Leveraging AI revenue potential: The master plan from Novo Nordisk, Aspermont, and Deutsche Telekom

Novo Nordisk – AI as the secret engine in the pharmaceutical laboratory

Novo Nordisk consistently uses artificial intelligence to accelerate its research. Algorithms comb through genetic data, model new molecules, and optimize the clinical trial process. This integration is intended to shorten development times and increase the hit rate for new active ingredients. Strategic partnerships, such as with NVIDIA, provide the necessary computing power. For investors, this is a long-term efficiency lever. A faster and more accurate pipeline will enable more promising candidates to reach advanced stages in the future and secure a development lead in core areas such as diabetes and obesity.

In early December, Novo Nordisk closed a deal worth up to USD 2.1 billion for Zaltenibart, a Phase 2 drug candidate. The drug targets rare blood and kidney diseases. The transaction underscores the Company's commitment to strategically supplement its portfolio through external innovation. Such acquisitions are a key component of its growth strategy beyond its currently strong core business with GLP-1 drugs. They show that Novo is prepared to invest in promising therapeutic areas that could open up new sources of revenue in the long term.

In mid-December, two announcements attracted attention. First, the Company unsuccessfully completed a clinical trial with an oral semaglutide for Alzheimer's disease. While this is a setback for this indication, it does not affect the central growth driver of GLP-1 therapies. At the same time, Novo announced the launch of Ozempic in India. This move into one of the world's largest markets underlines the Company's global expansion strategy. The goal is clear: to expand its market-dominating position in diabetes and obesity therapy in emerging economies as well, and to establish it before generics enter the market. The stock is currently available for EUR 41.00.

Aspermont – From publisher to data powerhouse in the commodities sector

The days when media companies only printed are long gone. The Australian company Aspermont is currently demonstrating how historical industry knowledge can be turned into a sustainable data model. In recent years, the former print provider has transformed itself from a traditional specialist publisher for mining and energy with more than 100 years of history into a digital platform. Its latest strategic coup is the introduction of the AI-powered data intelligence platform "Mining IQ". It analyses project risks, ESG data, and market sentiment in real time, providing a genuine decision-making tool for the volatile commodities industry. This step makes the Company the architect of a networked, data-driven industry economy.

The financial figures underscore the success of the transformation. As the Company announced at the end of October, recurring revenue rose to AUD 11.2 million in the fourth quarter of 2025, the 37th consecutive quarter of growth. Total revenue from continuing operations increased by 5% to AUD 4.7 million. A milestone was the first corporate contract for Mining IQ with mining giant Rio Tinto, worth AUD 550,000. This partnership not only validates the product but also marks the entry into a scalable SaaS business with attractive margins. Backed by a recently completed institutional capital placement, the Company is now well-positioned to translate this momentum into profitable growth.

At the same time, the Nexus marketing segment is running at full speed. On November 5, Aspermont announced a new government partnership with the Timor-Leste Mineral Authority. Nexus is developing tailor-made campaigns to position the country as a mining location. These high-profile collaborations, alongside others with Saudi Arabia and BHP, demonstrate how the Company is translating its editorial credibility and global network into profitable services. The transition from publisher to data and solutions provider appears to have been successful and is creating a significantly broader revenue base. The stock is currently trading at AUD 0.007.

Deutsche Telekom – AI as a growth driver

Deutsche Telekom is pursuing a new strategy. Artificial intelligence is set to become a key growth driver. Instead of focusing exclusively on traditional telecommunications services, as it did in the past, the group is now investing heavily in high-performance data centers, which provide the computing power needed for machine learning. This strategic realignment is aimed at generating higher margins. Through partnerships, for example, with a leading US chip manufacturer, the Company is building a powerful European AI platform. This offering, which could meet with high demand right now, comes at the right time, as many companies are looking for local alternatives to the American hyperscalers.

The IT subsidiary T-Systems is responsible for the operational implementation. An existing data center in Munich is being expanded into a so-called "AI factory" and will house tens of thousands of high-performance GPUs. Starting in 2026, customers from industry and research will be able to flexibly rent this computing power without having to invest in expensive hardware themselves. The data will remain under German jurisdiction, a strong argument in terms of data protection and digital sovereignty. The first major customers are already testing applications such as digital twins.

For investors, the math is simple. This business promises significantly better margins than the traditional mobile communications business, supported by long-term contracts and additional services. The group is leveraging its existing infrastructure and can thus scale comparatively agilely. The growth potential is considerable, driven by the explosive demand for AI computing power in Europe. In the long term, this diversification could stabilize revenue streams and increase return on investment by supplementing cyclical telecom revenues with recurring cloud and AI contracts. The share price is currently trading at around EUR 27.37.

These three companies demonstrate how AI is driving tomorrow's revenue growth. Novo Nordisk is leveraging AI to accelerate pharmaceutical research and expand its valuable drug pipeline. Aspermont is transforming historical industry knowledge with platforms such as Mining IQ into scalable data solutions for the commodities sector. With its "AI factory," Deutsche Telekom is building a cloud and infrastructure division with high margins. Together, these companies prove that AI is not an abstract concept, but an operational lever for greater efficiency, new business models, and sustainable competitive advantages.