"Operators could provide the backbone for today’s AI economy to reignite growth"
McKinsey, 2025
Demand for GenAI and agentic AI is creating a wave of opportunity for telcos. By 2030, data-centre demand is expected to triple (McKinsey, 2025). The decades of investment you’ve made in your network is now a golden opportunity to become the nervous system of the AI economy.
However, the question is “how do you monetise the opportunity best?”
So far, very few have been decisive - only 20% of telco AI initiatives target external revenue (GSMA, 2025). And only 2% are rolling out sovereign AI infrastructure (NVIDIA, 2025). Meanwhile, hyperscalers are executing $300bn of capex (McKinsey, 2025). There’s a danger of moving too slow and missing out. Or too fast and missing the mark.
With opportunity and uncertainty accelerating in tandem, what’s your next move to stay in the game - and not just feed the next wave of winners?
1
Data centre demand will triple by 2030
(McKinsey 2025)
2
Only 10–20% of telco AI initiatives target new external revenue today
(GSMA 2025)
An intimate dinner at a Michelin-starred location
Peel, South Place Hotel London / 6:30-9:30PM
A refined escape atop South Place Hotel, Peel combines Michelin-starred dining with modern elegance. In the light-filled, guests enjoy Gary Foulkes’ seasonal tasting menu, featuring dishes such as lobster ravioli, roasted cod with girolles, and a delicate almond nougat dessert. With expert wine pairings and polished service, it’s an intimate, elevated dining experience above the city.
CMO, Hastings
The discussion was stimulating; the conversation flowed. My thanks also to your partner, who were brilliant.
CFO, Deliveroo
Thank you for an incredible meeting. The guests were genuine C-level people, which is rare. Congrats.
CTO, Trainline
Usually, I am critical of these meetings. But I was pleased to be part of this one. No regrets. It was a great session.
Attendees
CTOs, CIOs, CDOs, and their teams plus other relevant Senior Telco Decision Makers
Attendance is capped to ensure every participant is able to contribute. The meeting is only open to invited participants or those who have been referred by a colleague or our partner, Cisco.
Partner
Cisco is a global technology company that builds much of the world’s networking and security infrastructure. From routers, switches and optical systems to software, silicon and cloud-managed platforms, Cisco helps organisations connect data centres, clouds and edge environments securely and at scale. Its portfolio underpins internet traffic, critical industries and modern, automated networks.
Address
83 Baker Street
London W1U 6AG
Phone
+44 (0) 20 3322 6788
jouke.vanderbrug@
changemakersclub.com
Contact
Jouke van der Brug
Club Director