The telecom industry in the AI era: How telcos can follow the money
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The generative AI boom has accelerated the shift in financial market value away from telcos and towards leaders in AI. We identify four goals for telecom companies to adapt to their rapidly changing competitive environment.
Description
Format: PDF filePages: 14Author: Amy CameronPublication date: October 2025
Since the launch of generative AI (GenAI), the gap between telcos and leading tech giants’ market capitalisations has widened – and we expect this trend to continue, unless operators adjust to this dynamic quickly. In our updated vision for the telecom industry in the AI era, we outline the likely revenue paths and the main goals for telcos looking to adapt to this rapidly changing environment.
Technologies and industry terms referenced include: AI, chatbot, copilot, devices, enterprise, fine-tuning, GenAI, Generative AI, infraco, IoT, operational technology, ServCo, single-agent system, SLM, telcos, Telecom, telecom techco
