三大运营商打响算力卡位战,剑指AI应用变现

华尔街见闻
Sep 09, 2025

随着中国移动、中国联通陆续启动算力服务器集中采购,三大运营商打响了在算力领域的卡位战。数据显示,三大运营商现有智算规模合计已经超过100EFLOPS(每秒百亿亿次浮点运算),覆盖国内多个关键节点城市。目前,三大运营商正加快AI在矿山、农田、巡考、医疗、城市治理等领域的应用,通过部署大模型、推出AI智能体等推动业务转型及增收。事实上,今年上半年,中国移动及中国电信均实现了数十亿元级别的AI收入,推动...

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