Telecom firms scale up investment in AI infrastructure to meet demand

Telecom operators worldwide are scaling capital investment in AI infrastructure, amid surging demand for AI compute capacity and sovereignty requirements that favour local providers and homegrown solutions.

According to a new report from Omdia titled Telcos’ Strategic Investments in AI Infrastructure, this shift is creating new growth avenues for telecommunications companies.

National and regional initiatives, such as the EU’s Gigafactories, are creating opportunities for telcos...