Igniting Carrier B2B Growth with AI, Embracing Token Monetization
B2B services have become a core growth engine for carriers, growing at a CAGR of over 10%. We expect that within the next five years, B2B will account for more than one-third of the total revenue of leading carriers. The key to achieving this leap lies in deeply integrating AI with carriers' network and cloud infrastructure.
Unconnected computing infrastructure creates information silos. Siloed AI is not real intelligence. Carriers can make the most of their networks and integrate AI into B2B solutions. This ensures both excellent network experiences and scenario-based AI applications. It will better meet customer needs and drive new business growth.
With this in mind, leading carriers worldwide are pursuing three pathways to turn AI into measurable B2B growth:
The first pathway focuses on making AI easy to use for SMEs with ready-made AI products.
"Productization" is key here — packaging complex capabilities such as network, compute, token, and AI applications into out-of-the-box standardized AI services and ready-to-use digital employees, driving carriers' evolution from network providers to one-stop service providers. For example, China Telecom combines fiber to the office (FTTO) all-optical networks with lightweight AI algorithms to deliver integrated solutions that bring together smart security, customer flow analysis, and remote store inspection for SMEs. It has also launched a range of digital employees, including industry advisors and marketing assistants, to further boost SME operational efficiency.
The second pathway focuses on enabling core production in key industries through scenario-based converged solutions.
Private lines and private networks are essential for industries like healthcare, education, and manufacturing. Carriers' core value lies in upgrading from connectivity alone to integrated AI SaaS services — combining compute, network, security, and applications or agents — along with tiered token services. This market is projected to exceed US$300 billion by 2030. Through industry-specific converged innovation, carriers are becoming strategic partners in enterprises' digital transformation.
For example, China Mobile has built an AI-powered remote ultrasound solution based on computing resource pools and dedicated private lines, delivering end-to-end latency below 200 milliseconds. It provides doctors with real-time AI-assisted diagnostic information during scans, achieving over 95% lesion detection accuracy for conditions such as thyroid nodules at primary hospitals. The ultrasound medical agent can independently guide standardized scanning, perform intelligent lesion grading, and automatically generate compliant ultrasound reports, making quality healthcare more accessible.
The third pathway focuses on seizing the opportunities of physical AI with an integrated 5G + AI foundation.
Embodied intelligent robots are emerging as a game-changer in physical AI, with rapid adoption across industries. The market is projected to exceed 3 billion units by 2030. These robots require ubiquitous connectivity with at least 20 Mbps uplink speeds and 20–50 ms latency to enable real-time sensing, instant decision-making, and coordinated actions.
This is where carriers have a unique advantage: building an integrated intelligent infrastructure that spans cloud, networks, edge, and devices. Strengthening this converged foundation is not only essential to building physical AI — it also positions carriers to shape the future, not just keep pace with today.
Looking ahead, Huawei will continue to invest in connectivity, computing, cloud, and AI, working closely with carriers to build more competitive B2B products and solutions that turn AI's potential into tangible business growth, accelerating digital and intelligent transformation across industries.

Over the past year, AI has moved beyond understanding the world to actively collaborating with and reshaping it. It is becoming a core engine of global productivity and growth. The network of the future will not be defined by bandwidth or latency alone, but by its ability to operate in harmony with AI. The next phase of growth will be led not by isolated technologies, but by open and collaborative ecosystems.