Core Insights - The 2025 World Artificial Intelligence Conference (WAIC) marks a new competitive phase for traditional telecom operators as AI and embodied intelligence emerge as significant disruptive factors, leading to exponential growth in computing power and communication demand [1][2] - The concept of "intelligent multiplication" is ushering in a new era of social development, with "silicon-based life" expected to surpass the global population, becoming a crucial part of labor and intellectual resources [2] Group 1: Company Strategies - China Mobile plans to accelerate its efforts in large model development, establishing a "Jiutian" specialized model ecosystem and enhancing computing power supply through the creation of 13 national and regional intelligent computing center nodes [2] - China Unicom is focusing on building intelligent computing infrastructure and enhancing the integration of computing and intelligence, while expanding its green electricity usage to improve efficiency and sustainability [3] - China Telecom is emphasizing its public cloud advantages in the AI sector, promoting its "Tianyi AI" brand and launching a large model for voice semantics [3] Group 2: Industry Trends - The integration of AI into various sectors is expected to create vast new opportunities, with personalized intelligent entities and human-machine collaboration driving the formation of large-scale collaborative innovation networks [2] - The telecom industry is increasingly recognizing the necessity of expanding infrastructure and capital investment to support the growth of AI and intelligent economies, which are seen as the advanced form of the digital economy [2]