Glenn Lurie: There Is No AI Without a Pipe
By Nitin Anand · August 25, 2026
Glenn Lurie just reframed the AI infrastructure stack — and telcos need to pay attention.
Slide 3: Why computational power without pipe capacity is a dead end
Slide 5: The dependency math telecom executives are missing
Slide 7: What this means for infrastructure capex in 2026
Swipe through for the breakdown.
#AI #Telecom #Infrastructure #DigitalTransformation #NetworkStrategy
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