Операторы связи ОАЭ и Саудовской Аравии делают ставку на ИИ как на главный драйвер роста выручки

Telecommunications providers across the Middle East are realigning their strategic priorities, recognising artificial intelligence not just as an operational tool, but as a primary catalyst for commercial expansion. A recent study has underscored this shifting landscape, revealing that service providers in both the United Arab Emirates and Saudi Arabia anticipate high-capacity AI-driven network services will become a dominant force in generating net-new revenue over the next three to five years. Conducted by Ciena with Censuswide, the research polled 100 service provider experts in the UAE and 100 in Saudi Arabia, forming part of a global analysis of 1,200 respondents across 12 countries. The findings demonstrate a clear consensus on the financial potential of AI infrastructure, including the connectivity required by enterprises, hyperscalers, and neoscalers. According to the data, 96 per cent of UAE service providers and 90 per cent of their Saudi counterparts expect AI-enabled network services to primarily drive near-term revenue growth. To support premium enterprise AI service-level agreements (SLAs), robust network infrastructure is essential. The survey highlights a pronounced urgency within the region, particularly in the UAE, where 97 per cent of service providers report an immediate need for optical network upgrades. This figure noticeably outpaces the Saudi Arabian average of 86 per cent and the global average of 88 per cent, indicating an aggressive approach to network modernisation. Pete Hall, regional managing director for the Middle East and Africa at Ciena, articulated the nuances regarding this transition. “Globally, service providers are balancing optimism with urgency about AI-driven revenue opportunities,” Hall stated. Addressing the distinct positioning of the Gulf, he added, “The survey findings for UAE and Saudi Arabia showed the same optimism, but urgency sits at the center of the conversation. In the UAE, service providers are treating network upgrades and automation as something to act on now, not plan for later. In Saudi Arabia, service providers are also focused on AI inference, service reliability, and sovereign infrastructure requirements.” Divergent cloud and interconnectivity strategies While the ambition to monetise AI is shared, service providers in the UAE and Saudi Arabia are charting divergent paths for cloud connectivity and data centre strategies: AI Inference and Data Centres: Growth in AI inference data centres is expected to influence demand for interconnect services heavily. In Saudi Arabia, 58 per cent of respondents foresee this increase, tracking above the global average of 49 per cent. Conversely, only 37 per cent of UAE providers share this expectation. Multi-Cloud Connectivity Models: Saudi operators prioritise multi-cloud connectivity management, leading as a revenue driver for 64 per cent of respondents. In a reversal of global patterns, 57 per cent of UAE providers still view traditional fixed-capacity services as their primary revenue model, placing it ahead of multi-cloud management (46 per cent). Wholesale Hyperscaler Demand: Accommodating hyperscalers is universally critical. This segment is viewed as a substantial contributor to wholesale revenue growth by 99 per cent of UAE respondents and 91 per cent of Saudi respondents, aligning with the global average of 95 per cent. Expanding portfolios and quantum-safe security Beyond core connectivity, telecommunications organisations are identifying emerging avenues to expand AI-related revenue streams. Physical AI ecosystems, encompassing industrial robotics and remote-control systems, present a significant opportunity. Fifty-two per cent of UAE respondents and 37 per cent of Saudi respondents anticipate physical AI will account for more than 15 per cent of total enterprise AI revenue within five years. Furthermore, service providers across both markets recognise strong commercial potential in offering GPU-as-a-service. Network performance and security posture are also undergoing rigorous re-evaluation. In Saudi Arabia, guaranteeing performance stability and maintaining low jitter is considered the leading premium monetisation opportunity. This focus on reliability is cited by 42 per cent of Saudi respondents, surpassing the global baseline of 35 per cent. Meanwhile, the UAE is demonstrating rapid acceleration toward advanced security frameworks. The deployment of quantum-safe encryption is emerging as a near-term reality. Fifty-four per cent of UAE service providers confirm they have launched or expect to launch quantum-safe offerings within twelve months, compared to 38 per cent among Saudi counterparts. This highlights the UAE's expedited timeline for commercialising secure network solutions.