2026移动智能融合发展指数报告

MobileAIconvergenceempowerstokenomics June2026 Contents Executivesummary.........................................................................................................3AIisdrivingahistoricsurgeincapex..............................................................................5AImodelinnovationiscontinuingandagenticAIisemerging.....................................5AIinvestmentboom.....................................................................................................6TelcosembracingAIintheirinfrastructureandservices..................................................8Telcos’strategicinvestmentsinAIinfrastructure..........................................................8AIiscreatingnewmonetizationopportunitiesfortelcosintheenterprisemarket........9Telcosaretargetinghyper-personalizationconsumerAIopportunity.........................10MI32026illustratesmobileandAIconvergeddevelopment...........................................11Motivationandobjective.............................................................................................11Methodology...............................................................................................................11Ranking......................................................................................................................13Keyfindings...............................................................................................................15Outlookandrecommendations......................................................................................20Tokenomicsandtoken-centricbusinessmodelsareemerging..................................20Recommendationsforindustry..................................................................................21Recommendationsforregulatorsandauthorities.......................................................22Appendix........................................................................................................................24Methodology..............................................................................................................24 Executivesummary Theconvergenceofartificialintelligence(AI)andmobiletelecommunicationsisdrivingunprecedentedtransformation across the global technology landscape.AI modelinnovationcontinuestoadvancerapidly,withagenticAIemergingasthenextfrontier.Thisevolutionisdrivingahistoricsurgeincapex.Telecomoperatorsarestrategicallypositioningthemselves at the intersection of connectivity and intelligence.Theirinvestmentsspanmultipledimensions:buildingrobustAIinfrastructure,developingAI-enhancedservices,anddevelopingplatformsthatenableenterpriseandconsumerAIapplications.Thesemobileintelligenceintegrationactivitieswillsignificantlyinfluencecountries’AIdevelopmentstrategiesandadoptionrates. Tosupportandacceleratethemobileintelligenceintegration,GTIAllianceandOmdiajoinedforces to define the Mobile Intelligence Integration Index(MI3)2026.Theframeworkmeasures how effectively different countries and markets are integratingmobiletechnologies with AI capabilities.The methodology evaluates multipledimensions,includingmobilebroadbandmaturity,intelligencecapabilitymaturity,andmobileintelligenceadoption. 40countriesfromAfrica,theAmericas,Asia&Oceania,Europe,andtheMiddleEastwerestudiedandbenchmarkedwiththeMI32026model.The40countriesrepresentapproximately5.85billionpeople,roughly70.5%oftheworld’stotalpopulation.Thechartbelowshowstheirranking. Figure1:40countriesstudiedacrossfiveglobalregions Throughtheanalysisandranking,wecanobtainthefollowingkeyfindings: Thegapbetweendevelopedanddevelopingcountriesisstillsignificant.Mobileintelligenceadoptionissignificantlyrelevanttoinfrastructurematurity.BothhardwareinfrastructureandthesoftwaredeveloperecosystemimpactAIadoptioninenterprisemarkets.MobilebroadbandconnectivityiscriticalforconsumerAIadoption. Lookingforward,tokenomics and token-centric services are emerging in advancedmarkets,offeringanewwayforglobaltelecomoperatorstomeetcustomers’demandforAI services,monetize their connectivity and computing infrastructure,and movetowardanAI-centricbusinessandorganization. Topromote mobile intelligence integration,telecom operators could accelerate theirtransformationinto token-centric businesses through extensive partnerships andinnovation,and vendors should centerAI demand andAI-based solutions in next-generationinfrastructure.Moreimportantly,regulatorsandindustryauthoritiescantakemoreproactiveapproachestofosteringandencouragingthedevelopmentofmobileAIecosystems,includingbutnotlimitedto FriendlyregulationsonmobilespectrumandinfrastructuretohelptheindustryexpandbroadbandconnectivityandbridgethedigitaldivideefficientlyPoliciestopromotetheuseofopen-sourceAImodelsinthepublicsectorandencouragetheadoptionofopen-sourcesoftwareacrossthenation’seconomyandsociety to improve AI accessibility,accelerate innovation,and realizecustomizationanddatasovereignty Invest in STEM education and lifelong learning programs to su