Global telecom investments decline amid 6G expectations

Global capital expenditures by telecom operators are expected to decline by around 2% in 2026, according to data from analyst firm Dell’Oro Group. This reflects a more cautious investment approach as existing network infrastructure reaches maturity.

Analysts note that current networks are largely capable of handling existing traffic volumes, reducing the need for large-scale investments in the short term. Instead, operators are focusing on improving efficiency and optimizing costs.

At the same time, long-term prospects remain positive. Investments are expected to gradually increase through 2030, driven by the development of 6G technologies and the expanding role of artificial intelligence.

AI is becoming a key driver of change in the telecom economy. Operators are increasingly exploring ways to monetize not only traffic but also computing resources, reshaping traditional business models.

For CIS countries, this trend suggests a need for a more balanced investment approach — shifting from aggressive infrastructure expansion toward efficiency, data localization, and preparation for the next technological cycle.