Reimagining the Telco Network for Robots

Why the cloud AI race is crowded, and why the open frontier is physical AI. Telcos can win if they deliver timing, context, and safety instead of gigabytes.

The real frontier is Physical AI.

Everyone in telecom is staring at LLMs, AI agents, and datacenters. That race is crowded, and hyperscalers hold the margin. Telcos can help at the edges, but they will not set the rules or hold the profits. The real opening is elsewhere. It is in the world where models meet friction, where decisions move motors, and where timing is not a benchmark but a safety requirement.

Call it physical AI.