1、The Strategic Role of Telecom Providers Across the AI Value ChainW H I T E P A P E RM A R C H 2 0 2 6In collaboration withAccentureImages:Getty ImagesDisclaimer This document is published by the World Economic Forum as a contribution to a project,insight area or interaction.The findings,interpretati

2、ons and conclusions expressed herein are a result of a collaborative process facilitated and endorsed by the World Economic Forum but whose results do not necessarily represent the views of the World Economic Forum,nor the entirety of its Members,Partners or other stakeholders.2026 World Economic Fo

3、rum.All rights reserved.No part of this publication may be reproduced or transmitted in any form or by any means,including photocopying and recording,or by any information storage and retrieval system.ContentsForeword 3Executive summary 41 Industry narrative andtheAI opportunity 52 Three strategic p

4、athways for CSPs 72.1 Overview of the three strategic pathways 72.2 Strategic plays for the modern telco to protect 9 the core connectivity business 2.3 Strategic plays for the AI techco to grow through 12 AI-powered managed services2.4 Strategic plays for the national sovereign 15 champion to activ

5、ate resilience3 Pathway enablers 194 Prioritization:assessing value and feasibility 215 Conclusion 22Appendix 23A1 Value and feasibility assumptions 23Contributors 26Endnotes 28The Strategic Role of Telecom Providers across the AI Value Chain2Reading guide Industry or function specificImpact on indu

6、stries,sectors and functionsRegional specific Impact on regionsLeveraging Generative AI for Job Augmentation and Workforce ProductivityFrom Paradox to Progress:A Net-Positive AI Energy FrameworkI N S I G H T R E P O R TD E C E M B E R 2 0 2 5In collaboration with AccentureFrom Paradox toProgress:ANe