What is going to everybody be speaking about at PTC’26, and what headlines do you should brush up on to benefit from the occasion?
That is what our crew has been enthusiastic about as we prep for the January convention and description our annual telecom workshop. (No spoilers on that simply but, however watch this area.)
The excellent news is you could borrow from our skilled convention planning.
JSA Founder & CEO Jaymie Scotto Cutaia just lately sat down with our personal Senior Analysis Supervisor Brianna Boudreau for a quick, insightful have a look at the tendencies shaping world 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 checklist of demand drivers for suppliers, though its precise impression on world networks stays considerably of a puzzle.
- Information Middle Funding Shifts: There are large investments and capital going into AI, with a deal with information heart funding in the USA in places outdoors 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 information from world wide, or metro networks may be wanted if information is saved nearer to finish customers.
- New Bandwidth Shoppers: AI-focused corporations and neocloud operators are beginning to construct out their world networks and have gotten larger customers of worldwide bandwidth
Submarine Cables and Capability
- Huge Capability Progress: Submarine cables are all the time a sizzling matter, and there’s a lot of deliberate funding, leading to a large quantity of latest capability coming on-line over the following few years with a various group of householders.
- Funding Worth: The worth of latest submarine cables coming into service between 2025 and 2027 is forecasted to succeed in over $14 billion.
- Market Impression: Key dialogue factors embody the impression of those new techniques 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 sizzling matter, significantly following continued outages in areas just like the Pink Sea.
- Artistic Options: Discussions will deal with artistic options for resilience, resembling 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 yr ⬇️
The Analysis Behind the Workshop
Need entry to the information behind this presentation?
Our annual workshop is knowledgeable by a number of core analysis companies:
- Transport Networks Analysis Service: Information 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: Probably the most full supply of knowledge and evaluation about worldwide web capability, site visitors, service suppliers, ASN connectivity, and pricing.
- Information Middle Analysis Service: Probably the most complete supply of intelligence on information heart infrastructure and ecosystems.
- Community Pricing Database: An interactive suite of modules that correspond to distinct community pricing information units. This instruments is residence to thousands and thousands of knowledge factors on every thing from enterprise broadband to wavelength pricing.
