This analyst opinion shares Omdia's observations at the MWC 2025 regarding the revenue potential of radio access networks (RAN) to deliver AI services to third parties. It focuses on the opportunities and challenges that lie ahead of multipurpose, multi-tenant RAN infrastructures to provide xPU as a service and to run AI applications for external customers. Currently, there are big uncertainties on both the demand-side and supply-side of the business case for this approach and there is limited time to exploit this opportunity.
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MWC 2025: Challenges of AI RAN as a revenue driver
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The Analyst Team
Kerem Arsal
Follow AnalystSenior Principal Analyst
Kerem Arsal is a Senior Principal Analyst in our Service Provider team, covering networked edge and assessing market opportunities and evolution of the value chain.
Kerem joined Omdia in August 2022 with vast experience in the industry, spanning roles as an analyst and a telco strategist for over more than a decade. Most recently, he led key projects at BT as a senior member of the corporate strategy team. His strategic and financial analysis, workshops, and recommendations to BT Group’s leadership covered a wide range of topics, including coopetition with hyperscalers, market consolidation and M&A options, net neutrality, go-to-market redesigns, incubation of digital products, and the implications of value chain evolution for BT. Before BT, Kerem led Analysys Mason’s Convergence Strategies and Mobile Services research programs. He holds a PhD in information systems from Boston University, where he was a lecturer of e-commerce and innovation management. Kerem is based in London.More Content By Kerem Arsal
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