Are telcos the lynchpins of national AI infrastructure?
Jul 16, 2026
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As AI infrastructure investment accelerates, telecom operators are emerging as critical players in the race to build and connect the AI economy. But where will they create the greatest value, and what role will partnerships, sovereign AI and edge infrastructure play?
In this exclusive on-demand panel discussion, experts from Nscale, Supermicro, Nokia, Appledore Research and Luth Computer examine the opportunities and challenges shaping the next generation of AI infrastructure.
Topics include:
- The role of telecom operators in the emerging AI infrastructure ecosystem
- AI factories, high-performance compute and the shift to inference at the edge
- Sovereign AI and national infrastructure strategies
- The commercial realities of power, utilisation and investment
- Why partnerships, such as Nokia and Nscale’s, are reshaping the market.
Participants
Arno van Huyssteen
VP, Global Telecom & AI Service Provider, Nscale
Ather Chaudry
Head of Global Telco Vertical, Supermicro
Beth Cohen
Telco Industry Analyst, Luth Computer
Marika Mentula
VP AI & Cloud, Network Infrastructure, Nokia
Robert Curran
Consulting Analyst, Appledore Research