Core Insights - The domestic computing infrastructure is rapidly advancing, driven by the collaborative efforts across the industry chain, which is facilitating the swift evolution of AI applications [1][2] - China Mobile is committed to enhancing smart computing facilities, integrating cloud and intelligent computing resources, and upgrading cloud computing to "cloud intelligence computing" [2][11] - The development of embodied intelligence is a highlight of the recent conference, with multiple manufacturers showcasing key products, indicating a trend towards accelerated mass production [1][5] Group 1: Computing Infrastructure - The competition in AI is increasingly centered around computing infrastructure, with China Mobile aiming to establish a comprehensive resource system for efficient intelligent computing [2][3] - The industry faces challenges in scaling computing efficiency, particularly in enhancing cluster performance and addressing data transmission bottlenecks [3][4] - Innovations such as the distributed Optical Circuit Switch (dOCS) chip are being developed to improve data transfer efficiency within computing systems [4] Group 2: Embodied Intelligence - The conference emphasized the trend of co-evolution between carbon-based and silicon-based life forms, with advancements in AI leading to the emergence of new life forms and enhanced human capabilities [6][8] - Companies like Zhiyuan Robotics are actively developing solutions across various sectors, including security, industrial manufacturing, and logistics, with significant orders indicating a growing market [7][8] - The integration of robots into industrial settings is progressing, with partnerships forming to enhance operational efficiency and reduce costs [7][8] Group 3: Challenges and Future Directions - The robotics industry faces challenges in safety and efficiency, particularly in domestic and industrial applications, which require overcoming technical and ethical hurdles [8][9] - Cybersecurity is a growing concern, with incidents of hacking highlighting the need for robust security measures in robotic systems [9][10] - China Mobile is advancing its AI+ product ecosystem, aiming to enhance inter-agent communication and establish a comprehensive smart ecosystem [10][11]

Core Insights - The article highlights China Mobile's strategic shift towards building an "AI ecosystem" as part of its upgraded "AI+" action plan, aiming for comprehensive organizational, technological, and business model restructuring [1][4][16] - The company plans to establish a leading intelligent computing infrastructure by the end of 2028, with significant investments in AI, indicating a transformative growth trajectory in the AI sector [1][6][17] Transformation Drivers - China Mobile is accelerating its expansion into the digital economy due to stagnation in traditional communication services, with a reported revenue growth of only 1.40% year-on-year in Q1 2025 [3][4] - The shift to AI as a strategic priority reflects the necessity for telecom operators to seek new growth avenues amidst industry challenges [4][13] AI Ecosystem Construction - The upgraded "AI+" action plan includes the establishment of the "AI+ Ecosystem Alliance," focusing on resource sharing and collaborative value creation [6][8] - The ecosystem is structured in three layers: - Computing foundation layer with plans for a 100 EFLOPS AI computing cluster [6] - Capability platform layer with the upgraded "BASIC6" innovation plan [6] - Application scenario layer centered around the "Lingxi" intelligent agent, targeting a monthly active user base of 200 million [6][11] User and Partner Engagement - The "AI Bean" mechanism in the "Mobile Purchase" smart life mall enhances user loyalty and transforms ordinary users into ecosystem participants, generating valuable consumer behavior data [8][9] - The establishment of the Quantum Ecosystem Alliance and International Ecosystem Alliance has attracted over a hundred core partners, aiming to lead next-generation communication technology [8][9] Global Expansion and Infrastructure - China Mobile is replicating its successful domestic model internationally, providing a global digital service platform for Chinese enterprises and local partners through extensive overseas infrastructure [9][17] Technological Innovations - Innovative applications like multi-robot restaurants and outdoor companion robots serve as practical solutions for ecosystem partners, demonstrating the potential for cost reduction and efficiency improvements [11][17] Capital Market Perspective - The transition from traditional PE valuation to a focus on PS and ecosystem value reflects the market's recognition of China Mobile's transformation [13][16] - The company’s robust cash flow supports its AI investments while maintaining shareholder returns, positioning it for long-term value reconstruction [13][14] Future Outlook - As the user base and ecosystem partnerships grow, China Mobile is expected to achieve a significant transformation from "scale operation" to "ecosystem operation," leading to a historical shift in valuation from "pipeline" to "ecosystem" [17]

Core Insights - The article emphasizes the necessity for companies to undergo digital transformation in response to evolving consumer demands and technological advancements, particularly in AI and data utilization [2][6][8] - It highlights China Mobile's launch of the "Mobile Love Purchase" smart life mall as a strategic move to enhance user engagement and redefine business-user relationships through innovative technology [11][12][23] Group 1: Digital Transformation and Market Trends - The competition landscape is shifting from traditional metrics like supply chain efficiency to digital capabilities, with data becoming a core asset [6][8] - IDC predicts global digital transformation spending will approach $4 trillion by 2027, indicating a significant market trend towards digital investments [7] - Traditional business models are facing challenges, with stagnant revenue growth in sectors like telecommunications and rising customer acquisition costs in e-commerce [8][9] Group 2: "Mobile Love Purchase" Business Model - The "Mobile Love Purchase" mall utilizes an "AI Bean" system to foster long-term emotional connections with users, moving beyond traditional loyalty programs [13][15] - The "Lingxi Intelligent Body" enhances user experience by providing personalized, seamless service across the shopping journey, addressing pain points of traditional service models [16][18] - The integration of "AI Beans" and "Lingxi" creates a B2B2C ecosystem, allowing for cross-industry collaboration and resource sharing, enhancing value for both B2B partners and C-end users [20][22][23] Group 3: Strategic Implications for Companies - Companies are encouraged to view digital transformation as essential for survival rather than an optional strategy, with immediate action required to adapt to changing market dynamics [8][27] - The case of "Mobile Love Purchase" serves as a model for other enterprises, illustrating the importance of aligning user needs with technological capabilities to drive growth [26][28]

Core Insights - China Mobile announced an upgrade to its "AI+" action plan and the establishment of the "AI+" ecological alliance, indicating a strategic shift from 5G to AI as a core focus [1][2][3] - The company aims to double its investment in artificial intelligence by the end of 2028, with plans to build the largest and most advanced intelligent computing infrastructure in the country [1][3] - The latest financial report shows a 0.5% decline in revenue for the first half of the year, marking the first revenue drop in six years, raising concerns about the financial implications of high investment in AI [1][4] Investment and Infrastructure - By 2028, China Mobile plans to explore the construction of a 100,000-card intelligent computing cluster and achieve a national intelligent computing power scale exceeding 100 EFLOPS [1][3] - The company is focusing on creating a collaborative ecosystem that enhances the synergy between computing power, models, and data to accelerate AI implementation [2][3] - The "Nine Sky" model is central to the company's strategy, aiming to elevate its position in the AI value chain from merely providing resources to offering capabilities [5][6] Market and Business Strategy - The "AI+" action plan is expected to create a new industrial ecosystem with a market scale in the hundreds of billions [3][10] - China Mobile's strategy includes the development of high-quality data sets across 15 industries and the establishment of a robust AI talent pool [3][7] - The company has created a "1+3+N fleet matrix" to support its AI initiatives, which includes a core infrastructure and specialized teams focused on computing power, model development, and application scenarios [8][9] Financial Considerations - China Mobile's revenue from AI is currently minimal compared to its overall revenue, indicating potential cash flow pressures as the company invests heavily in AI infrastructure [10][11] - The company's capital expenditure plan for 2025 is set at 151.2 billion yuan, with 37.3 billion yuan allocated for computing power investments, representing 25% of total expenditures [10] - The net cash flow from operating activities has significantly decreased, highlighting the financial strain as the company accelerates payments to support its supply chain [11]

第三，碳基生命和硅基生命加速融合，推动文明范式革新重塑。杨杰表示，AI释放的技术能力、经济效益"两个规模效应"，正推动碳硅融合共生成为人类文 明发展重要趋势。"未来以硬件为'躯体'、智能为'神经中枢'的硅基生命将群体性涌现，AI智能终端、智能机器人等广泛普及；脑机接口、生物智能技术将推 动碳硅生命在生理、认知层面融合，催生外骨骼、数字生命等新形态；硅基个体还将从工具升级为协作伙伴，推动'人机协同'组织形态发展，开启'碳硅共 生'信息文明新纪元。" 锚定世界一流信息服务科技创新公司定位，杨杰宣布中国移动将全面升级"AI+"行动计划、"BASIC6"科创计划、"两个新型"计划，以"AI+"为战略着力点， 当好AI"供给者、汇聚者、运营者"，并提出五大实施路径： 在数智设施升级上，坚持适度超前原则，推进5G-A与6G技术演进，打造低空网联、通感一体等新型连接能力；探索十万卡级智算中心建设，推动云计算 向"云智算"、算网大脑向"算网智脑"升级；建设行业高质量数据集，迭代"九天"通用大模型，打造多模型聚合服务引擎"MoMA"。 【环球网科技综合报道】10月10日-12日，2025中国移动全球合作伙伴大会在广州召开。大会 ...

Core Insights - The conference held by China Mobile focused on the theme of "Carbon-Silicon Symbiosis to Co-create the AI+ Era," aiming to build a new order of carbon-silicon coexistence and highlight AI's role in high-quality development [1] - China Mobile is establishing a new information service system centered around "Connection + Computing Power + Capabilities" to support the growth of AI applications [1] - The integration of AI in various sectors, including flexible manufacturing and social governance, showcases the effective collaboration between carbon-based decision-making and silicon-based execution [2] Group 1 - The conference showcased AI-enabled solutions across multiple fields, emphasizing a future where technology is tangible and experiential [1] - China Mobile has developed industry-specific large models based on the Jiutian model foundation, enabling intelligent applications in over twenty key areas [1] - The "Lingxi" AI system provides immersive interactive experiences, demonstrating its capabilities in tasks like schedule management and report generation [1] Group 2 - AI+ flexible manufacturing is transforming the entire process from research and production to supply and sales, effectively responding to diverse production needs [2] - The "Mobile Smart Enterprise" initiative extends AI's benefits to small and medium-sized enterprises, facilitating their intelligent upgrades [2] - Various innovative applications, such as AI in mining safety, smart healthcare, and digital government projects, were presented, highlighting the practical outcomes of carbon-silicon symbiosis [2] Group 3 - The "Lingxi" AI system enhances daily life by providing comprehensive services, including travel planning and work report generation through voice commands [3] - Autonomous robots in a restaurant setting and outdoor robotic performances illustrate the practical applications of AI in everyday scenarios [3] - The introduction of AI voice models for the hearing impaired promotes inclusive communication, showcasing the societal impact of AI technology [3]

Core Insights - China Mobile officially launched the "AI+" action plan and ecosystem alliance, aiming to double its investment in artificial intelligence by the end of 2028, establishing the largest and most advanced intelligent computing infrastructure in the country [1] Investment and Infrastructure - By 2028, China Mobile plans to build a national intelligent computing capacity exceeding 100 EFLOPS and develop a hundred thousand intelligent computing clusters [1] - The initiative will enhance the supply of high-quality data sets across 15 industries, positioning them as the "core resource" for intelligent ecosystem value extraction [1] AI Model Development - The plan aims to elevate the Jiutian large model to an internationally leading level, providing ubiquitous and inclusive "model as a service" [1] - The focus is on creating a "smart engine" that enhances economic and social efficiency through advanced AI capabilities [1] Talent and Collaboration - China Mobile will strengthen the development of high-end and youth AI talent, promoting a safe and controllable development of intelligence in collaboration with various industries [1] Application and Expansion - The company aims to implement over 3,000 AI+DICT projects across more than ten sectors, including new industrialization, government affairs, and agriculture, contributing to the creation of smart city services for hundreds of millions of users [1] - The goal is to accelerate the user base of the Lingxi intelligent agent to over 200 million, establishing a comprehensive intelligent service entry point [1] Global Outreach - The plan includes promoting high-quality AI capabilities abroad, assisting developing countries in sharing technological benefits and bridging the intelligence gap [1]

人工智能正加速融入人类社会，碳基文明与硅基文明的相遇，让人类与智能的共生理念走入现实。理 解"碳硅共生"，即理解人类文明未来的可能方向。碳硅共生分为工具性共生、生理性共生、认知性共生 和存在性共生。 工具性共生是现在我们所处的阶段，AI 作为强大的工具，延伸了我们的大脑，主动权仍在人类手中。 生理性共生是指技术成为我们身体的一部分。人类通过各种技术增强自己，实现"碳硅共生"在物理层面 的融合，诸如植入式医疗设备、脑机接口等。认知性共生则认为 AI 不再是工具，而是拥有理解、推理 甚至创作能力的合作伙伴，人与 AI 协作共赢，形成集体的智能，这是思维层面的深度共生。存在性共 生是最富有争议的层面，意识上传、数字永生，人类与 AI 融合形成新的物种，碳硅共生界限模糊，形 成新的存在形式。 碳硅共生模式如何演进？这关乎技术的迭代，更关乎人类自身命运的走向。从中国政策层面看，碳硅共 生的双重属性在2025 年中国人工智能政策中实现了从"理念共识"到"制度实践"的跨越。 AI 与经济社会深度融合写入国家战略 AI for Life："硅基伙伴"深度对齐人类需求，重塑数智生活方式。AI 从工具升级为主动响应的生活协同 者 ...

民政职业大学党委书记邹文开则从养老角度出发，分享了 "AI赋能家庭康养" 的创新实践，提出AI不仅能够守护老年人生活质量，更 将成为未来康养体系的重要支撑。 工业和信息化部信息通信发展司网络处处长陆洋在致辞中指出，智能家庭是数字经济发展的重要增长点，要牢牢把握人工智能与新一 代信息通信技术融合发展的战略机遇，从夯实网络底座、加强技术创新、丰富应用场景、健全标准体系等方面协同推进，推动AI智能 家庭高质量发展。 中国信息通信研究院总工程师敖立围绕 《AI智能家庭（AI2H）：定义下一代家庭智能范式，赋能千家万户智惠新生活》进行了演 讲，介绍了当前AI2H发展背景，阐释了AI智能家庭的关键要素与应用路径，并发布《AI智能家庭（AItoH）研究报告》。作为行业首 份系统性研究AI智能家庭的报告，定义了AI2H的概念内涵，提出了"业-云-智-网-端" AI智能家庭核心架构，为智能家庭产业链协同发 展、破解行业痛点提供关键指导。 世界超高清视频产业联盟秘书长张文刚，分享了AI时代家庭用户的需求变化与业务演进趋势，介绍了世界超高清视频产业联盟新成立 AI to Home专题组，并发布《AI未来家应用场景研究报告》。 【环 ...

中国移动（600941）智慧家庭运营中心总经理于蓉蓉分享了中国移动通过打造"灵犀"智能体，融合端网 云产品布局智惠万家新服务；天翼数字生活科技有限公司副总经理陈华介绍了中国电信（601728）通 过"智+屏"双核驱动，构建全场景家庭智能应用；中国移动咪咕公司资深专家李辉分享了咪咕公司通过 AI+超高清重构体育内容生态的产业实践；华为分享了华为AI智能家庭的解决方案，提出设备、内容、 服务各环节共建智能家庭AI业务与生态。 当前，AI技术发展催生了以AI智能家庭为代表的新模式，不仅提升了家庭通信与娱乐体验，更推动家 庭在康养、教育、办公、健身等方面的智能化变革，成为数字经济发展的重要新蓝海。 与会嘉宾认为，AI赋能智能家庭不仅将带来通信、娱乐体验的全面升级，更将在康养、教育、办公等 方面释放巨大潜力。随着人工智能与通信网络深度融合，AI智能家庭必将走进千家万户，为万千家庭 创造更加智能、便捷、温暖的生活体验。 由中国信息通信研究院、AIIA信息通信业AI创新推进委员会和世界超高清视频产业联盟联合主办的"AI 智胜未来大会暨AI智惠万家创新发展论坛"日前举办，深入探讨了AI智能家庭发展现状与未来趋势，分 享了在康 ...