https://www.barrons.com/articles/microsoft-amazon-ai-telecoms-stock-c07bdbdb

Microsoft newest drive in synthetic intelligence is offering AI-powered providers to assist telecommunications firms handle their networks. It’s a transfer that takes purpose at Amazon, as each expertise firms look to achieve from the telecom trade’s transfer towards cloud-computing platforms.

Microsoft is launching a brand new AI-enabled cloud platform for telecom firms, named Azure Operator Nexus. It has already been supplied to AT&T, the corporate mentioned late Sunday, simply earlier than the trade’s flagship present, the Cell World Congress, started on Monday.

Microsoft acquired AT&T ’s cloud-platform expertise in 2021, within the course of touchdown one of many largest purchasers within the sector.

“Azure Operator Nexus has already been launched to our flagship buyer, AT&T, and the outcomes have been extremely constructive. Now, we’re selectively working with operators for potential deployments around the globe,” Yousef Khalidi, a company vp at Microsoft, mentioned in a weblog put up.

The launch comes as carriers similar to AT&T and Verizon face strain to indicate higher returns on investments in 5G networks. Microsoft mentioned that Nexus will make carriers’ networks extra environment friendly by using AI and automation.

Microsoft is taking over Amazon Internet Companies because it seems to develop its market share in cloud-computing providers for telecoms. Amazon final week introduced the launch of its AWS Telco Community Builder, which it mentioned would make it simpler for telecom firms to construct their operations within the cloud.

Google’s mum or dad, Alphabet can be looking for to draw telecoms firms, because it seems to meet up with Amazon and Microsoft in cloud income. On Monday, Google Cloud mentioned it was launching three new merchandise for telecom firms, together with an AI-powered software for analyzing subscriber conduct.