通信行业周报：AI Agent算力需求测算

Investment Rating - The report provides an investment rating for the communication industry, indicating a positive outlook with a projected growth of 2.51% to 3.86% during the period from March 3 to March 9, 2025 [1]. Core Insights - The demand for AI agents and their computational requirements are highlighted, with specific calculations showing the need for significant FLOPs (floating-point operations per second) to support AI functionalities [2][4]. - The report emphasizes the growth trajectory of 5G technology, projecting a 10% increase in adoption rates by 2024, with further growth expected through 2030 [6]. Industry Dynamics - The report notes that the communication industry is experiencing a shift towards AI integration, with companies like DeepSeek and Azure AI Foundry leading the charge in developing advanced AI solutions [6]. - It mentions the expected increase in 5G adoption rates, with projections indicating a rise from 47% in 2024 to 64% by 2030 [6]. Major Events Reminder - Key upcoming events in the communication sector include shareholder meetings for companies such as Mingpu Guangci and ST Tiexin scheduled for March 10 and March 11, respectively [7].