AI simply won’t deliver on its promise unless it has sufficient compute power

There is one thing that we can count on as we head towards the end of 2025 and the beginning of 2026: Interest in “all things AI” will continue to grow. This applies to all industries, with telecom AI investments expected to rise from $3.6 billion in 2024 to $187.7 billion by 2034 .

Telecom operators are positioned to play a key role in this disruptive technology. However, amid the AI explosion, it’s the compute power that is fast becoming the “new gold.” Whether on chips, in data centers, or on edge servers, AI simply won’t deliver on its promise unless it has sufficient compute power.

The large-volume data quandary

One area where compute power is needed is in processing the large volumes of data that AI-

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