#telecom networks

2 articles

AI Traffic Tests Telecom’s Network Spending Story

Cisco forecast that AI could help push network traffic to 6.6 times current levels by 2035, but analysts and operator capex plans suggest many developed-market networks still have substantial unused capacity. Analysys Mason research cited busy-hour downlink loading of just 12% on older GPON broadband networks, while Omdia said annual RAN spending has stabilized at $35 billion after a $10 billion fall between 2022 and 2024. The key watchpoint is whether AI creates new supplementary traffic from vehicles, IoT and physical AI, or mostly substitutes for existing consumer data use without forcing a broad telecom spending cycle.

#telco connectivity #AI traffic #telecom networks

June 3, 2026Read More →

AI Inference Traffic Pushes Telecom Networks Toward a New Planning Problem

Telco & ConnectivityNews

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AI Inference Traffic Pushes Telecom Networks Toward a New Planning Problem

Light Reading says AI inference could create longer and more upstream-heavy telecom traffic than video-era networks were built to handle. Analysts cited in the report point to hyperscalers influence over optical transport, data-center interconnect and subsea capacity planning. Operators face a visibility gap because no comprehensive public study maps AI traffic patterns, even as the sector spends more than $600 billion in capex.

#telco connectivity #AI inference #telecom networks

June 1, 2026Read More →