Telcos Shifting Capex To AI Infra, Says Omdia
RCR Wireless News, Tuesday, April 7th, 2026
Hyperscalers continue to dominate AI infrastructure globally, but regulatory dynamics are opening space for telcos in specific segments, observes Omdia
In sum - what to know:
Demand-led models - Telcos must secure anchor tenants and real workloads early, as AI infrastructure economics depend heavily on utilization and long-term customer pipelines.
Sovereignty gap - Regulatory requirements are opening targeted opportunities for telcos, even as hyperscalers maintain overall dominance in AI infrastructure.
Execution risks - High costs, uncertain demand, and potential trade-offs with core network investment create financial and operational challenges over the next three to five years.