en.Wedoany.com Reported - Recently, Spanish telecom operator MasOrange expanded its artificial intelligence partnership with US-based Google, incorporating Google One cloud storage and Google AI services into its commercial package system. The new services will be offered under the Orange brand to individual users and self-employed professionals in Spain, covering mobile communication users and converged package customers.
The core of this collaboration lies in the operator shifting AI tools from internet application entry points to communication package entry points. MasOrange plans to offer three tiers of Google One subscription services, including a 100GB basic cloud storage plan, a Google AI Plus plan, and a Google AI Pro plan, priced at €1.99, €9.99, and €21.99 per month respectively. Users can enjoy a free first-month trial before continuing their subscription. AI Plus and AI Pro will combine larger cloud storage capacity with Google's artificial intelligence capabilities, allowing users to leverage tools such as Gemini, NotebookLM, and Google Flow for tasks including writing, data organization, code assistance, content generation, video creation, and multimedia editing. The packages also support sharing cloud storage among up to five accounts, enabling family users, freelancers, and small teams to manage AI tools alongside their daily communication services.
Such collaborations indicate that European telecom operators are seeking new revenue sources beyond 5G and fiber optic networks. Traditional telecom business growth is limited, with mobile and broadband packages facing intense competition. Operators need to increase revenue per user through value-added services such as cloud storage, cybersecurity, insurance, finance, energy, and AI tools. MasOrange possesses a large-scale mobile and fixed broadband customer base in Spain, along with physical channels, customer service systems, billing relationships, and package bundling capabilities. Google, in turn, requires more direct distribution channels to bring AI products like Gemini to ordinary consumers, self-employed professionals, and small and micro enterprises. Following the partnership, AI services will no longer rely solely on users actively accessing internet platforms or purchasing separate subscriptions; instead, they can be embedded into operator billing, package recommendations, and offline channels, lowering the barrier for ordinary users to try AI tools.
The Spanish communications market has recently seen a trend of closer integration between operators and major technology companies. Previously, Telefónica Tech collaborated with Google Cloud on Spain's sovereign cloud, focusing on data residency, security controls, and cloud service needs for the public sector and regulated industries. MasOrange's current move is more oriented toward the consumer and self-employed market, bundling AI tools, cloud storage, and communication packages for sale. These two directions correspond to enterprise compliance cloud and mass-market AI service distribution, respectively, and also reflect the changing role of operators in the AI era: on one hand, continuing to build and operate fiber optic, mobile networks, and data center connections; on the other hand, beginning to act as distribution channels for AI applications, cloud services, and digital subscription products. As AI tools increasingly rely on bandwidth, low latency, cloud storage, and account systems, the commercial value of communication networks will extend from "connectivity itself" to "the combination of digital services on top of connectivity."
Whether MasOrange can generate sustained revenue from these AI packages in the future will depend on users' actual usage frequency of Gemini, NotebookLM, and Google Flow, as well as the operator's ability to form more natural combinations of AI tools with mobile packages, home broadband, cloud backup, online office tools, and small and micro enterprise services. If users only try the services short-term, the package value will be limited. However, if AI capabilities can enter high-frequency tasks such as writing, office work, learning, marketing, programming, and content creation, operators will have the opportunity to turn AI subscriptions into new customer retention tools. For the European telecom industry, the collaboration between MasOrange and Google provides a model: future communication packages may no longer only compare data volume, speed, and call duration, but will incorporate AI tools, cloud space, privacy protection, and cross-device services as new competitive elements.
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