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The impact of 5G and cloud on telco capex and opex

TM Forum

The largest change is the increased spending on cloud services, growing from 5% of total opex in 2019 to 12% in 2021. Between 2019 and 2021 the additional 2% opex rise in the energy category represented an additional $30 billion cost for the industry.

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The biggest enterprise technology M&A deals of the year

CIO Business Intelligence

Even though Nvidia’s $40 billion bid to shake up enterprise computing by acquiring chip designer ARM has fallen apart, the merger and acquisition (M&A) boom of 2021 looks set to continue in 2022, perhaps matching the peaks of 2015, according to a report from risk management advisor Willis Towers Watson. trillion in 2020 to $5.16