文 | 脑极体 每到岁末年初，我们就会被众多研究机构的预测所包围。不少科技公司的朋友，也希望跟我们交流一下 对来年的行业趋势的看法。 他们都表示，平时忙于本职工作，往往只关注自己所在的特定领域，以及自家和友商明年想推什么产 品。到了年底复盘、年度规划的时候，更渴望跳出单一视角的局限，以更全面、宏观的维度，审视整个 行业的变化。找来找去，似乎就我们平时关注的技术领域格外全面，AI、云、终端、通信、计算、软 件等都有涉及。 为啥不只盯着AI算法，非要关注这么多技术领域？背后的逻辑有点类似查理·芒格的格栅理论，这么多 技术概念相互交织，才能构建多因素综合的认知框架，对产业进行全局观察和综合研判，从而预测某一 个具体技术可不可靠、能否落地。 结合2025年我们对多个技术领域的实地走访与观察，一个核心感受是：2026年，科技行业不会再上演概 念的狂飙突进，开始进入现有技术能力的消化期。 诸多热点退潮的2026，将是一个祛魅之年。 当浮华褪去，比起踩中风口，提高容错率才是对个人和企业真正重要的事情。所以我们不打算预测来年 热点，更希望帮大家预测下什么会凉，提前祛魅。 提到祛魅之年，首当其冲的就是英伟达叙事。 智算市场的2 ...

证券日报网讯 12月30日，江苏有线在互动平台回答投资者提问时表示，近年来公司积极推进生态伙伴 多元合作，成功召开"数智全业生态大会"，加速构建融合发展产业生态圈。在新型广电网络建设方面， 公司持续夯实算网底座，布局南京、泰州双算力中心，深化5G共建共享联动机制，全面推进5G业务网 络等基础设施建设。关于具体合作伙伴关系事宜，公司将严格按照信息披露要求履行公告义务。 （文章来源：证券日报） ...

随着人工智能、大数据、物联网等技术的爆发式增长，IDC行业面临算力需求与网络瓶颈的双重挑战。传统机房模式已难以支撑AI训练、推理等场景对带 宽、时延的严苛要求，算网融合成为突破这一困局的关键路径。在第二十届中国IDC产业年度大典期间，华为公司副总裁、ISP与传媒军团CEO岳坤及华为 中国政企大企业系统部总经理刘涛围绕算网融合这一智算服务落地的核心支撑，为记者解读了华为在技术创新、生态共建及投资布局上的战略方向，为IDC 行业抓住AI发展机遇提供了清晰路径。 （左：华为公司副总裁、ISP与传媒军团 CEO 岳坤，右：华为中国政企大企业系统部总经理 刘涛） 高质量数据的本地化部署驱动IDC产业升级 在数字经济与实体经济深度融合的浪潮中，智能化转型正以"唯一性、私有性、高价值性"数据为核心驱动力，重构产业生态。岳坤指出，当前，在中国各行 业智能化进程中，核心数据呈现出私有性、唯一性与高价值性的三大特征。这类数据承载企业核心业务逻辑，数据的安全可信至关重要。目前约半数中国企 业优先选择本地化部署，以保障数据安全与合规性。这一趋势正驱动IDC产业从"通用计算中心"向"智能化算力底座"跃迁，催生从机柜级到超大规模集群的 ...

进入"算力时代"，网络正在被赋予更广泛的功能。记者从位于郑州的国家数字交换系统工程技术研究中 心获悉，该中心联合中国移动、中国联通等单位组建攻关团队，日前创新通过"多模态随路计算"模式， 实现算网资源调度效率与可靠性双重突破。 据该团队介绍，这一模式的核心理念是借助算网一体化编排系统，将复杂的计算任务按需拆解成一个个 小环节后，分散部署到各网络节点上，变数据只能在网络边缘计算为边传输边完成部分计算，让网络从 单纯的数据传输通道演变为智能系统，"会计算""更聪明"。 经中国信息通信研究院测试，联合攻关团队所研发的算网一体化编排系统表现亮眼：此前计算任务调度 需要好几秒钟才能响应，如今只需要5毫秒，且准确率超过99%。 以工业质检为例，通常质检摄像头需将高清图像完整传输至云端识别缺陷，占用大量网络带宽，且响应 慢，容易出现卡顿。借助算网一体化编排系统，摄像头先预处理图像提取关键特征，在网络传输途中各 节点就可以同步完成局部特征分析，云端只需做最终决策。计算任务调度响应越快，意味着质检越高 效、越顺畅。 "过去数据传输和计算任务'各干各的'，数据只顾着通过网络往前传，计算只能等着数据送上门。算网 一体化编排系统相当 ...

Core Insights - Guangdong is leveraging its extensive market and diverse scenarios to promote the intelligent upgrade of manufacturing enterprises through artificial intelligence (AI) [1] - The province has introduced 16 policy measures to shift support from "providing policies" to "providing opportunities," aiming to create a globally influential "AI + manufacturing" integration development demonstration zone [1] Group 1: AI and Manufacturing Integration - Guangdong has a complete industrial system with all 31 manufacturing categories, accounting for approximately 1/8 of the national manufacturing scale, creating a "testing ground" for AI applications [2] - The province hosts over 1,600 core AI enterprises, forming a full-stack industrial chain represented by companies like Huawei and Tencent, which provides a "new engine" for the transformation of manufacturing [2] - To address the challenges of unclear demand and mismatched supply in AI applications, Guangdong has established a national-level digital transformation promotion center for manufacturing, offering one-stop services for intelligent upgrades [2][3] Group 2: Infrastructure and Support Mechanisms - Guangdong is building a "1+1+N" embodied intelligence training ground system to facilitate the development and verification of embodied intelligence models, promoting data flow and standardization [3] - The province is focusing on enhancing innovation centers in the fields of intelligent agents and intelligent terminals, leveraging the technological advantages of cities like Guangzhou and Shenzhen [4] - Guangdong has established a national-level AI application pilot base in the consumer mobile terminal sector, with plans to accelerate the construction of more pilot bases [4] Group 3: Financial Investment and Policy Support - Since 2018, Guangdong has launched five batches of "new generation AI" initiatives, focusing on key areas such as intelligent manufacturing and quality inspection, achieving multiple breakthroughs [6] - The provincial government has allocated approximately 15 billion yuan for AI-related projects since 2018, with a budget of 1.32 billion yuan for 2025 to support cutting-edge technology initiatives [8] - The province aims to invest over 20 billion yuan in AI-related projects by 2027, driving the scale of related industries to exceed 100 billion yuan [9] Group 4: Communication and Computing Infrastructure - Guangdong has built a leading information infrastructure network, with 431,000 5G base stations established by August 2025, ensuring connectivity across the province [7] - The province is implementing the "Yueqi Wanzhao" initiative to create 100 10G optical network projects, with over one-third focused on factory scenarios [7] - A unified computing power service platform has been established in the Greater Bay Area, integrating 18 computing resource pools with a total capacity exceeding 14,000P [7]

Core Insights - Guangdong plans to establish 100 10G optical network projects within this year, with over one-third of these projects focused on factory scenarios [1][2] - The province aims to enhance the intelligent manufacturing foundation through three main aspects: building information infrastructure, promoting collaborative computing and networking, and integrating data with reality [1][2][3] Group 1: Information Infrastructure - As of August 2025, Guangdong has built 431,000 5G base stations and 2,529,000 10G PON ports, leading in scale across China, achieving "gigabit access in every town and 5G coverage in every village" [1][2] - The network construction includes a 400G all-optical network connecting cities in the Guangdong-Hong Kong-Macao Greater Bay Area, targeting ultra-low latency of 1 millisecond within Shaoguan, 3 milliseconds across the Bay Area, and 6 milliseconds province-wide [2] Group 2: Collaborative Computing and Networking - The province is advancing the establishment of a computing hub in Shaoguan, with telecom data centers capable of supporting a capacity of 10,000 cards [2] - The Qianhai integrated computing service platform has been developed, connecting 18 computing resource pools with a total computing scale exceeding 14,000 P, offering services such as computing scheduling, trading, application, and security [2] Group 3: Data and Reality Integration - By August 2025, Guangdong has established over 7,600 5G industry virtual private networks, with nearly 27 million 5G IoT terminal users [2] - The province is promoting the "Hundred-Thousand" action for 5G factories, with 79 factories recognized in the national 5G factory directory over three years [2] - The upgrade of the national top-level node for identification resolution in Guangzhou aims to standardize key processes and ensure interconnectivity of upstream and downstream data [2][3] Group 4: Future Initiatives - Future initiatives will focus on accelerating the deployment of 5G-A and 10G optical networks in manufacturing parks, optimizing computing infrastructure layout, and providing comprehensive AI services to support intelligent manufacturing [3]

Core Insights - The Chinese government is initiating a "millisecond computing" network construction project to enhance the urban computing network by 2027, aiming for high efficiency and quality in computing services [1][2] Group 1: Network Infrastructure Development - The initiative focuses on building a high-capacity, low-latency computing network within urban areas, targeting interconnection delays of less than 1 millisecond between computing centers and less than 10 milliseconds from terminals to computing applications [2][3] - By 2027, the goal is to achieve a 50% deployment rate of high-speed optical transmission systems (400Gbps and above) and a 50% deployment rate of all-optical cross-connect devices at key sites [2] Group 2: Technological Innovation and Integration - The action plan encourages local regions to conduct network technology validation and pilot projects, emphasizing the development of key technologies such as all-optical high-speed lossless transmission and intelligent operation of computing networks [2][3] - The initiative aims to create a "national computing network" that facilitates low-latency and efficient data flow between cities and computing centers [2] Group 3: Application in Key Industries - The project will promote the integration of computing networks into critical sectors such as manufacturing, finance, transportation, healthcare, education, and entertainment, encouraging telecom companies to offer customized computing network services [3][4] - By 2027, the coverage rate of urban computing centers with a 1 millisecond latency will reach 70%, establishing a sustainable foundation for computing network access [3][4]

Core Viewpoint - The Ministry of Industry and Information Technology has launched a special initiative to develop a millisecond-level computing power network, aiming to enhance the responsiveness of computing resources within urban areas by 2027 [1][4]. Group 1: Millisecond Computing Power Network Development - The initiative focuses on creating a high-speed, low-latency network that allows for millisecond-level access to computing resources, addressing the gap between traditional network delays and real-time computing needs [1][4]. - By 2027, the goal is to establish a comprehensive urban millisecond computing power network capable of providing connectivity with less than 1 millisecond latency for computing centers and less than 10 milliseconds for application terminals [1][4]. Group 2: Actions to Achieve Goals - The initiative outlines three main actions: enhancing interconnectivity between computing centers, improving access to computing resources, and optimizing application responsiveness [1][4]. - Specific targets include achieving a unidirectional latency of less than 1 millisecond between medium and large computing centers by 2027, with at least 50% deployment of 400Gbps capacity [2][3]. Group 3: Technological Innovations and Infrastructure - The initiative emphasizes the need for advanced technologies such as task scheduling and intelligent network operation to facilitate dynamic coordination between computing and network resources [3][4]. - It also aims to enhance the performance of computing centers through the deployment of all-optical networks and innovative network protocols, improving communication efficiency for applications like artificial intelligence [4][5]. Group 4: Industry Impact and Applications - The millisecond-level computing power network is expected to drive commercial breakthroughs in high-value scenarios, such as autonomous driving and telemedicine, by significantly reducing response times [5]. - The initiative supports the "East Data West Computing" strategy by minimizing data transmission delays, thereby improving resource utilization efficiency across regions [4][5].

Core Viewpoint - The Ministry of Industry and Information Technology (MIIT) has announced a special action plan to develop a low-latency computing network, aiming for a one-way interconnection delay of less than 1 millisecond between medium and large computing centers in urban areas by 2027, which is expected to enhance the importance of computing power in the AI industry [1][3][4]. Group 1: Policy and Infrastructure Development - The MIIT's notification emphasizes the construction of a high-speed, low-latency computing network, targeting a millisecond-level resource network capability within urban areas [3][4]. - By 2027, the plan aims for a deployment rate of at least 50% for 400Gbps connections between medium and large computing centers, with a similar target for all-optical cross-connects at key urban sites [3][4]. - The initiative includes the development of innovative network technologies and protocols to enhance the operational efficiency of computing networks [4]. Group 2: Industry Opportunities and Trends - Multiple brokerages express optimism about long-term investment opportunities in the computing power sector, particularly in light of recent favorable policies [6][7]. - The MIIT and other departments have outlined plans to strengthen new information infrastructure and promote the integration of computing power with various industries, including manufacturing and finance [7]. - The domestic AI computing ecosystem is evolving, with significant orders for servers from major banks and telecom companies, indicating a strong market for domestic computing power suppliers [8]. Group 3: Market Dynamics and Projections - Analysts predict a rise in domestic computing power driven by increased capital expenditure from large enterprises and a growing consensus on the need for localization [9]. - The light communication sector is expected to see substantial growth, with a projected 167% year-on-year increase in net profit for the third quarter [10]. - The demand for optical modules, particularly 800G, is anticipated to continue its rapid growth, benefiting leading manufacturers in the sector [10].

Core Viewpoint - The Ministry of Industry and Information Technology (MIIT) has launched a special action plan to develop a metropolitan "millisecond computing" network, aiming for a coverage rate of at least 70% by 2027, enhancing the efficiency and accessibility of computing resources across the country [1][3]. Group 1: Overall Strategy and Goals - The initiative focuses on developing a high-speed, low-latency metropolitan network that provides millisecond-level computing resource accessibility, with specific targets for interconnection and access times [4]. - By 2027, the plan aims to achieve less than 1 millisecond latency for interconnections between medium and large computing centers and less than 10 milliseconds for applications to computing centers [4]. Group 2: Action Content - The plan includes three main actions: 1. Promoting "millisecond interconnection" between computing centers, with a target of 50% deployment of 400Gbps connections by 2027 [5]. 2. Enhancing "millisecond access" to computing resources, aiming for a coverage rate of at least 70% for 1 millisecond latency circles by 2027 [5]. 3. Improving "millisecond accessibility" for applications, targeting a network latency of less than 10 milliseconds from application terminals to computing servers by 2027 [6]. Group 3: Implementation Requirements - Local communication management departments are tasked with selecting cities with high computing resource density and good network infrastructure to implement the action plan, with a maximum of three cities per province [7]. - A mid-term evaluation will be conducted one year after the action's initiation, requiring local departments to report network monitoring data to the national platform [7]. - At the end of the action period, a summary of the implementation will be required, with results evaluated and published by the MIIT [8].