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    Drew McReynoldsRBC Capital Markets

    Drew McReynolds's questions to Telus Corp (TU) leadership

    Drew McReynolds's questions to Telus Corp (TU) leadership • Q2 2025

    Question

    Drew McReynolds asked about the role of Canadian telcos in the sovereign AI push and where TELUS sees the largest incremental revenue opportunities within this ecosystem.

    Answer

    President and CEO Darren Entwistle identified three key opportunities: leveraging existing data centers for a sovereign AI factory, internal AI adoption for massive productivity gains, and external go-to-market through TELUS Digital Solutions. Tobias Dengel, President of TELUS Digital, added that they are moving AI from concept to production, using TELUS as 'customer zero' to prove out solutions at scale.

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