AWS Says Telecoms Will Outsource AI Infrastructure as On-Premises Costs Prove Prohibitive
Capital budgets already stretched across broadband and capacity are constraining room for GPU investment for the industry.
Capital budgets already stretched across broadband and capacity are constraining room for GPU investment for the industry.
BARCELONA, March 5, 2026 — AWS, the cloud computing division of Amazon, said telecommunications operators are shifting from manual to autonomous network operations and will increasingly depend on outside cloud infrastructure to run artificial intelligence workloads, the company’s principal architect said Monday at Mobile World Congress in Barcelona.
Ajay Ravindranathan, AWS's principal solutions architect for telecommunications, said the transition requires application programming interfaces, standardized software connections that allow different systems to exchange information, to be embedded at every layer of network operations. He said that architecture would replace human-monitored dashboards with automated systems that manage traffic, faults, and capacity without intervention.
Ravindranathan said most operators will run large-scale AI model training on cloud infrastructure. A smaller share of computing power will stay inside their own facilities - known as "on-prem" infrastructure —-for data that cannot leave due to regulatory or sovereignty requirements.
NTIA said it would outline other allowable uses in a future update
The company will hang on to its existing 82 percent stake
The FCC's proposed fiscal 2026 budget would support the agency's oversight responsibilities.
Former Rep. Cathy McMorris Rodgers (R-Wash.), who led the Energy and Commerce Committee for one term, calls for USF’s overhaul before lawmakers consider new revenue sources
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