Core Insights - China Mobile reported a total operating revenue of 543.8 billion yuan for the first half of 2025, with a year-on-year growth of 0.7% in telecommunications service revenue, amounting to 467 billion yuan [1] - The company's net profit attributable to shareholders reached 84.2 billion yuan, reflecting a year-on-year increase of 5.0% [1] AI Revenue Growth - AI revenue for China Mobile experienced rapid growth in the first half of the year, with direct income from AI reaching tens of billions of yuan [1] - The AI revenue encompasses four key areas: AI computing power, models, data, and applications [1] - China Mobile's self-built computing power totals 33.3 EFlOPS, making it one of the largest providers of computing power outside of major internet companies [1] Strategic Focus - The chairman of China Mobile emphasized that AI will become an essential infrastructure across all sectors, positioning it as a critical strategic priority for the company [1] - The focus areas for AI development include enhancing core capabilities, scaling operations, and commercializing AI solutions [1]
中国移动董事长杨杰:AI带来的直接收入达到几十亿数量级