Spotlight on 5G

Sovereign AI factories: The challenges and opportunities for telcos

By Tony Poulos

Mar 5, 2026

Panel Discussion

Kaaren Hilsen of Telenor, Clay Simmons of Supermicro and Joao Kluck Gomes of NVIDIA explore the emergence of sovereign AI factories, particularly in Europe and the Nordics. They discuss why telecom operators are well positioned to deliver sovereign AI, the technical and business challenges faced in building these factories, and the importance of partnerships and collaboration. The conversation also covers the future impact of AI factories on society, the need for secure and sustainable solutions, and the evolving role of telcos in enabling national AI ecosystems.

Featuring:

  • Clay Simmons, Vice President, CGO Chief of Staff, Supermicro
  • Joao Kluck Gomes, Senior Director, Business Development – AI Factories & Applications, NVIDIA
  • Kaaren Hilsen, CEO, Telenor AI Factory

Recorded March 2026

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