Episode 1: AI Tokens, Sovereign Tech & the Themes Defining 2026
Intelligence & Noise podcast
In the inaugural episode of Intelligence & Noise from GSMA Intelligence's Peter Jarich and Tim Hatt cut through the noise on the biggest stories shaping the telecoms and tech industry in the first half of 2026.
From AI monetisation and the rise of tokens as a service, to sovereign cloud becoming a genuine competitive edge for mobile operators plus why quantum computing deserves more attention than it's getting.
Topics covered:
00:00 – Welcome to Intelligence & Noise
04:30 – The 5 big themes of 2026 so far
14:37 – How AI deployments are shifting from cost-cutting to monetisation
18:50 – Chinese operators bundling AI tokens and what it means globally
22:00 – Sovereignty as a competitive differentiator for telcos
28:30 – The hyperscaler CapEx boom and what it signals
29:33 – Why only 7% of IoT devices are quantum safe
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