Data, Compute, Energy: The Power Equation of the AI Era

Massive data centres are driving ever-greater demand for compute, while energy availability increasingly defines how far and how fast AI can scale. Breakthroughs such as AI-specific chips, efficiency-focused models, and advanced cooling or system designs may help rewrite the energy equation; their impact remains uncertain. The coming decade will be shaped by how effectively we can balance data, compute, and energy to sustain AI’s growth. The real question is: can telcos turn that balance into a competitive edge?