Core Viewpoint - China Mobile aims to comprehensively promote the upgrade of digital intelligence infrastructure, emphasizing the enhancement of AI capabilities and the construction of new information infrastructure [1] Group 1: Infrastructure Development - China Mobile plans to build efficient intelligent computing facilities and improve the integration of cloud and intelligent computing resources [1] - The company is focused on upgrading cloud computing to "cloud intelligence computing" and advancing the intelligent network brain to "intelligent network brain" [1] Group 2: Strategic Initiatives - The initiative includes exploring the construction of large-scale intelligent computing centers and quantum technology infrastructure [1] - China Mobile will promote the synergy between computing and electricity, continuously optimizing the integrated supply of "intelligent super capacity" [1]

Core Insights - Suzhou is transitioning from "Suzhou manufacturing" to "Suzhou intelligent manufacturing" by leveraging digital technologies to enhance its industrial capabilities [1][2] - The "Artificial Intelligence + City Action Plan (2025-2026)" was launched, aiming to establish Suzhou as a globally influential "AI+" city through strategic collaborations [1] Group 1: Strategic Initiatives - Suzhou government signed a strategic cooperation agreement with China Mobile Cloud Capability Center to enhance collaboration in the "1030" industrial system [1] - The focus areas include the development of AI industry platforms, innovation centers, and cutting-edge technology hubs to support the establishment of a leading global AI industry and computing power platform [1][2] Group 2: Industry Growth - Suzhou has over 2,400 AI-related enterprises, with the AI industry revenue growing by 19.7% year-on-year from January to July this year [2] - The city aims to improve its policy framework covering industry, technology, talent, and application scenarios to support the development of large models and next-generation intelligent terminals [2] Group 3: Collaborative Efforts - China Mobile's Vice President emphasized the need to accelerate the development of core capabilities in large-scale intelligent computing clusters and quantum computing [2] - There is a call for reducing the barriers to computing power usage and exploring diverse collaborations in computing network integration and computing-electricity synergy [2]

Group 1 - The core viewpoint of the article emphasizes that computing power has become a core competitive advantage in the digital economy, with China Mobile actively implementing national strategies to develop a nationwide computing power network [1] - China Mobile has established a dual 10,000 card intelligent computing center and upgraded 1,500 edge intelligent computing nodes, achieving a total computing power scale of 61 EFLOPS [1] - The company collaborates with dozens of third-party computing power suppliers to realize a network that integrates "communication, intelligence, supercomputing, and volume" [1] Group 2 - Three initiatives were proposed by China Mobile to enhance the computing power network: first, to collaboratively improve the technology and standard system for computing power networks, focusing on key areas such as interconnection between intelligent computing cards and AI application migration [2] - The second initiative is to innovate cloud intelligent computing application services to continuously enhance the intelligence and application empowerment of the computing network [2] - The third initiative aims to promote a prosperous cloud intelligent computing industry ecosystem by strengthening open-source collaboration and building a cooperative innovation system that shares resources and risks [2]

Core Viewpoint - The 2025 China Mobile Cloud Intelligence Conference was held in Suzhou, focusing on the theme of "Building a New Ecosystem of Computing Network from Cloud to Intelligence" [1] Group 1: Event Overview - The conference featured a sub-forum titled "Intelligent Empowerment: Industry Transformation Led by Artificial Intelligence" [1] - Nine companies, including Neusoft and China Mobile, participated in a signing ceremony to establish partnerships aimed at creating a new intelligent computing network ecosystem [1] Group 2: Strategic Focus - The initiative emphasizes the integration of "Cloud + AI" to promote the evolution of cloud computing towards a more intelligent paradigm [1]

Core Insights - The 2025 China Mobile Cloud Intelligence Conference emphasizes the trend of "from cloud to intelligence" driven by the deepening "scale effect" of AI, the accelerating "rebound effect" of computing power, and the expanding "acceleration effect" of connectivity [1][3][6] AI Scale Effects - AI development exhibits two scale effects: the technological scale effect, which leads to an exponential growth in AI capabilities, improving by approximately 10 times annually, and the economic scale effect, which significantly reduces AI usage costs by about 10 times each year [3][4] - By 2030, AI tasks are expected to account for 64% of total network traffic, necessitating urgent innovations in computing network infrastructure [3] Computing Power Rebound Effect - The rebound effect in computing power is expected to result in a more than 2.5 times increase in China's intelligent computing scale over the next three years, with an average annual growth rate of nearly 40% [4] - The demand for inference computing power will surpass that for training computing power, with inference computing expected to grow at nearly four times the rate of training computing over the next three years [4] Connectivity Acceleration Effect - The acceleration of connectivity is fostering new forms of information consumption, leading to the emergence of new business models such as AI smart terminals, intelligent connected vehicles, and intelligent robots [5][6] - By 2030, it is projected that over 80% of new vehicles will be intelligent connected cars, and 80% of humans will interact with intelligent robots daily [5] Structural Transformation of Computing Networks - The convergence of the three effects will drive structural and deep changes in computing network infrastructure, transitioning from traditional cloud computing to a deeply integrated "cloud intelligence computing" model [6][7] - The architecture will expand from IaaS, PaaS, and SaaS to include AI IaaS, AI PaaS, MaaS, and AI SaaS, enhancing resource allocation and AI innovation efficiency [6][8] Strategic Directions for China Mobile - China Mobile aims to strengthen its computing network infrastructure by focusing on three key areas: diversified computing power, integrated computing networks, and comprehensive AI integration [7][9] - The company plans to develop a large-scale "computing power factory," a self-service tool platform, a one-stop model service, and native product applications to meet diverse market needs [8][9] Collaborative Initiatives - China Mobile emphasizes the need for collaboration among various stakeholders to advance cloud intelligence computing, proposing initiatives to tackle core technologies, cultivate inclusive applications, and build a global ecosystem [9]

Core Insights - China Mobile's adjustable computing power resources account for one-sixth of the national total, with plans to further enhance cloud intelligence computing based on computing networks [1][2][5] - The company aims to build a comprehensive AI stack service covering computing power, tools, models, and applications, focusing on the integration of computing network infrastructure and AI [2][3] - By 2030, it is projected that 80% of humans will interact with intelligent robots daily, and smart connected vehicles will make up over 80% of new cars [1][4][5] Group 1: Computing Power Infrastructure - China Mobile has over 1 million computing servers and has established 13 national and regional intelligent computing center nodes, achieving a computing scale exceeding 43 EFLOPS [2] - The company plans to construct large-scale "computing power factories" and increase the number of intelligent computing centers significantly, focusing on a hybrid model of centralized and distributed computing resources [2][3] Group 2: AI Development and Services - The company is developing a self-service tool platform aimed at enabling users to train their own large models, providing end-to-end support for model training and deployment [3] - China Mobile intends to become a leading integrator in the AI field, offering a range of model services across various applications, including language interaction and image understanding [3] Group 3: Future Trends and Predictions - The ongoing technological revolution is expected to shift the economy from "Internet+" and "5G+" to "AI+", with AI becoming a new production tool and computing power as a new infrastructure [4] - The demand for inference computing power is projected to grow significantly, with a compound annual growth rate of nearly 40% over the next three years, surpassing training computing power by 2028 [5]