The AI revolution is transforming the global business and consumer landscape, driving significant investment in AI and communications infrastructure.
According to IDC, AI server and storage infrastructure spending is expected to reach $200bn by 2028, with service providers dominating this spending to support "massive" increases in agentic workloads.
A recent forecast by PWC predicts that the telecoms sector will increase its capital investment by 2.4 percent CAGR from 2024 to 2028, with current spending focused on fixed connectivity, but upcoming 6G technology expected to lead to more investment in wireless infrastructure.
The levels of investment pouring into AI and communications are staggering.
Author's summary: Building sustainable AI starts with smart network design.