Risk, reward, and revenue: Defining the telco role in the AI economy

Artificial intelligence is reshaping network requirements and creating new revenue opportunities for service providers. As AI adoption accelerates, telcos must define how they will participate in this shift - whether as infrastructure providers, enablers of AI service ecosystems, or builders of their own AI-driven solutions.

This report explores how carriers can leverage existing strengths, including resilient networks, edge assets, and deep enterprise relationships, to compete and grow in the AI economy. Drawing on industry perspectives and a recent survey, the report highlights where the strongest opportunities are emerging, the barriers that could limit progress, and how collaboration across the ecosystem can help unlock long-term value.

Inside the report:

• The roles telcos can play in the AI economy
• Where carriers are investing to support AI workloads
• Key technical and organizational challenges to overcome
• How partnerships with hyperscalers, startups, and vendors are evolving

Download the report to gain timely insights into the changing role of telcos in the AI era and what it means for future growth.