移动AI时代：对移动网络意味着什么

April 2025 The GSMA is a global organisation unifying the mobileecosystem to discover, develop and deliver innovationfoundational to positive business environments andsocietal change. Our vision is to unlock the full power ofconnectivity so that people, industry and society thrive.Representing mobile operators and organisations acrossthe mobile ecosystem and adjacent industries, theGSMA delivers for its members across three broadpillars: Connectivity for Good, Industry Services and GSMA Intelligence is the definitive source of globalmobile operator data, analysis and forecasts, andpublisher of authoritative industry reports and research.Our data covers every operator group, network andMVNO in every country worldwide – from Afghanistan to GSMA Intelligence is relied on by leading operators,vendors, regulators, financial institutions and third-partyindustry players, to support strategic decision-makingand long-term investment planning. The data is used as Our team of analysts and experts produce regularthought-leading research reports across a range ofindustry topics. We invite you to find out more at gsma.com www.gsmaintelligence.cominfo@gsmaintelligence.com Author Peter Jarich,Head of GSMA Intelligence Contents Executive summary ...........................................................................................................41. An introduction to the mobile AI era ............................................................................62. Operators and the mobile AI era.................................................................................103. AI’s role in shaping service trends.............................................................................14Mobile traffic resurgence....................................................................................................14Traffic diversity 2.0.............................................................................................................17The AI-augmented enterprise ............................................................................................18AI demands versus demanding AI requirements ...............................................................214. The role of AI in defining network transformation strategies ..................................24 Executive summary Mobile networks in the mobile AI era While mobile operators have been accused of being slow to adopt and fully exploit AI technologies,they have aggressively moved to seize AI’s potential over the past few years. They are rolling outAI-powered chatbot solutions for customer care while partnering with large language model (LLM)and cloud providers to serve as a channel for enterprise and consumer AI solutions. Operators are However, operators represent just one industry and one part of AI uptake. Aggressive new AIadoption from mobile operators mirrors broader uptake across consumer and enterprise users –uptake that is only accelerating as AI innovation gathers pace. This puts mobile operators at a very Operators must wholeheartedly embrace AI if they hope to remain efficient, profitable and keep upwith competitors. They also play an important role in AI’s development by supporting AI workloadsrunning across their networks. Some would call this the “mobile AI era”. This is sometimes ignored Nonetheless, support for AI-enabled use cases and AI-enriched applications is critical for operatorsuccess (meeting customer needs and monetising their networks). Perhaps more importantly, AI- As we try to understand what mobile operators will need to do to support the mobile AI era (howthey will need to evolve their networks), two questions emerge: •What impact will AI have on mobile services and traffic? •Where will operators need to invest in response? While AI is evolving at a fast pace, the answers to these questions are becoming increasinglyclear. Mobile AI will reinforce operator attention on B2B revenue diversification and a need tosupport increasingly stringent application requirements. It will drive growth in diverse traffic types. 1.An introduction to the mobile AI era The initial launch of Open AI’s ChatGPT took place more than two years ago. While the releaseamounted to little more than an early demo, it did not take long for the chatbot to go viral, capturingmassive media and industry attention. In less than a week, ChatGPT had more than 1 millionusers. Fast forward to 2025, and the release of DeepSeek’s R1 model – competing with Open AI’s Beyond the success of specific AI applications, momentum behind generative AI (genAI) and AImore broadly is undeniable. This is reflected in the following: •Funding rounds. Open AI’s $6.6 billion funding round was the second largest of 2024, butjust one of many high-profile AI-driven funding rounds over the past year, including xAI ($6billion), Anthropic ($4 billion), Perplexity ($500 million) and Helsing ($450 million). •Innovator valuations. While historic levels of AI funding