#OurInsights

Capital is pouring into data center development, but there are real constraints on growth.

The question is less about whether AI will change how users discover classifieds but rather how incumbent providers can shape that change or risk leaving it and its associated value to new entrants.

To create value from AI agents and humans working together, focus on redesigning entire domains, not just launching a few use cases.

Changes in global trade and the growth of AI are shifting both commodity-trading structures and organizational models.

Sovereign AI is achievable only through an ecosystem effort that connects energy, compute, data, models, platforms, and applications across multiple actors.

This collection of McKinsey’s newest telecom insights details how AI is reshaping connectivity, and how operators can successfully reinvent, compete, and share in the rewards of the AI economy.

Structural and cost pressures have leading telecom operators looking to AI to reset network economics, enable disciplined growth, and unlock new revenue streams.

Telecommunications infrastructure—anchored by towers and fiber networks—has long been a cornerstone of digital connectivity and a resilient investment class.

The beyond-the-core model offers telcos an attractive path to B2C growth as traditional growth engines are slowing.

Playing a major role in enabling the AI era could reignite growth for telcos along the AI infrastructure value chain, utilizing assets many telcos already control.

As LEO consumer broadband and D2D connectivity push satellite capacity into the telecom mainstream, telcos must decide where to compete, partner, or ignore.

Agentic AI offers telcos a potential opportunity to reorient their recent trajectory.

After a challenging decade, telecom operators may finally be poised to spur a new era of growth.

Our latest B2B Pulse Survey of 3,000 decision-makers shows how agentic AI is creating value beyond connectivity, raising the bar on execution, integration, and trust.

As millions of baby boomer business owners approach retirement over the next decade, the country faces the largest wave of small-business ownership transitions in modern history.

In this McKinsey Institute for Economic Mobility interview, Ray and Dana Chery discuss their path to business ownership with McKinsey’s Nick Noel.

Over the next decade, millions of small and midsize US businesses representing trillions of dollars in enterprise value are expected to change hands as baby boomer owners retire.