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DT eyes sovereign AI revenue bump

Deutsche Telekom detailed moves to capitalise on growing demand for sovereign AI services in Europe, setting revenue goals in the millions of euros range as part of broader ambitions involving businesses and public institutions.

The German-headquartered operator believes the European sovereign sector to be a leading opportunity for it outside the US market.

It noted companies and public bodies are keen to reap the automation benefits of AI “while retaining control over data and operations”. Deutsche Telekom stated the sector is “becoming a growth business” and it would continue striking relevant partnerships to tap the rise.

The operator highlighted work to produce an automation platform for small- and medium-sized businesses covering recurring jobs as another AI-related move.

All told, it hopes to book annual revenue of around €250 million from non-US AI activities this year and about €800 million by 2030.

Deutsche Telekom believes the AI opportunities go beyond the obvious, predicting phone calls are set to benefit from the technology in several ways.

It offers a real-time translation service for mobile phone calls, part of an assistant which can also field questions and provide content summaries. Deutsche Telekom believes there is “an opportunity for additional services” and tariffs.

Deutsche Telekom board members are gearing up to explain to investors how its current and future work with AI is creating revenue.

CEO Timotheus Hoettges said the technology presents opportunities around service personalisation, network management and security.

He said it is important the “technology delivers measurable value” across the organisation.

More than 100,000 staff have been trained in using AI for predictive maintenance tasks, while around 2.6 million customers used its chatbot for service queries in H1.

The post DT eyes sovereign AI revenue bump appeared first on Mobile World Live.

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Interview: Biting AI realities push data to the fore

The usefulness of AI to industries will largely be determined by more traditional factors including investment and appetite for change, the principal architect and field CTO of intelligent data infrastructure company NetApp told Mobile World Live.

Rahul Sharma (pictured) believes AI is at a juncture between initial optimism and business realities, with the latter set to be the primary influence on how the technology impacts industrial digitalisation.

“Early and unbounded enthusiasm has started to give way to a more serious assessment of the cost-benefit of AI.”

Sharma believes the impact of the technology is being felt in industrial settings, but argued “adoption speed, investments, skills, frameworks” and other elements “all determine how this change process evolves”.

Industrial players are now examining how AI can be used to tackle business challenges in a different way, though Sharma emphasised reality is biting as companies find “success in proofs-of-concept has not always translated into true RoI”.

“The make-or-break factor most often is data.”

Sharma notes AI deployments so far typically involve generative iterations and machine learning or model training, with NetApp “seeing significant growth and investment across both domains”.

Generative iterations are helping companies “unlock greater value from their existing data assets”, including those which were previously unseen or underused. “At the same time, machine learning and AI training workloads continue to expand rapidly, particularly in data-intensive industries such as life sciences, financial services, manufacturing and engineering”.

NetApp can offer some racy details of AI data based on work with leading motorsports teams, one of which is the Aston Martin Aramco Formula One team, which picked the company to be its global data infrastructure partner as part of a wider collaborative strategy highlighted during the AMR Technology Forum in July.

Sharma said the team “needs a common and consistent data infrastructure that provides the flexibility and agility to both keep up and take advantage of the AI revolution”.

Adjustments
It is an example of the tailored approach NetApp pitches itself on and one which Sharma uses to hammer home his point about the importance of data, “one of the most critical assets for any organisation”.

The Aston Martin Aramco Formula One Team wants “to deliver unified data wherever it is needed” for management, control and governance purposes.

But Sharma noted data access requirements can create security headaches, particularly in an era where the technology is pushing companies beyond their usual protective boundaries.

It requires built-in security features which enable data recovery and protection “with minimal disruption”.

Companies must also begin to look beyond traditional approaches reliant on “creating and moving multiple copies of data”, Sharma argued, explaining such methods are “no longer efficient” or sustainable compared with a single source approach NetApp developed.

The changing aspect of data access and management means partnerships are becoming an important element. In the case of NetApp, these collaborations span fields including public cloud storage, managed service providers and operators, and companies running so-called AI factories.

Sharma explained the goal is to “help organisations build a consistent data plane that incorporates everything from on-premises to public cloud” and sovereignty services.

He said the company provides “a range of connectivity options” for businesses to access their data, “from internet to private circuits, colocation and hosted or managed services”.

Works both ways
The Aston Martin Aramco Formula One Team is a high-profile example of what companies require of NetApp.

Sharma said the team needs ways to derive insights from “vast volumes of highly valuable data” used to make decisions in real time for areas including race strategy, performance optimisation, predictive maintenance, vehicle design and safety improvements.

It is an environment which represents the very ethos of F1 in terms of pushing the boundaries of engineering and technical abilities, albeit one focused on digital ambitions rather than the sport’s original mechanical goals.

Sharma highlighted the team’s need to handle “trackside operations during a race weekend” along with “engineering and design activities” at its factory as examples.

The work filters down into broader industrial operations in much the same way car technologies proven on the track often feed into road-going vehicles.

Sharma said product lifecycle management and speeding time-to-market are real-world gains the automotive industry stands to gain from NetApp’s work with motorsports teams. He noted digital twin technology is something even sectors including healthcare could benefit from due to the boost to R&D and manufacturing processes.

NetApp’s work with the Aston Martin Aramco Formula One Team is not a one-way street. Sharma said the collaboration is driving developments including recent investments in “universal data processing engine technology”, which positions the company for increasing use of AI in the racing series and beyond.

“The ability to leverage accelerated computing with GPUs and CPUs at the storage layer is something that customers like Aston Martin Aramco Formula One Team and others will be able to benefit from immensely as they extract value from their full data estate.”

Sharma predicts further benefits of the approach to be felt when F1 regulations change in 2028, a shift he expects to unlock “increasingly sophisticated adoption of AI and GPU” technologies throughout the sport.

But he emphasised other industrial sectors also stand to benefit from NetApp’s work, because it is already providing the ability to optimise AI training and inferencing by “selectively moving only the most relevant datasets to the public cloud”.

The post Interview: Biting AI realities push data to the fore appeared first on Mobile World Live.

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Life science companies warm to digital techs

Rockwell Automation found a majority of manufacturers in the life sciences sector are employing smart production technologies as part of digital transformations, but most struggle to derive meaningful insights from the data collected.

Research involving 104 executives and managers at life sciences businesses found 58% of companies are already using smart manufacturing technologies to some degree in their operations.

Rockwell Automation indicated the potential for growth is high, with 90% recognising the importance of digital transformation.

But it noted businesses are keen to ensure there are tangible outcomes to technology investments. Most believe AI and machine learning will deliver the greatest benefits, with 46% selecting the option.

The research showed a disconnect between the pace of AI adoption and the readiness of the data available.

Rockwell Automation found 32% believe they are generating meaningful insights from more than half the data collected, indicating significant room for improvement at a time when many companies stated they already use AI or plan to do so within the next 12 months.

Digitalisation moves are also being fuelled by a growing number of cyberattacks. Rockwell Automation found 54% of life sciences companies had been targeted in the past year due, in part, to remote access and connected equipment vulnerabilities.

Matt Weaver, VP of global industry, life sciences, said figures showing companies are willing to invest in smart technologies to improve quality, digitise operations and lower risk show the sector has moved on from the days when regulatory compliance was “something they ramped” for.

“The companies connecting their data, securing systems and validating AI deployments today are the ones that will be ready for what comes next from regulators or from the market.”

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Nokia, ICEYE dock for defence satcom mission

Nokia and satellite sector specialist ICEYE inked a deal to develop sovereign low Earth orbit (LEO)-based communications systems for government use cases including defence, border security and disaster response.

The Finnish pair aim to launch the first communications satellites for the project in 2028, noting the planned systems would give nations ownership and control of the satellites, ground infrastructure and terminals.

In a joint statement, they explained they intend to deliver “targeted, high-throughput, low-latency connectivity over priority mission areas” to complement existing military and commercial networks rather than replace them.

Their birds are expected to add reach, resilience and capacity for critical connections.

The pact draws on ICEYE’s expertise in delivering sovereign satellite projects in Europe, and Nokia’s experience in networks and defence.

They plan to “integrate satellites, ground infrastructure and ruggedised end-user terminals” to extend ICEYE’s so-called sovereign intelligence from space business model to satellite communications.

The satellite company has customers in defence, environmental monitoring, insurance and emergency management, among others, operating what it describes as the world’s largest and most advanced synthetic aperture radar satellite constellation.

It provides data services and whole sovereign satellite projects.

Complementary
ICEYE CEO and co-founder Rafal Modrzewski said “nations must be able to fully own and control their communications, without dependency on a foreign commercial operator’s terms of service”.

“We delivered Poland its own radar satellite system in under a year. Partnering with Nokia lets us move at a similar speed for satellite communications, on the timelines nations need.”

Nokia president and CEO Justin Hotard added “sovereign operations depend on the ability to sense, decide and act in real time. Physical AI makes that possible, but only with secure, resilient connectivity across land, sea, air and space”.

He added the joint project would complement terrestrial networks “giving nations the situational awareness, connectivity and control they need to operate with confidence in contested environments across all domains”.

The move is the latest from European companies targeting increasing demand for sovereign technology systems from commercial and public sector organisations.

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NTT, STC partner on Komatsu IoT platform

Construction and heavy machinery manufacturer Komatsu launched a telematics system for its kit in Saudi Arabia using technology from NTT Docomo Business and STC Group.

In a statement on the project, NTT explained the manufacturer is expanding its Komtrax telematics and remote monitoring system to the country using the equipment and expertise of the two telecoms partners.

The system captures operational data from construction machinery with the aim of providing greater visibility of equipment usage and improving operational efficiency.

It offers the means for remote monitoring, data analytics and predictive maintenance, and is already available in a number of Komatsu’s markets.

Komtrax is promoted by the Japanese-headquartered manufacturer as delivering cost savings to clients while helping achieve peak machine performance.

To support the launch in Saudi Arabia, NTT supplied platform design and delivery, helping “Komatsu address country-specific telecommunications requirements while minimising the need for changes to its connectivity model”.

STC provided network services, and a SIM and connectivity management platform offering “reliable and scalable connectivity for Komatsu’s construction equipment” while meeting local regulations.

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