How telecoms operators can capture new optical networking revenue in the AI era

AI-driven traffic growth is forcing telecoms operators to expand optical capacity, while commercial returns from connectivity remain under pressure. Operators cannot address these challenges through capacity investment alone. They must manage the full total-cost-of-ownership (TCO) equation by improving capex efficiency, reducing operating costs and creating differentiated services that generate new revenue. Ultimately, value will depend on how effectively operators align technology choices, network architecture and the business models behind the services they intend to sell.