1、April 2025|inform.tmforum.orgAuthor:Ed Finegold,Contributing AnalystEditor:Dawn Bushaus,Contributing EditorTREND REPORTAI&Data InnovationAI connectivityopportunityMonetizing thecontents03 the big picture07 section 1:making the business case for AI workload connectivity11 section 2:how do AI workload

2、s differ and what do they need from telco networks?17 section 3:how to provide connectivity for AI workloads 23 section 4:how to monetize AI connectivity 28 section 5:make it happen strategies for monetizing AI connectivity 31 additional resourcesWe hope you enjoy the report and,most importantly,fjn

3、d ways to use the ideas,concepts and recommendations detailed within.You can send your feedback to the editorial team at TM Forum via editortmforum.orgbigpicturethe3inform.tmforum.orgThe table opposite,compiled using news reports and publicly available data from the companies,shows the amount each h

4、yperscale cloud provider invested in AI infrastructure in 2024 and their planned spending for 2025,along with the percentage increase.These investments are being made because the demand for AI compute,storage and data management is outstripping supply.The question telecoms operators worldwide must a

5、sk themselves now is how can they tap into and grow their AI connectivity business?Everything AI-based systems do,whether chatbots or autonomous agents,results in data moving from place to place,such as between an enterprise and a cloud-based AI platform or between two or more cloud-based platforms.

6、Becoming a player in this market,however,is likely to involve substantial and immediate changes to how communications service providers(CSPs)roll out networks,operations and monetization capabilities.Not long after OpenAI,Oracle,Softbank and the UAE governments tech investment unit MGX announced Sta