In Episode 12 of The Macro AI Podcast, hosts Gary and Scott explore how artificial intelligence (AI) is transforming global telecom networks, the foundation of our connected world. With the AI market in telecom projected to grow from $1.9 billion in 2024 to over $50 billion by 2034 (39% annual growth), telecoms are adapting to AI’s demands while unlocking new possibilities. This episode covers AI’s role in network infrastructure, enterprise strategies, and global connectivity, offering insights for IT leaders.

Segment 1: The Big Picture
AI is reshaping telecom with tools like machine learning, chatbots, and infrastructure upgrades. By 2030, AI-driven apps will drive two-thirds of network traffic, requiring a six-fold bandwidth increase. Telecoms use AI to cut downtime by 20% and enhance customer service. Globally, firms like Ooredoo in Qatar optimize wireless networks, while India’s digital boom highlights AI’s role in managing bandwidth. AI’s energy use and workforce shifts—toward strategic roles—require careful planning.

Segment 2: Telecom Strategies
Telecoms are investing in 5G, fiber optics, and edge computing to support AI. By 2027, 87% of data centers will need 800 Gbps per wavelength, with ultra-high fiber cables meeting demand. Edge computing powers real-time AI, like Verizon’s traffic analysis or AT&T’s factory automation. Network as a Service (NaaS) offers on-demand connectivity and security. Telecoms are becoming AI enablers, with Verizon using AI to prevent fiber cuts via geospatial analysis.

Segment 3: Technical Dive
Trans-oceanic fiber cables, carrying 99% of global data, face pressure from AI’s data needs, driving upgrades to terabit speeds. AI optimizes cable traffic, predicts issues, and boosts resilience against threats like cable cuts. Security is critical, with AI monitoring cyber and physical risks. Sustainability efforts use AI to reduce carbon footprints, aligning with ESG goals.

Segment 4: Enterprise Impact
AI-driven bandwidth demands will surge, with core bandwidth up over 50% in five years. By 2030, two-thirds of traffic will be AI-driven, fueled by innovations like AI inferencing. 6G, offering 1 Tbps speeds, will enable futuristic applications. CIOs must integrate network strategies into AI Centers of Excellence to prepare.

Closing Takeaways
AI is telecom’s biggest game-changer, accelerating rapidly. IT leaders must baseline network capacity, plan for growth, and address security. Gary and Scott stress network representation in AI strategy to stay ahead.

Comcast AI Updates https://www.fierce-network.com/broadband/comcast-says-it-can-do-ai-better-its-fiber-competitors?utm_medium=email&utm_source=nl&utm_campaign=FN-NL-FierceNetworkBroadband&oly_enc_id=5667B8099934F3J

Verizon AI Updates https://www.fierce-network.com/broadband/verizon-digs-how-prevent-fiber-cuts-happening

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Gary Sloper

https://www.linkedin.com/in/gsloper/

Scott Bryan

https://www.linkedin.com/in/scottjbryan/

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