The telecom industry is entering a decisive new phase. Independent analyst insights from STL Partners and Omdia point to major structural shifts in how networks are built, operated, and monetized. In 2026, transformation will be driven less by basic cloud adoption — now a given — and more by the need for sovereign, compliant and AI-ready infrastructures, where operators must retain control over data, workloads and operations while still scaling efficiently through automation.
Below are the key trends set to define the year ahead and what they mean for operators and service providers.
The rise of agentic AI and autonomous operations
In 2026, AI will move gradually from supporting operations by providing insights towards agentic AI taking more action itself. Rather than fully autonomous operations, we will see targeted use cases emerge: assisted troubleshooting, predictive maintenance, anomaly detection, and recommendation engines for network optimizations.
Omdia reports that over 60% of operators now consider AI/ML capabilities important when making infrastructure decisions — signalling strong intent, even if large-scale autonomy is still a work in progress.
The main challenge in this context is that AI is only as safe as the orchestration layer controlling it. To move from insights to action without risking network stability, telcos require an intent-based orchestration layer that provides a deterministic, model-driven framework for AI agents to operate within. It provides guardrails to ensure automation remains predictable, auditable, and aligned with operational intent — even as intelligence and flexibility increase.
The edge opportunity driven by 5G, low latency and IoT
Edge computing is becoming a core growth engine for telecom operators. Omdia forecasts that global spending on telco network cloud infrastructure and software will reach $24.8 billion by 2030.
This investment also covers distributed edge environments that STL Partners estimates could represent a $200 billion market.
The demand for edge computing is driven by enterprise demand for low-latency, local processing and secure connectivity. Use cases range from smart manufacturing and logistics to real-time analytics, IoT, and mission-critical applications. Private 5G networks sit at the heart of this opportunity. Enterprises increasingly want dedicated, programmable networks tailored to their operational needs — from ports and factories to utilities and campuses. This positions telcos as providers of distributed digital infrastructure, not just connectivity.
Managing thousands of distributed edge nodes manually is impossible. The winners will be those who can automate the full lifecycle of these functions, from initial provisioning to ongoing assurance and day 2 operations, across multi-vendor edge and cloud environments.
Sovereign cloud becomes a strategic opportunity
While cloud-native architectures are now mainstream, 2026 will be shaped by a deeper shift: sovereignty.
European enterprises and governments are not longer viewing sovereign digital infrastructure as a mere regulatory checkbox. Instead, it is becoming a strategic imperative for AI workloads and critical workloads.
As a result, sovereign cloud is moving from niche to strategic imperative. Telcos are uniquely positioned to reclaim their position as the trusted provider of digital infrastructure by exposing network capabilities via APIs and delivering compliant, locally governed cloud and edge platforms.
However, sovereign clouds must still be agile, programmable, and cost-efficient. Balancing sovereignty with scale will be one of the defining challenges of 2026 — and a major differentiator for operators that get it right.
The Inmanta perspective: Operationalizing intent
All these trends—AI, Edge, and Sovereignty—share a common bottleneck: complexity. At Inmanta, we believe that 2026 will be the year that "script/workflow-based" automation reaches its breaking point. To thrive in this new phase, operators need to move toward true intent-based orchestration.
- Model-driven consistency: Define what the service should look like, and let the orchestrator handle the how across multi-domain and multi-vendor environments.
- Safe AI integration: Provide the "guardrails" for AI agents, ensuring that autonomous actions always align with the intended network state.
- Zero-touch edge: Deploy and manage complex and distributed services (e.g. private 5G networks) at scale without increasing operational headcount.
Looking into 2026
2026 will be the year networks become smarter and more autonomous. The operators that invest in a robust, model-driven automation backbone today will be the ones leading tomorrow.
At Inmanta, we’re ready to support this transformation, working closely with our customers and partners to turn intent into operational scalability.
Here’s to shaping the future of automated networks in 2026 and beyond.