Telcos and AI Infrastructure Demand Dominate PTC and MWC 2026 Discussions

Summary

A review of key themes from the PTC conference in Hawaii (January 2026) ahead of MWC highlights the enormous infrastructure demands driven by AI workloads. Speakers noted that Anthropic built a data center requiring a gigawatt of power in under two years — a pace that outstrips the power industry's ability to deliver grid capacity. By end of 2026, seven AI-focused campuses are expected in the US, growing to 19 by end of 2027, underscoring the acceleration of hyperscale AI infrastructure buildout