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]

4月10日，以"由云向智，共绘算网新生态"为主题的2025中国移动（600941）云智算大会在苏州举行。 会上，中国移动董事长杨杰提出，中国移动的可调度算力资源已经占全国的六分之一，未来还将在算力 网络的基础上进一步强化云智算。 《每日经济新闻》记者在现场注意到，杨杰还提到了信息消费的一些新变化。在他看来，未来AI智能 体的数量将超过人的数量；到2030年，智能网联汽车在新车中占比将超过80%；到2030年，80%的人类 将每天与智能机器人打交道，未来机器人数量也将超过人的数量。 在杨杰看来，随着以数智化为主要特征的新一轮科技革命和产业变革深入发展，数据成为新生产要素， 算力成为新基础设施和基础能源，人工智能成为新生产工具，推动经济社会从"互联网 +""5G+"向"AI+"加速转变，为算网基础设施演进带来新机遇、提出新要求。 "网络枢纽"方面，杨杰提出，未来中国移动还将加快天地一体、智能融合、通感一体等6G特性的现网 应用，强化800G和1.2T超高速下一代网络的试点落地，拓展低空网络、航空网络、卫星网络，支撑"人 机物"的全域连接。 此外，杨杰还提出要打造自助式工具平台（AI PaaS），以"人人都能够训练 ...