Vi e w p o i n t | 3Q26 Preview: Growth Deceleration Priced In; Focus Shifts to AI Capex and Dividend Yield Support CITI'S TAKE ns revenue likely remained under pressure in 3Q26, with own 2.2% YoY in 1-8M26, mainly reflecting the VAT- driven reset rather than a comparable deterioration in underlying demand. We believe this slowdown is largely priced in, shifting investor focus toward AI infrastructure monetization and dividend support. Despite declining aggregate capex, over one-third of operators' 2026 inv ...

NVIDIA-Powered Telecom Networks Leading global telecom operators are expanding NVIDIA-powered computing across their networks to deliver advanced services closer to people and businesses, improve wireless experience and automate network operations. News Summary: Leading global telecom operators are expanding NVIDIA-powered computing across their networks to deliver advanced services closer to people and businesses, improve wireless experience and automate network operations.T-Mobile completes the world’ ...