On this episode of the Six Five Webcast: The 5G Factor, host Ron Westfall, along with analyst Olivier Blanchard, dive into the latest developments in the mobile and AI landscapes. They discuss DeepSeek R1, Galaxy Unpacked, and the prospects of operators like AT&T and Verizon using their real estate and AI infrastructure to monetize AI services are examined.

Their discussion covers:

• The introduction of DeepSeek's R1 model, its impact on AI ecosystems, and the geopolitical considerations involving NVIDIA.

• Samsung's unveiling of new Galaxy devices aimed at enhancing AI mobile experiences.

• The potential for operators like AT&T and Verizon to monetize their AI capabilities and real estate assets.