Xin Lang Cai Jing·2025-10-12 04:33Core Insights - China Mobile announced the upgrade of its "AI+" action plan and the establishment of the "AI+" ecosystem alliance, aiming to double its investment in artificial intelligence by the end of 2028, with a target of building the largest and most advanced intelligent computing infrastructure in China [1] - The chairman of China Mobile, Yang Jie, highlighted the emergence of an "AI+" era characterized by three accelerating integrations: the fusion of digital intelligence technology with the real economy, the merging of the digital and physical worlds, and the convergence of carbon-based and silicon-based life forms [2][3] Investment and Infrastructure Development - China Mobile plans to enhance its network by advancing 5G-A and 6G technologies, deploying new connection capabilities to meet the demands of billions of intelligent devices [3] - The company aims to build efficient intelligent computing facilities, transitioning cloud computing to "cloud intelligence computing" and exploring the establishment of large-scale intelligent computing centers and quantum technology infrastructure [3][4] Data and Model Innovation - The company is focused on innovating data supply by creating diverse high-quality industry data sets and enhancing data governance capabilities to promote efficient data sharing [4] - Continuous improvement of the multi-modal "Nine Heavens" general model is a priority, with an emphasis on enhancing autonomous, secure, and trustworthy capabilities [4] Financial Performance - In the first half of 2025, China Mobile reported a revenue of 543.769 billion yuan, a slight decrease of 0.5% year-on-year, while its main business revenue from communication services grew by 0.7% to 466.989 billion yuan [4] - The net profit attributable to shareholders was 84.235 billion yuan, reflecting a year-on-year increase of 5% [4] - Yang Jie indicated that the direct revenue from AI is currently in the tens of billions range, with expectations for growth as the company develops its AI capabilities further [4]