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Inference ·

At NVIDIA GTC 2026, leading operators in the U.S. and Asia showed that this shift is underway

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Different operators are taking different paths.

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Summary

As AI‑native applications scale to more users, agents and devices, the telecommunications network is becoming the next frontier for distributing AI. At NVIDIA GTC 2026, leading operators in the U.S. and Asia showed that this shift is underway, announcing AI grids — geographically distributed and interconnected AI infrastructure — using their network footprint to power and monetize new AI services across the distributed edge. Telcos and distributed cloud providers run some of the most expansive infrastructure in the world: about 100,000 distributed network data centers worldwide, spanning regional hubs, mobile switching offices and central offices, with enough spare power to offer more than 100 gigawatts of new AI capacity over time. Across six major operators, AI grids are moving from concept to reality.

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