Our telco AI data centre forecast examines the rise of AI factories alongside the evolution of network edge infrastructure, showing how AI-driven demand is accelerating growth in telco compute capacity. How will data sovereignty requirements and new industrial AI applications reshape the telco compute capacity landscape?
The telecom industry is going through a period of material change in respect to the silicon it utilises. This report examines the key dynamics and considerations in the locations where processing demand is at its highest: the RAN and AI factories.
In the first report in this series we identified the most promising opportunities for telcos to serve enterprise AI needs. This follow-up research focuses on the practical steps telcos must take to execute, differentiate and deliver impact for enterprises adopting AI.
This report examines the key opportunities for telecom operators to monetise enterprise AI and secure long-term relevance within the emerging AI ecosystem.
Recently, several telcos made the news with AI factory initiatives. We outline the reasons and the approaches to these investments.