世界经济论坛：2026年电信运营商在人工智能价值链中的战略角色白皮书（英文版）

Telecommunications companies (telcos) stand at a structural inflection point. While enabling the digital economy, telcos have only captured a fraction of the value. Artificial intelligence (AI) and geopolitical forces now drive a reallocation of where data, compute and trust sit – and with that, a redefinition of telcos’ relevance. AI is transforming three layers at once. Networks evolve from best-effort to AI-first, experienceguaranteed, programmable connectivity. Infrastructure and services