AI innovation: We have to realize that the AI race is really just starting. If we look at the investments behind LLMs, today 75% of the investments are made in the US, with a big chunk of the rest in China. Europe is only doing a small part, but AI won‘t be just about LLMs. Why is AI going to be different? Because AI innovation will happen mostly at the edge. We are just scratching the surface. We haven’t yet seen the mass of investment and innovation that will come from that. There‘s a lot of open-source innovation, and we embrace open source in our industry. The barrier to entry for AI will be a lot lower than it has been historically in the cloud or consumer web environment. What sits between cloud and edge? A lot will happen at the edge, in the hands of consumers and in the heads of companies. And guess what? What sits between the cloud and the edge? Us. We will be the secure platform that combines the best of both worlds. AI ‘only in the cloud’ will not work due to the amount of energy and traffic it would require. AI ‘only at the edge’ may not work for some use cases. We believe the world will be a mix of AI at the edge, as frugal as possible. This is where we play a very important role. Collaboration for AI: The technology will not come from us. But collaboration within our industry is something we do very well. We will work with the best technology and enable that ecosystem as we integrate AI into our networks. AI and 5G: AI will be bringing you the killer app of 5G, because 5G slicing and all the capabilities that 5G embeds have not really been used. AI will probably be the real test case of a true 5G application, using all the capacities and capabilities that 5G has in our network. Investment: More investment creates capacity, scale, innovation, and cheaper prices. This creates a virtuous circle. We need to change the market structure where more investment is seen as bad. We help the ecosystem by working with small companies, startups, European companies, and tech giants. We don’t want to build borders around Europe, but we need a European ecosystem that benefits from more investment.
