What is going to everybody be speaking about at PTC’26, and what headlines do you have to brush up on to benefit from the occasion?
That is what our staff has been interested by 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 which you could borrow from our knowledgeable convention planning.
JSA Founder & CEO Jaymie Scotto Cutaia not too long ago 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.
Think about this your convention crash course as you wrap your head across the 2026 occasion agenda.
Affect of AI on International Networks
- AI as a Demand Driver: The one assure is that everybody at PTC goes to be speaking about AI. It tops the record of demand drivers for suppliers, though its actual affect on international networks stays considerably of a puzzle.
- Knowledge Heart Funding Shifts: There are big investments and capital going into AI, with a give attention to information heart funding in america in areas exterior of conventional connectivity hubs which are 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 is perhaps wanted if coaching fashions pull information from all over the world, or metro networks is perhaps wanted if information is saved nearer to finish customers.
- New Bandwidth Customers: AI-focused corporations and neocloud operators are beginning to construct out their international networks and have gotten larger customers of worldwide bandwidth
Submarine Cables and Capability
- Large Capability Progress: Submarine cables are all the time a sizzling matter, 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 getting into service between 2025 and 2027 is forecasted to succeed in over $14 billion.
- Market Affect: Key dialogue factors embody the affect 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 vital and sizzling matter, significantly following continued outages in areas just like the Pink Sea.
- Inventive Options: Discussions will give attention to inventive options for resilience, akin 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’ll be able to brush up on the place we left off final yr ⬇️
The Analysis Behind the Workshop
Need entry to the info behind this presentation?
Our annual workshop is knowledgeable by a number of core analysis companies:
- 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, visitors, service suppliers, ASN connectivity, and pricing.
- Knowledge Heart Analysis Service: Essentially 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 house to thousands and thousands of knowledge factors on every thing from enterprise broadband to wavelength pricing.
