AR/VR is only just growing up

As the market races to evaluate the opportunity of token-focused AI monetisation, perhaps the most important question is around the challenges and risks. Against the backdrop of an evolving and uncertain new market, this piece covers the potential pitfalls that operators need to be aware of.

This edition of GSMA Intelligence's Chart of the Month looks at major operators' progress with revenues beyond traditional core telecoms. The GSMA Intelligence Chart of the Month is a visual way of telling an important story in the mobile and broader tech ecosystem. From the shape and size of markets to trends in consumer behaviour, we aim to provide food for thought through informative visuals designed to bring colour and clarity to complex issues facing the industry.

Last month, China’s three major telecoms operators became the first to launch token-based AI plans, packaging AI usage in a way that resembles traditional mobile data bundles, signalling a broader push by operators to commercialise AI, cloud and compute capabilities. This reflects growing interest among operators in monetising AI by moving beyond internal AI efficiencies and towards commercial AI opportunities. The logic is simple – tap the surging interest in AI and put a meter on it – but the concept goes beyond just offering tokens for cash.