Telco B2B Strategies Intelligence Service

Wholesale is increasingly strategic in an AI-first world. Join Omdia for exclusive insights from buyers and sellers on what’s driving next-generation wholesale growth.

Through its March 2026 release of AI Grid, Nvidia teams with six initial service provider partners to address a missing orchestration piece, unifying AI distributed at the edge and connected by networks.

This report outlines the partnership rationale and potential synergies between telcos and neoclouds regarding their positioning and potential success in the market for AI computing and services. It also shares case studies of existing telco and neocloud partnerships.

Omdia marks 25 years of wholesale coverage with its latest annual wholesale survey. New wholesale buyer groups and AI-driven services offer the promise of strong revenue growth, but sellers need to tighten up key areas to win more business.

Hyperscaler Cloud WAN services offer managed IP-VPN endpoints to enterprises via SD-WAN, firewalls or routers. But Cloud WAN on its own is incomplete, there is opportunity for telcos to partner and fill managed service gaps.

Wholesale supports the AI-driven transformation of industries as market dynamics align to new investment areas: agentic AI, digital sovereignty, and quality of experience. The Innovation Analyzer features telco announcements in these areas.