电信人工智能：2024年第二季度市场状况

AI in telecoms – in theory and in action The GSMA is a global organisation unifying the mobile ecosystem todiscover, develop and deliver innovation foundational to positive businessenvironments and societal change. Our vision is to unlock the full powerof connectivity so that people, industry, and society thrive. Representingmobile operators and organisations across the mobile ecosystem andadjacent industries, the GSMA delivers for its members across three GSMA Intelligence is the definitive source of global mobile operator data,analysis and forecasts, and publisher of authoritative industry reports andresearch. Our data covers every operator group, network and MVNO inevery country worldwide – from Afghanistan to Zimbabwe. It is the most GSMA Intelligence is relied on by leading operators, vendors, regulators,financial institutions and third-party industry players, to support strategicdecision-making and long-term investment planning. The data is used as We invite you to find out more at www.gsma.com Our team of analysts and experts produce regular thought-leadingresearch reports across a range of industry topics. www.gsmaintelligence.cominfo@gsmaintelligence.com Authors Sayali BoroleSenior Analyst Peter JarichHead of GSMA Tim HattHead of Research Charting therise of telco AI I recently took a friend from the US on a tour of some vineyards inFrance. As she took photos on her phone, AI tools suggested a location– Napa Valley. Why it was so wrong is unclear – her VPN and IP address? •Despite overwhelming amounts of hype, AI – and generative AI(genAI) in particular – is still a maturing technology. •It is hard to deny AI will play an increasingly greater role in oureveryday lives. •Ensuring AI lives up to its potential will require robust data that isaccurate, complete, secure and used in a way that is respectful ofpersonal sensitivities. It will also require recognition that genAI is Peter JarichHead of GSMA Intelligence •As connectivity providers for our smartphones, tablets, homes andconnected lives, telcos play a role in how AI evolves and proliferates –both in terms of their own operations and the AI-enabled services Against this backdrop, GSMA Intelligence is launching this research seriesto investigate how telcos are putting AI to use, how they are innovatingand what they (and supporting ecosystem players) need to be thinkingabout as they continue their AI journeys. The series will look at strategy and While rapidly evolving AI use cases have injected energy into the market, AIis no different from any other technology in one fundamental way. No singlestakeholder or industry observer has all the answers or has a preternatural About the series AI is a transformative technology, but it is important to look beyond the hype. This is the first reportin a four-part series on AI strategy in telecoms. The research identifies the parts of the innovation In tandem with the report series,GSMA Intelligence is developing anAI benchmark to track AI use andimplementation in the telecoms sector. This editionexplores the expanding use of AI in the telecoms sector, examining both core AI andgenAI. It highlights key use cases, contrasts AI with genAI adoption, and delves into the increasing role 01 Executive summaryPage 5Market contextPage 8Leader profiles: telco AI in actionPage 17Deep dive: core AI versus genAIPage 22Deep dive: open versusproprietary LLMsPage 280102030405 summary State of the market Understanding the LLM choice The AI potential writ large 01 04 LLMs are a component of genAI. They focus on text generation,while genAI encompasses a broader range of content creationcapabilities. LLMs are revolutionising telecoms by enhancing dataprocessing, customer interaction and network management. Todevelop scalable telco-specific LLMs, collaborative efforts areunderway, including partnerships between Amdocs, Nvidia and AI encompasses a series of overlapping technologies, eachsuited to different use cases. While genAI has recently grabbedthe most attention, core AI has long been instrumental intelecoms. Telcos have been fast adopters of the technology(in contrast to delays embracing previous technology shifts). Core AI versus genAI 02 Core AI has enhanced telecoms operations, driving efficienciesin network management and customer support through taskssuch as fault detection, security and traffic management. Thetechnology is now expanding beyond specialised teams to 05 Responsible AI by design, from the start Data privacy and regulatory compliance are critical aspects ofusing AI. Operators worldwide are committed to implementingAI responsibly, recognising its risks. Examples include theGSMA’s AI for Impact initiative, involving 27 major mobileoperators; True Corporation’s guidelines for ethical AI usage;and BT’s values-led AI vision. Regulations are likely to evolve at Long-term co-existence 03 For all the hype of ChatGPT and its genAI peers, the reality is thatcore AI is likely