【3 月 26 日,中国移动、中国电信和中国联通披露 2024 年业绩,均计划大手笔分红回报股东】三大运营商资本开支计划合计达 2898 亿元,总体投资规模虽有下调,但算力、AI 成发力重点,甚至设立特别预算或“不设上限”。中国移动计划 2025 年投 1512 亿元,聚焦 5G 和智算基础设施,预计智算规模达 34EFLOPS。中国联通和中国电信分别调整投资,提升 AI 和算力投资比例。AI ...
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