https://www.barrons.com/articles/microsoft-amazon-ai-telecoms-stock-c07bdbdb
Microsoft latest drive in artificial intelligence is providing AI-powered services to help telecommunications companies manage their networks. It’s a move that takes aim at Amazon, as both technology companies look to gain from the telecom industry’s move toward cloud-computing platforms.
Microsoft is launching a new AI-enabled cloud platform for telecom companies, named Azure Operator Nexus. It has already been provided to AT&T, the company said late Sunday, just before the industry’s flagship show, the Mobile World Congress, began on Monday.
Microsoft acquired AT&T ’s cloud-platform technology in 2021, in the process landing one of the biggest clients in the sector.
“Azure Operator Nexus has already been released to our flagship customer, AT&T, and the results have been incredibly positive. Now, we’re selectively working with operators for potential deployments around the world,” Yousef Khalidi, a corporate vice president at Microsoft, said in a blog post.
The launch comes as carriers such as AT&T and Verizon face pressure to show better returns on investments in 5G networks. Microsoft said that Nexus will make carriers’ networks more efficient through the use of AI and automation.
Microsoft is taking on Amazon Web Services as it looks to expand its market share in cloud-computing services for telecoms. Amazon last week announced the launch of its AWS Telco Network Builder, which it said would make it easier for telecom companies to build their operations in the cloud.
Google’s parent, Alphabet is also seeking to attract telecoms companies, as it looks to catch up with Amazon and Microsoft in cloud revenue. On Monday, Google Cloud said it was launching three new products for telecom companies, including an AI-powered tool for analyzing subscriber behavior.
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