The AI Infrastructure Opportunity

Panel Discussion

In this opening session from the Great Telco Debate 2025, industry experts discuss the transformative impact of artificial intelligence on telecoms. They look at the potential for telcos to become significant contributors to the AI infrastructure, through edge computing and network automation, and reveal some strategic moves.

Recorded December 2025

Participants

Andy Linham

Principal Strategy Manager, Vodafone Group

Fran Heeran

Vice President, Global Telecommunications, Red Hat

Manish Singh

CTO, Telecom Systems Business, Dell Technologies

Mark Gilmour

Chief Technology Officer, ConnectiviTree (Europe)

Neil McRae

Chief Network Strategist, HPE Networking

Warren Bayek

Vice President, Technology, Wind River