Mavenir resets for the AI era

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 Telco AI: State of the Market series highlights AI commercialisation continuing to accelerate, with two thirds of AI deployments tracked across the telecoms sector now live. As well as recent developments from the telco AI space and the Telco AI tracker, this edition provides a deep dive on AI investment, highlighting how operators can target infrastructure investments where they have an advantage but partner where hyperscaler scale economics dominate.