Marc Einstein

Global Head of AI Research @CounterPointTR | Decoding AI agents, sovereign AI, telco convergence & geopolitics | Tokyo-based | Panelist on BBC, Al Jazeera, CNBC

[Marc Einstein @MarcEinsteinAI]

On October 7th last year a list of @OpenAI's 30 1 trillion token users was leaked and companies like @duolingo, @shoppify_sa and @salesforce were hailed as pioneers in AI tokenomics. But markets have not been kind since then to the 7 companies on that list who are public (except for @datadog). Is Wall Street overreacting or is #AgenticAI coming for everyone's lunch?

[Marc Einstein @MarcEinsteinAI]

Yesterday I had the pleasure of joining a panel on @AJEnglish 's @AJInsideStory discussing who really controls AI hosted by @baysontheroad.

Interesting discussion of @AnthropicAI 's Mythos model and what the broader implications are for cybersecurity. We then discussed what could or should be done about regulating the sector - to which there is clearly no easy answer.

https://t.co/mjf0SRDqnx

#Anthropic #ClaudeMythos #MythosAI #ProjectGlasswing #ClaudeAI

[Marc Einstein @MarcEinsteinAI]

Some reflections on #NVIDIA GTC 2026 — 600+ sessions and the telco story was impossible to ignore.

1/ NVIDIA is making a serious move into telecom. This isn't just chips anymore — they're building an ecosystem. Nokia, Ericsson, Samsung, Amdocs, SIs all in the room. A real challenger to Huawei/ZTE is taking shape.

2/ The AI Grid concept is gaining real traction. SoftBank, T-Mobile and Comcast are all in — they see genuine revenue opportunity at the network edge, especially around Physical AI services. Monetizing the edge? We've heard it before. But the ecosystem is finally mature enough to take seriously.

3/ Agentic AI as a network optimizer was a major theme. Native AI in 6G networks is the most promising development for the standard so far — and if it's baked into the architecture rather than bolted on, that's a real differentiator.

4/ Sovereign AI is changing everything. Telcos from Canada, Singapore, Germany, South Africa, Indonesia and more were all discussing how geopolitical concerns are reshaping infrastructure spend. This is a demand driver that runs independent of normal enterprise AI cycles.

[Marc Einstein @MarcEinsteinAI]

I am here at @NVIDIAGTC 2026 which is just wrapping up here in San Jose and what an amazing show it was. I was expecting to see lots of interesting announcements, demos and panel discussions about #PhysicalAI, #SovereignAI, #AgenticAI and #telecoms and the event did not disappoint. I will be writing about key takeaways when I am back in Japan as will the rest of the
@CounterPointTR team who attended.

One thing I was not expecting was to meet @ThorBjornsson_("The Mountain" from
@GameOfThrones) who was there with @VDURAinc- who have a very interesting #AI and #HPC storage and management platform. Stay tuned for more @nvidia news and takeaways!

@nvidianewsroom
@NVIDIAAI
Stay tuned for more!

[Counterpoint Research @CounterPointTR]

𝗝𝘂𝘀𝘁 𝗣𝘂𝗯𝗹𝗶𝘀𝗵𝗲𝗱: 𝗚𝗧𝗖 𝟮𝟬𝟮𝟲 - 𝗡𝗩𝗜𝗗𝗜𝗔’𝘀 𝗖𝗹𝗮𝘄𝘀 𝗦𝘁𝗿𝗮𝘁𝗲𝗴𝘆 𝗮𝗻𝗱 𝘁𝗵𝗲 𝗥𝗶𝘀𝗲 𝗼𝗳 𝗔𝗴𝗲𝗻𝘁 𝗔𝗜 𝗜𝗻𝗳𝗿𝗮𝘀𝘁𝗿𝘂𝗰𝘁𝘂𝗿𝗲

@nvidia 𝗂𝗌 𝗌𝗂𝗀𝗇𝖺𝗅𝗂𝗇𝗀 𝗍𝗁𝖾 𝗇𝖾𝗑𝗍 𝗉𝗁𝖺𝗌𝖾 𝗈𝖿 𝖠𝖨 𝖼𝗈𝗆𝗉𝗎𝗍𝗂𝗇𝗀 𝗐𝗂𝗍𝗁 𝗂𝗍𝗌 𝖾𝗆𝖾𝗋𝗀𝗂𝗇𝗀 “𝖢𝗅𝖺𝗐𝗌” 𝖺𝗀𝖾𝗇𝗍 𝗌𝗍𝗋𝖺𝗍𝖾𝗀𝗒. 𝖠𝗇𝗇𝗈𝗎𝗇𝖼𝖾𝗆𝖾𝗇𝗍𝗌 𝖺𝗍 NVIDIA GTC 𝟤𝟢𝟤𝟨 𝗁𝗂𝗀𝗁𝗅𝗂𝗀𝗁𝗍 𝖺 𝗌𝗁𝗂𝖿𝗍 𝖿𝗋𝗈𝗆 𝗆𝗈𝖽𝖾𝗅-𝖼𝖾𝗇𝗍𝗋𝗂𝖼 𝖠𝖨 𝗍𝗈 𝗌𝗒𝗌𝗍𝖾𝗆-𝗅𝖾𝗏𝖾𝗅 𝖺𝗋𝖼𝗁𝗂𝗍𝖾𝖼𝗍𝗎𝗋𝖾𝗌, 𝖼𝗈𝗆𝖻𝗂𝗇𝗂𝗇𝗀 𝗆𝗈𝖽𝖾𝗅𝗌, 𝗋𝗎𝗇𝗍𝗂𝗆𝖾𝗌, 𝗍𝗈𝗈𝗅𝗌, 𝖺𝗇𝖽 𝗁𝖺𝗋𝖽𝗐𝖺𝗋𝖾 𝗍𝗈 𝖾𝗇𝖺𝖻𝗅𝖾 𝖺𝗎𝗍𝗈𝗇𝗈𝗆𝗈𝗎𝗌 𝖺𝗀𝖾𝗇𝗍𝗌 𝗍𝗁𝖺𝗍 𝖼𝖺𝗇 𝗈𝖻𝗌𝖾𝗋𝗏𝖾, 𝗋𝖾𝖺𝗌𝗈𝗇, 𝖺𝗇𝖽 𝖾𝗑𝖾𝖼𝗎𝗍𝖾 𝗍𝖺𝗌𝗄𝗌 𝖼𝗈𝗇𝗍𝗂𝗇𝗎𝗈𝗎𝗌𝗅𝗒. 𝖳𝗁𝗂𝗌 𝗍𝗋𝖺𝗇𝗌𝗂𝗍𝗂𝗈𝗇 𝖼𝗈𝗎𝗅𝖽 𝗋𝖾𝗌𝗁𝖺𝗉𝖾 𝖠𝖨 𝗂𝗇𝖿𝗋𝖺𝗌𝗍𝗋𝗎𝖼𝗍𝗎𝗋𝖾 𝖺𝗇𝖽 𝖾𝖼𝗈𝗇𝗈𝗆𝗂𝖼𝗌, 𝗉𝗈𝗌𝗂𝗍𝗂𝗈𝗇𝗂𝗇𝗀 𝖭𝖵𝖨𝖣𝖨𝖠’𝗌 𝖢𝗅𝖺𝗐 𝖾𝖼𝗈𝗌𝗒𝗌𝗍𝖾𝗆 𝖺𝗌 𝖿𝗈𝗎𝗇𝖽𝖺𝗍𝗂𝗈𝗇𝖺𝗅 𝗂𝗇𝖿𝗋𝖺𝗌𝗍𝗋𝗎𝖼𝗍𝗎𝗋𝖾 𝖿𝗈𝗋 𝗍𝗁𝖾 𝗇𝖾𝗑𝗍 𝗐𝖺𝗏𝖾 𝗈𝖿 𝗉𝖾𝗋𝗌𝗂𝗌𝗍𝖾𝗇𝗍, 𝖺𝗀𝖾𝗇𝗍-𝖽𝗋𝗂𝗏𝖾𝗇 𝖠𝖨 𝗌𝗒𝗌𝗍𝖾𝗆𝗌.

𝗞𝗲𝘆 𝗧𝗮𝗸𝗲𝗮𝘄𝗮𝘆𝘀:
• 𝖠𝗎𝗍𝗈𝗇𝗈𝗆𝗈𝗎𝗌 𝖠𝖨 𝖺𝗀𝖾𝗇𝗍𝗌 𝗐𝗂𝗅𝗅 𝖻𝖾𝖼𝗈𝗆𝖾 𝗍𝗁𝖾 𝗇𝖾𝗑𝗍 𝗆𝖺𝗃𝗈𝗋 𝗌𝗍𝖺𝗀𝖾 𝗈𝖿 𝖠𝖨 𝗌𝗒𝗌𝗍𝖾𝗆 𝖺𝗋𝖼𝗁𝗂𝗍𝖾𝖼𝗍𝗎𝗋𝖾, 𝖺𝗌 𝖠𝖨 𝗌𝗒𝗌𝗍𝖾𝗆𝗌 𝖾𝗏𝗈𝗅𝗏𝖾 𝖿𝗋𝗈𝗆 𝗂𝗌𝗈𝗅𝖺𝗍𝖾𝖽 𝗆𝗈𝖽𝖾𝗅 𝗊𝗎𝖾𝗋𝗂𝖾𝗌 𝗂𝗇𝗍𝗈 𝗉𝖾𝗋𝗌𝗂𝗌𝗍𝖾𝗇𝗍 𝗌𝗈𝖿𝗍𝗐𝖺𝗋𝖾 𝗌𝗒𝗌𝗍𝖾𝗆𝗌 𝖼𝖺𝗉𝖺𝖻𝗅𝖾 𝗈𝖿 𝗋𝖾𝖺𝗌𝗈𝗇𝗂𝗇𝗀, 𝖼𝗈𝗈𝗋𝖽𝗂𝗇𝖺𝗍𝗂𝗇𝗀 𝗍𝗈𝗈𝗅𝗌, 𝖺𝗇𝖽 𝖾𝗑𝖾𝖼𝗎𝗍𝗂𝗇𝗀 𝗍𝖺𝗌𝗄𝗌 𝗈𝗏𝖾𝗋 𝖾𝗑𝗍𝖾𝗇𝖽𝖾𝖽 𝗉𝖾𝗋𝗂𝗈𝖽𝗌 𝗈𝖿 𝗍𝗂𝗆𝖾.

• 𝖯𝖾𝗋𝗌𝗂𝗌𝗍𝖾𝗇𝗍 𝖠𝖨 𝗐𝗈𝗋𝗄𝗅𝗈𝖺𝖽𝗌 𝖼𝖺𝗇 𝖿𝗎𝗇𝖽𝖺𝗆𝖾𝗇𝗍𝖺𝗅𝗅𝗒 𝗋𝖾𝗌𝗁𝖺𝗉𝖾 𝖼𝗈𝗆𝗉𝗎𝗍𝖾 𝖽𝖾𝗆𝖺𝗇𝖽 𝖺𝗇𝖽 𝖦𝖯𝖴 𝗎𝗍𝗂𝗅𝗂𝗓𝖺𝗍𝗂𝗈𝗇 𝗉𝖺𝗍𝗍𝖾𝗋𝗇𝗌, 𝖺𝗌 𝖼𝗈𝗇𝗍𝗂𝗇𝗎𝗈𝗎𝗌𝗅𝗒 𝗋𝗎𝗇𝗇𝗂𝗇𝗀 𝖺𝗀𝖾𝗇𝗍𝗌 𝗋𝖾𝗉𝗅𝖺𝖼𝖾 𝗍𝗁𝖾 𝗌𝗁𝗈𝗋𝗍 𝖻𝗎𝗋𝗌𝗍 𝗂𝗇𝖿𝖾𝗋𝖾𝗇𝖼𝖾 𝗉𝖺𝗍𝗍𝖾𝗋𝗇𝗌 𝗍𝗒𝗉𝗂𝖼𝖺𝗅 𝗈𝖿 𝗉𝗋𝗈𝗆𝗉𝗍-𝖻𝖺𝗌𝖾𝖽 𝗂𝗇𝗍𝖾𝗋𝖺𝖼𝗍𝗂𝗈𝗇𝗌.

• 𝖳𝗁𝖾 𝗋𝗂𝗌𝖾 𝗈𝖿 𝗅𝗈𝖼𝖺𝗅𝗅𝗒 𝖽𝖾𝗉𝗅𝗈𝗒𝖺𝖻𝗅𝖾 𝖫𝖫𝖬𝗌 𝖿𝗈𝗋 𝖺𝗀𝖾𝗇𝗍 𝗌𝗒𝗌𝗍𝖾𝗆𝗌 𝗌𝗎𝖼𝗁 𝖺𝗌 𝖢𝗅𝖺𝗐𝗌 𝗐𝗂𝗅𝗅 𝗉𝗋𝖾𝗌𝗌𝗎𝗋𝖾 𝗁𝗂𝗀𝗁-𝖼𝗈𝗌𝗍 𝖼𝗅𝗈𝗎𝖽 𝗂𝗇𝖿𝖾𝗋𝖾𝗇𝖼𝖾, 𝗐𝗁𝗂𝗅𝖾 𝗉𝗈𝗍𝖾𝗇𝗍𝗂𝖺𝗅𝗅𝗒 𝗂𝗇𝖼𝗋𝖾𝖺𝗌𝗂𝗇𝗀 𝖽𝖾𝗆𝖺𝗇𝖽 𝖿𝗈𝗋 𝖠𝖨 𝗍𝗋𝖺𝗂𝗇𝗂𝗇𝗀 𝗂𝗇𝖿𝗋𝖺𝗌𝗍𝗋𝗎𝖼𝗍𝗎𝗋𝖾 𝖺𝗌 𝗆𝗈𝖽𝖾𝗅 𝖼𝖺𝗉𝖺𝖻𝗂𝗅𝗂𝗍𝗂𝖾𝗌 𝖼𝗈𝗇𝗍𝗂𝗇𝗎𝖾 𝗍𝗈 𝖾𝗏𝗈𝗅𝗏𝖾.

𝗠𝗼𝗿𝗲 𝗶𝗻𝘀𝗶𝗴𝗵𝘁𝘀 𝗶𝗻 𝗮 𝗱𝗲𝘁𝗮𝗶𝗹𝗲𝗱 𝗽𝗼𝘀𝘁 𝗵𝗲𝗿𝗲:
https://t.co/02fMcWnZ8H

#NVIDIAGTC #NVIDIA #AgenticAI #AutonomousAI #OpenClaw #Rubin

[Counterpoint Research @CounterPointTR]

𝗟𝗮𝘁𝗲𝘀𝘁 𝗥𝗲𝗽𝗼𝗿𝘁: 𝗠𝗪𝗖𝟮𝟲 𝗕𝗮𝗿𝗰𝗲𝗹𝗼𝗻𝗮 - 𝗔𝗜 𝗚𝗲𝘁𝘀 𝗣𝗵𝘆𝘀𝗶𝗰𝗮𝗹

𝖭𝖾𝖺𝗋𝗅𝗒 𝟣𝟢𝟧,𝟢𝟢𝟢 𝗏𝗂𝗌𝗂𝗍𝗈𝗋𝗌 𝖺𝗍𝗍𝖾𝗇𝖽𝖾𝖽 𝖬𝖶𝖢𝟤𝟨 𝖡𝖺𝗋𝖼𝖾𝗅𝗈𝗇𝖺, 𝗐𝗂𝗍𝗁 𝖠𝖨 𝗈𝗇𝖼𝖾 𝖺𝗀𝖺𝗂𝗇 𝗍𝗁𝖾 𝖼𝖾𝗇𝗍𝗋𝖺𝗅 𝗍𝗈𝗉𝗂𝖼. 𝖳𝗁𝖾 𝗅𝖺𝗍𝖾𝗌𝗍 𝖾𝖽𝗂𝗍𝗂𝗈𝗇 𝗈𝖿 MWC 𝗐𝖺𝗌 𝗁𝖾𝗅𝖽 𝖺𝗀𝖺𝗂𝗇𝗌𝗍 𝖺 𝖻𝖺𝖼𝗄𝖽𝗋𝗈𝗉 𝗈𝖿 𝗂𝗇𝗌𝗍𝖺𝖻𝗂𝗅𝗂𝗍𝗒 𝖽𝗎𝖾 𝗍𝗈 𝗍𝗁𝖾 𝗋𝖾𝖼𝖾𝗇𝗍 𝖼𝗈𝗇𝖿𝗅𝗂𝖼𝗍 𝗂𝗇 𝗍𝗁𝖾 𝖬𝗂𝖽𝖽𝗅𝖾 𝖤𝖺𝗌𝗍 𝖺𝗇𝖽 𝗍𝗁𝖾 𝗅𝗈𝗇𝗀𝖾𝗋-𝗍𝖾𝗋𝗆 𝗆𝖾𝗆𝗈𝗋𝗒 𝖼𝗋𝗂𝗌𝗂𝗌. 𝖢𝗈𝗇𝗍𝗂𝗇𝗎𝗂𝗇𝗀 𝖿𝗋𝗈𝗆 𝖬𝖶𝖢𝟤𝟧, 𝖠𝖨 𝗐𝖺𝗌 𝖾𝗏𝖾𝗋-𝗉𝗋𝖾𝗌𝖾𝗇𝗍 𝗍𝗁𝗋𝗈𝗎𝗀𝗁𝗈𝗎𝗍 𝖺𝗅𝗅 𝖾𝗂𝗀𝗁𝗍 𝗁𝖺𝗅𝗅𝗌. 𝖱𝖾𝗆𝖺𝗋𝗄𝖺𝖻𝗅𝖾 𝗉𝗋𝗈𝗀𝗋𝖾𝗌𝗌 𝗁𝖺𝗌 𝖻𝖾𝖾𝗇 𝗆𝖺𝖽𝖾 𝗂𝗇 𝗍𝗁𝖾 𝗅𝖺𝗌𝗍 𝗒𝖾𝖺𝗋, 𝗐𝗂𝗍𝗁 𝖼𝗅𝖾𝖺𝗋 𝗎𝗌𝖾 𝖼𝖺𝗌𝖾𝗌 𝗉𝗋𝖾𝗌𝖾𝗇𝗍𝖾𝖽, 𝗉𝖺𝗋𝗍𝗂𝖼𝗎𝗅𝖺𝗋𝗅𝗒 𝗐𝗂𝗍𝗁 𝖺𝗀𝖾𝗇𝗍𝗂𝖼 𝖠𝖨 𝖿𝖾𝖺𝗍𝗎𝗋𝖾𝗌.

Counterpoint Research 𝖺𝗇𝖺𝗅𝗒𝗌𝗍𝗌 𝗐𝖾𝗋𝖾 𝗂𝗇 𝖺𝗍𝗍𝖾𝗇𝖽𝖺𝗇𝖼𝖾, 𝖺𝗇𝖽 𝗍𝗁𝗂𝗌 𝗋𝖾𝗉𝗈𝗋𝗍 𝗉𝗋𝗈𝗏𝗂𝖽𝖾𝗌 𝖺𝗇 𝗈𝗏𝖾𝗋𝗏𝗂𝖾𝗐 𝗈𝖿 𝗍𝗁𝖾 𝗆𝖺𝗃𝗈𝗋 𝗍𝗁𝖾𝗆𝖾𝗌 𝖺𝗍 𝗍𝗁𝖾 𝖾𝗏𝖾𝗇𝗍, 𝗂𝗇𝖼𝗅𝗎𝖽𝗂𝗇𝗀 𝗂𝗇 𝗍𝗁𝖾 𝖺𝗋𝖾𝖺𝗌 𝗈𝖿 𝖠𝖨, 𝗋𝗈𝖻𝗈𝗍𝗂𝖼𝗌, 𝖼𝗈𝗇𝗇𝖾𝖼𝗍𝗂𝗏𝗂𝗍𝗒 𝖺𝗇𝖽 𝖽𝖾𝗏𝗂𝖼𝖾𝗌, 𝗐𝗂𝗍𝗁 𝖺𝗇𝗇𝗈𝗎𝗇𝖼𝖾𝗆𝖾𝗇𝗍𝗌 𝖿𝗋𝗈𝗆 𝗍𝗁𝖾 𝗅𝗂𝗄𝖾𝗌 𝗈𝖿 @Qualcomm, @MediaTek, @Huawei, @ericsson, @Xiaomi, @Honorglobal, @Moto, and more

𝗔𝗰𝗰𝗲𝘀𝘀 𝘁𝗵𝗲 𝗳𝘂𝗹𝗹 𝗿𝗲𝗽𝗼𝗿𝘁 𝗵𝗲𝗿𝗲:
https://t.co/MOZrmAnq5k

#MWC26 #AI #PhysicalAI #AgenticAI @MWCHub

[Marc Einstein @MarcEinsteinAI]

Last year @CounterPointTR released our 𝐀𝐈 𝐂𝐢𝐭𝐢𝐞𝐬 2025 𝐈𝐧𝐝𝐞𝐱 to quantify the strength of the AI ecosystems in the world's largest cities - noting the progress of places like Singapore - @govsingapore , Seoul - @Seoul_gov , San Francisco -@sfgov and 𝐃𝐮𝐛𝐚𝐢 -@DXBMediaOffice.

We noticed, however, that 𝐀𝐟𝐫𝐢𝐜𝐚 was underrepresented in the study and there are a lot of interesting developments there on the 𝐒𝐨𝐯𝐞𝐫𝐞𝐢𝐠𝐧 𝐀𝐈, 𝐓𝐞𝐥𝐞𝐜𝐨𝐦, 𝐑𝐞𝐠𝐮𝐥𝐚𝐭𝐨𝐫𝐲, 𝐃𝐚𝐭𝐚𝐜𝐞𝐧𝐭𝐞𝐫 and 𝐒𝐭𝐚𝐫𝐭𝐮𝐩 fronts so we have just released our 𝐀𝐈 𝐂𝐢𝐭𝐢𝐞𝐬 2026 𝐀𝐟𝐫𝐢𝐜𝐚 𝐄𝐝𝐢𝐭𝐢𝐨𝐧 raking the top ten AI city ecosystems on the continent. The leaders are:

𝐂𝐚𝐩𝐞 𝐓𝐨𝐰𝐧 - Africa's premier startup destination
@CityofCT

𝐉𝐨𝐡𝐚𝐧𝐧𝐞𝐬𝐛𝐮𝐫𝐠 - Datacenter and financial hub
@CityofJoburgZA

𝐋𝐚𝐠𝐨𝐬 - Fastest growing AI ecosystem
@followlasg

𝐍𝐚𝐢𝐫𝐨𝐛𝐢 - Strong regulatory environment and tech hub
@NairobiCityGov

𝐓𝐮𝐧𝐢𝐬 - Important foreign investment destination
@TnPresidency

If you would like more information about this study please reach out to me!

https://t.co/RURUkl6PI8

#AfricaBuildsTheFuture, #AIAfrica, #AIforGood, #AfricanAIFounders, #TechAfrica

[Counterpoint Research @CounterPointTR]

𝐌𝐖𝐂 𝟐𝟎𝟐𝟔 𝐊𝐞𝐲 𝐓𝐚𝐤𝐞𝐚𝐰𝐚𝐲𝐬: 𝐑𝐨𝐛𝐨𝐭 𝐏𝐡𝐨𝐧𝐞𝐬, 𝐒𝐨𝐯𝐞𝐫𝐞𝐢𝐠𝐧 𝐀𝐈, 𝐍𝐚𝐯𝐢𝐠𝐚𝐭𝐢𝐧𝐠 𝐌𝐞𝐦𝐨𝐫𝐲 𝐒𝐮𝐩𝐩𝐥𝐲 𝐕𝐨𝐥𝐚𝐭𝐢𝐥𝐢𝐭𝐲 & 𝐌𝐨𝐫𝐞

MWC 2026 was packed with announcements, demos, and industry conversations. Our analysts were on the ground in Barcelona meeting OEMs, operators, chip vendors and ecosystem partners to understand where the industry is heading next.

𝐇𝐞𝐫𝐞 𝐚𝐫𝐞 𝐚 𝐟𝐞𝐰 𝐤𝐞𝐲 𝐭𝐡𝐞𝐦𝐞𝐬 𝐭𝐡𝐚𝐭 𝐬𝐭𝐨𝐨𝐝 𝐨𝐮𝐭 𝐚𝐜𝐫𝐨𝐬𝐬 𝐭𝐡𝐞 𝐬𝐡𝐨𝐰 𝐟𝐥𝐨𝐨𝐫:
⦿ Agentic AI moves from concept to deployment across smartphones, enterprise software and telecom networks
⦿ Rising memory costs are reshaping smartphone strategies, pushing OEMs toward price hikes, spec trade-offs and differentiation
⦿ Hardware innovation returns with new form factors, materials, gimbal cameras and robotics-inspired devices
⦿ Networks evolve with Wi-Fi 8 momentum, satellite IoT integration and AI-driven telco automation
⦿ Sovereign AI, edge AI, and privacy-first agents emerge as critical priorities for governments, operators and OEMs

Swipe through to read MWC 2026 key takeaways featuring our analysts:
@MobilePeter, @neiltwitz, @MohitOpinion, @G_Schneemann, @JStryjak, @MarcEinsteinAI, @guptavarun_v, @gareth99m

#MWC2026 #AgenticAI #EdgeAI #SovereignAI #AI #Telecom

[Marc Einstein @MarcEinsteinAI]

Day 3 at MWC Barcelona 2026 @Huawei gave me AR glasses for translation during my briefing, allowing me to speak in English while they spoke in Mandarin in real time. While the hardware and software still aren't perfect, it's impressive to see how far we've come. It's exciting to witness a concept we discussed years ago at MWC finally become a reality.

#AI #5G #6G #Huawei

Check out the video!

[Soumen Mandal @AnalystSoumen]

@BostonDynamics @NVIDIARobotics @Qualcomm @AGIBOTofficial @Mobileye @SchaefflerGroup @CounterPointTR @neiltwitz @MobilePeter @Tarunpathak @ecovacsrobotics @FourierRobots @NEURARobotics @MenteeBot @SkildAI @Apptronik @BedrockRobotics @Google @MercedesBenz @LGUS @NikonUSA @salesforce @SchneiderElec @IgnacioTechie @nakulduggal @anshuman_saxena @DollyGoulart @cristianoamon @qualcomm_in @Qualcomm_EU 🏆The 𝘁𝗼𝗽 𝘁𝗵𝗿𝗲𝗲 companies globally are all #Chinese
💰#Humanoid #robot revenue to reach $𝟒.𝟒 Bn by 𝟐𝟎𝟐𝟕 from $530 Mn in 2025
🥇#𝗔𝗚𝗜𝗕𝗢𝗧 alone generated $𝟭𝟰𝟬𝗠+, ranking #𝟏 worldwide

More detail:
https://t.co/BcN1UAqlVg

[Marc Einstein @MarcEinsteinAI]

@LarhribAmine @CounterPointTR @BloombergTV @HaidiLun @SheryAhnNews @nvidia @business @Bloomberg A good question. Humanoids for example are in their infancy with shipments this year only in the 10,000s but we see big growth on the horizon. We're going to release some forecasts in the coming weeks.

[Counterpoint Research @CounterPointTR]

Our Research Director @MarcEinsteinAI was on @BloombergTV, hosted by @HaidiLun and @SheryAhnNews, to discuss why NVIDIA needs to keep diversifying from AI Datacenter infrastructure to Physical AI and more.

𝐊𝐞𝐲 𝐓𝐚𝐤𝐞𝐚𝐰𝐚𝐲𝐬:
⦾ @nvidia had phenomenal earnings up yet again on the back of continued hyperscaler investments in AI Datacenter infrastructure.
⦾ We haven't seen any major signals that this spending is slowing, but at some point, NVIDIA will need to further diversify.
⦾ One area of increasing focus is Physical AI - Robots, Autonomous Vehicles and Smart Spaces, as hyperintelligent devices will require significantly more computing power, increasingly at the edge.
⦾ Counterpoint Research will have several analysts at NVIDIA GTC 2026, where we expect to hear several big announcements about this and all things AI.

𝐖𝐚𝐭𝐜𝐡 𝐭𝐡𝐞 𝐟𝐮𝐥𝐥 𝐯𝐢𝐝𝐞𝐨 𝐡𝐞𝐫𝐞:
https://t.co/MbjPouIHfV

#NVIDIA #PhysicalAI #AI #DataCenters #Robotics @NVIDIAAI @NVIDIARobotics

[Marc Einstein @MarcEinsteinAI]

@nvidia had phenomenal earnings again driven largely by the booming AI Datacenter market. However diversification is inevitable at some point which is starting to bring attention to Physical AI (robots, autonomous vehicles, smart spaces etc).

NVIDIA is doing quite a lot in this space (hardware and software btw) and I'm looking forward to hearing more about it at @NVIDIAGTC next month.

I shared some comments with @Bloomberg 's The Asia Trade hosted this morning hosted by @SheryAhnNews and @HaidiLun:

https://t.co/lnBQ9580jw

#NVIDIA #PhysicalAI #AI #DataCenters #Robotics

[Marc Einstein @MarcEinsteinAI]

Packing for #MWC2026 - Looking forward to hearing about what telcos are doing with #AgenticAI #SovereignAI and #PhysicalAI - stay tuned for the obligatory robot pics.....

[Marc Einstein @MarcEinsteinAI]

Heavy focus on GenAI in the Automotive sector so far at @Snapdragon #SnapDragonsummit 2024