Insights

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AI infrastructure is rapidly becoming a strategic priority for enterprises in the Greater Bay Area, as organisations seek to deploy and scale artificial intelligence workloads across complex, interconnected environments. This report examines Equinix’s HK6 facility in Hong Kong, purpose-built to support enterprise AI with high-density GPU compute, advanced cooling, and direct connectivity to the region’s innovation ecosystem. It explores how HK6 enables hybrid and multicloud AI architectures, facilitates cross-boundary data operations between Hong Kong and Mainland China, and provides a neutral colocation environment for AI training, inference, and testing. The report addresses key questions for technology and business leaders: What specific infrastructure capabilities does HK6 offer for AI workloads? How does its connectivity to the Hong Kong-Shenzhen Innovation and Technology Park and the broader Greater Bay Area ecosystem benefit enterprises? What are the critical considerations—such as capacity planning, data governance, and contractual flexibility—that organisations must address before committing to new AI infrastructure? With insights tailored for CIOs, CFOs, and CDOs, the report provides a comprehensive guide to evaluating next-generation AI infrastructure in one of Asia’s most dynamic digital markets.

Infrastructure Is the Strategy: What Equinix’s HK6 Means for Enterprise AI in the Greater Bay Area

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This report, "APAC telcos performance benchmarks: Spring 2026," provides a comprehensive analysis of the performance of telecommunications operators across the Asia-Pacific region. Focusing on the future telco landscape, it examines key metrics such as revenue growth, EBITDA margins, capital expenditure (CAPEX), and average revenue per user (ARPU) for Q1-2026. The report explores how APAC telecom operators are adapting to slowing legacy revenue streams by shifting from subscriber acquisition to value extraction strategies, including ARPU expansion, bundled services, and 5G repricing. It also investigates the growing role of digital platforms, artificial intelligence, and digital financial services in redefining value creation for telcos. Infrastructure monetisation, particularly through data centre real estate investment trusts (REITs), is highlighted as a strategic funding mechanism for ongoing AI infrastructure expansion. The report addresses the emergence of fixed wireless access (FWA) as a significant broadband growth opportunity in APAC, driven by regional advantages in spectrum and pricing. Additionally, it covers the evolving dynamics of payments and lending within telco-led fintech platforms, the transition from traditional spectrum to data centre capacity, and the impact of satellite communications integration. Readers will find detailed benchmarking of operator performance, insights into CAPEX cycles, and analysis of subscriber retention versus acquisition. The report answers critical questions about how APAC telcos are navigating market maturity, digital transformation, and infrastructure investment to sustain growth and profitability.

APAC telcos performance benchmark: Spring 2026

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TMRW – Banking for the digital generation

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The APAC beyond connectivity business report for 2025 examines how telecommunications operators in Asia-Pacific are expanding their revenue streams beyond traditional connectivity services. This analysis explores the rise of new business models in the region, focusing on both enterprise non-connectivity solutions—such as cloud, artificial intelligence, managed services, and digital transformation—and retail consumer-based adjacencies, including content, fintech, and consumer ecosystems. The report investigates how telcos are leveraging these opportunities to diversify their portfolios, deepen customer engagement, and drive sustainable growth. Key questions addressed include: What are the primary growth segments for APAC telcos beyond connectivity? How are enterprise and retail archetypes shaping the future telco landscape? What role does 5G play in enabling new business models? How are fintech and super-app strategies influencing customer retention and value creation? The report also considers the competitive dynamics and strategic imperatives for telcos seeking to capitalise on these trends. Readers will gain a comprehensive understanding of the evolving market structure, the drivers behind new revenue streams, and the critical factors influencing success in the future telco ecosystem across Asia-Pacific.

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TMRW – Banking for the digital generation

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