Core Viewpoint - China Telecom is committed to building a digital China and has made significant progress in its cloud transformation strategy, focusing on artificial intelligence and the development of its Tianyi Cloud platform [1][2]. Group 1: Technological Advancements - China Telecom has established major intelligent computing clusters in Shanghai and Beijing, and launched the world's first commercial intelligent computing Ascend super node in the Greater Bay Area [1]. - The company has achieved breakthroughs in key technologies such as distributed cloud operating systems and server operating systems, and has developed a full-stack cloud platform [1]. - The Tianyi Cloud server operating system CTyunOS has passed national security assessments, receiving a "Level I" security rating [1]. Group 2: Business Growth and Market Position - Tianyi Cloud's revenue has surpassed 100 billion yuan, maintaining a leading market share [2]. - The company has developed a comprehensive cloud product suite and is actively promoting the integration of cloud and AI technologies [2]. - China Telecom has introduced over 50 industry applications across various sectors, including government, industry, and education, and has empowered over 87 million users with smart terminal products [2]. Group 3: Strategic Initiatives - To accelerate the development of Tianyi Cloud, China Telecom is deepening reforms and establishing a cloud company and cloud computing research institute [2]. - The company is enhancing its R&D capabilities by attracting strategic scientists and investors, and optimizing its operational processes to improve customer service [2]. - China Telecom emphasizes an open and collaborative approach, increasing cooperation with partners and clients to build a more open national cloud ecosystem [2]. Group 4: AI and Data Integration - The company aims to create a comprehensive intelligent cloud capability system that integrates computing power, platforms, data, models, and applications [3]. - China Telecom is focused on upgrading its intelligent computing infrastructure and enhancing its data intelligence platform to support high-quality data sets [4]. - The company is committed to providing tailored solutions for diverse customer needs, including high-efficiency intelligent computing services and integrated solutions for domestic computing power and models [5]. Group 5: Security and Governance - China Telecom is developing a comprehensive dynamic protection system for large models to ensure the safety and reliability of artificial intelligence applications [5]. - The company is enhancing its data security measures and establishing a three-tier risk classification system to improve data safety [5]. - A focus on creating a secure development environment is emphasized, with capabilities for code scanning, auditing, and tracing to protect against vulnerabilities [5]. Group 6: Customer-Centric Operations - China Telecom aims to provide agile and specialized operational services, positioning itself as a trusted AI partner for clients [6]. - The company plans to collaborate with clients to optimize data quality and enhance the integration of data, computing power, and algorithms through AI applications [6].

Core Viewpoint - China Telecom aims to build a comprehensive intelligent cloud capability system consisting of "computing power, platform, data, model, and application" to drive innovation in the artificial intelligence industry [1][2]. Group 1: Intelligent Cloud Development - China Telecom has established major intelligent computing clusters in Shanghai and Beijing, and launched the world's first commercial intelligent computing super node in the Greater Bay Area [1]. - The company has developed the first full-size, full-modal, domestically produced trillion-parameter "Star" foundational model system and has taken the lead in open-sourcing among state-owned enterprises [1]. - The "Star Sea" data intelligence platform has formed a high-quality dataset of 10 trillion tokens and has launched over 50 industry applications in sectors such as government, industry, and education, benefiting over 87 million users [1]. Group 2: Financial Performance - In the fiscal year 2024, China Telecom's intelligent revenue reached 8.9 billion yuan, representing a year-on-year growth of 195.7% [1]. - The revenue from Tianyi Cloud in 2024 was 113.9 billion yuan, with a year-on-year increase of 17.1% [1]. Group 3: Future Investment Plans - For 2025, China Telecom plans capital expenditures of 83.6 billion yuan, with a preliminary allocation for computing power investment expected to grow by over 20% year-on-year, with flexibility for adjustments [2]. - The company will enhance its intelligent computing capabilities by integrating "central clusters + edge data centers" and promoting the deep collaboration of computing networks [2]. Group 4: Platform and Service Upgrades - In the IaaS layer, China Telecom will advance intelligent computing construction and strengthen cloud-intelligent integration capabilities [2]. - The company introduced the Triless platform architecture to upgrade computing power scheduling technology and provide a one-stop service for computing power dispatch and AI development [2]. - In the DaaS layer, the "Star Sea" data intelligence platform will be upgraded to integrate proprietary, open-source, and third-party datasets [2]. Group 5: Focus on SaaS Layer - In the SaaS layer, China Telecom will focus on the digital intelligence needs of production, life, and governance, accelerating the large-scale promotion of AI phones and AI cloud computers [3].

Core Insights - China Telecom's Tianyi Cloud revenue has surpassed 100 billion yuan, indicating strong growth and a commitment to embracing artificial intelligence for building an intelligent cloud capability system [1] Group 1: AI Infrastructure and Services - In the IaaS layer, China Telecom plans to advance intelligent computing construction with an integrated AIDC (Artificial Intelligence Data Center) model combining "central cluster + edge DC" [6] - For the PaaS layer, the company will continue to upgrade its intelligent computing platform, offering one-stop computing power scheduling and AI development services [6] - In the DaaS layer, China Telecom aims to enhance its "Xinghai" data intelligence platform, promoting deep integration of proprietary, open-source, and third-party data sets [6] - The MaaS layer will see improvements in the capabilities of the "Xingchen" large model, focusing on complex reasoning and lightweight, low-cost deployment [6] Group 2: AI Market Trends and Challenges - 2023 is highlighted as the year of large-scale AI application, driven by new open-source AI technologies like DeepSeek that lower the barriers for computing power and algorithms [6] - The market is increasingly focusing on data and applications, reflecting a shift in priorities within the AI landscape [6] Group 3: AI Security Governance - AI security governance is deemed essential due to the unprecedented opportunities and risks posed by new technologies, including cultural bias, sensitive information leaks, and risks of model misalignment [6][7] - China Telecom plans to establish a comprehensive protection system covering infrastructure, data, content, algorithms, and applications to enhance data security [7] - A three-tier security risk classification system will be implemented, covering over 10 billion tokens, to improve code scanning, auditing, and tracing capabilities [7]

4月28日，在第八届数字中国建设峰会期间的"AI赋能·数智未来—共筑首都高质量发展新生态"专题论坛 上，北京市经济和信息化局党组成员、副局长苏国斌表示，北京正加快数字经济与人工智能深度融合， 夯实数字基础设施和智能算力体系，将聚焦前沿技术，深化合作，推动首都数字经济生态优化与智能化 升级。 "数字经济时代需要建立人才培养机制，通过共建联合实验室、定向培养计划、项目制实习基地等创新 模式，实现'企业命题、高校解题'的良性互动"，北京邮电大学经济管理学院院长闫强强调了校企合作 在关键技术突破中的核心作用。 北京市政务服务和数据管理局党组成员、北京市大数据中心主任张琳介绍，北京正加快推进"一区三中 心"战略布局，持续深化数据要素市场化配置改革，下一步将聚焦智慧城市与数据治理，推动数据交易 体系建设与政务数据授权运营，提升城市智能化管理水平。 中国电信北京公司党委书记、总经理寇凤达表示，北京电信依托"云+网+数+AI+应用"一体化优势，持 续推进AI应用落地与数字基础设施建设，助力千行百业数智化转型，构建开放协同的智能生态体系。 未来将加快技术创新与生态布局，深化与政府、企业、科研机构合作，推动AI、算力、数据要素等 ...