Capital and Finance
Mobile network operators face growing pressure to invest for an AI-driven future while delivering returns to shareholders. This session examines the MNO capex outlook: how much carriers plan to spend, where the dollars will go, and how AI is changing investment priorities across spectrum, RAN, fiber, edge and core networks. Analysts and industry leaders will discuss the balance between network investment and cost discipline, the impact of spectrum obligations, and which infrastructure providers stand to benefit. Attendees will gain a clear picture of carrier spending plans and what they mean for towers, fiber, vendors and investors.