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人工智能的热浪正吹向全球每一个细分行业,而移动通信,作为连接世界的底座,也正经历从“连接为王”到“智能驱动”的深度转型。在2025GSMAPost-MWC思享汇上,“移动AI的前沿”成为全场关注焦点。来自GSMA、GTI、WBBA、中国移动、中兴通讯、亚信科技、荣耀等机构与企业的高层共同探讨了这一命题。

但这场高峰对话的真正价值,远不止于展示AI成果与愿景。它实质上引发了移动产业链对于AI时代面临若干关键困境的思考:角色认知、技术融合、产业主导权之争,正在悄然改写原有的秩序与边界。

AI来了,产业链谁主沉浮?

“AI时代,运营商是否能成为主角?”一句反问,道出了行业困境——在过去的十多年里,我国通信行业构建了庞大的连接基础设施,却在移动互联网时代被平台型巨头抢夺了话语权。

而到了AI时代,角色重塑的“窗口期”或许再次打开。GSMACTOAlexSinclair表示:“AI不是一个单点技术,而是驱动全行业变革的底座能力。”这场革命的核心,不再仅仅是带宽、频谱或设备,而是算法、数据与协同能力。AI正在重塑通信行业的基础设施与服务逻辑。

亚信科技联合创始人田溯宁强调,运营商要成为AGI时代的神经系统,而不只是数据管道。运营商需要从“连接提供者”转型为“数据生产者”,以感知网络为核心,为AGI(通用人工智能)构建“真实世界”的感知输入。他指出:“未来的数据不应只来自互联网应用,而应来自全空间、全天候的运营商网络。”GSMA大中华区总裁斯寒对此表示认同,运营商在转型时不仅要思考如何把数据用好,还要思考是否能利用数据拓展新的资源,甚至尝试改变“DNA”重塑业务形态,“AGI需要一个全新的网络,这个网络必须是数据的感知和生产网络。”

AI变革,带来的不仅是技术范式的变动,更是产业主导权的再平衡。GTI主席高同庆认为,“未来的竞争,不再是单一企业之间的竞争,而是生态之间的竞争。运营商,正是生态系统中最有能力组织合作、推动落地的中坚力量。”

目前,我国运营商已协同行业通力合作,让AI转型的价值不止于构想。中国移动副总经理程建军在会上分享了运营商在AI时代的战略布局,中国移动已建成34EFLOPS算力网络,打造“算力自来水”模式,让算力像水电一样“随取随用、按需付费”。同时,中国移动积极投资AI技术,在内部运营、客户服务和垂直行业中广泛应用,去年投入超百亿元。GSMA全球副总裁JohnGiusti在会上列举了多个来自中国的“AI+通信”协同创新案例。

这些案例展现了中国通信企业在AI产业落地上的前瞻性探索与工程化能力,也证明了通信基础设施已不再只是数据的“高速路”,而正在变成AI能力“渗透”和“再分发”的枢纽节点。

AI原生体验的断点:终端不“懂你”,谈何智能?

尽管AI技术正在迅速迭代,但真正走进消费者的使用场景时,依然面临“体验断点”。

“AI的普惠首先是‘体验得到’,其次是‘体验的好’。”中兴通讯总裁徐子阳指出,当前AI体验面临两大挑战:一是算力成本居高不下,影响推广速度;二是交互模式依旧割裂,用户与AI之间缺乏真正的“原生连接”。AI击穿App,变成原生化的手机侧应用,还需要进一步探索和提升。

他认为从这一波AI的发展历程和趋势来看,创新突破始终围绕三个大的方向:以算法优化为代表的“单一模型能力提升”,以MCP开放协议为代表的“多模型协同”,以多智能体协同、具身智能为代表的“场景适配”。

荣耀CEO李健认为,“移动AI的落点一定是终端”,而不是“只存在于云端的神”。他提出实现AI跨设备丝滑体验需解决3个挑战:数据孤岛、设备孤岛、服务孤岛。开放是打破孤岛的关键:打破数据孤岛,需在保护数据隐私安全的前提下,建立开放的数据共享机制;打破设备孤岛,需建立开放的通信协议,比如荣耀MagicRing信任环和HONORConnect平台让荣耀设备之间以及荣耀设备与生态设备之间都实现了互联互通;打破服务孤岛,需建立开放的API机制,比如荣耀MagicLive智慧引擎致力于打造服务无缝流转的用户体验。

这一观点与论坛另一位嘉宾田溯宁的判断形成呼应:未来的AGI,不再只是通过搜索理解世界,而是通过终端、网络与环境协同感知世界。

高同庆也明确表示:“AI不能只在实验室写诗,而要在现实场景中做事。”GTI今年推动的“5g-A×AI百大商用计划”,正是试图将AI从概念拉入实战,在网络、终端、平台、应用等层面打造闭环能力。

通用智能前夜:需要怎样的“移动生态”?

在生成式AI和大模型热潮之下,“通用人工智能”成为不再遥远的技术愿景。而通信产业链上下游也开始重新评估自身价值,通力合作。

田溯宁提出:“AGI时代,不只是要学习人类思维方式,更要通过真实世界感知能力形成‘新的知识体系’。”这意味着,运营商、终端厂商、AI模型提供方将不再泾渭分明,而是共建“数据—模型—交互”一体化系统。

全球云网宽带产业协会(WBBA)董事会主席李正茂则将视角扩展至宽带领域,WBBA提出“SmartbandwidthwithAI”的新主张,强调AI将推动家庭宽带、企业专线、卫星通信等广义宽带场景智能化,“不能只看移动,广义连接能力才是AI产业底座。”他指出,虽然宽带目前整体体量不如移动网络,但其AI化潜力巨大,未来或成智能经济“第二引擎”。

而徐子阳则提醒:“AI原生体验,必须是实用主义,而不是理想主义。”他认为行业要回归用户价值,“AI必须落地在细微体验中,从个性化助手、原生操作系统,到多模态输入输出,构建真正‘生于终端,服务全域’的生态。”

“AI的落地离不开协作,而协作的起点,是开放平台。”在GSMALtd.首席执行官JohnHoffman和GSMA首席技术官AlexSinclair看来,“OpenGateway”正是AI驱动下行业协作的范式样本。据了解,OpenGateway通过标准化API接口,为开发者和企业提供跨运营商、跨区域的统一接入能力。目前,全球已有95家运营商参与,覆盖58个国家和地区。GSMA会长白德伟呼吁全球运营商加强合作,尤其是在OpenGateway框架下推动API标准化,实现跨行业创新。

GSMA首席营销官LaraDewar与首席财务官LousieEasterbrook表示,中国在AI与通信融合方面的探索已不再是“局部案例”,而成为全球行业的参考样本。从推动大模型在运营商系统内试点,到布局AI驱动的智能运维、智慧城市、精准医疗,中国企业的前瞻能力与产业协作,为全球AI治理与部署提供了宝贵经验。“我们必须在全球范围内展开交流,特别是借鉴中国的实践,才能确保AI真正造福每一个人。”GSMA首席监管官JohnGiusti如是总结。

写在最后:不是AI进化,而是产业再造

在AI的重构浪潮中,移动运营商正站在转型的关键节点。过去,它们是连接器,是网络的构建者与提供者;而今天,它们正逐步转型为“智能生态合作者”——推动AI赋能产业、重构服务价值、激活行业协作,构建更加开放、智能的数字未来。

毕竟,AI不是一次普通技术升级,而是对通信行业“结构—价值—角色”的全面冲击。谁来整合生态?谁来定义终端?谁来掌控用户关系?——这些问题都没有标准答案。但显然,不能再沿用过去的思维。

“我们要让AI不是附属,而是原生。”这句话,或许能作为今天产业共识的起点。而下一步,是谁先动起来,谁就可能成为新生态的中心。

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