Kavit is joined by GSMA Intelligence head Peter Jarich and US editor Mike Robuck to discuss where the AI value lies for the telecoms industry and if business models are shifting from a cost-saving focus to revenue-spinning opportunities. Later on, we hear about Amiya Johar's trip to Dubai for Huawei's latest global phone launch.

0:00 Intro: 3:00 AI is no longer just a trend 6:00 Operators getting louder on AI? 8:00 The view from the US 13:00 Looser AI regulation 24:00 The sovereign debate 28:00 Huawei Dubai launch 33:00 Humanoid Robots take-off