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 technologies primarily through partnerships (e.g., PowerX in Q4 2022 and IBM in Q1 2024) to optimize site operations and energy efficiency, supporting their network infrastructure and edge data center expansion.
  • The company has aggressively expanded its edge data center footprint since mid-2024, launching Aggregation Edge Data Centers and capitalizing on growing demand for AI-related workloads, such as inference and machine learning, evidenced by revenue growth and raised net income guidance in late 2025.
  • By early 2026, American Tower is recognized as a leading AI and data center infrastructure stock with strong analyst support, driven by its strategic positioning to support 5G, AI, and digital infrastructure growth through high-density and scalable edge solutions.

VIBE METER

More AI announcements = more VIBE
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4 AI Use Cases at American Tower

Capacity Expansion
2025
Traditional
Generative
Agentic
Outcome
Revenue
The company addresses growing AI workload demands by constructing expandable, high-density AI-ready data centers and upgrading interconnection capabilities to support increased telecom and cloud traffic. [1][2]
Edge Computing
2025
Customer Facing
Traditional
Generative
Agentic
Outcome
American Tower deploys AI-capable edge data centers to reduce latency and support AI model inference closer to data sources, enabling hybrid cloud and IoT applications with high-performance compute infrastructure. [1][2][3]
Network Automation
2024
Traditional
Generative
Agentic
Outcome
Costs
Through partnerships with IBM and Qualcomm, American Tower implements AI-driven network architecture improvements and near-edge computing solutions that support efficient 5G network monetization and automation. [1][2]
Energy Optimization
2022
Traditional
Generative
Agentic
Outcome
Costs
American Tower uses machine learning and pattern recognition on site data to detect inefficiencies and anomalies, enabling optimized energy consumption at telecommunications sites. [1][2]

Timeline

2026 Q1

1 updates

Market analysts maintain strong buy ratings on American Tower, recognizing it as a top AI data center stock with favorable outlook driven by AI, edge computing, and 5G infrastructure demand.

2025 Q4

1 updates

American Tower reports 7.7% revenue growth fueled by telco upgrades and data center expansion; raises 2025 net income guidance amidst rising AI-related workload demand including inference and machine learning.

2025 Q3

1 updates

Strong demand for telecommunications sites and AI-ready interconnection capabilities drive revenue growth; CoreSite data-center business expands with high-density environments to meet AI computing needs.

2025 Q2

1 updates

Edge Data Center in North Carolina opens, enabling customers to run AI models closer to the data source, supporting low latency and hybrid cloud needs across industries.

2025 Q1: no updates

2024 Q4

1 updates

American Tower begins vertical construction of first Edge Data Center in Raleigh, positioning to support AI inferencing and advanced network requirements.

2024 Q3

1 updates

Launch of Aggregation Edge Data Centers in Raleigh, North Carolina to support AI and edge computing demands, emphasizing low latency and proximity to end users.

2024 Q2: no updates

2024 Q1

1 updates

American Tower partners with IBM to provide cloud to edge solutions enabling enterprises to utilize AI and 5G networks with integrated infrastructure.

2023 Q4

1 updates

The departing CEO highlights the growth opportunities from 5G, AI, and data center expansion; American Tower benefits from increased demand for infrastructure supporting AI and 5G technologies.

2023 Q3

1 updates

Analysis highlighted AI automation impact on tower industry operations, positioning American Tower to capitalize on automation trends.

2023 Q2: no updates

2023 Q1

1 updates

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

2022 Q4

1 updates

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