Huan Qiu Wang·2025-04-30 02:12Core Insights - The 2025 ZTE China Ecosystem Partner Conference focuses on the integration of digitalization and intelligence, aiming to accelerate customers' digital transformation [1] - ZTE's Executive Vice President and COO, Xie Junshi, discussed the company's strategies in AI and computing power during an interview, highlighting the importance of AI in driving technological and industrial revolutions [3] Group 1: AI Market and Investment Trends - The global AI market is projected to exceed $800 billion by 2028, with a compound annual growth rate (CAGR) of over 32% [3] - Domestic operators are expected to maintain over 20% growth in computing power investments by 2025, while leading internet companies will invest over 500 billion in AI over the next three years [3] Group 2: ZTE's Strategic Focus Areas - ZTE is focusing on three main areas in AI: enhancing connectivity through innovations in 5G-A, 6G, and optical networks; developing computing power solutions such as unified cloud management platforms; and deepening AI-native ICT infrastructure [3][4] - The company aims to strengthen AI applications on the consumer side with its "AI for All" strategy, which includes a full range of AI terminals and home upgrades [4] Group 3: Financial Performance and Future Plans - In Q1, ZTE reported revenue of 32.97 billion, a year-on-year increase of 7.8%, with over 35% of revenue coming from computing power and terminal businesses [4] - ZTE plans to expand its cooperation in the internet market and is well-prepared to meet the 2025 market demand with comprehensive computing power solutions [5] - The company will continue to invest in AI, aiming to integrate AI technology into industry applications and everyday life, fostering an open and collaborative AI ecosystem [5]