AI factories: how to build, how to monetise

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AI factories are specialised datacentres emerging as a monetisation opportunity for telecom operators by combining 5G and edge capabilities with compute power at scale. As AI becomes core to enterprise transformation and national digital agendas, telcos are uniquely positioned to combine secure, sovereign infrastructure with high-performance connectivity and edge capabilities. But, how big or viable is this opportunity in practice within the AI value chain? And how can operators compete alongside hyperscalers?

This roundtable will explore:

• Why AI factories matter now, particularly for telcos given their sovereignty and data privacy requirements, and ability to pair with network and edge assets
• The factors that will influence success – data sovereignty, infrastructure scale, GPUs and customised services
• Use cases including GPU-as-a-Service, managed inference, sovereign AI platforms, and vertical solutions spanning industries like manufacturing, logistics and healthcare
• Monetisation and go-to-market options, including partnership strategies spanning hyperscalers, GPU vendors, system integrators and industry specialists
• The implications for investment and network strategy over the short vs. longer term

Join us as we bring together telco operators, GPU and other vendors, model builders and enterprises to discuss the practical pathways for AI factories and other key questions that will define the outlook.