Sector

TMT

From cybersecurity to fibre networks and cloud adoption, here you’ll find our latest thinking on the technology, media and telecommunications (TMT) sector
Opinion by Lynn Song
Yesterday, 05:19

Will AI become the Great Equaliser?

Read this Opinion
Will AI become the Great Equaliser?
How much is AI contributing to US economic growth?
Opinion by James Knightley
20 August

How much is AI contributing to US economic growth?

We think AI technology and data centres account for a third of economic growth in 2026

Webinar: The AI race - who will fund and fuel the next wave?
TMT
4 August

Webinar: The AI race - who will fund and fuel the next wave?

Join our live webinar to find out how AI is reshaping capital markets, infrastructure and energy

Why tech investors are reevaluating AI investments
TMT United States
7 July

Why tech investors are reevaluating AI investments

AI investment remains a positive story. But as costs rise, OpenAI, Anthropic and others face risks

The AI race is driving TMT debt issuance
TMT United States
7 July

The AI race is driving TMT debt issuance

We remain supportive of robust issuance across European and US credit markets, driven by tech deals amid the AI boom

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Video
TMT United States
1 July

America's AI boom: 3 trends to watch

Tech and FX: short-term volatility may cloud long-term trend
FX TMT
5 June

Tech and FX: short-term volatility may cloud long-term trend

Spanish telecom paradox: private costs, public benefits
TMT Spain
28 May

Spanish telecom paradox: private costs, public benefits

AI monthly: Many still unconvinced of GenAI’s relevance
TMT AI
27 May

AI monthly: Many still unconvinced of GenAI’s relevance

Most read

    Opinion by James Knightley
    20 August

    How much is AI contributing to US economic growth?

    Opinion by Lynn Song
    Yesterday, 05:19

    Will AI become the Great Equaliser?

Listen: Deals, deployment and digital-free childhoods - Telecoms in 2026
Podcast
TMT
23 February

Listen: Deals, deployment and digital-free childhoods - Telecoms in 2026

Webinar: How telecoms will answer the call in 2026
TMT
2 February

Webinar: How telecoms will answer the call in 2026

Telecoms Outlook 2026: Communicate, work and play
Bundle
TMT
26 January

Telecoms Outlook 2026: Communicate, work and play

  • This bundle contains 6 Articles
European telecoms set to see modest growth in 2026
TMT
26 January

European telecoms set to see modest growth in 2026

Fibre operators need more time before the cash flow jaws open
TMT
26 January

Fibre operators need more time before the cash flow jaws open

Fibre is to become widely available by 2028 and pass through more than 80% of homes in 2026

European mobile networks lose ground in the global 5G race
TMT
26 January

European mobile networks lose ground in the global 5G race

Europe risks falling behind Asia, the USA, and the Middle East in 5G leadership

Defining moment for telcos as offline‑childhood trend accelerates
TMT
26 January

Defining moment for telcos as offline‑childhood trend accelerates

M&A may provide a tailwind to the telecom sector in 2026
TMT
26 January

M&A may provide a tailwind to the telecom sector in 2026

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3 calls for EU sectors in 2026: Tech outperformance, manufacturing growth gaps, small consumer gains
Transport & Logistics Manufacturing, Construction and Retail TMT
22 January

3 calls for EU sectors in 2026: Tech outperformance, manufacturing growth…

Why the EU’s telecom regulatory framework needs an update
Opinion by Jan Frederik Slijkerman
19 January

Why the EU’s telecom regulatory framework needs an update

Listen: The data centre power play - AI, energy and Europe's next move
Podcast
Energy TMT AI
28 November 2025

Listen: The data centre power play - AI, energy and Europe's next move

How data centres are powering growth and the energy transformation
Bundle
Energy TMT
25 November 2025

How data centres are powering growth and the energy transformation

  • This bundle contains 4 Articles