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Telecom operators are urgently seeking to transform from technology-driven organizations into customer-centric entities. They plan to expose and open their network's inherent capabilities, allowing developers to leverage them in emerging applications, thereby unlocking new revenue streams. Simultaneously, they aim to utilize increasingly agile networks to provide differentiated connectivity services.
Furthermore, telecom operators are committed to delivering digital transformation solutions for various industries and government agencies. This requires them to gain a deep understanding of the unique needs of different sectors—such as ports and healthcare—and to actively establish new partnerships. However, realizing these ambitions takes time and involves competing for market share with players like cloud service providers and system integrators.
Amid the impact of the AI wave, telecom operators must pay particular attention to the spillover of data center traffic. Whether for Data Center Interconnect (DCI) links under 80 km, metropolitan or long-haul DCI networks beyond 80 km, or within telecom and enterprise networks, the urgent need for significantly more bandwidth support is universal.
To support emerging AI applications, upgrades for both telecom and enterprise DWDM networks will be inevitable. Data Center Interconnect (DCI) networks will continue to expand. However, these networks still cannot comprehensively cover all enterprise customers in every global region. Therefore, telecom operators will continue to play an indispensable role by providing extensive foundational connectivity services.
The distribution of network bandwidth must align with the data traffic it carries. By 2024, Ethernet data traffic—primarily concentrated within cloud data centers—is projected to be 50 times greater than all data traffic carried by DWDM networks. In other words, only about 2% of this data traffic "spills over" from cloud data centers to the external world. Even a slight increase in this 2% spillover rate could trigger a sharp surge in DWDM bandwidth demand. Telecom operators must remain highly vigilant and thoroughly prepared for this eventuality.
