Sebastian Barros Newsletter

Sebastian Barros Newsletter

10 ways Telcos Could monetize AI Boom

When telcos stop thinking about humans and start powering intelligent machines, the sky isn’t the limit, it’s just the beginning.

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Sebastian Barros
Dec 08, 2025
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AI is about to receive the most significant capital injection in human history. Trillions will flow into hyperscalers, AI startups, semiconductor supply chains, and global data center expansion. Meanwhile, telcos are starving for revenue and running out of strategic narratives. The problem is simple: we are not seeing ourselves as the nervous system of the AI economy. This is a structural shift in the role of networks, where the primary demand driver will no longer be humans but intelligent machines.

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