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MWC 2026 Keynote 9: Built for What’s Next

MWC 2026 Keynotes
Live Streamed on Tues, 3 Mar at 16:00 - 17:00 CET
As connectivity enters a new era, networks are becoming more intelligent, more adaptive and more human-centric. This keynote explores how AI, cloud-native technologies and next-generation infrastructure are reshaping not only how networks operate, but how people experience the digital world. From AI-driven customer experiences and autonomous networks to new digital ecosystems and sustainable growth, the session examines how connectivity can move beyond access to become a true engine of opportunity. It sets out a shared vision for a future where technology anticipates needs, removes friction and empowers individuals, businesses and societies to thrive.

Infosys and Anthropic Claude: AI Agents for Telecom

Infosys and Anthropic Claude: AI Agents for Telecom
A new partnership between Infosys and Anthropic brings agentic AI into regulated, process-heavy industries, with telecom squarely in scope. Infosys will integrate Anthropic’s Claude models and Claude Code with its Topaz portfolio to build and operate enterprise-grade AI solutions across telecom, financial services, manufacturing, and software engineering. The collaboration emphasizes agentic AI—systems that can plan, call tools, and execute multi-step workflows with oversight—delivered with the controls, auditability, and policy enforcement that regulated sectors demand. Pairing Infosys’s domain depth with Claude’s reasoning and long-context capabilities gives operators a path to pragmatic automation that respects regulatory, safety, and transparency requirements.

India’s AI stack needs AI-native networks: Ericsson CTO

India’s AI stack needs AI-native networks: Ericsson CTO
India’s AI agenda increasingly spans silicon, data platforms, models, and applications, with an intent to catalyze domestic innovation and contribute to global ecosystems. For telecom leaders, the message is clear: AI is not a bolt-on capability but a system-level transformation that touches RAN, core, transport, cloud, and the enterprise edge. The AI economy runs on connectivity—low-latency access to data, assured bandwidth, location-aware processing, and programmable control. The operators that can fuse connectivity, compute, and data into a cohesive platform will set the pace for India’s next wave of digital growth.

India AI infrastructure investment: $200B bid by 2028

India AI infrastructure investment: $200B bid by 2028
India is moving to anchor a larger slice of global AI compute by pairing policy incentives with large-scale private capital and renewable power. New Delhi has outlined plans to attract more than $200 billion for AI infrastructure over the next two years, positioning the country as a production base for compute, data, and advanced applications rather than a pure consumer market. The policy stack aims to reduce friction for export-oriented AI services while widening access to shared compute for startups and enterprises. Adani Group plans to invest $100 billion through 2035 to build renewable-powered, AI-optimized data centers across India.

Blackstone backs Neysa with $1.2B for India AI infrastructure

Blackstone backs Neysa with $1.2B for India AI infrastructure
Blackstone will take a majority stake in Neysa through up to $600 million in primary equity, alongside Teachers’ Venture Growth, TVS Capital, 360 ONE Asset, and Nexus Venture Partners; the company also plans up to $600 million in debt to accelerate buildout. The raise is a step change from Neysa’s earlier $50 million and positions the Mumbai-headquartered startup to scale domestic GPU clusters for enterprises, public sector agencies, and AI developers.

India AI data city: Vizag 6GW compute hub

India AI data city: Vizag 6GW compute hub
The plan centers on Visakhapatnam, a port city on India’s east coast, as a tightly coupled zone for data centers, subsea cable landings, power, water, and the digital supply chain. State leadership wants the cluster to be more than rack space. It aims to bring in server assemblers, power and cooling vendors, and specialized logistics to create end-to-end capability. The city is also being pitched as a landing point for new subsea systems toward Singapore, which would diversify India’s international connectivity beyond Chennai and Mumbai and lower latency into Southeast Asia.

Union Budget: COAI seeks telecom spectrum and levy reform

Union Budget: COAI seeks telecom spectrum and levy reform
With the Union Budget around the corner, the Cellular Operators Association of India (COAI) is asking for a structural fix to spectrum pricing, statutory levies, and GST that is designed to restore sector health and accelerate digital infrastructure build-out. COAI’s agenda centers on spectrum affordability, regulatory levy rationalization, and GST reform to unlock liquidity frozen as input tax credit. COAI argues for spending the sizable unused corpus first, holding the DBN levy in abeyance, and trimming license fees to roughly 0.5–1% to cover administrative costs. Cutting GST on regulatory payments from 18% to 5% would reduce the pace of new ITC build-up and meaningfully ease liquidity pressure.

India’s Zero-Tax AI and Cloud Exports Through 2047

India’s Zero-Tax AI and Cloud Exports Through 2047
New Delhi has unveiled a sweeping tax holiday to capture the next wave of AI and cloud build-outs, positioning India as a long-term base for exporting compute. Foreign providers that deliver cloud and data center services to customers outside India will pay zero corporate tax on those revenues through 2047, provided workloads run from facilities in India. The budget also introduces a 15% cost-plus safe harbor for Indian data center units serving related foreign parties, simplifying transfer pricing for global delivery hubs. For cloud providers, it strengthens the business case to place GPU clusters, storage, and interconnect in India to serve overseas demand, not just local workloads.

Ericsson layoffs continue as 5G RAN demand cools

Ericsson layoffs continue as 5G RAN demand cools
CEO Börje Ekholm indicated the company will keep trimming headcount after cutting roughly 5,000 positions over the last year. In Sweden, Ericsson has notified authorities and begun union talks that could affect about 1,600 roles, part of a multi‑year restructuring program. The move follows a 2023 plan to remove around 8,500 jobs worldwide—about 8% of its workforce—with further reductions last year in markets such as Spain and Canada. The rationale remains consistent: reset the cost base, protect profitability, and keep investment firepower for strategic bets amid a slower operator capex cycle.

Google AI Plus under $5 in India vs ChatGPT Go

Google AI Plus under $5 in India vs ChatGPT Go
Google has introduced a sharply priced AI Plus subscription in India to push generative AI into the mass market and counter OpenAI’s ChatGPT Go. The AI Plus plan launches at ₹199 per month for new users for six months, then moves to ₹399 per month. The bundle raises usage limits for Gemini 3 Pro, unlocks video generation within Google’s apps, expands NotebookLM’s “deep research” capabilities, and adds 200GB of storage across Google Photos, Drive, and Gmail. Family sharing is included, signaling a household-centric growth strategy.

Jio IPO: Tariff Hike Timing, Airtel RMS, 5G Outlook

Jio 2026 IPO: Impact on 5G, Capex, ARPU, and India’s Digital Market
Reliance Jio’s path to a mid-2026 IPO is increasingly intertwined with the timing and magnitude of India’s next mobile tariff hike. Domestic brokers argue Jio has a tactical reason to push back on near-term tariff increases: hikes tend to accelerate Bharti Airtel’s revenue market share (RMS) gains more than Jio’s, narrowing the lead at the worst possible time for an IPO. Airtel has been the key beneficiary of previous price actions, chipping away at Jio’s RMS advantage by almost two percentage points since mid-2024. On current assumptions, Jio is informally pegged around $153 billion, implying an EV/EBITDA multiple near the low teens.

Satellite connectivity drives telco churn and ARPU: Viasat Report

Satellite connectivity drives telco churn and ARPU
New consumer research commissioned by Viasat and executed by GSMA Intelligence signals that non-terrestrial networks (NTN) are becoming a mainstream buying factor for mobile subscribers. The survey of more than 12,000 smartphone users across 12 countries finds persistent coverage gaps: over a third of respondents lose basic cellular service multiple times per month. That pain point is translating into intent. Roughly six in ten consumers say they would pay extra for satellite-enabled connectivity on their phones, and nearly half indicate they would switch operators if out‑of‑coverage service were included in their plan. On average, those willing to pay would accept a 5–7% uplift on their current monthly bill, with outliers such as India approaching a 9% premium.
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