What is going to everybody be speaking about at PTC’26, and what headlines do that you must brush up on to benefit from the occasion?
That is what our group has been serious 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 can borrow from our skilled convention planning.
JSA Founder & CEO Jaymie Scotto Cutaia lately sat down with Senior Analysis Supervisor Brianna Boudreau for a quick, insightful take a look at the developments 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.
Affect 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 actual impression on world networks stays considerably of a puzzle.
- Knowledge Heart Funding Shifts: There are enormous investments and capital going into AI, with a deal with knowledge middle funding in america in areas exterior of conventional connectivity hubs which might be near considerable 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 could be wanted if coaching fashions pull knowledge from world wide, or metro networks could be wanted if knowledge is saved nearer to finish customers.
- New Bandwidth Shoppers: AI-focused firms and neocloud operators are beginning to construct out their world networks and have gotten greater customers of worldwide bandwidth
Submarine Cables and Capability
- Large Capability Progress: Submarine cables are all the time a sizzling subject, 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 Affect: 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 vital and sizzling subject, notably following continued outages in areas just like the Purple Sea.
- Inventive Options: Discussions will deal with inventive options for resilience, equivalent 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 may brush up on the place we left off final 12 months ⬇️
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: 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: Probably the most full supply of knowledge and evaluation about worldwide web capability, visitors, service suppliers, ASN connectivity, and pricing.
- Knowledge Heart Analysis Service: Probably the most complete supply of intelligence on knowledge middle infrastructure and ecosystems.
- Community Pricing Database: An interactive suite of modules that correspond to distinct community pricing knowledge units. This instruments is house to tens of millions of knowledge factors on all the things from enterprise broadband to wavelength pricing.