Why Is The Indian Data Centre Market Opportunity Super Hot?

Why Is The Indian Data Centre Market Opportunity Super Hot?

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[embed]https://podcasters.spotify.com/pod/show/tonsepai/episodes/Why-is-the-Indian-Data-Centre-Market-Opportunity-Super-Hot-e22liue[/embed] While India just topped the population charts and is the #1 (1.423bil) most populous nation on the planet today (UN source) - there is a bigger explosion at play: Data! Indians consume an average of 20GB per person per month (nationally about 14.3EB in 2022) Which is driving a massive expansion of data centers across the country. Find out what opportunities this is creating and what you are missing out on.
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How The 5G Spectrum Auction Worked Out In India – Jio, Airtel, Adani, Vodafone

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This is not a brand new post but I am reposting from my Anchor podcast after 8 months for a reason. Take a look at how the market played out so far. The big bucks that @Jio, #jioplatforms, spent as well as #airtel, on 5G spectrum acquisition was for a reason. Now, 8 months on, deployments are well underway. Both #jio and #airtel are halfway across the country and as planned both will likely be pan-India 5G networks by Dec 2023. A pretty darn good speed of coverage for a massive country of this size. And they didn't bother too much about Private 5G since that piece was (and still is) under the regulatory radar. Adani did not bother too much and made his call on the parts he wanted.…
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How To Win Video Surveillance as a Service (VSaaS) in Emerging Markets

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Video Surveillance As A Service (#video #saas ) #VSaaS is emerging at its own pace and form. Get a view of what is its current flavor in India. While generally, IoT in the #VSaaS space has taken the following sectors - smart campus, smart healthcare, smart manufacturing, smart education, and so on, it is interesting how it adapts itself in new ways to emerging markets. For example, in #India, @Airtel just recently announced that it would expand its Home Surveillance service from 41 odd cities to 1100 towns along its fiber footprint. [embed]https://youtu.be/HwYIaLysNE4[/embed]
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Indian 5G Spectrum Auction: DoT Elated with Response, Jio Pulls All Stops with $10.1 Bil+, Airtel Push

Indian 5G Spectrum Auction: DoT Elated with Response, Jio Pulls All Stops with $10.1 Bil+, Airtel Push

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[audio m4a="https://tonsetelecom.com/wp-content/uploads/2022/07/Episode-7_tonse5Gplus_jul28.m4a"][/audio] [caption id="attachment_1129" align="alignnone" width="300"] Tonse Pai[/caption] The Indian 5G Spectrum Auction is live as we release this episode. Bids for 72GHz of spectrum across various bands from 700MHz, through mid-band (C band) including High band (26GHz) across multiple LSA, were available. Govt mightily pleased with the results so far, as on day 1 itself they received commitments of over Rs. 1.49 lakh Cr (roughly $18.1bil), and at this point on day 3 bidding is still in progress. Jio Platforms Limited (of Reliance Industries) is going all out in bidding for best-suited bands - 700MHz, 3.3-3.6GHz, and 26GHz, and select bands in between making sure its pan-India 5G dream becomes a reality. Jio also released its quarterly earnings report which looks very good with robust subscriber growth, with its…
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L&T Jumps Into Enterprise 5G, Rakuten says Enterprise Entry Point for Big Tech, Airtel on Ind 4.0

L&T Jumps Into Enterprise 5G, Rakuten says Enterprise Entry Point for Big Tech, Airtel on Ind 4.0

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[playlist ids="1143"] Following Adani Group Group's interest in the 5G Spectrum Auction, Larsen & Toubro announced interest in acquiring spectrum for deployment on the Mysore campus. Also, Larsen & Toubro would be trialing multiple use cases in #industry4.0 and deploying them for the parent campus and other group companies. Rakuten 's Tareq Amin, CEO stated that he believes Big Tech's entry point to the Enterprise 5G will be the Open RAN model and not the way traditional telcos did telco. Clearly, Rakuten will adopt this approach via a vibrant ecosystem with SI partners like TCS, Tech Mahindra, Cap Gemini, and others.  But do they have all the elements of the solution right now? Probably not. Is this a place for innovation and new solution definitions? Absolutely! The models trialed in India may well end up being carried…
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With $25bil Debt, almost $1bil Operating Loss per Quarter, Vodafone Idea, Seeks Airtel’s Help

With $25bil Debt, almost $1bil Operating Loss per Quarter, Vodafone Idea, Seeks Airtel’s Help

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Straddled with staggering debt, some becoming due in a year, soaring operating losses amid subscriber exodus, @Vodafone Idea is a picture of the disaster it was trying not to become. It's now asking @Airtel to pick up 5% in its tower business at $450 mil roughly to get past the current crisis. Things are getting bleaker for Vodafone Idea as the Indian telecom market moves toward reduced competition, more stable pricing, and a predictable regulatory environment.  More:
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