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Investigating a New Revenue Frontier for European Telcos: AI Factories

Publisher IDC
Published Sep 22, 2025
Length 12 Pages
SKU # IDC20427155

Description

This IDC Market Perspective explores how AI factories are rapidly gaining traction in the telecom industry, creating major opportunities to fuel economic growth and drive innovation. To fully capture this potential, countries need secure, sovereign AI infrastructure. Telecommunications providers — trusted operators of critical connectivity networks and the backbone of the modern digital world — are uniquely positioned to deliver AI services thanks to their extensive infrastructure and broad geographic reach."European telcos have the potential to redefine their role in the digital ecosystem by building AI factories that support advanced services and computational demands. Their success will depend on strategic planning, adaptive investments, and collaboration across energy, technology, and regulatory sectors to overcome the operational and financial challenges of developing AI factories," said Ahmad Latif Ali, associate VP at IDC.

Table of Contents

12 Pages

Executive Snapshot

New Market Developments and Dynamics

Telcos' AI Maturity and Investment

Partnership Models and the NVIDIA Effect

European Sovereignty AI

Challenges Ahead

Summary

Advice for the Services Provider

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