Artificial intelligence could eventually add a new dimension to online casino gaming, but Evolution does not expect computer-generated dealers to replace the live casino experience. CEO Martin Carlesund says the supplier is exploring AI-powered live dealer games as a complementary product, even as new studios look to use the technology to challenge established operators.
Speaking during Evolution’s Q3 2026 earnings call, Carlesund described AI dealer games as closer to random number generator (RNG) titles than traditional live casino products. The company is investigating the opportunity, but he dismissed the idea that AI would take over the live dealer segment.
The distinction matters as startups such as Avanti Studios and Sentient Studios develop AI-generated casino games, with blackjack emerging as an early focus. These companies are pursuing a model that could reduce some of the production costs associated with traditional live casino operations, potentially opening the door to new competitors.
AI just appears to be an addition to its existing portfolio rather than a replacement for the studios, dealers and live production infrastructure that underpin its business.
Live dealer games are only one area where the supplier sees potential. Carlesund said Evolution is working across the group to identify where AI can improve efficiency, strengthen existing processes or replace certain functions. The strategy is part of a much deeper question facing established iGaming suppliers: how can they benefit from emerging technology without undermining the products that already generate revenue?
Evolution’s RNG division offers another example of its efforts to expand beyond live casino. The segment recorded faster growth than the company’s flagship live casino business for the fifth consecutive quarter in Q3, following a restructuring that gave RNG greater independence under No Limit City founder Jonas Tegman.
The supplier is also building its presence in the North American market. In September, it announced Spinning Whale, a US-focused studio expected to launch its first game in November, with further releases planned for 2027. Carlesund described its strategy as centered on locally tailored content for North American players but declined to elaborate on whether it would prioritize land-based-style games or licensed intellectual property.
The emergence of AI-focused studios raises the possibility of a different competitive landscape. Lower production costs could allow new entrants to develop casino content without replicating the full infrastructure required for conventional live dealer games.
That does not automatically mean established providers will lose ground. Evolution’s position suggests the technology could create another product category, with AI-generated experiences sitting alongside live tables and conventional RNG games.
How players respond, and whether the economics deliver lasting advantages, will help determine how quickly the format develops.
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