Rudy Lai
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AI @ American Tower

Cell tower REIT
Industry
Last updated
July 3, 2025 at 10:44 AM

Summary

  • American Tower has steadily expanded its edge data center infrastructure and enhanced network capabilities to support the growing demand for AI, 5G, and advanced telecommunications services, with significant partnerships including IBM and Qualcomm facilitating cloud-to-edge solutions and near-edge infrastructure.
  • Revenue growth is driven by increasing demand for AI-ready interconnection capabilities and high-density compute environments, especially highlighted by the strong performance of its CoreSite data centers, despite some net income adjustments projected for 2025.
  • AI and machine learning technologies are integral to the company's strategy, optimizing energy efficiency at tower sites, enabling faster network architecture advancements, and driving innovative infrastructure deployment such as aggregation edge data centers and expandable data center models.

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4 AI Use Cases at American Tower

Infrastructure Scalability
2025
Traditional
Generative
Agentic
Outcome
Costs
The company develops construction-ready and expandable data centers tailored for AI and cloud demands, enabling rapid deployment to meet the increasing needs of high-density compute environments. [1][2]
Edge Computing
2024
Customer Facing
Traditional
Generative
Agentic
Outcome
Revenue
American Tower deploys aggregation edge data centers and partners with IBM to integrate cloud-to-edge solutions enabling AI inference and low-latency processing at the network edge, improving application performance and user experience. [1][2][3]
Network Acceleration
2023
Traditional
Generative
Agentic
Outcome
The strategic collaboration with Qualcomm aims to accelerate network architecture development and near-edge infrastructure improvements to support enhanced connectivity and emerging technologies. [1]
Energy Optimization
2022
Traditional
Generative
Agentic
Outcome
Costs
American Tower uses machine learning and pattern recognition to analyze site data, identifying inefficiencies and anomalies to optimize energy consumption across its telecommunications infrastructure. [1]

Timeline

2025 Q3

1 updates

AI demand continues to bolster American Tower's growth, particularly within CoreSite data centers. The company focuses on expandable data centers and construction-ready sites to capitalize on AI-driven infrastructure needs, while managing adjusted net income forecasts.

2025 Q2

1 updates

American Tower opened its first edge data center in Raleigh, North Carolina, addressing critical needs for low latency and robust infrastructure to power AI, hybrid cloud, and IoT technologies.

2025 Q1: no updates

2024 Q4

1 updates

The company advanced its edge data center footprint with vertical construction of new facilities enabling AI inferencing and advanced networks for machine learning computing.

2024 Q3

1 updates

American Tower launched its first aggregation edge data centers, starting construction in Raleigh, North Carolina, aiming to support AI and edge computing demand with scalable infrastructure.

2024 Q2: no updates

2024 Q1

1 updates

American Tower partnered with IBM to offer cloud-to-edge solutions supporting AI and 5G technology deployments, aiming to provide infrastructure for enterprises leveraging edge computing.

2023 Q4

1 updates

American Tower emphasized growth opportunities via 5G and AI, with its departing CEO underscoring investments in data centers and AI/ML technologies. The company also garnered attention as a dividend-paying stock poised to benefit from AI proliferation.

2023 Q3

1 updates

Reports highlighted the increasing impact of AI on the tower industry's operations and automation potential, reinforcing the sector's movement towards integrating AI-driven efficiencies.

2023 Q2: no updates

2023 Q1

1 updates

Qualcomm announced a strategic collaboration with American Tower aiming to accelerate network architecture development and near-edge infrastructure to support advanced telecommunications.

2022 Q4

1 updates

American Tower partnered with PowerX to deploy machine learning and pattern recognition tools to optimize energy use in African telecommunications sites by identifying inefficiencies and anomalies.