IBM on Monday announced a major deal with Bharti Airtel to build a new open hybrid cloud network that will be more efficient and flexible than what exists now, will enable new digital services, and be ready for emerging technologies such as 5G and edge computing.
For Airtel and Vodafone Idea, the new architectures have become particularly important given Reliance Jio’s advances. Sanchit Vir Gogia, Founder & CEO of Greyhound Research, notes that the Indian telecom sector has witnessed a seismic shift in investor sentiment over the past month, with Jio receiving three investments from three global majors amounting to a total of $8 billion. This, he says, has a direct bearing on Jio’s major competitors — Bharti Airtel and Vodafone Idea.
“For all three, the battle has shifted to consumer data, apps and enterprise services where there is a lot more money to be made compared to traditional voice services. But in this new turf, the winner is decided on a key metric – the one that delivers better customer experience which further depends on parameters like network availability, overall performance and 5G readiness,” he says.
P.S.: To read a research report on the investments in Jio Platforms, click here.
Sanchit Vir Gogia: Sanchit is the Chief Analyst, Founder & CEO of Greyhound Research, a Global, Award-Winning, Technology & Innovation Research & Advisory firm. To read more about him, click here.
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