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Jio Doesn’t Need to Win AI to Make Money From It?

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Groww is India’s Best Investment App and the Largest stockbroker, trusted by 4 crore+ investors in India. Open Free Demat : https://app.groww.in/v3cO/bhyijw1z In this video, learn how Chinese telecom operators like China Mobile, China Telecom, and China Unicom escaped the "dumb pipe" trap by transforming into AI token distributors. Discover how open-source, ultra-cheap AI models like DeepSeek turned intelligence into a low-cost commodity, allowing telecom giants to build high-margin token supermarkets bundled into daily data recharges. Find out how Indian telecom leaders like Reliance Jio and Bharti Airtel are building gigawatt-scale edge data centers to adopt this toll-booth business model and monetize India's 1.4 billion mobile users. 0:00 : Introduction 1:22 : China’s AI Token Strategy 3:04 : How Telecoms Sell AI Access 4:12 : The Opportunity for Reliance Jio 5:23 : Revenue Surge & Model Shifts 6:58 : India’s AI Infrastructure Push 8:07 : Global Scale 9:40 : Conclusion .. Research Analyst disclaimer: https://groww.in/p/sebi-research-analyst-regulations Name of the Research Analyst - Shreesha Ramesh Desai SEBI Registration name & number - bit.ly/4iBf3z8 .. About the anchor - Jayant Mundhra: Jayant started career as a business analyst at Bain & Company, then worked in the startup ecosystem for a few years, post which he dived into the world of content, decoding business and economics on LinkedIn, Instagram, Substack and WhatsApp. Find him here: Instagram - https://www.instagram.com/marketswithjayant/ LinkedIn - https://www.linkedin.com/in/jshilanjanm/ WhatsApp community - https://t.ly/h2jq1 Substack Newsletter (Decoding the Dragon) - https://t.ly/chnwj Substack Newsletter (BharatNama) - https://t.ly/bwj

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