Interesting read 📚 🤔 Telcos are sitting on one of the most significant AI opportunities of the decade. For years, operators built the networks that connected people. I believe they can now build the infrastructure that connects intelligence. Enterprises like ours don’t just need faster pipes. They need partners who can: - Deliver AI-ready networks tuned for low latency and real-time workloads - Bring edge compute closer to where data is created - Provide secure, compliant AI environments across borders - Partner with hyperscalers, GPU makers, and cloud players to scale faster The next wave of growth won’t come from connectivity alone. It’ll come from helping enterprises deploy and trust AI at scale. I'm eager to hear thoughts and feedback on my ideas as outlined above 💡 #AI #Telecom #Innovation #TechnologyLeadership #EdgeComputing #5G #AIInfrastructure #GPUaaS #DigitalTransformation #CloudComputing #FutureOfWork #EnterpriseTechnology #DataCenters #AIforBusiness #TechInnovation #TelcoTransformation
After more than 20 years in the enterprise telco space, I’ve been closely observing how the AI Factory/Hyperscale model and next-generation infrastructure connectivity are taking shape across Asia-Pacific. What’s becoming clear is that AI workloads are redefining the global connectivity ecosystem — and yet, many major telcos have not fully stepped into this emerging infrastructure opportunity. The attached McKinsey & Company (2025) article, “AI infrastructure: A new growth avenue for telco operators,” highlights how telcos could play a much more strategic role in the AI era by: • Owning and scaling the fibre backbone • Developing and operating data centres (including high-density, AI-optimized facilities) • Designing and integrating the white space and interconnect fabric • Delivering intelligent, high-performance network services end-to-end If you’re looking to understand how the hyperscale and AI-DC model is evolving — and where the “blue ocean” might be for telcos — this is a worthwhile read.