迈向智能世界白皮书2024：ICT服务与软件-使能行业数智化加速

Investment Rating - The report does not explicitly state an investment rating for the ICT services and software industry Core Insights - Digitalization, intelligence, and low-carbon development are identified as certain trends, with artificial intelligence (AI) being the biggest opportunity in the next decade, projected to grow AI computing power by 500 times by 2030 compared to 2020 [2][10] - The integration of AI into various sectors such as digital government, intelligent finance, and smart manufacturing is expected to accelerate the digital transformation of industries [2] - The report emphasizes the need for the ICT industry to prepare for challenges and demands in six key areas, including the integration of computing and networking, the development of new professional service capabilities based on large models, and ensuring a reliable service level agreement (SLA) experience [2][10] Summary by Sections Section 1: Accelerating Green Network Development - The report highlights the necessity for a green transformation of ICT infrastructure to support sustainable business development, addressing issues like outdated equipment and high energy consumption [11][12] - A three-tier management framework for green governance, planning, and execution is proposed to guide the green transformation strategy [12][15] Section 2: Data Center Green Low-Carbon Leadership - The demand for AI model training computing power is expected to grow exponentially, leading to increased energy consumption in data centers [19][21] - New energy efficiency metrics are being introduced, shifting from PUE to more comprehensive sustainability indicators [19][21] Section 3: Intelligent Data Management - Data is recognized as a critical asset for AI model development, necessitating robust data storage and management systems to handle the increasing complexity and volume of data [27][28] - The report discusses the importance of ensuring data security and efficient data flow to support AI applications [27][30] Section 4: Transitioning to Business-Centric Operations - The report outlines a shift from network-centric to business-centric operational models, driven by the need for automation and intelligent operations [34][40] - New operational models are expected to enhance customer experience and operational efficiency, with a focus on agile business recovery capabilities [42][46] Section 5: 5G-A and Business Scenario Integration - The integration of 5G-A with business scenarios is anticipated to create new value and enhance customer experience through tailored service offerings [46][47] - The report notes that operators are moving towards experience-driven business models, emphasizing the need for network optimization to meet diverse customer demands [47]