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 progressively integrated AI and machine learning technologies to optimize its telecommunications infrastructure, energy usage, and edge data center capabilities from late 2022 through 2025, partnering with entities like PowerX, Qualcomm, and IBM.
  • The company has made significant investments in edge data centers, particularly starting in 2024, with a focus on enabling AI, 5G, and cloud computing applications, resulting in increased demand for telecommunications sites and AI-ready interconnection facilities that have contributed to revenue growth by 2025.
  • Despite a slight downward revision in net income projections for 2025, American Tower demonstrates a strong trajectory benefiting from the AI-driven energy infrastructure boom and expansion into AI/ML-enabled edge infrastructure, positioning it as a dominant player in digital infrastructure for intelligent networks.

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3 AI Use Cases at American Tower

Edge Computing
2024
Customer Facing
Traditional
Generative
Agentic
Outcome
Revenue
American Tower develops and launches Aggregation Edge Data Centers designed to meet the latency and compute demands of AI, hybrid cloud, and IoT applications, enabling customers to run AI inference and processing closer to data sources. [1][2][3]
Network Advancement
2023
Customer Facing
Traditional
Generative
Agentic
Outcome
Collaborations with Qualcomm and IBM focus on advancing network architectures and accelerating near-edge and cloud-to-edge computing solutions to support AI and 5G networks, improving network performance and enabling new service capabilities. [1][2]
Energy Optimization
2022
Traditional
Generative
Agentic
Outcome
Costs
American Tower applies machine learning and pattern recognition techniques to site data in order to identify inefficiencies and anomalies, optimizing energy usage especially in African telecommunications sites to reduce waste and operating costs. [1]

Timeline

2025 Q4: no updates

2025 Q3

1 updates

Strong revenue growth driven by demand for AI-ready interconnection and telecommunications sites; CoreSite data-center business sees significant AI-related growth, though net income forecast slightly adjusted downward.

2025 Q2

1 updates

Opening of the first Edge Data Center in Raleigh, North Carolina, focusing on enabling AI inference, hybrid cloud, and IoT through low latency infrastructure; company recognized for positioning in AI-driven energy infrastructure expansion.

2025 Q1: no updates

2024 Q4

1 updates

American Tower's Edge data center in Raleigh begins vertical construction; company continues to strengthen AI infrastructure position noted among top AI growth stocks.

2024 Q3

1 updates

American Tower launches Aggregation Edge Data Centers, starting construction in Raleigh, NC, to support AI and modern network demands.

2024 Q2: no updates

2024 Q1

1 updates

Partnership formed between IBM and American Tower to deliver cloud-to-edge solutions supporting enterprises utilizing AI and 5G networks.

2023 Q4

1 updates

American Tower's outgoing CEO emphasizes growth driven by 5G, data centers, and AI; the company recognized as a dividend-paying stock poised to benefit from AI proliferation.

2023 Q3

1 updates

Industry analysis highlights AI's impact on the tower industry, showing increasing automation across jobs and processes.

2023 Q2: no updates

2023 Q1

1 updates

Strategic collaboration announced between American Tower and Qualcomm to advance network architecture and accelerate near-edge computing development.

2022 Q4

1 updates

American Tower partners with PowerX to apply machine learning and pattern recognition to telecommunication site data, identifying inefficiencies and optimizing energy use, particularly in Africa.