Trends in Telco AI Infrastructure: A DSP Leaders Report insights discussion
By Sean McManus
Jul 31, 2025
Panel discussion
This TelecomTV panel discussion delves into the current trends and future prospects of AI infrastructure within the telecommunications sector. Featuring insights from executives at Dell Technologies, NVIDIA, and Appledore Research, the conversation covers the concept of AI factories, the strategic importance of datacentre connectivity, and the potential profitability of AI investments for telcos. The discussion also touches upon the role of telcos in enabling the wider economy through AI and the anticipated developments in telco AI infrastructure over the next few years.
Featuring:
- Kanika Atri, Senior Director of Product Marketing for Telecom, NVIDIA
- Manish Singh, CTO, Telecom Systems Business, Dell Technologies
- Grant Lenahan, Partner and Principal Analyst, Appledore Research
Recorded July 2025
Sponsored by:
The Trends in Telco AI Infrastructure Report is a 28-page editorial publication that examines the impact that the AI boom is having on telecom operator network, IT, financial and strategic decision-making.
The report makes use of survey data gleaned from previous DSP Leaders Report publications as well as interviews with various industry executives and general industry research.
It examines some of the key trends of the past few years, including the emergence of AI factories, the potential of AI-RAN architectures and other mobile network compute options, and investments in datacentre interconnect fibre networks.
The report’s findings are presented in three main chapters:
- AI infrastructure – datacentres and AI factories
- The role of the radio access network (RAN)
- AI infrastructure – connectivity requirements.