The three major telecom operators are focusing on AI at MWC

Recently, the 2025 World Mobile Communications Conference (MWC 2025) was held in Barcelona, Spain, where China's three major telecom operators welcomed their most important annual international exhibition.

China Mobile, China Unicom, and China Telecom showcased the concept of integrating AI with communication, focusing on network intelligence.

China Mobile participated in this conference with the theme "Digital and Real Symbiosis, Intelligent Connection to the Future," highlighting achievements and industry application solutions in areas such as AI technology applications, 5G/6G, computing power networks, smart homes, and core capabilities.

China Telecom appeared with the theme "AI Gathers Data Intelligence, Stars Ignite the Future," showcasing its technological breakthroughs and innovations in the global AI wave through five major sections: AI + Infrastructure, Starry · Basic Large Model, Starry · Industry Large Model, AI Home, and AI Low-altitude Economy.

China Unicom focused on "Gathering Intelligence, Integration, and Innovation," concentrating on cutting-edge fields such as global digitalization, network innovation and capability opening, and AI technology and applications.

Under the AI industrial revolution, the role of telecom operators is being redefined, transitioning from computing power infrastructure to scene implementation, from cost optimization to ecological co-construction. Driven by DeepSeek, the three major telecom operators are accelerating their transformation from traditional communication pipeline providers to "intelligent service ecosystem builders."

In the context of a surge in computing power demand, operators have become the core force driving the development of domestic computing power.

At MWC 2025, China Mobile showcased its capabilities in computing power networks, intelligent computing power, computing network brain, cloud computing terminals, and cloud phones.

He Biao, General Manager of China Mobile, stated that in the face of the "AI+" new era, the information and communication industry must not only continue to solidify the foundation of high-speed ubiquitous connectivity but also take on the important mission of promoting the inclusive development of AI and innovative breakthroughs. He mentioned the need to collaboratively strengthen the supply capabilities of computing power clusters, data elements, and algorithm models, building a ubiquitous and integrated intelligent, comprehensive information infrastructure.

China Unicom's Tseung Kwan O Intelligent Cloud Data Center interconnects with the resource pools of 53 international cloud service providers, offering integrated services for computing power networks, data centers, and cloud-edge networks, empowering global enterprises for cloud collaboration.

China Telecom, through its cloud platform Tianyi Cloud, has deployed global computing power infrastructure, currently forming a global resource layout of "9+30+X+N." In terms of computing power scale, Tianyi Cloud has built its intelligent computing power of 21 EFLOPS, with over 27 EFLOPS from 50 partner third-party computing power access.

As the growth rate of traditional communication services slows to single digits, AI transformation has become a critical issue for survival. After the emergence of DeepSeek, all three major telecom operators fully integrated the DeepSeek open-source large model during the Spring Festival, enabling applications across multiple scenarios and products, providing exclusive computing power solutions and supporting environments for the popular DeepSeek-R1 model.

Huatai Securities pointed out that under the leadership of DeepSeek, the depth and breadth of domestic AI application promotion are expected to further strengthen, leading to a more prosperous application side and driving strong growth in traffic and inference demand, while the three major telecom operators are expected to benefit from the "network + cloud + terminal" in three aspects The year 2025 will be a year of accelerated explosion in AI applications, and the three major telecom operators will also welcome an important opportunity to explore a second growth curve