Not all telcos need to build their own AI factories
£1,500.00 excl VAT
Recently, several telcos made the news with AI factory initiatives. We outline the reasons and the approaches to these investments.
Description
Format: PDF filePages: 8Author: Emma Buckland, Marina KoytchevaPublication date: May 2025
As another edition of our ‘Coffee break reading’, this short piece is focused on AI factories and gives our view on when they are a sensible investment for telcos.
Our insight covers the following key points:
- AI factories are highly specialised data centres
- These factories are not new, but they are a new game for telcos
- Depending on the region, AI factory investments are commercially or politically driven
- The European Union’s approach to AI factories
- Telcos’ play in AI factories: 15 and counting
- AI factories and the infraco/servco play
Technologies and industry terms referenced include: AI, AI factory, AI workloads, AIaaS, Amazon Web Services, Canada, Colt, data centre, DeepMind, Europe, European Union, fastweb, google, Hyperscalers, infraco, microsoft, Mistral AI, nvidia, OpenAI, Orange, ResetData, Scaleway, ServCo, Singtel, SK Telecom, softbank, Swisscom, telcos, telenor, TELUS, Vertiv, xAI
