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通信产业锚定“碳硅共生”新阶段
Zheng Quan Ri Bao· 2025-10-12 16:00
Core Insights - The 2025 China Mobile Global Partner Conference showcased the evolution of China Mobile from a "pipeline operator" to a technology innovation enterprise, highlighting the increasing diversity and quality of exhibitors [1] - The conference theme "Carbon-Silicon Symbiosis Co-creation in the AI+ Era" emphasizes the dual scale effects of AI in technology capabilities and economic benefits, promoting a new model of "human-machine co-governance" [1] Group 1: AI Applications and Innovations - China Mobile's self-developed VLA model enables humanoid robots to perform complex tasks in a restaurant setting, showcasing advancements in multi-robot collaboration and operational efficiency [2] - The "AI+ Flexible Production Line" solution enhances manufacturing efficiency by allowing personalized adjustments for small-batch production, supported by a digital twin system [3] - The "Barrier-Free Communication" solution aids hearing-impaired individuals by creating personalized voice recognition models, improving communication capabilities [3] Group 2: Collaborative Industry Upgrades - The conference highlighted the collaborative efforts between China Mobile and various partners, expanding the participant structure beyond traditional telecommunications to include AI, computing power, and industry integration solutions [4] - Companies like Zhiyuan Innovation and AsiaInfo showcased their robotic products and solutions, demonstrating the integration of AI technologies in various sectors [5] Group 3: Investment in AI Infrastructure - China Mobile plans to double its investment in AI by 2028, aiming to build the largest and most advanced intelligent computing infrastructure in China, with a target of exceeding 100 EFLOPS in intelligent computing power [7] - The company has already achieved significant milestones, including a total investment of 37.1 billion yuan in computing power networks for 2024, with a projected increase to 37.3 billion yuan in 2025 [7] - Partnerships with companies like Huakun Zhenyu and H3C Technology focus on developing customized computing products to meet the growing demands of AI applications [8][9] Group 4: Strategic Vision and Future Plans - China Mobile's "14th Five-Year Plan" emphasizes the role of AI as a strategic focus, positioning the company as a provider, aggregator, and operator of AI solutions to generate greater economic and social value [9][10]