AI-RAN: Navigating the path from hype to commercial reality

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AI-RAN is emerging as a critical area of innovation for telcos. While early pilots confirm technical feasibility, the path to commercialisation remains less clear. We explore the practical pathways for telcos to capture near-term value and prepare for long-term opportunities.

Description

Format: PDF filePages: 20Author: Gabija CepurnaitePublication date: September 2025

In this research, we examine how telcos can move past the AI-RAN hype and make the technology a stable commercial opportunity in the long term.

Table of contents

  • Executive summary
    • Recommendations
  • AI-RAN is gaining momentum, but the commercial path needs to be explored further
    • AI-RAN is a hot topic – and early signs are promising
    • Efficiency benefits and, potentially, new revenue streams
    • Ecosystem dynamics are still forming – offering players the chance to shape outcomes
    • The aim of this report
  • Mapping the AI-RAN landscape: Three models, rising complexity
  • Overcoming commercial barriers: Evolving mindsets and models
  • What scale of demand is needed for a six-year payback?
  • The critical role of ecosystem partnerships
  • Shaping the telco role in AI-RAN
    • Our recommendations

Technologies and industry terms referenced include: AI, AI-RAN, collaboration, commercial model, computing, EcoSystem, efficiency, enterprise, hybrid, Hyperscalers, Innovation, ISV, partnership, RAN, Red Hat, Revenue, softbank, systems integration, T-Mobile, telcos, vendors