Evolution of devices: prospects for growth, interest in sustainability and the rise of AI

GTC Berlin 2026 was this year’s European edition of Nvidia’s flagship event series. Blog posts from GSMA Intelligence provided timely analysis of key messages across the event, as well as the rationale for the telecoms vertical taking a major role in the event’s messaging. However, it is still important to reflect on what GTC conveyed on the evolution of Nvidia’s telco proposition and how its efforts align with market requirements.

B2B has emerged as a strategic growth area for operators and the wider tech/digital ecosystem. As the digital transformation of vertical sectors accelerates, gaining insights directly from enterprises is key. GSMA Intelligence surveyed more than 350 enterprises across China, from 10 vertical sectors, to gain insight into their digital transformation. The research focused on strategic objectives, investment plans, use of technology, deployment challenges, supplier decisions, tech sovereignty, and policy and regulation.

This edition of the Industry Checkpoint series focuses on consumer eSIM, highlighting momentum behind travel eSIM; new players launching eSIM-only MVNO services; operator efforts to expand eSIM use cases beyond smartphones; and operators using eSIM to target inbound travellers, including enriching connectivity with benefits that improve the wider visitor experience.