{"id":958900,"date":"2025-09-03T07:51:33","date_gmt":"2025-09-03T02:21:33","guid":{"rendered":"https:\/\/telecomlive.in\/web\/?p=958900"},"modified":"2025-09-03T08:11:48","modified_gmt":"2025-09-03T02:41:48","slug":"genai-meets-capex-telco-data-centers-as-the-next-earnings-driver","status":"publish","type":"post","link":"https:\/\/telecomlive.in\/web\/2025\/09\/03\/genai-meets-capex-telco-data-centers-as-the-next-earnings-driver\/","title":{"rendered":"GenAI meets capex: Telco data centers as the next earnings driver"},"content":{"rendered":"<p>In Q2 2025, 87% of total smartphones shipped in India were 5G-enabled (IDC), a notable increase from 79% the previous year. The pan-India rollout of fixed wireless access services and the rising adoption of home broadband connections contributed to a 20\u201330% growth in data traffic for telcos during FY25.<\/p>\n<p>The rise of Generative AI (GenAI) has also emerged as a new driver for data traffic, computing, and storage infrastructure. Telco-operated data centers integrated with core networks are becoming an important theme.<\/p>\n","protected":false},"excerpt":{"rendered":"<p>In Q2 2025, 87% of total smartphones shipped in India were 5G-enabled (IDC), a notable increase from 79% the previous year. The pan-India rollout of fixed wireless access services and the rising adoption of home broadband connections contributed to a 20\u201330% growth in data traffic for telcos during FY25. The rise of Generative AI (GenAI) has also emerged as a new driver for data traffic, computing, and storage infrastructure. Telco-operated data centers integrated with core networks are becoming an important theme.<\/p>\n","protected":false},"author":8,"featured_media":0,"comment_status":"closed","ping_status":"closed","sticky":false,"template":"","format":"standard","meta":{"_acf_changed":false,"footnotes":""},"categories":[4,60,10],"tags":[],"class_list":["post-958900","post","type-post","status-publish","format-standard","hentry","category-newspapers","category-telecom-the-economic-times","category-the-economic-times"],"acf":[],"_links":{"self":[{"href":"https:\/\/telecomlive.in\/web\/wp-json\/wp\/v2\/posts\/958900","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/telecomlive.in\/web\/wp-json\/wp\/v2\/posts"}],"about":[{"href":"https:\/\/telecomlive.in\/web\/wp-json\/wp\/v2\/types\/post"}],"author":[{"embeddable":true,"href":"https:\/\/telecomlive.in\/web\/wp-json\/wp\/v2\/users\/8"}],"replies":[{"embeddable":true,"href":"https:\/\/telecomlive.in\/web\/wp-json\/wp\/v2\/comments?post=958900"}],"version-history":[{"count":0,"href":"https:\/\/telecomlive.in\/web\/wp-json\/wp\/v2\/posts\/958900\/revisions"}],"wp:attachment":[{"href":"https:\/\/telecomlive.in\/web\/wp-json\/wp\/v2\/media?parent=958900"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/telecomlive.in\/web\/wp-json\/wp\/v2\/categories?post=958900"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/telecomlive.in\/web\/wp-json\/wp\/v2\/tags?post=958900"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}