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deep tech TelecomLead July 11, 2026

Telecom Operators Bet Big on AI Infrastructure as Omdia Sees Sovereign AI and AI Token Plans Driving New Revenue

AI Summary

Telecom operators are accelerating investments in artificial intelligence (AI) infrastructure as they look to diversify revenue beyond traditional connectivity services, according to the latest research from Omdia. The research identifies sovereign AI as the strongest near-term monetization opportunity while highlighting AI token-based subscription plans as a potential new consumer revenue model that could transform how AI services are sold and consumed. GSMA report on mobile internet investment

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