电信提供商在人工智能价值链中的战略作用（英）-2026.3

IncollaborationwithAccentureTheStrategicRoleofTelecomProvidersAcrosstheAIValueChainContentsDisclaimerTheStrategicRoleofTelecomProvidersacrosstheAIValueChain2TheStrategicRoleofTelecomProvidersacrosstheAIValueChain3ReadingguideCrossindustry ImpactonindustrialecosystemsRegionalspecific ImpactonregionsIndustryorfunctionspecific Impactonindustries,sectorsandfunctionsMedia,entertainmentandsportHealthcareTransportTelecommunicationsAdvancedmanufacturingandsupplychainsFinancialservicesConsumergoodsTheStrategicRoleofTelecomProvidersacrosstheAIValueChain4March2026TheStrategicRoleofTelecomProvidersacrosstheAIValueChainMarch2026ForewordBorisMaurerBartValkhofTheStrategicRoleofTelecomProvidersacrosstheAIValueChain5ExecutivesummaryInfrastructureandservicesmovefromstaticservices.Nationalecosystemtechnologycompany(techco)andthenationalsovereignchampion.Withineachpathway,theandassessesthemforvalueandfeasibility,withTheStrategicRoleofTelecomProvidersacrosstheAIValueChain6andtheAIopportunitycontinuetooperatewithall-you-can-eatpricing11TheStrategicRoleofTelecomProvidersacrosstheAIValueChain7AsAIscales,connectivitybecomesthecriticalbridgebetweenusersandedgedevicesononesideandcentralizedordistributedcomputeresourcesontheother.AIoffersachancetoresettheindustry’strajectory5fTheStrategicRoleofTelecomProvidersacrosstheAIValueChain82Threestrategic2pathwaysforCSPsOverviewofthethreestrategicpathwayseconomy.Thefirstpathwayisthemoderntelco,networkfoundationfoconnectivity.Thethird,nationalsovereignchampion,centresonenablingcompliant,PathwayPathway1:ModerntelcoThemoderntelcoisemergingasacanprotecttheircoreconnectivitybusinessPathwayPathway2:AItechcosecuredcompute,capaTheAItechcocanbeanend-to-endconnectedcurrentcoreconnectpoweredmanagedservicesorchestratedandTheStrategicRoleofTelecomProvidersacrosstheAIValueChain9PathwayPathway3:NationalsovereignchampionStrategicplaysalignedtoeachpathwayandcustomersegmentplaybasedonscope,demanddrivers,telcodifferentiationandmonetizationmodel.FIGURE1StrategicplaysalignedtopathwaysandcustomersegmentsFIGURE1ModerntelcoProtectthecoreconnectivitybusinessNationalsovereignModerntelcoProtectthecoreconnectivitybusinessNationalsovereignchampionActivateresiliencethroughsovereigntyandsecurityAItechcoGrowthroughAIpoweredmanagedservicesB2B2Publicsectorandregulated/mission-criticalB2BTheStrategicRoleofTelecomProvidersacrosstheAIValueChain10StrategicplaysforthemoderntelcotoprotectthecoreconnectivitybusinessStrategicplaysforthemoderntelcotoprotectthecoreconnectivitybusinesstelcopathwaynetworksintocloud-andAI-productivityandconnectivity,datacentreinterconnect(DCI),AI-optimizedcolocationanddedicatednetworks.AI-firstconnectivityAI-firstconnectivityreflectsashiftfromcoreasthelogicalmonetizationstrategyforAI-CASESTUDY1T-MobileUSAdvancedNetworkSolutionsdeliveringprivatenetwork-likeperformancewithouttheoverheadTheStrategicRoleofTelecomProvidersacrosstheAIValueChain11outpacessupply.MonetizationisthereforeCASESTUDY2VerizonpartneringwithAmazonWebServicestoprovidefibreforAIAI-optimizedcolocationAI-optimizedcolocationadaptstradremaindominant,telcos’fibre-connMonetizationfollowsfixed-termcolocationCASESTUDY3Cellnex:activatingexistinginfrastructureforAI-optimizededgecolocationTheStrategicRoleofTelecomProvidersacrosstheAIValueChain12DedicatednetworksDedicatednetworksprovidesecure,low-andautonomousoperations19,20anddynamicCASESTUDY4DeutscheTelekom:fromcampusSLAstoAPI-based“quality-on-demand”23portsStrategicplaysfortheAItechcotogrowthroughAI-poweredmanagedservicesplays:network-as-a-service(NaaS),horizontalandverticalAIsolutions,GPU-as-a-service(GPUaaS)andtheB2CAIaggregator.CASESTUDY5CASESTUDY5TelefónicaGlobalSolutions’DynamicNetworkprovidesscalableon-demandNaaSTheStrategicTheStrategicRoleofTelecomProvidersacrosstheAIValueChain13TheStrategicRoleofTelecomProvidersacrosstheAIValueChain14Customerdemandisboundtobesignifi29CASESTUDY6GlobaloperatorsscaleenterpriseAIthroughdistributedGPUinfrastructure35HorizontalandverticalAIsolutionsVerticalAIsolutionsareindustry-optimizedfinanceandhealthcare.HorizontalsolutionsCustomerdemandisstrong,with94%ofTheStrategicRoleofTelecomProvidersacrosstheAIValueChain15B2CAIaggregatorConsumeradoptionisacceleratingtrust.40,41Monetizationspansfreemium-to-CASESTUDY7DeutscheTelekomisleadingconsumerAIwithitsapp-lessAIphoneconceptTheStrategicRoleofTelecomProvidersacrosstheAIValueChain16GlobalspendingonsovereignAIinfrastructureisprojectedtoreach$1.5GlobalspendingonsovereignAIinfrastructureisprojectedtoreach$1.5trillionplays:sovereignAIinfrastructure,sovereignAIplatformandmodelservices,mission-drivensovereignusecasesandAIsecurityandsafety.SovereignAIinfrastructureMonetizationstrategiesblendlong-termCASESTUDY8T-Systems,SAPandNvidiabuildEurope’sindustrialAIcloudTheStrategicRoleofTelecomProvidersacrosstheAIValueChain17SovereignAIplatformandmodelservicesThesovereignAIplatformserviceslayer,which–Agentbuilders:low-codedevelopmenttools–TheLLMorchestrator:amodelhubtose–Sovereignregulatorycontrols:monitoring–Datalayer/cognitivebrain:adatafederationSovereignmodelservicesextendtheplatformCASESTUDY9TelenorAIFactory,asovereignAIplatformanchoredinnationaltrustaresponsiblegovernancelayertoensureCustomerdemandisaccservicesopenmonetizationopportunitiesthroughTheStrategicRoleofTelecomProvidersacrosstheAIValueChain18CASESTUDY10TeliaCygateandAccenturejoinforcestodriveforsovereignAIplatformservicesSovereignAIusecasesCASESTUDY11e&providesagenticAIplatformforautonomousenterpriseworkflowsTheStrategicRoleofTelecomProvidersacrosstheAIValueChain19Withtheirend-to-endvisibilityofnetworktrafficanddataflows,positionedtoaddresstheissueoffragmentedsecurity.AIsecurityandsafetymonetizationstrategycentresonindirectCASESTUDY12Cisco’sDigitalResiliencewithAIandAutomationPathwayenablersSuccessfulexecutioninanyAI-ledtransformationSuccessfulexecutioninanyAI-ledtransformationdependsontherightenablers–capabilitiesthatallowtelcostoparticipateinandscaleeachstrategicpathway.–FoundationalenablersspanningAIst–Pathway-specificenablersshapehowfartechcocapabilitiesaatscale,andthenationalsovereignchampion33TheStrategicRoleofTelecomProvidersacrosstheAIValueChain20TheStrategicRoleofTelecomProvidersacrosstheAIValueChain21FIGURE2Pathwayenablerdimensions:foundationalandpathway-specificPathwayspecificPathway2:AItechoPathway3:NationalsovereignchampionEnablersInfrastructurePathwayspecificPathway2:AItechoPathway3:NationalsovereignchampionEnablersInfrastructurePathway1:ModerntelcoProductandgo-tomarketOperatingmodelandtalentFoundationalFoundationalEcosystemandpartnershipsAIstrategyandvaluerealizationDataandDataandAIfoundationsecurityandsecurityandcomplianceTheStrategicRoleofTelecomProvidersacrosstheAIValueChain224Prioritization:assessingvalueandfeasibilityFIGURE3ValuefeasibilitymatrixforAIstrategicplaysROIoftopinitiativesHighvalueHighvalueValuepotential(benefit)AI-optimizedcolocationAI-firstconnectivityAIsecurityandsafetyDedicatednetworksB2CAIaggregatorDCIHorizontalandverticalAIsolutionsNaaSSovereignAIusecasesExecutionfeasibility(cost/complexity)HighfeasibilityLowvaluepoolsEfficiencyplays SovereignAIplatformandmodelservicesSweetspots FrontierbetsSovereignAIinfrastructure..Moderntelco.AItechco.NationalsovereignchampionTheStrategicRoleofTelecomProvidersacrosstheAIValueChain23ConclusionTheStrategicRoleofTelecomProvidersacrosstheAIValueChain24AppendixValueandfeasibilityassumptionsLeverdefinitionsLeverdefinitionsValuecriteriaoΘ目④目(1–5;higherisbetter)–Customersatisfactionimpact:impacton–Operationalefficiencyimpact:impactonFeasibilitycriteriaoΘ目④目(1–5;higherisbetter)–Costtoexecute:scale–Complexitytoexecute:levelofAssumptionsAI-firstconnectivityAI-firstconnectivity–Customersatisfaction:目–Cost:④–Complexity:④–Customersatisfaction:④–Cost:目–Complexity:目DedicatednetworksDedicatednetworks–Revenue:Θ–Customersatisfaction:目–Cost:Θ–Complexity:ΘAI-optimizedcolocationAI-optimizedcolocation–Operationalefficiency:ΘTheStrategicRoleofTelecomProvidersacrosstheAIValueChain25–Customersatisfaction:目–Customersatisfaction:目–Cost:o–Complexity:ΘB2CAIaggregator–Revenue:Θ–Customersatisfaction:o–Cost:目–Complexity:oSovereignAIinfrastructure–Customersatisfaction:o–Cost:o–Complexity:o–Cost:目–Complexity:目–Operationalefficiency:o–Cost:目–Complexity:目HorizontalandverticalAIsolutions–Customersatisfaction:o–Cost:目–Complexity:Θ–Revenue:oTheStrategicRoleofTelecomProvidersacrosstheAIValueChain26–Cost:❸–Cost:❸–Complexity:❷AIsafetyandsecurity–Customersatisfaction:目–Cost:❹–Complexity:❸SovereignAIplatformandmodelservices–Customersat