise broadband to wavelength pricing.