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世界经济论坛&埃森哲:电信运营商在AI价值链中的战略角色白皮书(中译版)(31页).pdf

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1、The Strategic Role of Telecom Providers Across the AI Value ChainW H I T E P A P E RM A R C H 2 0 2 6In collaboration withAccentureImages:Getty ImagesDisclaimer This document is published by the World Economic Forum as a contribution to a project,insight area or interaction.The findings,interpretati

2、ons and conclusions expressed herein are a result of a collaborative process facilitated and endorsed by the World Economic Forum but whose results do not necessarily represent the views of the World Economic Forum,nor the entirety of its Members,Partners or other stakeholders.2026 World Economic Fo

3、rum.All rights reserved.No part of this publication may be reproduced or transmitted in any form or by any means,including photocopying and recording,or by any information storage and retrieval system.ContentsForeword 3Executive summary 41 Industry narrative andtheAI opportunity 52 Three strategic p

4、athways for CSPs 72.1 Overview of the three strategic pathways 72.2 Strategic plays for the modern telco to protect 9 the core connectivity business 2.3 Strategic plays for the AI techco to grow through 12 AI-powered managed services2.4 Strategic plays for the national sovereign 15 champion to activ

5、ate resilience3 Pathway enablers 194 Prioritization:assessing value and feasibility 215 Conclusion 22Appendix 23A1 Value and feasibility assumptions 23Contributors 26Endnotes 28The Strategic Role of Telecom Providers across the AI Value Chain2Reading guide Industry or function specificImpact on indu

6、stries,sectors and functionsRegional specific Impact on regionsLeveraging Generative AI for Job Augmentation and Workforce ProductivityFrom Paradox to Progress:A Net-Positive AI Energy FrameworkI N S I G H T R E P O R TD E C E M B E R 2 0 2 5In collaboration with AccentureFrom Paradox toProgress:ANe

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1. **电信商面临AI结构性机遇**:AI重塑数字架构,电信商凭借连接、数据和信任优势,可从效率提升转向AI价值链角色重构。 2. **三大战略路径**: - **现代电信商**:通过AI原生连接(如网络切片)、数据中心互联(DCI)等保护核心业务,2026年全球通信收入预计增长2.3%,EBITDA利润率约33%。 - **AI技术公司**:提供GPU即服务(GPUaaS)、垂直AI解决方案,企业对AI产品化需求达94%,2029年NaaS市场将达147亿美元。 - **国家主权冠军**:构建主权AI基础设施,2028年全球相关支出预计达1.5万亿美元,欧洲占1450亿美元。 3. **关键驱动因素**:数据主权需求激增(81%企业寻求电信商合作),AI工作loads推动低延迟、高可靠性连接需求,如实时推理和多模态AI。
电信AI新角色? 如何抓住AI机遇? 主导AI价值链?
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