STL Partners：2025移动基站向边缘人工智能数据中心转型的可行性研究报告（英文版）（17页）.pdf

1、Executive Briefing CAN MOBILE BASE STATIONS BE TRANSFORMED INTO EDGE AI DATA CENTRES?A surge in AI adoption is reviving interest in leveraging mobile base stations as an alternative avenue for deploying AI workloads.This report outlines the commercial rationale,key customer segments and potential in

2、vestment strategies for telcos exploring this opportunity.Edge Insights Service Henry Osborne,Senior Consultant| Tilly Gilbert,Consulting Director|November 2025 CAN MOBILE BASE STATIONS BE TRANSFORMED INTO EDGE AI DATA CENTRES?|NOVEMBER 2025 STL Partners EXECUTIVE BRIEFING 2 Foreword This report has

3、 been prepared by independent consulting and research firm STL Partners and was commissioned by Pairpoint.STL Partners maintains strict editorial independence.Mentions or allusions to companies or products in this document are intended as illustrations of market evolution and are not included as end

4、orsements or product/service recommendations.CAN MOBILE BASE STATIONS BE TRANSFORMED INTO EDGE AI DATA CENTRES?|NOVEMBER 2025 STL Partners EXECUTIVE BRIEFING 3 Executive Summary Since 2022,there has been a significant surge in artificial intelligence(AI)adoption across both consumer and enterprise s

5、ectors.However,the time and resource-intensive process of constructing next-generation data centres is creating global compute capacity constraints and raising environmental concerns.In response,the data centre industry is seeking faster,more sustainable solutions such as repurposing existing infras

6、tructure to accelerate deployment and reduce time-to-operation.Mobile base stations emerge as one potential opportunity to deploy small AI-ready data centres to mitigate these challenges.Base stations already have fibre connectivity,reliable and redundant power and critical national infrastructure s