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Issue 101

Volume 01 (2026)

Invited Article

Michael Ma

Michael Ma

Vice President of Huawei; President of Huawei's ICT Product Portfolio Management & Solutions

Igniting Carrier B2B Growth with AI, Embracing Token Monetization

B2B services have become a core growth engine for carriers, growing at a CAGR of over 10%. We expect that within the next five years, B2B will account for more than one-third of the total revenue of leading carriers. The key to achieving this leap lies in deeply integrating AI with carriers' network and cloud infrastructure.

Unconnected computing infrastructure creates information silos. Siloed AI is not real intelligence. Carriers can make the most of their networks and integrate AI into B2B solutions. This ensures both excellent network experiences and scenario-based AI applications. It will better meet customer needs and drive new business growth.

With this in mind, leading carriers worldwide are pursuing three pathways to turn AI into measurable B2B growth:

The first pathway focuses on making AI easy to use for SMEs with ready-made AI products.

"Productization" is key here — packaging complex capabilities such as network, compute, token, and AI applications into out-of-the-box standardized AI services and ready-to-use digital employees, driving carriers' evolution from network providers to one-stop service providers. For example, China Telecom combines fiber to the office (FTTO) all-optical networks with lightweight AI algorithms to deliver integrated solutions that bring together smart security, customer flow analysis, and remote store inspection for SMEs. It has also launched a range of digital employees, including industry advisors and marketing assistants, to further boost SME operational efficiency.

The second pathway focuses on enabling core production in key industries through scenario-based converged solutions.

Private lines and private networks are essential for industries like healthcare, education, and manufacturing. Carriers' core value lies in upgrading from connectivity alone to integrated AI SaaS services — combining compute, network, security, and applications or agents — along with tiered token services. This market is projected to exceed US$300 billion by 2030. Through industry-specific converged innovation, carriers are becoming strategic partners in enterprises' digital transformation.

For example, China Mobile has built an AI-powered remote ultrasound solution based on computing resource pools and dedicated private lines, delivering end-to-end latency below 200 milliseconds. It provides doctors with real-time AI-assisted diagnostic information during scans, achieving over 95% lesion detection accuracy for conditions such as thyroid nodules at primary hospitals. The ultrasound medical agent can independently guide standardized scanning, perform intelligent lesion grading, and automatically generate compliant ultrasound reports, making quality healthcare more accessible.

The third pathway focuses on seizing the opportunities of physical AI with an integrated 5G + AI foundation.

Embodied intelligent robots are emerging as a game-changer in physical AI, with rapid adoption across industries. The market is projected to exceed 3 billion units by 2030. These robots require ubiquitous connectivity with at least 20 Mbps uplink speeds and 20–50 ms latency to enable real-time sensing, instant decision-making, and coordinated actions.

This is where carriers have a unique advantage: building an integrated intelligent infrastructure that spans cloud, networks, edge, and devices. Strengthening this converged foundation is not only essential to building physical AI — it also positions carriers to shape the future, not just keep pace with today.

Looking ahead, Huawei will continue to invest in connectivity, computing, cloud, and AI, working closely with carriers to build more competitive B2B products and solutions that turn AI's potential into tangible business growth, accelerating digital and intelligent transformation across industries.

Content

SME Markets: Standardized AI Products & Services
Strategic Emerging Markets: Integrated 5G + AI Foundation
  • Publisher

    ICT BG, Huawei Technologies Co., Ltd.
  • Presented By

    Liu Mingju, Wang Yongde
  • Consultants

    Liu Shuqing, Li Tao
  • Editor-in-Chief

    Xing Jingfan
  • Editor-at-Large

    Lin Ju, Ma Hongbin
  • English Editors

    Xu Shoujuan, Guo Yingjun
  • Art Editor

    Chen Xuemin
  • Editorial Board

    Sun Zhijian, Wang Ling, Zhang Qin, Si Zhe, Yuan Hao, Li Lu, Zhang Xiaowen, Liu Zhihua, Li Changnian, Xie Gaofang, Yin Zhizhang, Xue Yonggang, Hu Zhonghuai, Wang Qiang, Jing Siyuan, Xuan Shubing, Cui Qingqing, Lin Kunyong, Xiao Jie, Chen Dan

No part of this document may be reproduced or transmitted in any form or by any means without prior written consent from Huawei Technologies Co., Ltd.

NO WARRANTY The contents of this document are for information purpose only, and provided "as is". Except as required by applicable laws, no warranties of any kind, either express or implied, including but not limited to, the implied warranties of merchantability and fitness for a particular purpose, are made in relation to the contents of this document. To the maximum extent permitted by applicable law, in no case shall Huawei Technologies Co., Ltd. be liable for any special, incidental, indirect, or consequential damages, or lost profits, business, revenue, data, goodwill or anticipated savings arising from or in connection with any use of this document.

01.
Igniting Carrier B2B Growth with AI, Embracing Token Monetization

Igniting Carrier B2B Growth with AI, Embracing Token Monetization

Alex Sinclair

Alex Sinclair

CTO, GSMA

From Connectivity to Intelligence: The Operator's Role in Orchestrating the AI-Driven Future

For decades, the mobile industry was defined by connectivity. Today, it is evolving to enable intelligence. This shift is already underway.

For decades, the mobile telecom industry measured its success in coverage maps, bandwidth benchmarks, and subscriber counts. That conversation has changed. As AI moves from research labs into hospitals, classrooms, and city systems, networks are being asked to evolve beyond connectivity, supporting the growing demands of AI across industries.

The pace of this shift has been staggering. Compared with 2025, the world has changed immensely in just twelve months. AI has moved forward at an extraordinary pace — faster, deeper, and more tangible than many expected — and its impact is now being felt not only in cutting-edge research labs, but across hospitals, schools, cities, and countless real-world operating environments.

When we look back at the past year, one thing stands out: AI has truly stepped into the real world. It is no longer only a system that can read, analyze, or generate knowledge; it is now able to act, to collaborate, to make decisions — and increasingly, to deliver real and measurable outcomes in production scenarios. AI is progressing from understanding the world, to experiencing it, and now to reshaping it. This marks a new chapter — one in which AI becomes a core driver of productivity and growth across the global economy.

For operators, this transformation is especially meaningful. Over the past year, we have seen operators around the world accelerate their evolution from connectivity providers to builders of digital and intelligent ecosystems. The deep integration of AI, cloud, network, edge and devices has created new expectations for networks: to be more intelligent, more responsive, and more capable of carrying the distributed, real-time AI workloads that modern industries and societies demand. This convergence is transforming networks into intelligent collaborative systems, placing operators at the very heart of industry intelligence.

Over the past year, AI has moved beyond understanding the world to actively collaborating with and reshaping it. It is becoming a core engine of global productivity and growth. The network of the future will not be defined by bandwidth or latency alone, but by its ability to operate in harmony with AI. The next phase of growth will be led not by isolated technologies, but by open and collaborative ecosystems.

The industry's focus today is how to turn transformation into executable architecture and scalable practice. We will look at top-level frameworks, end-to-end enterprise solutions, and compute-and-network models that unlock agility — alongside the latest "5G + AI" practices. The goal is clear: actionable blueprints and real access to ecosystems, so strategy becomes deployment, and deployment becomes business value.

What truly distinguishes the past year is how quickly AI has begun to demonstrate impact at scale. In healthcare, multimodal models are assisting clinicians across diagnostic workflows and care coordination. In education, AI is enabling adaptive learning and assessment support that benefit both students and teachers. In public services, city-scale platforms are enhancing citizen services, emergency response, and operational resilience. The common thread is clear: AI is no longer a pilot-stage technology — it has already become a new productive force.

Research from the GSMA in 2025 reinforces this point. Across 32 countries, 10 industries, and more than five thousand enterprises, companies indicated they would allocate about 10 percent of their revenue to digital transformation between now and 2030 — with AI, together with 5G connectivity and devices, representing the largest and most strategic share of that investment. Over 90 percent of enterprises now view generative AI as critical to their digital transformation. AI has moved beyond a technology advantage for any single sector; it is a cross-industry structural trend and an emerging source of competitive strength. For the next five years, it will remain the most certain and most impactful area of digital investment.

In parallel, the GSMA is working with the ecosystem to shape end-to-end AI-for-Enterprise blueprints, promote compute-and-network convergence, and share global "5G + AI" benchmarks — translating strategic vision into scalable implementation across the ecosystem.

As AI continues its rapid evolution, it also reshapes expectations for networks. AI computation increasingly flows across cloud, network, edge and device. This means operators are becoming the orchestrators of a distributed AI fabric that industries will rely upon. The network of the future will not be defined solely by bandwidth or latency, but by its ability to perceive, understand and collaborate with AI systems running across all layers. This marks a profound transformation for telecom — and opens a new era of opportunity for operators' B2B growth.

Of course, no single company or technology can achieve this alone. At-scale industry intelligence requires collaboration across the entire ecosystem, with shared standards, shared platforms, and shared innovation spaces. One of the most important learnings from the past year is that ecosystems — not isolated technologies — will determine who leads the next phase of AI-powered growth. Therefore, the industry needs to bring together the world's top research leaders, network innovators, equipment pioneers, and digital transformation practitioners from around the world to learn from global benchmark practices — and to co-create scalable implementation paths for key verticals.

As we stand at a pivotal moment in the industry's evolution, we must think boldly and act decisively. The opportunity before us is immense. With stronger networks, deeper collaboration and responsible innovation, we can help AI move from seeing the world to changing it — not just doing things, but truly delivering outcomes that improve industries, cities, and people's lives.

With stronger collaboration and continued innovation, we can turn this opportunity into real impact across industries.

Igniting Carrier B2B Growth with AI, Embracing Token Monetization

Eric Yang

Eric Yang

President of Carrier Business, Huawei

AItoB: Embracing Intelligence to Drive New B2B Growth for Carriers

Carriers are making AI their growth engine, driving B2B expansion with standardized services for SMEs and deep 5G+AI solutions for large enterprises.

AI technologies are reshaping the industry landscape at an unprecedented speed and have become the engine of enterprise digital transformation. Huawei and carriers are leading this transformation as key players in the digital economy. Decades of practices and exploration have made one thing clear: AI isn't about stacking technologies, but rewiring business logic. Carriers are transforming from traditional connectivity providers to full-stack service partners and partners in value creation for enterprises in the AI era, using their established network and computing infrastructure together with sales channels that reach every corner of the market. Huawei's view is clear: AItoB will be the engine of carriers' B2B growth over the next decade, and a trillion-yuan market is taking shape.

Reading the trends: AI is sweeping the globe, and computing demand is growing exponentially

Breakthroughs in AI are pushing industries worldwide into a phase of deep restructuring, marked by explosive data growth, soaring computing demand, and rapid AI adoption across sectors. Three dimensions help explain the commercial logic behind this shift.

Data: AI is igniting a revolution in global data production and circulation

AI is transforming how data is produced and moved, turning it from a static asset into dynamic fuel for computing. According to China's National Data Bureau, token calls grew literally more than a thousandfold in two years, from 100 billion in 2024 to 140 trillion in 2026. Industry estimates put global data generation at over 220 ZB in 2025, with more than 80% coming from enterprise production, operations, and services. This industrial-grade data embedded in vertical sectors serves as high-quality "fuel" for AI model training and inference. For carriers, the ability to efficiently transmit, store, and process this data is the key to breaking into the AItoB market.

Computing power: From linear to exponential growth

AI is moving from the lab into real-world industry applications, and the nature of computing consumption is changing. In the IT era, computing demand grew mostly linearly. In AItoB scenarios, demand increases exponentially. As applications scale, inference demand in particular is rising fast. Generating a single intelligent analysis report, a piece of video, or an interactive session consumes dozens to hundreds of times more computing power than standard office software. Global AI computing demand is now growing at over 200% annually, with inference expected to account for more than 70% of total growth. Whoever can deliver stable, elastic, cost-effective computing-network services close to end users will gain a decisive edge in the AItoB market. Carriers' equipment rooms and network nodes, spread across various locations, are natural ground for meeting this demand for near-user inference.

Market space: AI-driven digital transformation is unlocking significant commercial value

From a macroeconomic perspective, AI-driven enterprise digital transformation is creating a large-scale monetization cycle. Industry projections suggest Chinese carriers' digital service revenue in vertical industries will exceed CNY230 billion by 2027 and surpass CNY880 billion by 2030. AI-related services are predicted to account for over 40% of this growth, becoming the largest revenue source in the B2B sector. The market today is polarized and application-based: Large enterprises (LEs) want deeply customized, full-stack solutions that rework their production processes; SMEs show fragmented demand, prioritize affordability, and expect quick results. Traditional carrier business scenarios such as education, healthcare, retail, and small- and mid-scale manufacturing will be the first to see AI services deployed. This is where the carrier AItoB push will play out.

Building market depth: A dual-engine strategy driving SME and LE market breakthroughs

Faced with divergent market demands, carriers have joined forces with Huawei, leveraging their respective resource strengths to formulate a precise dual-engine strategy. On one front, standardized and scalable off-the-shelf services including standardized industry solutions are driving rapid coverage and penetration in the SME market. On the other, sustained deep engagement in large-enterprise (LE) production flows, delivered through highly customized solutions with high barriers to entry, is forming a lasting competitive bulwark. This coordinated strategy allows both parties to stake out a clear position in the AItoB market and capture maximum value.

SME market: Standardized services + scenario-based solutions build a new inclusive AI ecosystem

SMEs form the foundation of a national economy. In China, over 64 million SMEs contribute more than 50% of GDP and over 80% of urban employment. These enterprises are the bedrock of the AItoB market. Yet they face a persistent digital divide in their intelligent transformation journey. Their needs are highly fragmented. They are price-sensitive. They require services that are lightweight and easy to deploy. The core pain point is simple: They want to transform, but they lack capital, technical expertise, and talent.

To address these challenges, Huawei and carriers have unified the industry applications of education, healthcare, retail, catering, logistics under a shared framework of SME market planning. The result is an inclusive AI service system built around standardized AI products, industry-specific solutions, and one-stop service delivery.

  • Standardized products: Huawei has worked with ecosystem partners to help carriers build standardized product portfolios, such as vision AI services, NLP-based office productivity tools, and AI-powered security. These products are available via on-demand subscription, with monthly billing and elastic resources, which dramatically lowers the barriers to AI adoption for SME.

    For chain stores, for example, carriers now offer an integrated package combining private lines, networking, and AI applications, enabling coordinated video storage across local and cloud environments and multiple AI algorithms working across edge and remote nodes. This approach quickly unlocked digital transformation opportunities across thousands of stores, with a model that is replicable nationwide.

  • Lightweight solutions: For retail, we have developed AI-powered footfall analysis, smart point-of-sale (POS) solutions, and precision marketing tools that enable data-driven, fine-grained operations for store owners. For small and medium manufacturers, we offer AI services spanning uniform compliance checks, smoking violation monitoring, and debris accumulation alerts. These services run on lightweight AI integrated into edge devices and support tools like OpenClaw, requiring no complex on-site deployment — truly out-of-the-box, rapid enablement. In education, we have introduced AI literacy courses, AI-enabled exam proctoring, and other smart education solutions that improve instructional quality and exam management fairness. In healthcare, the focus is on lightweight, standardized AI services: AI-guided triage, intelligent ultrasound-assisted detection, clinical decision support, and medical record quality control.

    Standardized solutions make it easy for carrier account managers to sell AI — and to sell it well. Real-world examples bear this out: In Anhui, with Huawei's technical support, one carrier deployed an AI voice transcription service for 15 hospitals, helping doctors generate structured electronic medical records in under three minutes. In Guangdong, AI-based medical imaging increased lesion detection accuracy to 96%, while sub-second AI-assisted X-ray diagnosis reached 86% accuracy.

  • One-stop services: Deploying AI is as much an operational challenge as a technical one. Drawing on carriers' nationwide presence — more than 30 provincial offices, over 300 municipal branches, and tens of thousands of physical service outlets — we provide end-to-end localized support spanning consulting, deployment, O&M, and training. This eliminates the AI adoption and mastery barriers that hold SMEs back.

To date, this model has served over ten thousand SMEs and delivered more than a thousand projects in education, healthcare, and other industries, a powerful validation of the inclusive AI model's viability and explosive growth potential in the SME market.

LE market: 5GtoB foundation + AI deep enablement create industry-wide competitive moats

Large enterprises, government agencies, and industry champions are the ballast of the digital economy. Their digital transformation requirements are full-stack, highly customized, and characterized by stringent security and reliability demands. The main objectives are straightforward: Use AI to cut costs and boost efficiency, raise quality and drive innovation, and keep everything secure and under control. The LE market is therefore not only the anchor of carriers' B2B revenue, but the main arena for demonstrating AItoB services at the highest level of value.

Huawei and carriers work in close alignment, using 5GtoB as the foundation and integrating AI, edge computing, big data, and cloud technologies to offer LE customers full-stack AI solutions. These solutions encompass customized networks, dedicated compute, joint model development, and jointly created applications. We are currently focused on five high-value verticals: manufacturing, energy, transportation, finance, and smart cities.

  • 5G private networks + edge compute solidify the AI foundation: We customize dedicated 5G network slices, ultra-low-latency private networks, and edge computing nodes for LE customers. This configuration keeps data processing local and compute scheduling nearby, meeting the stringent real-time and security demands of use cases like precision industrial control, remote-assisted healthcare, and autonomous driving.
  • Industry-specific large models + deep scenario integration empower production: Huawei works with industry leaders to jointly build vertical large models and embed them deeply into the operational chain spanning production, R&D, supply chain, sales, and service. In manufacturing, for example, we have developed AI-powered quality inspection, intelligent production scheduling, and predictive maintenance solutions that help factories move toward lights-out operations. In energy, we deliver AI-driven oil and gas exploration, intelligent grid dispatching, and production safety monitoring, significantly improving exploration accuracy and operational safety.
  • Data security + sovereign control form the foundation of trust: Built on carriers' private data centers and rigorous data security and compliance systems, we provide LE customers with end-to-end security — from data storage and processing to data circulation — that meets data sovereignty and compliance requirements. On a deeper technical level, this directly addresses the reluctance of large enterprises to entrust their operations to AI, forming a trust moat for the AI era.

Today, Huawei and its carrier partners have established close collaboration with well over a thousand large enterprises and more than a hundred government agencies, delivering over a thousand "5G + AI" benchmark projects. The sustained growth of AI service revenue in the LE market is becoming the engine driving carriers' B2B growth.

Core strengths: Network + computing power as dual drivers for AItoB competitiveness

On the AItoB track, a market worth trillions of yuan, the field is crowded. There are Internet giants with algorithmic DNA, tech firms deeply embedded in vertical sectors, and traditional IT service providers. Amidst this fierce competition, what sets carriers apart and positions them as the partner of choice for enterprise digital transformation in the AI era is their hard-to-replicate, irreplaceable foundation of network and computing infrastructure. Layered on top of this are their nationwide three-tier sales networks, localized service capabilities, and data security and compliance advantages, which together form a unique and formidable competitive edge.

Network + Computing: A dual-engine foundation that anchors AI deployment

China's carriers operate the world's largest, widest-coverage, and highest-quality communications network — the very foundation on which all AI applications run. Today, more than three million 5G base stations cover over 95% of the population. Fiber broadband reaches every city and township, with over 100 million gigabit optical ports deployed. Backbone network bandwidth exceeds 100 Tbit/s, and end-to-end latency can be as low as milliseconds. This high-speed, stable, and low-latency network provides robust support for AI data transmission, remote interaction, and edge computing.

Innovation has always been in Huawei's DNA. In 2025, Huawei's R&D investment remained high, growing by more than 10% year-on-year. Over the past decade, Huawei has invested over CNY1.2 trillion (approximately US$170 billion) in R&D. To meet the demands of the AI era, Huawei has launched a new AI-Centric Network solution. By synergizing network, cloud, and AI capabilities, the solution provides powerful support for carriers and their customers for creating B2B growth together.

At the same time, Huawei is supporting carriers as they accelerate the deployment of intelligent computing infrastructure. More than 30 large-scale intelligent computing centers, over 200 regional computing nodes, and tens of thousands of edge computing sites have been built nationwide, with total computing capacity now exceeding 10 EFLOPS. Spanning training, inference, and edge computing, this capacity forms a complete cloud-edge-device, three-tier computing scheduling system. Whether an enterprise needs to train a large model in a central facility or run real-time inference at a factory edge, the system delivers sufficient, elastic, and cost-effective computing power to support them.

With the growing adoption of AI applications, Chinese carriers are beginning to embrace token-based business models. The convergence of computing and network foundations is the critical enabler of this transition. Through sustained innovation in areas like device-side connectivity, inference computing pooling, dedicated industry networks and lines, and AI-Centric Networks, Huawei is providing solid support for carriers as they shift from charging by bandwidth to charging by value — and by token.

Sales network + Ecosystem resources: Scale effects that lower customer acquisition and collaboration costs

Scale is the key to B2B success. With a base of over one billion individual subscribers and tens of millions of government and enterprise customers, carriers have touchpoints spanning every industry and every sector of the national economy, making them the most direct and efficient channel for reaching enterprise customers. At the same time, carriers have built an open, win-win AI industry ecosystem, partnering with more than 1,000 leading AI firms, technology companies, and industry partners. Through joint AI labs, joint innovation centers, and shared industry solution libraries, the ecosystem enables complementary capabilities, shared resources, and jointly created market opportunities. For enterprise customers, this ecosystem delivers one-stop, AI services that cover all categories and offer a plethora of choices. These services substantially reduce technology selection costs and partnership risk.

Localized services + Data security: The cornerstone of trust for addressing customer pain points

In the B2B domain, trust matters more than technology. Carriers operate a nationwide localized service network. With more than 300 prefecture-level branches and tens of thousands of service teams, they provide 24/7 localized consulting, deployment, O&M, and training services, responding rapidly to customer needs and definitively giving customers what they've always needed: help close at hand, right when it counts.

At the same time, as state-owned enterprises, carriers strictly comply with national data security laws and regulations. They possess a mature data security compliance system, an independently controllable technology architecture, and rigorous security management protocols. This ensures that enterprise data remains secure in storage, in processing, in transit, and under sovereign control, thoroughly eliminating concerns around data leakage, data misuse, and data sovereignty. This builds the strongest moat of trust in the AI era.

Driven by these strengths, we are witnessing the dawn of a new era — one defined not by connectivity alone, but by intelligence. This shift represents more than an upgrade to the business model of carriers; it is a liberation of productive forces across society.

Standing at this historic juncture, Huawei and carriers firmly believe that AItoB is not an optional question but a defining mandate for the next decade of development. It is not a short-term marketing trend, but a long-term strategic direction. It is not a single technology, but a fundamental reconfiguration of business.

As the national champions of the digital economy, carriers must actively embrace and lead this transformation — grounded in network and computing infrastructure, driven by SME scale expansion and LE deep enablement, supported by an open, win-win ecosystem, and committed to sustained cultivation of the AItoB market. We are confident that by empowering industries across the board in their digital and intelligent transformation, we will usher in a new golden era of B2B business with carriers.

Igniting Carrier B2B Growth with AI, Embracing Token Monetization

Brian Washburn

Brian Washburn

Chief Analyst, Telco B2B Solutions, Omdia

Telecom Operators Seek Routes to AI Monetization Beyond Connectivity

The telco commercial AI opportunity

Over the last two years, the AI boom has spurred national sovereign initiatives for control and autonomy over intelligence and data. Businesses are constructing massive new data centers to provide more local performance, and to comply with governments' national and regional interests. There is tight competition for back-ordered AI processing infrastructure from vendors. Expert talent to build and operate AI infrastructure is scarce.

For network operators, building AI infrastructure and selling AI services is a major new commercial opportunity. Carriers have four types of opportunities for commercial services that fuel the AI revolution:

  • Network connectivity and interconnection. Carriers provide high-capacity services — wavelengths, Ethernet, IP transit, and dark fiber — to hyperscalers, neoclouds, data centers and businesses. Omdia forecasts that connectivity represents US$17–18bn of new, global addressable AI revenues for telcos by 2030.
  • GPUaaS, colocation, and hosting. National carriers serve national interests. They can support sovereign AI infrastructure by building it themselves or teaming with partners. Telcos address AI issues such as national control over platforms and data, national security, and compliance. Omdia forecasts AI data center services represent US$3–4bn of new, global addressable AI revenues for telcos by 2030, a small but significant share relative to hyperscaler and neocloud wins.
  • Performance and management. Carriers can offer premium features with AI connectivity: Orchestration, premium guarantees, dynamic capacity, managed infrastructure, and managed security. Omdia forecasts performance premiums represent less than US$1bn of new, global addressable AI revenues for telcos by 2030. Premium features will help influence and win over existing enterprise contracts.
  • Innovation and applications. Carriers can develop their own AI models, provide professional services to businesses, and AI functionality to consumers. Omdia conservatively estimates less than US$1bn new revenues for telcos from these areas, but this vastly underplays the opportunity. The applications space is a wildcard with vast potential.

Omdia's tracking of network providers commercializing AI services shows that Connectivity is King. However, telcos are widely developing services and engaging in partnerships for AI platforms and functionality. They are sourcing their own hardware to provide services; they partner for AI functionality; and they are ramping up in-house platforms and expertise. Figure 1 shows the distribution of telco announcements for full-year 2025, showing where telcos are focusing their efforts.

Figure 1: AI connectivity is top for telcos, but the sum of services and applications is larger (Source: Omdia)

Figure 1: AI connectivity is top for telcos, but the sum of services and applications is larger (Source: Omdia)

To date, Omdia has tracked more than 250 relevant AI announcements by telcos. Outside the two global poles of development (China and the USA), some telco-driven AI applications examples include video analytics in Latin America; robotic process automation (RPA) in the Middle East; healthcare applications in East Asia; talent management and transport security in Europe; and ecological monitoring in the UK.

Besides these customized AI functionality examples, telcos around the world frequently partner with AI-enabled platform and applications providers to bring functionality to their customers. The most common telco partnerships are for Generative AI and Agentic AI platforms; AI-enabled IoT; AI-enabled collaboration, contact center, and Communication Platform-as-a-Service (CPaaS); AI workforce management; and AIOps for managing networks and cyber security.

The current state of enterprise AI adoption

About 8 out of 10 large enterprises (79%) and more than half (53%) of SMEs have adopted AI platforms and services. However, there is much more AI that enterprises use casually in day-to-day operations. Enterprise SaaS and analytics, IT and operations, customer contact center and collaboration, search tools and web surfing – these and more everyday commercial tasks are infused with AI functionality to make interactions easier and improve output quality.

Figure 2 shows where SMEs use AI tools to support their operations today. Adoption of AI tools in customer support (chatbots) and in cyber security grows with the size of the SME. The gap for AI adoption by company size is smaller in other areas, such as marketing and social media and in sales support. SMEs use AI tools for tasks such as generating content, identifying leads, writing and editing sales proposals and managing bids, and for tracking business performance.

Figure 2: SMEs are making use of AI tools across sales, marketing, IT, and operations (Source: Omdia)

Figure 2: SMEs are making use of AI tools across sales, marketing, IT, and operations (Source: Omdia)

Figure 3 shows leading enterprise applications that have integrated AI functionality among current large enterprise AI adopters. The most often AI-enabled applications are the internet of things (IoT), communications & collaboration, and business intelligence/analytics. By traffic volume, communications & collaboration also leads, but it is joined by cognitive analytics and HR/workforce software, which is increasingly becoming media- and collaboration-centric.

Figure 3: Large enterprises are widely adopting/planning to adopt applications enhanced with AI (Source: Omdia)

Figure 3: Large enterprises are widely adopting/planning to adopt applications enhanced with AI (Source: Omdia)

Conversations with enterprises that have adopted AI showcase a wide and growing range of active projects. Organizations in Manufacturing, Energy, and Healthcare are among the most mature adopters. Industrial robotics and augmented reality technicians and training; analytics for geological exploration and seismic monitoring; intelligent patient scheduling, medical image diagnosis, surgical training and robotic surgery are just a few of the many rich AI applications on the table for these industries. Other sectors to embrace AI widely include financial firms; real estate management for smart buildings; utilities; and the transport industry.

The public sector is a less mature but critical adopter. Along with healthcare, finance, and utilities, public sector has sovereign (privacy and secure critical operations) concerns. Here, national telcos have a role as trusted stewards that keep sensitive AI data inside trusted boundaries. In partnership with government agencies and regulators, the telco role is expandable to secure AI infrastructure, hardware and platforms that host data being processed and at rest. For telcos that operate sovereign AI, their role expands to commercial businesses that work with the public sector and other regulated ecosystems.

The future of AI traffic in the enterprise ecosystem is fast growing: Enterprise AI adopters forecast their AI traffic to grow 3.4x over the next 18 months, and by 4.6x over the next 36 months. Figure 4 shows the top priorities in AI for large enterprises. Adopters are most concerned about scaling and integrating AI, and about satisfactory end-to-end performance. Finding talent and sourcing hardware are important secondary considerations.

Figure 4: Enterprises’ top challenges as they continue to develop their AI strategies (Source: Omdia)

Figure 4: Enterprises’ top challenges as they continue to develop their AI strategies (Source: Omdia)

Revenues are there, but telcos must seize them

Telcos see major revenue potential in supporting the rapid buildout of AI. What started in China and USA has spread to regional and national markets. Telcos provide the connectivity: fibering up data centers; interconnecting AI platforms with high-capacity links; handling capacity increases and traffic flow changes from B2B and B2C user and device AI traffic flows.

But there is more opportunity: A sovereignty role providing secure national connectivity; adding GPUs and other hardware; and hosting. Telcos may also plug talent gaps, providing services that help businesses adopt and use AI effectively.

Telcos can capture enterprise and public sector AI revenues through building, buying, or partnering. But for telcos to realize this opportunity they must take a leadership role working with governments, regulators, and partners. This way they can shape the domestic AI opportunity they are positioned to serve.

Igniting Carrier B2B Growth with AI, Embracing Token Monetization

Wang Yongde

Wang Yongde

President of Carrier XtoB Domain, Huawei

AI + B2B Solutions: Powering Carriers' Token Monetization with Integrated Innovation

Huawei helps carriers deliver AI + B2B solutions for SMEs, key industries, and emerging markets to drive ARPU, cut costs, scale AI, and accelerate token monetization.

B2B services have become the primary growth driver for carriers worldwide. Notably, over 70% of carriers see faster B2B revenue growth than their overall business, with SMEs contributing 55% of this growth. Services beyond traditional connectivity — now growing at 14% CAGR — have become pivotal to sustained B2B growth.

AI innovation is emerging as a new engine of B2B growth. Over the next five years, B2B is expected to account for more than one-third of revenue for most carriers. Globally, over 65% of carriers have already launched AI strategies, with frontrunners such as Deutsche Telekom, Orange, and China's three major carriers accelerating their deployment. In China, carriers are delivering full-stack AI capabilities to drive adoption across industries and accelerate their strategic shift toward token monetization.

To seize the new opportunities presented by AI-driven industrial digitalization, leading global carriers are leveraging their strengths in networks and compute to upgrade B2B offerings for three market segments, accelerating digital and intelligent transformation across industries:

  • SMEs: Carriers are integrating enterprise broadband, Wi-Fi networking, CCTV, and AI applications to deliver out-of-the-box AI standardized services and ready-to-work digital employees, helping SMEs go digital and intelligent.
  • Key industries: Carriers are offering integrated AI SaaS services and tiered token services based on private lines, private networks, and resource pools, enabling intelligence in key industries. In healthcare, for example, deploying AI-assisted ultrasound solutions helps make ultrasound services more accessible.
  • Strategic emerging markets: Embodied AI agentic applications such as robots and autonomous driving are expected to gain traction across industries. To address the challenge of limited on-device compute, cloud-assisted device computing is needed. By building an integrated intelligent infrastructure spanning cloud, network, edge, and device, carriers can provide ubiquitous AI services and accelerate the integration of physical AI into every industry.
Carriers upgrade B2B offerings for three market segments to accelerate digital and intelligent transformation
across industries

Figure 1: Carriers upgrade B2B offerings for three market segments to accelerate digital and intelligent transformation across industries

For SMEs: AI + Standardized services drive accessible intelligence

SMEs form a vast market, with retail, hospitality, food services, and office being the four core segments. Surveys show that beyond connectivity, these businesses have strong needs for networking, CCTV, checkout and ordering, and AI-powered applications. Huawei helps carriers build "AI + smart store" solutions, leveraging fixed wireless access (FWA), fiber to the office (FTTO), and cloud-based Wi-Fi as a solid foundation, with pre-integrated partner AI applications to deliver one-stop standardized services:

  • Cost-effective FTTO intelligent video security convergence gateway: With over 70% video compression, it reduces customer costs by 30% while supporting unified management of hardware and applications. The built-in AI agent improves fault closure efficiency by 30%. In Sichuan, China Telecom and Huawei partnered to deliver one-stop intelligent management services for Tuhu Car Care stores. By deploying eight scenario-based AI algorithms, store inspection efficiency increased by 200%, and carrier ARPU per store grew 2.2 times.
  • Four-in-one FTTO intelligent computing appliance: This four-in-one device integrates networking, intelligent computing, general-purpose computing, and storage hardware, providing a unified entry point for enterprise AI applications. Huawei has reduced partner validation time from three months to one month through joint certification labs with carriers, enabling carriers to deliver out-of-the-box AI standardized services. In Guangdong, carriers provided an AI writing assistant for public service institutions, tripling writing efficiency and driving a 5-fold increase in carrier ARPU. In addition, Huawei and its partners have helped carriers launch a range of digital employees, including office assistants, O&M engineers, and marketing assistants. The all-in-one appliance enables over 80% of token processing to be completed locally, reducing token overhead, while a three-tier security framework — spanning agents, networks, and hosts — ensures comprehensive protection.

For key industries: Differentiated token services enable core production

In education, healthcare, government, and industrial sectors, carriers leverage the convergence of networks and compute to embed AI into scenario-based ICT solutions, delivering differentiated token services with low latency, high throughput, high security, and high availability:

  • Low latency: Model-aware intelligent routing and 5G-A high-bandwidth uplink enable millisecond-level access to computing resources within metropolitan area networks.
  • High throughput: Multi-user concurrency and dynamic multi-batch capabilities support long-sequence, complex agent reasoning, and long chain-of-thought tasks.
  • High security: Data security and model content security ensure that plaintext data remains on-premises, with AI guardrails and agent-level protection.
  • High availability: The compute-network architecture delivers over 99.99% availability, while fixed-mobile converged access ensures ubiquitous connectivity for agent services.

In the healthcare sector, the digital, information, and communication technology (DICT) market holds significant potential. Chinese carriers already hold a 45% share of the healthcare cloud market, giving them a strong foundation to move quickly into AI-driven services.

Huawei collaborates with partners to deliver end-to-end AI-powered smart healthcare solutions, integrating computing, networking, and applications to enable seamless AI deployment across medical workflows. For instance, Huawei's dedicated network and computing resource pool ensure ultra-low latency under 200 ms, critical for real-time applications like remote AI-assisted ultrasound diagnostics.

In Jieyang, Guangdong, Huawei partnered with one carrier to deploy an AI-based ultrasound diagnostic solution in community clinics, delivering three transformative outcomes: diagnostic accuracy exceeding 95% for thyroid nodules and other conditions, a 60% reduction in AI deployment costs to bring advanced diagnostics to communities, and a remarkable 15-fold increase in carrier ARPU. The ultrasound medical agent can autonomously guide standardized scanning, perform intelligent lesion grading, and automatically generate compliant ultrasound reports, bringing quality healthcare to more people.

In the education sector, AI is being widely adopted in both teaching and learning. With 193 countries now committed to advancing AI education, the shift is clearly global. As a concrete example, 16 provinces in China have already introduced general AI courses.

Huawei supports carriers in building AI-powered smart education solutions that leverage private lines or private networks combined with computing resource pools. The solutions achieve 30% higher inference throughput than the industry average through xPU ratio optimization and OpenCV operator tuning.

In Guangzhou, Guangdong province, Huawei worked with China Mobile to develop a general AI course solution for primary schools, delivering immersive and interactive AI-based teaching to students. This project generates over US$600 in monthly carrier revenue per class, with the potential to be replicated across 15,000 primary schools province-wide.

In the manufacturing sector, quality inspection, industrial control, and process optimization are core requirements, demanding networks with high uplink bandwidth, low latency, and high reliability.

Together with partners, Huawei has developed AI-powered intelligent manufacturing solutions featuring 5G-A private networks and integrated AI inference appliances. These solutions precisely support applications such as AI-driven quality inspection, PLC-based industrial control, and AI-assisted material batching. The 5G-A private network delivers up to 1 Gbps uplink bandwidth to support high-concurrency applications like AI-enabled quality inspection cameras.

Huawei worked with partners to build an AI-powered defect detection application for an automobile manufacturing factory. With over 1,000 images required per inspected part, the application uses AI visual algorithms to achieve a defect detection rate exceeding 99%, reducing the return on investment cycle by 30%.

For strategic emerging markets: AI + Ubiquitous services on a 5G + AI integrated infrastructure

In strategic emerging markets, AI capabilities continue to advance, unlocking new opportunities across industries. The shift from generative AI to agentic AI marks a leap from answering questions to autonomously completing tasks. The next step, from agentic AI to physical AI, extends intelligent agents from the digital world into the physical world. At the same time, AI demand is undergoing a paradigm shift — from enhancing single-agent capabilities to enabling multi-agent collaboration and communication. To support the real-time connectivity and collaboration of massive agents, network capabilities require a comprehensive structural upgrade:

  • For embodied AI robots: The market is expected to exceed 3 billion units by 2030. Real-time perception, instant decision-making, and coordinated action require ubiquitous connectivity with at least 20 Mbps uplink and 20–50 ms latency.
  • For cloud-assisted driving: By 2030, more than 500 million intelligent connected vehicles will be on the road globally. Handling long-tail scenarios in intelligent driving systems depends heavily on efficient coordination between the primary agent onboard the vehicle and the secondary agent in the cloud, requiring end-to-end latency within 500 ms for 90% of transmissions.

Carriers' unique advantage lies in building an integrated intelligent infrastructure spanning cloud, network, edge, and device. This is key to meeting the 5G requirements of scenarios like embodied AI robots and cloud-assisted driving, and serves as the foundation for delivering ubiquitous AI services.

For high-value industry use cases across the three market segments, Huawei and its partners provide end-to-end portfolio solutions to help carriers build standardized AI + B2B offerings, enabling rapid replication and scale-up to drive sustained revenue growth. In parallel, Huawei offers solutions and tool platforms to support carriers' entire B2B service lifecycle, covering market insights, offering planning and launch, marketing, delivery and enablement. These include business model design, SME expansion kits, FTTR-B installation and maintenance tools, and more, all aimed at improving carriers' operational efficiency.

As carriers pursue B2B growth in the AI era, Huawei remains a steadfast partner — one that shares the same journey and the same goals. Moving forward, we will continue innovating in ICT, working with partners to accelerate carriers' token monetization strategy, turning AI potential into tangible business growth and driving digital and intelligent transformation across industries. Together, let us unlock new B2B growth with AI and embrace the era of token monetization.

02.
SME Markets: Standardized AI Products & Services

SME Markets: Standardized AI Products & Services

Jiao Jianfeng

Jiao Jianfeng

General Manager, Enterprise Network Product Line, China Telecom Intelligent Network Technology Co., Ltd.

From Connectivity to Token Monetization: A New B2B Path in the AI Era

China Telecom builds on connectivity with AI + network + compute — turning tokenized intelligence into real products like smarter gateways and digital employees.

The new intelligent economy is fundamentally changing the dynamics of the ICT industry, which is transitioning from traditional traffic monetization to token monetization. China Telecom is drawing from its strengths in cloud-network-edge-device integration to forge a unique path for B2B transformation. By re-architecting its service system with AI agents, the carrier is elevating enterprise services from basic network connections to holistic intelligent solutions that seamlessly blend AI, computing power, data, and networks. This shift from selling connectivity to empowering scenarios marks a significant value upgrade.

In this strategic transformation, China Telecom Intelligent Network Technology Co., Ltd. is leading the implementation of the group's strategy of cloud, digital, and intelligent transformation. It has undertaken the research, development, and operation of the e-Surfing Smart Enterprise product, which has grown into a strategic, intensive platform and a benchmark product for the digital transformation of SME and government services.

Insight into industry trends: Tokens as a new value metric in the intelligent economy

For years, bandwidth and network connectivity have been essential for government and enterprise B2B services. As the market saturates, the linear growth model is hitting its ceiling, with marginal revenue declining. Meanwhile, the rapid advancement of large models and AI agents fuels exponential demand for computing power and AI capabilities across industries. Traditional business logic and service models can no longer keep up with intelligent development.

Tokens are gradually replacing traditional traffic, becoming the universal bearer of value circulation and pricing in the intelligent economy. This is a comprehensive business model transformation for the communications industry. Carriers are no longer confined to basic network transmission; instead, they can harness vast computing resources and use standardized tokens to deliver AI capabilities to diverse industries for their digital and intelligent upgrades.

In this context, AI agents are accelerating the transformation of enterprise digital architecture. Digital employees are becoming a new source of productivity. This is expanding networking services from mere connectivity to integrated solutions that combine connection, AI, data, and computing power — capabilities now formally recognized as part of networking services. This sets a clear direction for intelligent infrastructure development and B2B transformation in the communications industry.

Setting the strategic direction: Integrated "AI + connectivity + compute" capabilities

China Telecom has established a three-pronged development strategy with connectivity as the foundation, computing power at the center, and agents as the driving force — aiming to build integrated service capabilities for SMEs and create differentiated competitive barriers.

(1) Transforming the convergence gateway into an intelligent edge hub

The conventional enterprise gateway has been redefined from a simple network access point into an edge core node with on-premise computing power. The government and enterprise convergence gateway combines high-performance networking, a wealth of value-added applications, unified management, and cost-effectiveness — powered by industry-leading software-hardware decoupling, proprietary unified management and control middleware, and support for different hardware specifications and versions.

By deploying lightweight AI agents on the gateway, China Telecom brings edge computing power and security capabilities directly to enterprise premises. This "hardware + intelligence" architecture ensures private data storage at the edge while enabling cloud applications through an open skill ecosystem. It decouples computing power and applications, allowing enterprises to flexibly choose from different implementation modes, including local deployment, device-cloud synergy, or terminal integration.

(2) Meeting diverse customer needs with tiered deployment

China Telecom has developed a tiered capability system to address the diverse data security and computing power needs of SMEs. For small and micro enterprises with no need for local computing power, enhanced gateways are deployed with cloud-based tokens for basic AI applications. For medium-sized enterprises with higher data sensitivity, a combination of high-end gateways and local computing power is offered to enable local token processing and support high-concurrency local inference across multiple roles. An innovative device-cloud synergy architecture has also been developed, running small models locally while calling large models from the cloud to balance costs and capabilities. In addition, AI agents can be deployed on employee terminals, with gateways centrally managing application skills to further automate end-to-end business processes.

(3) Implementing token monetization to reshape the business model

China Telecom packages computing power resources into quantifiable, measurable tokens. Enterprises can consume these tokens on demand to activate a range of AI agent capabilities. This model moves businesses away from the capital-intensive model of "buying hardware and building systems" to an asset-light model of "subscribing to services and calling capabilities on demand", significantly lowering the entry barriers and costs for SME AI adoption.

Upgrading product portfolios: Digital employee system and an open skill ecosystem

Using its overall strategic layout, China Telecom has been innovating in products and services, shifting its business focus from "selling devices and bandwidth" to "building use cases and providing intelligent services". The carrier has established a brand-new product portfolio.

(1) Using digital employees to make AI capabilities tangible

China Telecom packages AI capabilities into "digital employees" that cover every role, offering standardized ICT services to government and enterprise clients across areas like human resources, finance, copywriting, and data analysis. Customers are now purchasing not just networking services but also ready-to-use AI productivity. These tangible products make abstract computing power and AI capabilities intuitive and accessible, significantly improving usability.

(2) Using an open skill ecosystem to expand service value

Built on a standardized and open skill framework, the e-Surfing Smart Enterprise platform integrates third-party applications and turns them into specialized capabilities for digital employees, continuously extending service value. Existing enterprise OA systems, financial software, and industry-specific solutions can swiftly connect to the platform via standard interfaces, creating a development model of "platform enablement + ecosystem co-construction". China Telecom serves enterprise customers with unified interaction portals, all-domain security, and a token metering system, while ecosystem partners supply specific application capabilities.

(3) Driving scale through standardized service packages

China Telecom has launched tiered standard service packages that bundle digital employees, token quotas, and network connectivity. Enterprises can choose tiers based on their bandwidth requirements, the number of digital employees, and token consumption. This straightforward package model eliminates the complexity and slow deployment of traditional custom solutions, making it a key driver for scaling up the business.

Optimizing business implementation: From project customization to standardized services at scale

China Telecom has revolutionized its market operations model, driving B2B services toward standardization, replicability, and scale.

(1) End-to-end standardized delivery for faster deployment

China Telecom has built a fast delivery system with standardized drawings, dedicated tools, and a professional team — based on unified hardware models, construction processes, and cabling standards. Pre-sales solution design has shifted from customization to template-based design, while post-sales O&M is centralized and intelligent through the platform. With remote monitoring, automatic inspections, and intelligent troubleshooting, enterprises can enjoy stable and professional government and enterprise services without dedicated IT staff.

(2) Building a multi-layer security system to strengthen operational security

As AI agents become deeply integrated into core business processes, security capabilities have become a key competitive advantage. China Telecom has leveraged its network-native security strengths to build a full-spectrum security system across five layers: gateway, data, application, interaction, and deployment. It offers services such as network isolation, audit tracing, permission control, and security scanning to ensure the secure and stable operation of digital employees.

(3) Deepening industry applications to replicate benchmark successes at scale

With digital and intelligent transformation teams across the country, China Telecom is building benchmark cases in key industries such as manufacturing, trade, and professional services, while continuously developing reusable and scalable scenario-based solutions. At the same time, it sets up local training and experience centers to promote solutions through experiential marketing methods like on-site demonstrations and live observations. This mitigates market entry challenges and enables the move from single-point benchmarks to large-scale implementation across all domains.

Future outlook: Seizing AI opportunities and strengthening the position as an intelligent service provider

AI has ushered in historic B2B development opportunities for China Telecom. The carrier's transformation from a traditional "connectivity service provider" to an "intelligent service provider" represents a comprehensive brand upgrade and a fundamental business model overhaul. Token monetization offers a value measurement framework suited to the intelligent economy. The scaled use of digital employees shows how AI is moving from concept to tangible productivity in the real economy.

The capabilities of communication networks will continue to strengthen as next-generation network technologies like 50G PON and Wi-Fi 7 mature. The growing convergence of compute and networking will further blur the lines between connectivity and computation. China Telecom will build on its unique strengths in cloud-network-edge-device synergy, foster an open and collaborative skill ecosystem, and strengthen its position in the AI industry, unlocking new value for the digital economy.

SME Markets: Standardized AI Products & Services

Gregg Pearce

Gregg Pearce

Head of SoHo and SME Segment, du

Built for Growth: How du is Helping SMEs Move Faster with 5G and Fiber

SMEs are driving the UAE's non-oil future. With 5G and fiber, du is helping businesses shed complexity, get online faster, and scale smarter.

SMEs are the backbone of the UAE economy. That line gets used a lot, and it is true. They create jobs, open new markets, bring fresh ideas into communities, and play a huge role in the UAE's diversification story. The UAE Central Bank projects 5.6% GDP growth in 2026, driven by non-oil sectors, and SMEs are central to this long-term growth story.

They are also some of the most demanding customers in the market, and I mean that in the best possible way. An SME does not have the luxury of complexity. They do not want technology for the sake of technology. They want solutions that work, that are simple to manage, and that help them get on with running their businesses.

That is the mindset we bring to the SME segment at du. We are not just looking at how to sell connectivity. We are looking at how to remove friction from the entrepreneur's journey, from the first shop or office through to a growing business with bigger ambitions.

Why connectivity has to be simple

For many small businesses, their first requirements are not complicated. They need reliable internet. They need to take payments. They need to respond to customers. They need their staff to stay connected. They need to open quickly and avoid losing time waiting for basic infrastructure to be ready.

That is where 5G has made a massive difference. It gives SMEs a way to get up and running quickly, without installations or long delays. For a café, a clinic, a small retailer, a salon, a legal office, or a start-up team, that can be the difference between waiting and trading.

This is why du introduced 5G Business Starter. It was built around a simple idea: Give small businesses dependable connectivity without making them navigate a complex enterprise process. It helps smaller teams get online, serve customers, and focus on growth with less hassle.

Designed around the way SMEs actually work

The mistake many providers make is assuming every business wants the same thing. They do not. A small retail outlet is different from a professional services firm. A start-up with three people is different from an SME preparing to scale across the UAE. The needs change quickly, and the support has to change with them.

Our approach has been to build around that reality. For smaller locations, 5G Business Starter gives businesses a practical way to get connected fast. For growing teams that need wider coverage across an office, Starter Pro brings together 5G connectivity, Wi-Fi access points, fixed telephony, and productivity tools in one simple package.

In areas where fiber is available, our FTTO+X Ultimate Plan supports SMEs that need high-performance fixed connectivity and stronger in-office coverage. The point is not to force every customer into one product. The point is to give each business the right foundation for where they are now, and where they want to go next.

From connectivity to confidence

Connectivity is the starting point, but it is not the whole story. SMEs increasingly need cybersecurity, cloud storage, digital tools, collaboration platforms, online presence support, and advice on how to use all of it properly.

That matters because too much choice can become a problem. I speak to entrepreneurs who are excited about digital, but also overwhelmed by it. They know they need to modernize, but they do not always know where to start. That is where du can play a bigger role than a traditional telecom provider.

We want to make digital easier. That means bundling the right services, offering practical support, and helping business owners avoid technology paralysis. SMEs should not have to become infrastructure experts. They should feel confident that the basics are covered, the tools are useful, and the support is there when they need it.

Building an ecosystem SMEs can rely on

To serve SMEs properly, you have to be close to them. That means digital channels, but it also means local partners, distributors, advisors, and people who understand the realities on the ground.

du has continued to build a channel and partner ecosystem that helps us reach more businesses across the UAE and support them in a more practical way. We have also invested in digital self-service, so SMEs can manage subscriptions, monitor usage, and raise requests more easily.

This balance is important. Digital tools create speed and convenience. Human support creates trust. SMEs need both, especially when they are making decisions that affect their operations, customers, and cash flow.

The results show the demand is real

The growth we have seen in the SME segment shows that this approach is working. du's SME customer base has grown significantly, moving from around 70,000 customers in 2023 to more than 100,000 in 2025. SME business revenue has also increased by more than 20%, with value-added services becoming an important growth driver.

In SME 5G-dedicated connectivity, du has also strengthened its position, with market share growing from 15% in 2023 to 40% in 2025. These numbers matter, but what they really show is the scale of demand from SMEs for faster, simpler, and more flexible digital solutions.

Behind every number is a business trying to move faster. A retailer opening a new outlet. A professional services firm improving how it serves clients. A start-up building momentum. A founder trying to do more with less. That is the real story.

What we have learned

There are three lessons I take from this journey.

First, simplicity wins. SMEs do not want complexity dressed up as innovation. They want products that are clear, easy to activate and easy to manage.

Second, partnerships matter. No one supports SMEs alone. Technology partners, local dealers, digital platforms, and ecosystem programs all help make solutions more accessible and useful.

Third, connectivity has to grow into something bigger. The future of SME support is not just broadband or mobile lines. It is an integrated digital foundation that helps businesses work smarter, protect themselves, reach customers, and scale with confidence.

Helping SMEs start, grow, and go further

The UAE is one of the most exciting places in the world to start and grow a business. The ambition is there. The government support is there. The infrastructure is there. The talent and ideas are definitely there.

Our job at du is to help make that journey easier. We want entrepreneurs and SMEs to feel that they are not alone, and that they have a partner who understands what they are trying to build.

That is what this work is really about. Not technology for the sake of it. Not products for the sake of products. It is about giving SMEs the confidence to move faster, operate better, and scale to the next level.

Because when SMEs grow, the UAE grows with them.

SME Markets: Standardized AI Products & Services

Andrew Dawson

Andrew Dawson

Managing Executive, Telkom Business

Telkom Business Targets SMB Growth with One-Stop ICT Model

South African SMBs are under pressure to digitize, but many still face limited in-house capacity, tight budgets and a fragmented supplier landscape. Telkom Business is betting that the next phase of growth will favor providers that can combine connectivity, cloud, cybersecurity, voice and support into a single, integrated offer.

South Africa's small and medium business sector has become one of the most contested parts of the ICT market. Growth potential is clear, but so are the pressures. Businesses are being asked to modernise faster, improve customer experience, control costs and strengthen resilience, often without the internal technical capacity to manage a complex digital environment.

Telkom Business says the market is shifting towards more integrated ICT models, as SMBs increasingly look for solutions that combine connectivity, cloud, IoT, cybersecurity, next-generation voice and end-to-end support without adding complexity. "Our focus is on making digital adoption more practical for business customers," says Hasnain Motlekar, Chief Operating Officer of Telkom Business and Acting CEO of BCX. "SMBs want solutions that work together, are easier to manage, and support growth."

Motlekar's argument is that businesses should not have to assemble their digital operations service by service across multiple suppliers when those needs are closely connected in practice. For customers, it means fewer moving parts, clearer accountability and a simpler path from purchase to deployment and support.

Why SMBs need a different model

South Africa's SMBs make up the vast majority of businesses — estimated at more than 90% of formal enterprises — and contribute about 40% of GDP. Smaller businesses often need the same core capabilities as larger enterprises, but with less room for technical missteps and less capacity to manage multiple vendors. A provider that can package services more simply and support them end to end has a stronger chance of winning and keeping those customers.

Telkom Business has built part of its SMB offerings around bundled, scenario-based solutions. One example is a package that combines private line, fiber-to-the-office and OneOffice services under a single order and monthly subscription. The aim is to lower upfront complexity, speed up adoption, and give customers one point of accountability.

SMB digital investment priorities chart

Figure 1: SMB technology buying is increasingly shaped by the need for quality, security, and value-added services, creating stronger demand for integrated offerings rather than standalone products

Figure 1: SMB technology buying is increasingly shaped by the need for quality, security, and value-added services, creating stronger demand for integrated offerings rather than standalone products

More than connectivity

Connectivity is the base layer of digital participation, but businesses now need more than access alone. "Our strategy brings together broadband and data, mobile, partner-led solutions, stronger service delivery, and a renewed focus on trust," says Motlekar. "The real advantage lies in using infrastructure to help businesses run more efficiently, securely and at lower cost."

Scale is part of Telkom Business's pitch. As the enterprise arm of South Africa's largest integrated operator, it has the network capability, technical expertise, national reach, and strong understanding of local business conditions needed to support customers across different regions and sectors. "Our OneTelkom model is designed to offer customers a unified service across Telkom Business, Telkom Consumer, and Openserve," Motlekar says.

Execution is where it counts

Telkom Business structures its SMB strategy around four stages: analyze, market, sell, and serve. That suggests a broader view of the market. It starts with customer insight and segmentation, moves through portfolio and channel strategy, and ends with delivery and support.

That last stage is where the proposition is really tested. Service delivery is still one of the biggest pressure points in business technology. Telkom Business puts the focus on activation, delivery, prioritising business customers, stronger support and escalation processes, and end-to-end accountability. In practice, that is where a one-stop-shop promise either holds up or starts to come apart.

For customers, this is where trust is built. A broad product set may get attention at the start, but long-term value comes from consistent delivery, responsive support, and fewer day-to-day problems. Providers that make life easier after the sale are in a stronger position than those that leave customers managing a patchwork of disconnected services.

"Customers want more than access," says Hasnain Motlekar. "They want accountability, consistency, and a partner that can support the full journey from connection to day-to-day service delivery."

The role of partnerships

Partnerships are also part of the model. Telkom Business works with global and local technology partners, including Huawei, alongside a broader sales and service network. "That's how enterprise delivery works in practice," Motlekar says. "It rarely comes from a single product line. It depends on infrastructure, platforms, implementation, and operational support working together."

A broader economic play

When smaller businesses gain access to technology that is more integrated, usable, and easier to manage, the benefits extend beyond the ICT sector. They work more efficiently, adopt digital tools with greater confidence, serve customers better, and compete more effectively.

"Our one-stop-shop proposition speaks to a clear market need," Motlekar says. "Many SMBs still need simpler, more integrated support. Providers that can deliver that well will play a key role in the next phase of business technology growth in South Africa."

SME Markets: Standardized AI Products & Services

Tao Jing

Tao Jing

Vice President of ICT Marketing & Solution Sales Dept Asia Pacific Region, Huawei

AI + Industry: A New Growth Paradigm for Asia-Pacific Carriers' B2B Business

Asia Pacific's B2B market is diverse. A three-stage, AI + Industry approach helps carriers move from selling connections to selling scenario-based services.

Asia Pacific's digital economy is entering a new phase of accelerated growth and maturity. According to the latest industry research and data projections, by 2026, the total number of micro, small, and medium-sized enterprises (MSMEs) in Asia Pacific is expected to reach hundreds of millions, accounting for over 97% of all businesses, with the digital economy's gross merchandise volume (GMV) poised to surpass US$363 billion, maintaining an annual growth rate of over 15%. This signals that enterprise digitalization is transitioning from tool-based adoption to systematic operations and intelligence-driven models, driving ICT to evolve into Data + ICT (DICT) and AI + ICT (AICT).

As traditional connectivity services hit their growth ceiling, carriers in Asia Pacific must deliver more value to enterprise customers without price increases. At a pivotal moment, they are transitioning from telecommunications companies (telcos) to technology companies (techcos), with the competitive focus shifting from network coverage to integrated cloud, network, security, data, and intelligence capabilities.

Macro landscape: Three stages shaping Asia Pacific's B2B market

SMEs in Asia Pacific are in the midst of three stages of digital and intelligent transformation.

The first stage: democratizing digitalization. Countries like Indonesia, the Philippines, Vietnam, and Bangladesh are in this stage. In these markets, the basic digitalization penetration rate ranges from 40% to 60%, with enterprise demand focusing on electronic payments, e-commerce platforms, and essential network access. The core principle is "connect first, go live first, trade first". Lightweight DICT and standardized connectivity are key for carriers to enter local SME markets.

The second stage: deepening digitalization. This stage is seen in urban areas of Thailand, Malaysia, and Vietnam. Here, digitalization penetration rates have risen to 65% to 75%, and enterprises are shifting focus from single-point tools to systematic operations. ERP, CRM, Cloud POS, inventory management, and online marketing are rapidly growing. Carrier growth now depends on vertical industry solutions, cloud-network integration, and helping businesses move to the cloud.

The third stage: mature digitalization, exemplified by Singapore, a highly developed market. Here, basic digitalization penetration is nearly 100%, while that of advanced digital and intelligent transformation has reached about 60%. AI and data are deeply integrated into enterprise operations, enabling intelligent decision-making, automated operations, cross-border collaboration, security, compliance, and global services. This stage represents the maturity benchmark for carriers' AICT capabilities in Asia Pacific.

This three-stage structure shows that Asia Pacific is a diverse market where inclusive digitalization, systematic upgrades, and intelligent transformation coexist. As the benefits of urbanization slow and connection growth decelerates, carriers' real opportunities lie in building differentiated B2B portfolios and services for countries at different stages of development.

Reshaping industries: From ICT to DICT, scenario-based demand drives growth

As national development stages shape the macro differences of Asia Pacific's B2B markets, industry scenarios determine where carriers can capture growth. Across the region, sectors like restaurants, retail, convenience stores, hotels, tourism, tech, and manufacturing, despite their differences, all see their digital evolution follow the same path: connectivity, then systems, then intelligence.

In the initial ICT phase, enterprises focused on moving their services online and providing basic access. Restaurants and retail used electronic payments and basic POS systems to process transactions online. Chain stores used networking and video security for basic management. Hotels and tourism used online travel agency (OTA) platforms to attract online traffic. Manufacturing SMEs relied on cloud connections, enterprise private lines, and campus networks to run their operations. The core goal was to get enterprises online, transacting, and connected.

Entering the DICT phase, enterprises shifted their focus from single-point tools to systematic operations. Restaurants and retail deployed cloud POS, food delivery platforms, and inventory systems. Chain stores enhanced collaboration through SD-WAN, data platforms, and supply chain systems. The hotel and tourism sectors expanded to property management systems (PMSs), smart rooms, and IoT integration. Manufacturing SMEs accelerated the deployment of multi-cloud interconnection, enterprise resource planning (ERP), manufacturing execution systems (MESs), and data compliance capabilities. At this stage, cloud-network synergy, platform integration, and industry-specific digital solutions became key drivers of carrier growth.

However, as service systems become more integrated, certain challenges become more pronounced: underutilized data, experience-driven decision-making, and slowing efficiency gains. Consequently, the industry is moving into the AICT phase. AICT is not simply ICT plus DICT. It uses AI to redefine connectivity, cloud, data, and applications, turning AI from a support tool into a core capability that drives decision-making, optimizes processes, and enhances operations. This shift will help enterprises evolve from system improvement to intelligent growth.

Thus, the focus of competition in the Asia-Pacific B2B market is shifting from standalone ICT services to integrated capabilities that unify cloud, network, data, and intelligence. Connectivity is no longer the end but the entry point to system and intelligent services. Systems are no longer the final stop — they are being redefined by intelligence.

Paradigm shift: AI + Industry as the new logic for B2B growth

In the ICT era, enterprises purchased connectivity to access the world. In the DICT era, they built system capabilities for efficient operations. In the AICT era, they gain intelligent capabilities for specific business scenarios, focused on optimizing decision-making and driving growth. This shift signifies enterprise demand is now centered on business outcomes. Networks, cloud, data, and applications are no longer separate but are integrated into a unified capability embedded in enterprise operations.

For carriers, this means the rules of competition are changing. The race is no longer about who has faster networks, but who understands industry scenarios better; not about selling one-time products, but continuously participating in operations; not about providing capabilities, but helping customers achieve business results.

To systematically identify opportunities in Asia Pacific's B2B market, Huawei developed an AI + Industry nine-grid model (as shown in Table 1). Analyzing technological evolution and industry maturity reveals that Asia Pacific's B2B market is not simply about technological upgrades. Instead, three growth logics coexist across countries and industries: Inventory optimization in mature industries, collaboration at scale in growing industries, and capability leaps in emerging industries.

Table 1: AI + Industry nine-grid model

Table 1: AI + Industry nine-grid model

For mature industries like restaurants, retail, and hotels, carriers focus on helping businesses improve efficiency and profitability in areas such as store operations, membership management, inventory management, and energy consumption control — using data and AI, building on existing connectivity and systems.

In growing industries such as chain retail and regional services, businesses are moving from isolated digitalization toward multi-region, multi-store collaboration. This transformation demands carriers to replace single-purpose tools with integrated systems that support cross-store management, supply chain coordination, unified membership programs, and seamless data integration.

For emerging industries like tech startups and new manufacturing SMEs — which are born cloud-native and global — their priorities are high-performance connectivity, multi-cloud collaboration, data compliance, AI deployment, and computing networks. This requires carriers to provide stronger cloud-network synergy, cross-border connectivity, and ecosystem integration.

Carrier transformation in Asia Pacific: From selling connections to selling services, unlocking a second growth curve

The AI + Industry nine-grid model further shows that carriers' B2B opportunities depend on matching the right growth logic to the right market. By examining demand changes through three growth logics, carriers can identify key market entry paths.

First, optimizing existing operations in mature industries. Carriers can offer packages of connectivity, cloud services, lightweight SaaS, and data analytics for mature industries such as restaurants, retail, and hotels. They can launch basic SME digitalization packages, smart store packages, and smart hotel operations packages that integrate broadband, 5G FWA, cloud Wi-Fi, Cloud POS, digital payment, video security, membership operations, and energy management to help enterprises cut costs, improve efficiency, and acquire more customers.

Second, enabling collaboration at scale. For sectors like chain retail and regional services, carriers can build integrated solutions that combine cloud, network, applications, and data. These solutions integrate SD-WAN, cloud services, store security, supply chain systems, unified membership platforms, and data dashboards, to centrally manage multiple stores, enable cross-regional coordination, and improve supply chain efficiency. Such platform-based services, once deployed, will generate revenue through ongoing operations.

Third, powering capability leaps. For tech startups, manufacturing SMEs, and globalizing businesses, carriers can develop high-value solutions that combine multi-cloud interconnection, computing networks, AI capabilities, and cross-border connectivity. Such solutions focus on enterprise private lines, international connections, multi-cloud interconnection, data security, AI deployment, industrial IoT, and computing power scheduling. By working with cloud providers, AI platforms, and ecosystem partners, carriers can build future-ready intelligent foundations.

In this way, carriers are evolving from network providers to scenario-driven capability operators. The second growth curve for Asia-Pacific carriers is not about selling more connectivity — it is about turning connectivity into services, embedding those services into scenarios, and building sustainable operational capabilities. Those who are first to make the leap from network capabilities to integrated digital and intelligent capabilities will secure a core position in the B2B value chain.

Carrier practices in Asia Pacific: Transformation samples from smart factories to smart stores

To better understand how these trends are playing out in practice, we need to look at carrier-led transformations across both large enterprises and SMEs in Asia Pacific.

First, in the large enterprise space, the Midea Thailand factory is a powerful example. As Midea Group's anchor for digital and intelligent transformation outside China, this smart factory in Chon Buri, Thailand, spans 208,000 square meters and produces 4 million air conditioners annually, making it Southeast Asia's largest air conditioner production base. In 2024, its 5G smart factory in Thailand became central to Midea's digital and intelligent transformation. Following world-class "lighthouse" factory standards, Midea partnered with AIS Thailand, China Unicom Global, Huawei, and local partners to build the first fully-connected 5G smart manufacturing factory outside China.

The Midea factory in Thailand connects production lines through a 5G private network, and integrates technologies like edge computing, AI, big data, and cloud platforms. This enables high flexibility and robust quality control. Take the factory's 5G + AI visual quality inspection system as an example. Laser sensors identify part shapes and locations, issuing immediate warnings for defective parts. This has reduced the rework rate by 75%, addressing previous issues of time consumption and inaccuracy under manual checks. It also significantly enhances product quality tracking, helping the company achieve real cost savings and efficiency gains. The fully connected 5G factory does more than support Thailand's Industry 4.0 strategy. It signals a shift for Asia Pacific's industrial digitalization — moving from fragmented pilots to end-to-end value creation — and sets a new benchmark for regional digital and intelligent transformation.

The success of this project is particularly revealing. Midea's digital and intelligent transformation is a complex, systemic effort — involving intelligent analysis, early warnings, management, prediction, and decision-making. It goes far beyond what a single technology can deliver.

Unlike traditional carriers that only provide broadband connections, the carrier in the Midea project explored a new cooperation model. Acting as the general technology integrator, the carrier worked deeply with partners to deliver an integrated "5G + industrial Internet" solution that unifies devices, edges, clouds, and networks. This solution seamlessly integrates OT and ICT, supporting the implementation of 15 application scenarios across the factory, and strengthening intelligent production and digital O&M. This innovative model marks the shift of carriers' B2B services from providing connectivity to delivering digital and intelligent transformation services, making them digital partners embedded in the core of enterprise production.

In the SME space, carriers in Asia Pacific are also exploring new horizons for digital and intelligent transformation. In Malaysia, a carrier partnered with Huawei to conduct field surveys on small stores, including restaurants, cafes, and tailor shops, identifying key operational pain points: First, outdated ICT equipment causes network lag, service disruptions, and payment failures. Second, small store owners want to use AI to improve customer satisfaction, manage foot traffic, and raise operational efficiency. Third, they face high technical barriers, difficult maintenance, and fragmented application vendors that make purchasing complex. This digital anxiety has become a major bottleneck for local economic transformation.

To address these pain points, on May 25, 2026, a carrier collaborated with Huawei and multiple partners to use ULTRA 5G network advantages to offer one-stop standardized ICT services for the MSME market, built on ULTRA 5G FWA Biz connectivity and integrating third-party smart financial devices, AI CCTV, and other services. This not only resolved network lag but also brought AI services, helping traditional Malaysian small stores leap from the "copper line era" to the "ULTRA 5G + AI era" in one step.

This collaboration between carriers, Huawei, and partners — co-developing standardized offerings, co-marketing, and co-delivering deployment and maintenance — not only supports carriers' digital transformation but also helps them upgrade their traditional strengths from "connectivity services" to "one-stop ICT services" and shift from selling bandwidth to selling services. This turns new ICT technologies like fiber, 5G, and AI into accessible, replicable productivity.

Looking ahead, the vision of AI reshaping carriers' B2B business models in Asia Pacific is becoming reality. This is more than a business transformation — it is a paradigm shift from providing connectivity to running intelligent services. Networks remain the foundation, but what will truly decide the ceiling of growth is the service capabilities, industry expertise, and intelligent operations built on top of them. That is the second growth curve for Asia-Pacific carriers' B2B business.

Huawei will continue to deepen its roots in Asia Pacific, delivering high-performance ICT technology while actively joining carriers on their transformation journey and together exploring new B2B frontiers.

SME Markets: Standardized AI Products & Services

Lu Libo

Lu Libo

Southern Africa Carrier Sales, Huawei

Small Businesses, Big Markets: Digital Opportunities for MSMEs in Southern Africa

Field research on 3,000+ SMEs in South Africa and Kenya reveals their real needs. Carriers can win B2B with all-in-one "connectivity + networking + X" packages.

Africa is seeing unprecedented development. Rapid urbanization and in-depth digitalization are reshaping the continent's economic landscape, creating historic opportunities for carriers to overcome traditional business bottlenecks and unlock second growth curves.

Africa is one of the world's fastest urbanizing regions, with large numbers of rural migrants fueling the rapid expansion of urban commercial ecosystems. Tens of millions of MSMEs now serve as the lifeblood of local economies. The widespread adoption of mobile networks, continued improvements in digital infrastructure, and the emergence of local digital consumption habits are accelerating digitalization in Africa. The digital needs of MSMEs are growing exponentially, from basic communication to advanced intelligent management.

Major carriers in Africa are witnessing a steady slowdown in consumer business growth as voice and data services reach growth limits. Finding new performance drivers is crucial for these carriers. In this context, expanding into the high-value MSME segment has become key to their transformation. Using their extensive network infrastructure and significant channel advantages, carriers can move beyond the traditional pipe model to offer MSMEs integrated digital solutions that combine connectivity, networking, surveillance, and value-added services. These solutions will not only help fill the digital capability gap of small merchants, support business standardization and intelligent upgrades in the urbanization process, but also allow carriers to enter the enterprise service space, create stable profit sources beyond consumer businesses, and secure key positions in Africa's digital economy.

Field survey: Identifying MSMEs' business needs

To better understand this trend, we focused on South Africa and Kenya, two markets known for their economic activity and mature business ecosystems, conducting a systematic field survey (Figure 1) on more than 3,000 small physical shops, covering typical MSMEs including retail, food services, and salons. Through onsite visits, in-depth interviews, and field verification, we identified common pain points: unstable network connections, lack of internal networking capabilities, weak security surveillance, expensive ICT services, and limited O&M capabilities.

Figure 1: Field surveys on small stores

Figure 1: Field surveys on small stores

Key finding 1: Connectivity is vital, but average MSME bandwidth remains low

The survey found that connectivity remains the cornerstone of all digital activities. 77% of surveyed merchants explicitly stated the need for broadband support. Fiber to the home (FTTH) and fiber to the building (FTTB) only cover about 36% of the surveyed population. Most users subscribe to 15 Mbps or lower bandwidth (Figure 2), with monthly communication budgets typically under US$23 (Figure 3). This highlights a significant demand for basic connectivity solutions that are stable and cost-effective.

Figure 2: While 77% of users need broadband, fiber coverage currently stands at 36.4%

Figure 2: While 77% of users need broadband, fiber coverage currently stands at 36.4%

Figure 3: Most users subscribe to 15 Mbps or lower bandwidth, spending less than US$23 per month on connectivity

Figure 3: Most users subscribe to 15 Mbps or lower bandwidth, spending less than US$23 per month on connectivity

Key finding 2: Small stores urgently need high-quality Wi-Fi services

The survey revealed that indoor Wi-Fi quality has become a major constraint for small stores in South Africa and Kenya. 72% of store owners believe Wi-Fi services are essential for their operations. For the top five scenarios — cafes, hair salons, clinics, electronics repair shops, and restaurants — each store requires an average of two APs to achieve full coverage (Figure 4). However, actual speed tests show that the average Wi-Fi speed reaches only 46.8% of subscribed bandwidth. The lack of professional networking design creates coverage gaps and significant interference indoors, driving urgent demand for high-quality, seamless Wi-Fi coverage.

Figure 4: Top Wi-Fi service scenarios: each store requires an average of two APs

Figure 4: Top Wi-Fi service scenarios: each store requires an average of two APs

Key finding 3: Security is key to increasing premium prices

Property and personal safety are major concerns in Southern Africa, making security a high-potential value-added service. Our survey in South Africa and Kenya found that nearly 40% of small stores urgently require security cameras, with an average of three cameras per store. In sectors like clinics and mobile phone repair shops, security needs exceed 45% (Figure 5). Small store owners typically pay an average of US$26 per camera. For carriers, entering the security market with contract devices + cloud storage can boost revenue and greatly enhance user loyalty.

Figure 5: CCTV demand is strong across multiple sectors, exceeding 45% in some

Figure 5: CCTV demand is strong across multiple sectors, exceeding 45% in some

Key finding 4: Cashiering and payment services have distinct regional characteristics

The survey found that payment habits in South Africa and Kenya differ significantly.

In South Africa, credit cards are widely used. 91% of small stores support POS payments, and most POS devices are leased. Carriers can consider partnering with banks and FinTech companies to offer integrated packages combining network connectivity and POS machines.

In contrast, digital payment penetration is extremely high in Kenya. 88% of small stores support mobile payment, mainly relying on the highly M-PESA service. However, onsite visits revealed that poor network coverage in some remote areas causes noticeable delays from payment to merchant confirmation, severely impacting the mobile payment experience. The survey also found that as smart device penetration rises, about 30% of stores show strong interest in new payment methods like QR codes. In these markets, carriers can focus on providing stable network support for mobile payment transactions and introduce new solutions like QR code scanners.

Suggestions on carrier offerings: Developing one-stop services of "connectivity + networking + X"

Based on the identified pain points of small stores in Southern Africa and carriers' strengths in connectivity, Huawei proposes the following four recommendations:

  • Optimize product portfolios: Offer "connectivity + Wi-Fi + X" one-stop service packages. Beyond stable, high-speed broadband (fiber or 5G), carriers can use Huawei's professional "connectivity + Wi-Fi" solution and networking services to improve the poor user experience from self-managed networks. In addition, value-added products (X) like security surveillance, POS machines, and QR code scanners can be flexibly added to meet different market needs.
  • Strengthen ecosystem partner collaboration: For value-added services, Huawei can leverage its global ecosystem experience to bring in suitable partners for carriers, and ensure full solution integration validation to enrich carriers' service portfolios and speed product time-to-market.
  • Differentiate through service assurance: For MSMEs, network outages often mean business downtime. Carriers must establish robust O&M response mechanisms and use digital O&M platforms for remote troubleshooting, aiming to resolve issues on the same day and gain competitive advantages through service quality.
  • Design differentiated packages for segmented industries: Tailor packages to meet diverse needs across target scenarios, based on product portfolio capabilities (as detailed in Table 1).
Table 1: Package suggestions

Table 1: Package suggestions

Brand promotion: Showcases at AfricaCom 2025

In November 2025, Huawei set up digital coffee shop and digital store experience showcases at AfricaCom 2025 in Cape Town, South Africa. Using Huawei's FTTH/fiber to the office (FTTO) all-optical connectivity and networking solutions, these showcases seamlessly integrated video security and order-taking functions from ecosystem partners. Powered by all-optical Wi-Fi, the showcase featured all-purpose applications like digital ordering, smart payment, AI-assisted DIY latte art, smart attendance, and intrusion detection. This comprehensive demonstration highlighted the full value of Huawei's digital store solution (Figure 6).

Figure 6: Digital coffee shop and digital store showcases at AfricaCom 2025 in Cape Town, South Africa

Figure 6: Digital coffee shop and digital store showcases at AfricaCom 2025 in Cape Town, South Africa

During the event, the showcase received more than 60 C-suite executives from the region. More than 150 customers from governments, carriers, and enterprises of diverse industries visited the showcases for communication and exchange. Huawei’s showcasing of the "connectivity + Wi-Fi + X" one-stop service solution and face-to-face communication with customers deepened the consensus on the need for collaboration.

Success story: Telkom in South Africa launches a one-stop MSME service package

Taking market research as the starting point and targeting MSMEs — the backbone of South Africa's economy — Huawei has collaborated with Telkom Business to gain deep insights into the real needs of the MSME market and jointly drive the incubation and innovation of digital services.

Figure 7: Telkom Business' MSME package

Figure 7: Telkom Business' MSME package

South Africa has over 3.5 million MSMEs, contributing nearly 40% of the country's GDP and serving as a cornerstone of the local economy. Survey findings show that these businesses face significant challenges, including weak IT foundations, limited budgets, and inefficient management. Telkom has precisely targeted their digital upgrade needs, focusing on key purchasing areas like high-quality networks, video security, and lightweight office facilities. The carrier has developed a one-stop integrated service package for MSMEs that combines broadband, all-optical Wi-Fi, and office automation (OA). The package includes FTTH broadband, FTTO all-optical networking, and One Office OA software, with flexible on-demand monthly subscription options that simplify deployment and lower the entry cost. Compared to traditional models, customer ARPU increases by over 70% (Figure 7), effectively driving business value growth.

Telkom released its one-stop MSME package (Figure 8) at AfricaCom 2025. Huawei helped Telkom build marketing, sales, and service capabilities.

Figure 8: Telkom Business launched FTTR-MSME products
  • Precise marketing: Using digital tools to accurately identify potential customers, Telkom improved customer acquisition efficiency by 10% and set up enterprise service areas in more than 150 business halls.
  • Extensive sales channels: Telkom expanded its channel ecosystem, mobilizing over 300 partner channels through sales enablement, hands-on training, and in-store sales support.
  • Optimal services: Telkom upgraded delivery services, set up local installation and maintenance service centers, and reused home broadband delivery capabilities to complete end-to-end service delivery with just one visit.

The integrated MSME solution is now fully commercially deployed. It serves as a powerful tool for Telkom to reach the government and enterprise market and strengthen its SME business portfolio, while continuing to help South African MSMEs accelerate digital upgrades and drive regional economic vitalization.

Meanwhile, Kenya's Safaricom is leveraging its strengths in mobile payment, mobile subscriptions, and fiber connections to actively explore one-stop services for MSME stores and deploy value-added services across multiple dimensions:

  • Fixed-mobile convergence (FMC): With over 50% of the mobile network market share, Safaricom is using FMC packages to boost its fixed network business through mobile network offerings, rapidly acquiring customers and enhancing customer loyalty.
  • M-PESA + connectivity: Combining its high mobile payment penetration with store needs for cashiering and connectivity, Safaricom is using payment and connectivity product combinations to expand its presence in the MSME market.
  • Expanding value-added services: Safaricom has extended its mature home monitoring services to store monitoring, integrating partners' digital ordering systems to design differentiated service offerings.

Huawei is collaborating with Safaricom to tailor products for Kenya's MSME market, with plans to formally launch a "connectivity + networking + X" one-stop service adapted for the Kenyan market in 2026.

Future outlook: Private line + X drives transformation, enabling carriers to seize the new opportunities offered by MSMEs

In summary, despite their different development stages, South African and Kenyan MSMEs share a common need for stable, high-quality connectivity. Traditional home broadband can no longer support the core business needs of these merchants. With their speed, stability, and security, private lines should serve as the foundation for carriers' connectivity service upgrades. Value-added services like Wi-Fi networking, video security, and purchase, sales, and inventory (PSI) management can address the common pain points of connectivity, Wi-Fi, and value-added services. Meanwhile, as more Chinese companies expand globally, Huawei is ready to serve as a bridge, connecting African carriers and Chinese partners to share capabilities and opportunities.

The "private line + X" model not only helps carriers transform from "pipe providers" into "integrated digital service providers", but can also effectively boost ARPU and strengthen MSME user loyalty through diverse product portfolios and high-value packages.

The MSME market in Southern Africa holds immense potential. We believe that by strengthening connectivity and empowering MSMEs, carriers can unlock new growth, drive business success, and create lasting social impact across Africa.

SME Markets: Standardized AI Products & Services

Kim Jin

Kim Jin

Vice President, Optical Business Product Line, Huawei

FTTO Powers SMEs' Digital and Intelligent Leap in the AI Era

Huawei's FTTO all-optical solution tackles SME digitalization hurdles. By weaving in AI computing and intelligent security, it upgrades connectivity into integrated services.

In today's global economy, SMEs stand as both one of the most dynamic groups of businesses and a robust pillar of economic growth and social development. In China alone, over 52 million SMEs account for 95% of all businesses and contribute more than 60% to the nation's GDP. Despite their compact sizes, these firms run remarkably diverse operations, often packing daily office work, customer receptions, meeting rooms, employee lounges, live e-commerce setups, and warehousing into a limited space of tens to hundreds of square meters. As digitalization deepens, high-bandwidth, low-latency services like remote videoconferencing, HD live streaming, and cloud migration have become indispensable for SMEs' day-to-day operations. Consequently, SMEs now have an increasingly urgent need for high-quality Wi-Fi networking and intelligent O&M services.

Due to limited funds and their smaller scale, SMEs frequently find the high costs of deployment and ongoing maintenance to be particularly challenging when adopting digital transformation tools. A survey of SMEs reveals that 87% are highly cost-sensitive when it comes to deployment; 80% explicitly require robust Internet Wi-Fi and video security; 78% favor integrated services; 75% urgently need unified O&M tools; and over 70% hope to have their entire network deployed and delivered within a week. These findings outline the critical needs of SMEs: networks that are affordable, high-performing, and easy to manage.

Pioneering FTTO: The ideal partner for SMEs' digital and intelligent transformation

Huawei has long been focused on building digital and intelligent transformation solutions for SMEs. With the industry's first fiber to the office (FTTO) solution for SMEs, Huawei is committed to providing the most reliable "last 10 meters" of intranet connectivity for SMEs through fiber networking. This approach ensures committed Wi-Fi rates, guaranteed network-wide roaming, and stable services with a superior user experience. Compared to traditional Ethernet or Wi-Fi technologies, Huawei’s FTTO solution offers the following distinct advantages:

  • Ultra-broadband experience: The FTTO solution delivers ultra-broadband with rock-solid stability for over 1,000 active users, meeting requirements for concurrent large-scale access. Harnessing all-fiber networking, it ensures lossless transmission and Wi-Fi speeds exceeding 1 Gbit/s. The master device centrally and intelligently allocates air interface resources in real time, enhancing throughput in dense access scenarios and ensuring seamless roaming handover.
  • Effortless O&M: The FTTO solution features a highly integrated architecture. The master device merges the functions of conventional optical network units (ONUs), routers, AC controllers, integrated access devices (IADs), and PoE switches. For endpoint deployment, slave devices use hybrid cables to receive remote power supply over distances up to 150 meters, eliminating the constraints of local power availability and enabling more flexible deployment scenarios.
  • Energy saving: The FTTO solution uses optical fiber as its transmission medium, consuming less energy than copper cabling and aligning with green, low-carbon development goals. Paired with highly integrated devices, the solution reduces the overall system energy consumption by approximately one-third, and cabling work by roughly the same amount. With a lifespan exceeding 30 years and the capacity for future bandwidth upgrades, optical fiber stands ready for long-term network evolution.

Building an all-optical ecosystem to drive FTTO industry development

Industry players are working together to advance the standardization and specification of FTTO technologies. In 2023, the China Academy of Information and Communications Technology (CAICT) and China's top 3 carriers jointly released the SME Service Experience Grading White Paper, which clearly identifies FTTO as the best technical path for carriers to help SMEs build gigabit networks now and in the future. In 2024, CAICT and industry players further summarized standard solutions for typical scenarios such as business offices, restaurants, chain retail stores, and leisure and entertainment venues, based on carriers' FTTO development and use cases across China. The SME FTTO Construction Guide White Paper provides a professional, replicable, implementable guide for high-quality and large-scale FTTO development. In addition, the Guanghua Cup, an influential innovation contest in the gigabit optical network domain, set up the Digital SME track. The event attracted more than 1,700 excellent SME scenario-based cases across China, effectively expanding FTTO's market penetration.

The FTTO solution has been deployed at scale for SMEs around the world, earning widespread acclaim from businesses. Globally, over 15,000 all-optical campuses have been commercially deployed. In China, the three major carriers have each launched distinct all-optical networking services built around FTTO: China Telecom pioneered the FTTO all-optical intelligent enterprise networking service, China Unicom developed its all-optical FTTO brand solution, and China Mobile rolled out its FTTO all-optical e-networking service, providing SMEs with the deterministic gigabit experience.

The latest statistics show that 81 carrier companies in China have launched FTTO packages. In 2025, the FTTO user base grew 43% year-on-year, surpassing 2 million cumulative users. FTTO has been applied to business offices, restaurants, leisure and entertainment venues, chain retail stores, e-commerce live streaming, education and training institutions, community-level public services, shared accommodation, smart communities, and more. At the same time, FTTO has become the main engine for carriers to grow private line service revenue. In 2025, FTTO-related service revenue grew by 300% YoY, with FTTO average ARPU 40% higher than traditional private lines.

Continuous innovation: Extending carriers' reach from connectivity to integrated services

As AI advances, open-source large models represented by DeepSeek have significantly lowered barriers for SMEs to harness data, computing power, and advanced models, which is enhancing their digital and intelligent transformations. In this context, integrated services that merge carriers' FTTO solutions with AI applications have emerged as the preferred choice for businesses. As the pioneer of FTTO, Huawei has always grounded its efforts in the actual business needs of SMEs, using all-optical networking as the foundation and integrating value-added capabilities such as video security and AI computing. This approach enables carriers to extend their strategic focus from mere network connectivity to comprehensive, integrated services.

  • Upgraded networking capabilities: Huawei's next-gen FTTO B50 series revolutionizes networking with Wi-Fi 7 and 4K QAM, delivering a 20% speed boost over traditional solutions and maintaining a stable 2,000 Mbit/s air interface rate. The industry's first Wi-Fi 7 intelligent scheduling algorithm, powered by the embedded AI engine, precisely identifies device types and applications, prioritizing VIP services like online cloud collaboration and HD live streaming to guarantee deterministic latency of 20 ms or less. On the management side, the user app supports self-service O&M, easy guest Wi-Fi setup, flexible bandwidth throttling, and precise app management.
  • Integrated intelligent security: Surveys reveal that 90% of stores deploy network and security systems concurrently. Traditionally, these two systems run as separate setups with separate devices, leading to high installation and maintenance costs, significant space consumption, and long deployment times. Huawei provides the industry's first FTTO video convergence gateway that seamlessly unifies optical networking and video security, integrating the functions of conventional gateways and network video recorders (NVRs). This integration not only reduces hardware procurement costs and space usage for store owners, but also improves deployment and maintenance efficiency for engineering service providers. Moreover, the solution leverages SuperCoding and AI-driven pixel-level segmentation to accurately identify valuable information in video frames and compress low-value content, saving video storage space by more than 75%.
  • Converged computing engine: As foundation models increasingly penetrate production scenarios, SMEs are seeking more intelligent ways of working. In response, Huawei has introduced the FTTO Intelligent Computing Appliance. With up to 560 TOPS of computing power, this device supports on-premises deployment of models with up to 32 billion parameters, such as Qwen, providing enterprises with intelligent applications like office assistance and AI-driven code writing. For visual intelligence, it supports the intelligent integration of over 100 video channels, powering applications like intelligent attendance, fire alert identification, and intrusion detection. In addition, equipped with an independent iBMC management module, the appliance ensures stable and reliable remote management, even if the main CPU fails.

Looking ahead, Huawei remains committed to innovation-driven growth, continuously advancing the iteration and evolution of the FTTO technical framework while integrating diverse service capabilities spanning networking, cloud, computing, security, and video. At the same time, Huawei seeks collaboration with partners across the entire industry chain to jointly build and refine the FTTO standard system for SMEs, accelerating the global deployment of this integrated solution. By empowering SMEs' digital and intelligent transformation, Huawei aims to inject robust all-optical momentum into their high-quality development in the AI era.

SME Markets: Standardized AI Products & Services

Dai Yibin

Dai Yibin

Founder and CEO, BotSmart

AI Empowers Government Digitalization: Smart Office Deployment and Its Value

Carriers are weaving AI into B2B. BotSmart's Xinhua Miaobi plus Huawei's FTTO intelligent computing appliance powers a full-stack smart office solution.

As China pushes forward with its digital transformation agenda, local government offices — the front line of public administration — are grappling with heavy document workloads, high data security demands, and complex cross-agency coordination. Carriers, together with BotSmart, have developed a full-stack, homegrown smart office solution powered by Huawei's FTTO intelligent computing appliance, which has already been deployed in local government settings. By deeply integrating software, hardware, and carrier ecosystems, the solution not only resolves the core challenges facing local public sector operations, but also demonstrates a clear path to commercializing AI + B2B offerings, creating a replicable model for digital and intelligent transformation across industries.

Scenario-driven: Strategic alignment between local government needs and carrier transformation

Efficient operations in local government departments are crucial for enhancing governance and optimizing public services. However, technological and resource constraints create three key pain points. First, processing a large volume of documents is time-consuming. Second, government information is sensitive and therefore requires stringent protection. Third, interdepartmental collaboration needs improvement. Meanwhile, carriers are pushing for B2B service transformation by leveraging cloud-network synergy to meet government and enterprise clients' needs with a comprehensive solution that integrates connectivity, computing power, security, and AI. In this context, carriers, BotSmart, and Huawei have formed a deep partnership.

BotSmart is an AI company that specializes in vertical applications of large models. The company offers AI content production platforms built around content security. Together with Xinhua News Agency's State Key Laboratory of Media Convergence Production Technology and Systems, BotSmart developed a full-stack AI platform, Xinhua Miaobi, for official document writing (as shown in Figure 1). Xinhua Miaobi integrates large models with authoritative government data corpora to provide five core capabilities: searching, writing, proofreading, question and answer (Q&A), and learning. The platform now supports over 200 types of official documents and 94 governance scenarios. With features such as AI-powered writing and intelligent proofreading, it improves document quality and efficiency while ensuring authority and compliance and precisely meeting the needs of local government offices.

Figure 1: The application interface of Xinhua Miaobi

Figure 1: The application interface of Xinhua Miaobi

Huawei's FTTO intelligent computing appliance is a software-hardware integrated device that hosts AI capabilities. As the industry's first all-in-one solution combining all-optical networking, intelligent computing, local storage, and security, it delivers intelligent networking, computing, application, and maintenance.

By pre-installing Xinhua Miaobi's AI capabilities on the FTTO intelligent computing appliance, carriers can offer a robust, plug-and-play, full-stack smart office solution to drive digital transformation in local government offices. This precise alignment of technology with vertical scenario needs serves as a critical enabler for carriers to implement their AI + B2B strategy.

Journey breakdown: From needs insight to scaled replication

To commercially deploy AI + B2B solutions, carriers follow a four-step process: pinpoint pain points, tailor solutions, validate through pilots, and scale for replication. The collaboration among one carrier, BotSmart, and Huawei exemplifies this path. Staying closely aligned with customer needs, this approach ensures practical, replicable AI solutions.

Deeply understanding needs and pinpointing pain points

A community in Zhongshan, Guangdong province, serves as an example. The carrier conducted field research in this community and surrounding local government offices, identifying core office pain points and real-world needs. This led to three core objectives: Improve governance efficiency, ensure secure and controllable operations, and enable seamless collaboration. Integrating the workflows of local government staff, public service demands, and government compliance rules, the carrier developed a solution that features AI writing, intelligent proofreading, authoritative databases, and collaborative office tools. To address security requirements for government data, the carrier set full-stack localization and on-premises data control as core requirements, combining the strengths of Huawei's FTTO intelligent computing appliance with Xinhua Miaobi's localized secure storage capabilities.

Co-building the ecosystem and tailoring the solution

Leveraging its ecosystem integration capabilities, the carrier developed a full-stack, homegrown smart office solution that combines cloud-network infrastructure, AI capabilities, and scenario-specific applications. Powered by Xinhua Miaobi, a content security large model, Huawei's FTTO intelligent computing appliance, and cloud-network resources, the solution weaves together technology, resources, and use cases. Its architecture has three layers.

  • Cloud-network infrastructure: Using gigabit government private lines and elastic cloud resource pools, the FTTO intelligent computing appliance delivers all-optical networking with low latency and high reliability, ensuring secure data transmission and scheduling of computing power. Equipped with Huawei's high-specification computing cards, the appliance offers 100–560 tera operations per second (TOPS) of AI computing power and supports local deployment of 7B to 32B foundation models.
  • AI capability integration: The solution merges Xinhua Miaobi's core AI capabilities with the intelligent inference capabilities of the content security large model to enhance Xinhua Miaobi's government document processing performance. Key features like AI writing and intelligent proofreading help tackle common challenges of local government document handling. The solution refines writing styles based on local needs to eliminate clichés and empty phrases, while its long-text generation capabilities can produce documents exceeding 10,000 words.
  • Security and operations and maintenance (O&M) assurance: The solution provides on-premises data management with 99.99% reliability, building a strong security defense for government data. The FTTO intelligent computing appliance supports remote management via information technology managed services (ITMS), allowing automatic fault reporting and rectification, which significantly simplifies O&M and reduces costs.

During the critical phase of joint solution customization, BotSmart and Huawei tackled common industry challenges, including resource constraints on edge devices and difficulties in local deployment of large models. To ensure seamless integration between the FTTO intelligent computing appliance and cloud computing resources, BotSmart and Huawei conducted specialized adaptation and performance optimization for the 14B and 32B device-side content security models. Employing advanced techniques like model quantization and compression, operator optimization, memory scheduling and reconstruction, and lightweighting of the inference engine, the teams significantly cut compute and memory usage while maintaining accuracy in core scenarios like AI writing and intelligent proofreading. Multi-round concurrent pressure testing and E2E latency optimization ensured stable performance under high loads. Government document generation and proofreading latencies remained within acceptable ranges, enabling efficient and reliable model operation on the FTTO appliance.

This collaboration not only strengthened the full software-to-hardware chain, but also enabled deep integration of technical solutions, engineering delivery, and service processes, paving the way for scaled replication and multi-scenario expansion.

Validating through a commercial pilot and refining the solution

The carrier chose a community in Zhongshan as the pilot site, deploying the solution with partners for a three-month trial. This community represents the typical challenges of local government services, combining the complexities of urban-rural governance with the essential needs of public service delivery. It is China's first full-stack homegrown smart office system built on the FTTO intelligent computing appliance. The project demonstrated the solution's core value, provided quantifiable and replicable experience, and laid a strong foundation for scaled implementation.

During system operations, BotSmart and Huawei gathered customer feedback to refine the solution and upgrade applications, targeting user pain points to improve the solution's adaptability and usability.

  • Optimizing writing style for service scenarios: To address community feedback that AI-generated official documents were too formal and disconnected from real-world needs, the teams optimized the model's writing style and introduced a lighter, more conversational, community-friendly model. The upgraded model is suitable for non-official documents, such as work reports, resident applications, and social media posts, ensuring both compliance and practicality.
  • Simplifying the operational process: To address feedback that the generation process was too complex, the teams streamlined the entry for scenario-specific writing. Users can now enter one-sentence prompts to generate documents. Optional fields can be skipped with one click, lowering the barrier for users and meeting the need for lightweight, fast writing.
  • Jointly optimizing model inference efficiency: To address the issue of taking three to five minutes to generate 400–500 words, BotSmart and Huawei deeply optimized the inference engine for the 14B and 32B models, fine-tuned computing power scheduling, and accelerated transmission links on the FTTO hardware platform. This reduced the time to generate 500 words to under one minute, solving the efficiency problem at the edge.
  • Upgrading local knowledge base capabilities: To address inaccurate answers from the knowledge base, the teams optimized the retrieval-augmented generation (RAG) algorithm, semantic matching rules, and Q&A policies for vertical scenarios. This improved the accuracy of answers to frequent questions about community policies, service procedures, and resident issues, while supporting lightweight use of non-confidential documents.

Standardizing and replicating to expand value

Following the successful pilot, the carrier streamlined the project experience and developed a standard implementation model combining carrier deployment, ecosystem partner enablement, and government use. This model was then rolled out to local government departments nationwide. The carrier also leveraged its nationwide service network to offer end-to-end services, covering deployment, training, and O&M. This has significantly lowered the barrier to digital transformation, enabling rapid and effective deployment of the solution.

Value creation: From operational efficiency to ecosystem win-win

This solution demonstrates the value of the carrier's AI + B2B approach, delivering tangible and measurable benefits to the public, government departments, and carriers alike — realizing the principle of "technology creates value, and value fuels growth".

For citizens: Simplifying services with one-tap, one-stop processing

Serving the public is the core goal of local government digital transformation. The solution streamlines processes and improves service efficiency, making public services more accessible. Xinhua Miaobi's efficient document processing ensures swift communication of government directives, enabling timely policy implementation and meaningfully improving the public service experience.

For government: Boosting quality, efficiency, and security while building expertise

The solution fundamentally changes the traditional mode of handling government documents at the local level. The AI writing function cuts document writing time by more than 70%. The intelligent proofreading function lowers the error rate to less than 0.1%. Together, these boost administrative efficiency and governance while meeting security and compliance requirements.

The solution also enables one-click document generation, proofreading, and retrieval, freeing staff from heavy document processing and policy search. Its built-in government policy knowledge base and case library provide real-time policy interpretation and service guidance, helping staff quickly build their expertise.

For carriers: Strengthening B2B transformation and completing the ecosystem

This collaboration has brought stable government and enterprise customer relationships for the carrier, demonstrating the core competitiveness of their AI + B2B approach and helping the carrier transition from a connectivity provider to a strategic partner of digital and intelligent transformation. By integrating BotSmart's software with Huawei's hardware, the carrier has further developed their AI + B2B ecosystem while setting a benchmark for scaling the solution across local government offices. This aligns with the carrier's strategy of "going deep on industry use cases to build high-quality, scenario-specific models", giving them a competitive edge in the global B2B market.

In summary, the joint effort between the carrier, BotSmart, and Huawei clearly demonstrates the commercial logic of AI + B2B solutions in the government and enterprise market: customer needs at the core, cloud-network synergy as the foundation, AI capabilities as the engine, and ecosystem collaboration as the support. Through a process of needs insight, solution development, pilot validation, and scaled replication, the solution delivers both technology empowerment and value creation.

As AI technologies and cloud-network infrastructure continue to converge, the B2B space is poised for new growth. As an ecosystem partner, BotSmart will continue to strengthen AI capabilities, helping carriers leverage their position as core builders of digital infrastructure. The success in local government offices will be replicated across more vertical industries, building a new ecosystem for high-quality digital economy development.

SME Markets: Standardized AI Products & Services

Ao Li

Sam Su

Rotating President, SUNMI

All-Scenario Commercial AI Solution: Network-Device-Cloud-Intelligence Synergy for B2B Growth

SUNMI, Huawei, and carriers combine intelligent hardware with scenario-specific AI to scale B2B growth.

The global market for brick-and-mortar business digitalization is rapidly expanding, and B2B digital and intelligent transformation is entering a crucial phase of deep implementation and widespread adoption. However, small and medium-sized enterprises (SMEs) still face significant hurdles. Traditional digitalization models are plagued by high costs, complex technology integration, poor hardware and software compatibility, and low operations and maintenance (O&M) efficiency. Fragmented network services and piecemeal hardware procurement fail to meet full-scenario needs across cashiering, settlement, daily operations, data collaboration, and intelligent O&M, making it difficult to create standardized, replicable deployment models. This is severely hindering the digital upgrade of physical businesses. Against this backdrop, a lightweight ecosystem collaboration solution that seamlessly integrates network, hardware, software, and cloud O&M has emerged as the key to overcoming these B2B transformation challenges.

Solving the B2B transformation puzzle: Network-device-cloud integration at scale for global SMBs

With years of experience in the business Internet of Things (BIoT) space, SUNMI has dedicated itself to building in-store digital infrastructure for businesses. Its B2B development strategy focuses on hardware foundations, ecosystem collaboration, scenario-based implementation, and scaled replication. SUNMI's long-term vision centers on a three-step, closed-loop growth system for the digital upgrade of offline retail.

Step one: IoT-based all-domain connectivity breaks down information silos, enabling digital interconnection of devices, scenarios, transactions, and customer flows, laying a solid foundation for transformation. Step two: Scenario-specific AI delivers intelligent computing power, elevating business operations from digital recording to smart decision-making. Step three: Real-world asset (RWA) technology turns operational data into trusted digital assets, building a credible digital credit system for businesses.

Based on this core logic and focusing on retail and restaurant scenarios, SUNMI, together with Huawei and leading global carriers, has developed an integrated solution that combines 5G networks, cloud computing, intelligent devices, and industry-specific software. This solution helps SMEs address digital and intelligent transformation challenges, offering a low-barrier, practical, and scalable path for global brick-and-mortar businesses.

Huawei's leading 5G technology, customer premises equipment (CPE), and mature cloud-network integration, combined with carriers' ubiquitous network coverage, localized services, and subscription models, deeply complement SUNMI's intelligent IoT devices and cloud management platform capabilities. Together, they create a standard, scalable ecosystem cooperation model that has proven successful globally. In Southeast Asia, SUNMI works with Huawei, local carriers, and vertical software partners to deliver a comprehensive one-stop digital store solution. This system, powered by 5G networks and commercial intelligent hardware, streamlines core operations like cashier transactions, mobile ordering, kitchen order delivery, and inventory management, driving success for SMEs across the region.

In the core markets of the Middle East, SUNMI partnered with multinational carriers to launch large-scale B2B digital benchmark projects. The model combines intelligent devices with subscription-based leases. It leverages tiered transaction fees and comprehensive marketing resources to help SUNMI rapidly penetrate retail and restaurant sectors, building a new service ecosystem that connects carriers with in-store businesses.

The project deployed tens of thousands of intelligent devices and thousands of cashier kits, along with two core systems: Terminal management system (TMS) and remote key injection (RKI). The solution offers commercial-grade stability, ultra-fast transaction responses, streamlined user experiences, and cloud compliance. This dramatically cuts digital investment and operational costs for merchants, validating the scaled commercial value of "intelligent devices + cloud platform + carrier network" model.

By co-creating the network-device-cloud collaboration system, the three parties established a robust IoT foundation for offline businesses, addressing the pain points of isolated devices, offline data, and complex O&M in traditional stores. The widespread adoption of 5G-A and edge computing technologies further enhances cloud-network computing power, effectively supporting AI deployment and intelligent operations.

However, the industry often overemphasizes connectivity while neglecting intelligence. Basic digitalization can collect data and facilitate low-level collaboration but falls short of driving proactive operational decisions. As a result, AI implementation remains stuck in an "easy to pilot, hard to scale, shallow integration" rut. Data shows that the current conversion rate of enterprise AI pilots to full implementation is below 25%. Closing the intelligence gap has become a core priority for B2B digital and intelligent transformation.

AI implementation breakthrough: Intelligent hardware and scenario-specific AI for a device-cloud-intelligence closed loop

If IoT connections lay the foundation for digitalizing physical stores, scenario-specific AI is the key to achieving a leap in business value. By infusing physical operations with analytical and decision-making capabilities, AI turns static data into dynamic productivity. Drawing from SUNMI's hands-on experience and that of over 1,000 ecosystem partners, the root causes behind low AI adoption rates come down to four gaps.

  • Perception gap: Businesses see AI as a tech gimmick, ignoring its practical value in real-world scenarios.
  • Investment gap: Enterprises prioritize hardware procurement over scenario adaptation and operational enablement.
  • Planning gap: Pilot projects are disconnected from actual business processes, making them hard to scale or replicate.
  • Capability gap: Network, cloud, and AI technologies have high integration thresholds. SMEs and traditional service providers lack the in-house expertise to pull it all together.

Closing these gaps is the core focus of SUNMI's ecosystem collaboration with Huawei and carriers.

From a practical standpoint, the large-scale application of industry AI has long been hindered by three core bottlenecks: data, cost, and implementation. On data, a lack of standardized, high-quality offline business data makes it hard for AI models to adapt accurately to real-world operations. On costs, SMEs struggle to afford the high expenses of AI development, deployment, and iteration. On implementation, traditional AI solutions are disconnected from in-store business processes, leading to unfavorable adaptability and high barriers to entry.

In response, deep collaboration between SUNMI and its ecosystem partners has created comprehensive capability alignment. SUNMI's all-domain IoT devices gather standardized, scenario-specific business data. Combined with Huawei's cloud-network computing power, this lowers technical deployment thresholds and costs. Additionally, carriers leverage local scenario resources to facilitate large-scale promotion, effectively addressing industry AI implementation challenges and advancing the transition from concept pilots to widespread practical use.

With years of industry experience, SUNMI has developed a closed-loop system combining intelligent hardware, a cloud platform, and scenario-specific AI, transforming IoT digitization into intelligent enablement. Their proprietary intelligent hardware covers all B2B needs, from retail and restaurant to healthcare. The unified cloud-based management platform connects devices, business data, and processes across all domains. Scenario AI is deeply integrated into terminal hardware and business processes, giving terminals the ability to compute and make decisions independently. This equips offline businesses with a smart brain that can be easily implemented and updated.

To lower the industry transformation barrier, SUNMI launched the AI Market open platform. This platform bridges the gap between developers, technical ecosystems, and offline merchants, allowing partners to quickly leverage mature AI capabilities without high R&D costs. This promotes a shift from buying technology in pieces to a new model of ecosystem co-creation and value sharing.

The true value of commercial AI lies not in technological iteration but in deployment across real scenarios and business enablement. SUNMI's all-scenario solutions are deeply integrated into core areas like retail sales assistance, restaurant ordering, and kitchen management. AI technology seamlessly blends with in-store business processes, addressing key pain points such as scattered data, inefficient operations, and high costs. This transforms intelligent capabilities into core productivity, helping merchants cut costs, improve efficiency, and make smarter decisions.

Core value of commercial AI: Deep scenario focus, ecosystem collaboration, real-world impact

The ultimate goal of digital and intelligent transformation is to create real-world value. However, a single organization has its limits. Ecosystem collaboration is the key to unlocking the full value of this transformation. Through a partnership that brings together intelligent hardware, scenario-specific AI, high-quality carrier networks, and Huawei's cloud-network synergy, SUNMI has successfully scaled its solutions across various sectors, including retail, urban parking, and healthcare. This underscores the power of ecosystem collaboration in driving long-term B2B growth.

In retail stores, the inability to capture and scale high-quality salesperson experience is a major obstacles to performance growth. SUNMI has worked with ecosystem partners to develop an AI-driven precision member marketing solution. This solution uses portable intelligent hardware to fit seamlessly into sales staff's daily workflows, collecting store communications and transaction data in a compliant, encrypted manner.

Figure 1: Voice AI capabilities help sales staff boost conversion rates

Figure 1: Voice AI capabilities help sales staff boost conversion rates

The solution leverages carriers' high-speed, stable networks to ensure smooth payment transactions and real-time data synchronization, achieving data interoperability and efficient management. Its AI algorithm accurately breaks down sales scripts, customer needs, and key deal-closing factors to build a brand-specific sales knowledge base. Additionally, an intelligent Q&A robot helps sales staff close deals more efficiently (Figure 1). This solution turns fragmented individual sales experience into reusable, ever-improving digital brand assets, delivering a dual jump in store efficiency and conversion rates.

In urban roadside parking management, the traditional manual approach is inefficient, costly, and inconvenient for drivers. To address this, SUNMI has worked with ecosystem partners to build an integrated smart solution that brings together AI, devices, networks, and payment, powered by carriers' stable, ubiquitous networks.

Figure 2: On-device AI for smart payment in roadside parking

Figure 2: On-device AI for smart payment in roadside parking

With SUNMI's intelligent devices, parking staff can perform AI-enabled license plate recognition and automatic billing in milliseconds, replacing inefficient and error-prone manual work. The carrier network ensures real-time data synchronization for accurate billing and efficient management. The solution also adds SoftPOS one-touch payment to create a complete closed-loop service process that includes AI recognition, automatic billing, and easy payment (Figure 2).

SUNMI's unified cloud management platform enables centralized remote control of thousands of devices and fee collectors across the city, significantly cutting labor and O&M costs. This drives parking management away from manual, broad-brush operations toward AI-driven, refined, smart management.

In healthcare, traditional mobile workflows are cumbersome, and manual entry of medical records is inefficient, severely limiting the efficiency and quality of diagnostic and treatment services. SUNMI uses carriers' secure private networks and Huawei Cloud infrastructure to build a lightweight AI + B2B healthcare collaborative solution.

Medical staff use SUNMI's intelligent devices to automatically capture and structure key medical information, providing accurate data to support clinical decisions. The carrier's low-latency, high-security private network ensures stable, compliant healthcare operations, freeing professionals from repetitive tasks so they can focus on core clinical work. This solution helps hospitals improve management efficiency by over 40%, delivering on the core goals of lower costs, higher efficiency, and better care quality.

The true value of technology is unlocked through real-world deployment. The core purpose of ecosystem collaboration is to make digital and intelligent capabilities accessible to brick-and-mortar industries. SUNMI uses IoT intelligent hardware as the entry point for all-domain data, the cloud platform as the hub for collaborative management, and scenario-specific AI as the core computing engine. This streamlines the entire process from data collection and intelligent analysis to business decision-making and execution. Whether in retail, healthcare, or parking management, SUNMI prioritizes adaptation to real scenarios and delivering practical value, weaving AI deeply into customers' daily operations and moving from technology concepts to real value.

Looking ahead, the long-term success of B2B digital and intelligent transformation depends on collaboration and value co-creation across the industry. SUNMI remains committed to "enabling partners, co-creating the ecosystem". By delving into the core technologies of BIoT and scenario-specific AI, and opening up its technical and ecosystem resources, SUNMI works closely with Huawei, leading carriers, and industry customers to break down technical barriers, integrate industry resources, and steadily lower the barrier to digital and intelligent transformation for brick-and-mortar businesses.

In the future, SUNMI will drive the three-stage upgrade of offline commerce: IoT all-domain connectivity, AI enablement, and RWA digital credit. This will help more merchants achieve full digital, intelligent, and asset transformation. Together with its global ecosystem partners, SUNMI will create a new paradigm for intelligent commerce built on collaboration and shared value.

03.
Key Industry Markets: Integrated Compute-Network Solutions

Key Industry Markets: Integrated Compute-Network Solutions

Wang Lei

Wang Lei

President, Data Communication Product Line, Huawei

Huawei AI WAN: Building an AI-Centric IP Bearer Network to Drive New B2B Growth

Huawei AI WAN helps carriers break compute limits, secure infrastructure, and boost ops efficiency via multi-dimensional awareness, resilient security, and network autonomy.

Foundation models and AI agents are transitioning from experimental phases to widespread deployment, becoming the core engine driving industrial transformation. With global token productivity soaring, the token economy is now in full swing. According to IDC, AI agents will handle over 400 trillion tasks annually by 2030, ushering in a massive leap in industrial growth.

Amid this transformation, carriers are reshaping their identities, evolving from traditional network providers into key enablers of industry-wide intelligence. Networks now transcend mere connectivity. They serve as critical platforms for computing power scheduling, security, and intelligent operations, fostering cloud-network-edge-device-agent synergy and delivering integrated digital and intelligent services across industries. In response to this trend, AI WAN — the next-generation intelligent IP WAN built around AI — serves as the core enabler for carriers to break through computational limits, build a strong security foundation, and improve O&M efficiency.

Multi-dimensional awareness: Breaking compute limits, unlocking a new chapter in intelligent computing cloud services

Computing power now drives enterprise digital and intelligent transformation as a core engine. Cloud computing leasing is becoming the preferred choice. A bank in Anhui, China, struggled to deploy AI-driven anti-fraud and credit risk assessment services due to inadequate power supplies in its data center. A six-month reconstruction timeline slowed down computing power scaling. Moreover, the bank feared that the swift evolution of computing hardware could render its investments obsolete almost instantly — the "built to be outdated" risk. Gartner predicts that by 2028, 90% of Chinese enterprises will use leased cloud computing to agilely address the evolving needs of AI services.

To seize this strategic opportunity, global carriers are accelerating their transformation into "industry digital and intelligent partners". More than 30 mainstream carriers, including China Mobile, China Telecom, China Unicom, SKT, SingTel, DT, and Orange, have either launched or are planning to launch intelligent computing cloud services. By the end of 2025, the top three carriers in China had built over 180 EFLOPS of intelligent computing power. Through ecosystem collaboration, they have aggregated nearly 100 proprietary foundation models, over 100 third-party AI models, and hundreds of AI agents, offering enterprises full-stack services from computing power scheduling to AI agent invocation.

Currently, intelligent computing cloud services face two major hurdles in commercial use: First, traditional WANs struggle to support fine-grained scheduling and deterministic quality assurance, resulting in significant computational efficiency losses during long-distance transmission. Computational efficiency loss can reach up to 74% over 200 kilometers. Second, conventional centralized cloud-based training and inference methods fall short of strict compliance requirements in security-demanding sectors like finance and government, where sensitive data cannot leave the premises.

To address these pain points, Huawei AI WAN has made key technological breakthroughs in computing-network synergy, as shown in Figure 1.

With multi-dimensional awareness and the proprietary Xingluo lossless algorithm, the solution tackles the load balancing and lossless transmission challenges of remote direct memory access (RDMA) — a mainstream communication technology for AI training and inference — achieving zero packet loss and computing efficiency loss within 5% over thousands of kilometers. By integrating the Xingluo vector engine, Huawei AI WAN elevates conventional data transmission to high-dimensional vector transmission, ensuring sensitive data remains within the enterprise for full compliance in high-security scenarios.

In one of the AI WAN projects, Huawei collaborated with China Telecom Shanghai to seamlessly connect customer-owned computing power with leased cloud resources across 110 kilometers, cutting model training and inference losses to under 3% while keeping critical data safely within the customer's premises. This innovation not only enhances carriers' network capabilities, but also builds a competitive edge of computing-network synergy, positioning carriers to lead in the intelligent world.

Figure 1: Xinghe Intelligent WAN Solution

Figure 1: Xinghe Intelligent WAN Solution

Resilient security: Building a strong security foundation and pioneering a new security-as-a-service paradigm

The rise of AI and quantum computing has brought unprecedented network security challenges. AI has dramatically reduced the barrier to launching attacks, amplifying their impact and acting as a threat multiplier. IBM's security report showed a 72% increase in AI-assisted attacks in 2025. Enterprises now face a critical shortage of security talent and defense capabilities, driving demand for third-party managed security services. In China, for example, more than 60% of large and medium-sized firms plan to adopt these services. Leveraging their ubiquitous network coverage, localized operations, and enterprise channels, carriers are well-positioned to redefine the security service market and open new pathways for growth.

Huawei AI WAN provides secure routers that help carriers build a multi-dimensional resilient security foundation that covers devices, links, and networks. This foundation provides end-to-end protection against external threats and ensures 24/7 service availability. It consists of three dimensions: Device-level intrinsic security, link-level quantum security, and network-level threat prevention. Among them, the Huawei Intelligent Flash Defense Solution upgrades security operations from sample-based detection to full-scale identification and from manual response to real-time closed-loop responses. The solution detects attacks within 5 seconds and initiates defense in just 10 seconds. China Mobile used this solution to transform its security system from a cost center into a value engine, unlocking new market space for B2B value-added services.

Collaborating with carriers, Huawei developed an innovative architecture for the security resource pool, offering centralized AI modular firewalls to enable AI-powered online detection of unknown threats. This improves the unknown threat detection rate from the industry average of 80% to 95%, creating high-value security private lines.

Quantum computing breakthroughs threaten to disrupt traditional cryptography. Tasks requiring tens of thousands of years on conventional computers can be accomplished in just 10 minutes on quantum machines. Harvest Now, Decrypt Later (HNDL) attacks are now a real-world risk. Global adoption of quantum security is accelerating, with over 90% of high-income countries having unveiled national quantum security strategies.

To this end, Huawei AI WAN integrates communication with quantum security, empowering carriers to rapidly launch quantum security services.

First, by upgrading to post-quantum cryptographic (PQC) algorithms at the data layer, carriers gain quantum protection with a simple software upgrade. In addition, Huawei AI WAN supports X-Sec multi-point dynamic deployment, improving the efficiency of provisioning quantum private lines by 60% and helping carriers capture the first-mover dividends of quantum security value-added services. Second, Huawei AI WAN introduces a board with native quantum key distribution (QKD), achieving integration of the QKD network with the existing communications network. Its unique noise suppression algorithm enables communication signals, key negotiation signals, and quantum signals to be transmitted over a single fiber, requiring no new devices or additional fiber installation and reducing overall investment by more than 60% (as shown in Figure 2).

Based on Huawei AI WAN, China Telecom Ningxia has launched the industry's first quantum security service package, achieving a 50% premium over traditional private lines and successfully opening up a new track for the commercial use of quantum private lines.

Figure 2: Native QKD with communication-quantum security integration

Figure 2: Native QKD with communication-quantum security integration

Network autonomy: Boosting O&M efficiency and setting a new benchmark for digital and intelligent O&M

The service level agreement (SLA) is at the core of carriers' B2B competitiveness, and high-quality SLAs depend on efficient and stable network O&M. As networks expand and services become more complex, traditional O&M methods are falling short. Frequent network changes increase the risk of human error. In the past two years alone, carriers globally have experienced 64 major incidents caused by routine O&M issues, resulting in over US$30 billion in economic losses. At the same time, cost pressures are mounting and the O&M workforce is shrinking, widening the gap between labor supply and O&M demand.

The industry now agrees that AI agents are essential for achieving automated, intelligent, and even hands-free O&M. A Google Cloud report reveals that 56% of carriers have scaled up their use of AI agents, with network O&M ranking as the second most common application scenario. TM Forum highlights that once AI agents are fully adopted, 70% of repetitive O&M tasks can be fully automated by machines, 20% of complex tasks can be AI-assisted with manual final review, and only 10% of extreme cases require deep manual intervention.

Huawei AI WAN, centering on network agents, uses AI routers with precise awareness to deliver round-the-clock intelligent protection across all domains, as shown in Figure 3.

First, configuration simulation and pre-verification prevent human errors from entering the network. Second, using the CMOS-Risk algorithm, the system continuously learns from 800,000 high-quality fault cases and live network scenarios. This allows the system to precisely reconstruct the network architecture, evaluate the impact of route changes in seconds, and cut the full diagnosis time for a network with 8,000 NEs from two months to just two hours, preemptively identifying and mitigating risks. Third, when a fault occurs, the system rapidly pinpoints the root cause and dispatches tickets accurately via AI agent collaboration. For hardware issues, it guides engineers to resolve them in a single onsite visit; for software issues, it triggers automatic self-healing.

Powered by iMaster NCE-IP's digital network map and NetMaster's network AI agents, Huawei AI WAN builds an end-to-end closed-loop system that covers from intent recognition to intelligent analysis, decision simulation, and automated execution. The solution helped MTN South Africa develop the world's first TM Forum-certified Autonomous Network (AN) Level 4 intelligent IP network, setting a new benchmark for network O&M.

Figure 3: Intelligent network O&M solution

Figure 3: Intelligent network O&M solution

AI has opened new growth opportunities for carriers. Huawei is ready to collaborate with global carriers to build AI-centric next-generation IP bearer networks — breaking computing limits, securing infrastructure, and boosting O&M efficiency — to unlock new B2B growth through digital and intelligent transformation.

Key Industry Markets: Integrated Compute-Network Solutions

Xiao Degang

Xiao Degang

Vice President and Chief Marketing Officer, Data Storage Product Line, Huawei

AI Data Infrastructure: The Data Foundation for Carriers' Token Monetization

From traffic to token monetization: six pillars — data lake, knowledge, compute, models, agents, and data resilience — are redefining IT for the AI era.

AI is entering a new chapter: from training-intensive development to large-scale inference deployment. As key players in the construction of national digital infrastructure, carriers are uniquely positioned with their cloud-network-edge-device capabilities to seize new opportunities in this shift. In sectors like government, education, healthcare, industrial manufacturing, and the Internet, carriers have already begun piloting a new "token monetization" model — offering token packages, full-stack computing hosting services, and AI appliances for rapid delivery and scaled deployment.

In AI inference, efficiency, experience, compute resource scheduling, and security resilience are top concerns for enterprise customers. Huawei Data Storage is working with carriers to build AI data infrastructure around six core pillars: data lake, knowledge and memory platform, compute, models, agent framework, and data resilience. Together, they aim to deliver high-quality, secure token services for enterprise customers, accelerating carriers' transition to the "token monetization" era.

Compute has been widely discussed elsewhere. This article focuses on the other five pillars: data lake, knowledge and memory platform, models, agent framework, and data resilience.

Figure 1: AI data infrastructure

Figure 1: AI data infrastructure

Data lake: High-quality data aggregation and supply

For enterprises, the first hurdle to AI adoption is massive data volumes and complex data management. In industrial quality inspection, for example, a single ultra-HD camera generates tens of thousands of high-precision images daily. One production line can add PB-scale data per month and tens of PB annually. Yet when a customer complaint triggers a quality traceback, the enterprise must search through tens of billions of records for a specific defect. Traditional methods take hours, severely slowing production and after-sales response.

Huawei's AI data lake solution addresses this with OceanStor Pacific all-flash distributed storage, offering 11 PB per 2U — industry-leading density at optimal TCO. The DME Omni-Dataverse unified data space enables real-time, multi-modal, cross-site data ingestion with global visibility and management. The solution also supports second-level retrieval across hundreds of billions of high-dimensional vectors, delivering high-quality data aggregation and supply.

Knowledge and memory platform: Better retrieval, faster inference, smarter models

To address bottlenecks in inference — frequent hallucinations, poor response experience, and lack of inference memory — Huawei has pioneered a "3+1" AI data platform that optimizes storage for knowledge, KV cache, and memory, with the Unified Cache Manager (UCM) technology enabling intelligent orchestration and management. This helps carriers enhance the inference experience for their B2B customers.

Knowledge base: High-precision, multi-modal knowledge for more accurate retrieval

In enterprise AI applications, retrieval accuracy directly determines system usability. Take intelligent query as an example: Customers handle massive amounts of information daily — product manuals, industry white papers, policy documents, and more. Traditional keyword-based retrieval only matches document titles or abstracts and cannot extract information from images or tables, often returning irrelevant results.

The knowledge base built on OceanStor AI storage transforms unstructured text, images, and video into fine-grained knowledge units through multi-modal lossless parsing and token-level encoding. Combined with multi-dimensional semantic retrieval and comparison, it accurately understands user intent. Field tests show retrieval accuracy exceeds 95%, delivering a highly precise, hallucination-free search experience backed by verifiable sources.

PB-scale KV cache: Accommodating massive historical data for more efficient inference

Inference tasks with long texts, long sequences, and multi-user concurrency are becoming increasingly common in applications like medical literature analysis and internet search and recommendation. As input sequences grow longer, the volume of generated KV cache data increases exponentially. System responses slow down if there is insufficient infrastructure for large-scale cache storage. This hinders inference and degrades the user experience.

Using the PB-scale KV cache expansion of OceanStor AI storage and OceanDisk intelligent disk enclosures, the system retains large-scale, multi-round cache data. When a new request arrives, the system directly reuses the historical cache to minimize redundant computation, significantly reduce inference latency, and boost inference throughput for a superior user experience. This provides key performance support for intelligent agent inference with long sequences and complex logic.

Memory bank: Context management that makes models smarter over time

Large models often struggle with "short-term forgetfulness" when handling complex business logic. In commercial data insights, for example, enterprises process massive volumes of sales data, campaign performance feedback, and inventory turnover monthly. This means inference cannot start from scratch every time — models need to retain insights from the past six months or even a year, and actively recall that historical memory when generating new strategies.

With the memory capability built on OceanStor AI storage, Huawei uses context state retention and context distillation to extract and refine historical data and experience, distilling it into recallable memory. The more a model remembers, the more accurate its reasoning becomes, enabling models to grow smarter over time and moving business insights from post-hoc review to intelligent decision-making.

UCM: Full-lifecycle management and scheduling of inference memory data

To further optimize token efficiency across business processes and improve inference performance and experience, Huawei has launched Unified Cache Manager (UCM). Its core logic is a three-layer collaboration between inference frameworks, compute, and storage, enabling tiered management and intelligent scheduling of knowledge bases, KV cache, and memory bank. In field tests, UCM has reduced time to first token (TTFT) by up to 90% and increased system throughput by as much as 22 times.

UCM consists of three main components. At the top is a connector that interfaces with mainstream inference frameworks such as vLLM, SGLang, and MindIE. The middle layer is an accelerator running on compute servers, responsible for tiered cache management of memory data. The bottom layer is a coordinator that works with dedicated shared storage to improve pass-through efficiency and reduce latency.

Model engineering and resource scheduling: Out-of-the-box models and fine-grained compute management

In carrier B2B operations, intelligent services often need to support multiple industry scenarios simultaneously, each with different requirements for model architecture, precision, and inference performance. Frequent model swapping is also required when shifting between business scenarios.

Huawei ModelEngine provides out-of-the-box model deployment and gateway capabilities, supporting one-click model deployment. Combined with fine-grained compute slicing and intelligent scheduling, it can partition a single compute card into multiple virtual compute units, achieving up to 1:10 xPU card slicing. This "one card, many virtual cards" approach significantly improves resource utilization.

Agent framework: Low-code development and autonomous evolution

AI agents are rapidly gaining traction in government services and healthcare, increasingly becoming permanent "digital employees". However, traditional agent development relies heavily on specialized programming skills. Once deployed, agents require ongoing manual tuning and prompt engineering to adapt to changing business rules and user interaction patterns, driving up maintenance costs.

Huawei ModelEngine Nexent enables agents to be generated directly through natural language interaction, dramatically lowering the development barrier and cutting deployment cycles by 80%. The platform also supports automatic optimization of skills, prompts, and memory, helping agents continuously evolve and grow smarter over time.

Data resilience: Trusted data spaces for end-to-end data circulation, security, and compliance

In industries like healthcare and manufacturing, data sharing often hits a "trust deadlock". Data providers are reluctant to share data due to concerns over loss of control, traceability, and potential misuse. Data consumers, on the other hand, hesitate to use data because they cannot verify its authenticity and security.

Huawei leverages its global data management technologies to build trusted data spaces. Addressing the two key pain points of data trust governance and secure, efficient transmission, Huawei offers over 30 usage control policies, covering access permissions, validity periods, view counts, and more. These ensure that data consumers strictly adhere to the policies and authentication set by data providers, with all data usage activities fully auditable and traceable.

Carrier intelligent computing platform in practice

Huawei and a Chinese carrier have jointly built an intelligent computing service platform that has been deployed at scale across the carrier's group as an AI capability backbone. It fully supports internal IT systems and multi-dimensional business innovation across consumer-facing, business-facing, and household-facing segments. The platform centers on KV cache storage, significantly improving storage resource efficiency while maintaining full compatibility with the carrier's self-developed models and open-source models like DeepSeek and Qwen.

For long-sequence input scenarios such as research report analysis, algorithm optimization has overcome engineering challenges such as inference stalls and low KV cache hit rates. Field data shows that overall throughput has increased by more than 10 times, inference costs reduced by approximately 50%, and response time shortened to under 1 second, delivering efficient, stable performance support for large-scale, multi-service concurrent inference.

AI has unlocked a new growth model for carriers: token monetization. Huawei is ready to work with global carriers to build AI data infrastructure, improve inference efficiency and experience, ensure data security, and drive new B2B growth — enabling carriers to make the leap from traffic monetization to token monetization.

Key Industry Markets: Integrated Compute-Network Solutions

Xu Le

Xu Le

Director, Assurance & Managed Services Marketing, Huawei

This image is generated with the assistance of AI

AI Empowers O&M Transformation, While AUTIN Fortifies B2B Service Assurance

AI-powered O&M helps carriers shift from reactive fixes to proactive SLA assurance across private lines, converged networks, and open collaboration.

GSMA data shows that global carriers' B2B revenue has steadily grown over the past five years, now comprising 30% of their total revenue. B2B services are shifting from traditional connectivity to integrated digital solutions that combine networks, computing power, security, and applications. AI sits at the very heart of this transformation. Leading carriers are now making strategic moves: China Mobile's "AI + three industries and three networks" strategy focuses on industry applications, network capabilities, and ecosystem collaboration, while Orange is advancing "AI + digital native services." These initiatives highlight how AI-driven B2B services are becoming a core driver of growth, pushing the global B2B market towards trillion-dollar scale.

Carriers face significant challenges in advancing AI-driven B2B services. AI is fueling demand for standardized services like cloud and computing access, requiring private lines that offer high reliability and quality. Meeting the specific needs of vertical industries requires networks to evolve from single-technology private lines or campus networks into converged multi-technology communication infrastructure that spans the access, transport, and core layers. Traditional passive and manual O&M models are unable to meet such requirements. Therefore, integrating connectivity with intelligence and developing proactive, SLA-oriented O&M capabilities is crucial for unlocking growth potential in government and enterprise markets alike.

AUTIN intelligent O&M: Breaking the bottleneck of network quality assurance to drive B2B growth

To bridge the gap between traditional O&M and service development requirements, Huawei has drawn upon its global network O&M expertise and developed AUTIN, a three-layer architecture. This architecture supports two key scenarios: Intelligent O&M of private lines and converged private networks. Leveraging an open collaboration platform, AUTIN delivers end-to-end O&M support for carriers, from standard inclusive communication services to deep industry-specific customization.

Intelligent O&M of private lines: Using standard SLAs to support large-scale expansion of basic services

To provide inclusive and standard private line services in line with industry trends, AUTIN provides breakthrough capabilities such as full-path visualization, intelligent warnings, and tenant self-services. The solution supports cross-domain visual monitoring of various private lines, changing private line quality from a black box to full transparency. AI-powered fault warnings can detect risks 2 to 12 hours in advance. Additionally, the solution offers the Private Line Butler, a value-added service that accurately measures and displays private-line-quality data in real time.

This solution enables large-scale implementation of standard warranty services for private lines, dramatically enhancing O&M efficiency, supporting business growth, and accelerating the commercialization of O&M value-added services.

Intelligent O&M of converged private networks: Multi-network management twinning drives scenario-specific O&M assurance

Network demand has evolved to a level where there is a composite need for ubiquitous access, flexible networking, and low-latency assurance. Therefore, carriers are integrating diverse resources like OTN, IP/MPLS, PON, SPN, 5G, and Wi-Fi into a unified foundation. Additionally, they are tailoring converged private network solutions for various application scenarios, and providing differentiated communication services for upper-layer applications.

AUTIN employs digital twin technology to create a unified cross-domain foundation. By precisely managing multi-network convergence scenarios, AUTIN facilitates the transition from traditional private lines to vertical private networks, helping carriers upgrade their offerings from basic connections to SLA-guaranteed services.

This solution supports converged multi-dimensional monitoring of services and management of private-network events across intranets and the Internet. This allows users to easily access up-to-date service overviews and check service quality. Furthermore, the digital twin network (DTN) is capable of identifying potential network risks to enhance network reliability. Additionally, the intelligent diagnosis feature reduces fault demarcation time from hours to just 30 minutes, thus boosting O&M efficiency.

For performance-sensitive scenarios, such as industrial manufacturing, automated logistics, and intelligent monitoring, the solution customizes intelligent monitoring to maintain millisecond-level latency, detect packet loss, and send alerts upon detecting traffic congestion. The scenario-specific SLA system ensures that the overall availability of performance-sensitive private networks meets deterministic requirements.

Open collaboration: Integrating partner capabilities into all-domain O&M of B2B services

The AUTIN platform extends O&M capabilities for private lines and networks to full-stack assurance of industry applications through lightweight integration. By utilizing the component-based architecture of LLM + agents + skills + model context protocol (MCP), the platform provides an autonomous O&M system that is driven by large model agents. Additionally, it offers open APIs for ecosystem partners, helping customers overcome the bottleneck of full-stack assurance from the underlying network to upper-layer services, and comprehensively upgrading O&M systems from ensuring connectivity to achieving intelligent decision-making.

Technical foundation and global practices supporting solution implementation

The AUTIN system has established a robust foundation for large-scale deployment using three core technologies. DTN enables precise modeling and real-time awareness across domains and layers (such as OTN optical, IP/MPLS, and 5G wireless), improving topology accuracy by over 20% and significantly enhancing fault location efficiency. Meanwhile, Expected Demand Not Served (EDNS) quantifies service impact to support intelligent decisions on resource allocation and recovery priorities. GenAI empowers O&M roles by creating AI agents and copilots for core scenarios like fault closure and risk identification, comprehensively elevating intelligent O&M.

Huawei, along with the TM Forum and eight global carriers, including Orange and China Mobile, released the Next-Generation Intelligent O&M White Paper. This paper highlights GenAI, domain-specific professional models (EDNS 2.0), and DTN as key drivers of intelligent O&M transformation. In the B2B field, Huawei and China Mobile used the GenAI O&M assistant alongside proactive network fault monitoring to perform correlated analysis of industries and networks, thus reducing revenue loss and improving user satisfaction.

This system has already been verified in live networks across the globe. The intelligent O&M solution manages tens of thousands of private lines, providing deterministic assurance for key sectors such as finance. In Carrier Y's tests across multiple provinces and cities in Country C, fault demarcation time was reduced by 90%, and 70% of high-frequency faults were automatically resolved. In Project T, the intelligent agent achieved a 75% automatic troubleshooting rate for private line quality assurance, improving fault demarcation and localization efficiency by 30%.

Practice shows that enhancing O&M capabilities and providing deterministic assurance based on the network foundation is an effective way to help carriers manage B2B networks and drive business growth.

Currently, government and enterprise network O&M is transitioning from single-domain, decentralized operations to multi-domain converged assurance, marking a historic upgrade from a cost center to a competitiveness center. By leveraging AUTIN, which performs intelligent O&M for private lines and converged networks, carriers are transforming their strategies from selling bandwidth to selling premium services + intelligent O&M + AI value-added services. Looking ahead, Huawei will deepen its expertise in AI-native frameworks, and continue to streamline costs and efficiency with AUTIN. Huawei also aims to build a human-machine collaboration system and enhance the overall competitiveness of customer services. We look forward to partnering with global industry leaders to embark on a new journey of intelligent O&M that is driven by AI and built on converged networks.

Key Industry Markets: Integrated Compute-Network Solutions

Chen Yonghong

Chen Yonghong

Founder and Chairperson, MED Imaging AI

Digital and Intelligent Ultrasound: Redefining the Healthcare Ecosystem and Igniting B2B Growth

MED Imaging AI, Huawei, and carriers deliver Ascend-powered smart ultrasound that brings quality diagnostics to communities and unlocks new B2B growth.

Industry trends: Ultrasound moves from standalone diagnosis to regional collaboration

China's healthcare sector is in a pivotal phase of high-quality growth. Guided by a national policy framework, the country is steadily advancing tiered diagnosis and treatment, examination result recognition, and compact medical community development. There is a shift in emphasis from individual hospital efficiency to efficient collaboration between major hospitals, primary care, and public health systems.

These developments have increased the importance of ultrasound imaging. As a non-invasive, real-time, portable, and cost-effective technology, ultrasound has become indispensable in clinical diagnosis and treatment, health screenings, maternal and child care, occupational health, early cancer detection, and primary public health. In integrated healthcare networks, lead hospitals are responsible for healthcare quality control, remote guidance, complex diagnoses, and training for primary institutions. These primary institutions, such as township health centers and community health service stations, handle initial screenings, common disease management, and follow-up care. A standardized and traceable cross-institutional smart ultrasound infrastructure is crucial for expanding access to high-quality medical resources to more communities.

However, significant challenges remain in ultrasound service supply and regional collaboration.

  • Inconsistent quality standards hinder mutual recognition of examination results. Ultrasound diagnosis heavily relies on operator expertise. Institutions and practitioners differ in their techniques, standard sections, image quality, and report descriptions. Traditional manual spot checks have insufficient coverage and cannot meet the needs of hospital grading, regional quality control, medical insurance oversight, and region-wide result recognition.
  • A shortage of primary healthcare professionals hampers diagnostic and treatment capacity. Training skilled ultrasound specialists is time-consuming. Primary institutions, health examination centers, and regional screening programs often face staff shortages, capability gaps, and heavy diagnostic workloads, which increase the risks of missed diagnoses, misdiagnoses, and inconsistent reports.
  • Demand for screening is soaring, but service capacity cannot keep pace. There is growing demand for early cancer screening, public health examinations, maternal and child care, occupational health management, and chronic disease management. Traditional ultrasound models cannot support high-concurrency, standardized, and traceable screening. Medical institutions are under pressure to handle increased workloads with static resources.

The potential of digital and intelligent ultrasound extends beyond AI-assisted diagnosis in hospitals. It also involves developing long-term operational capabilities for regional quality control, primary screening, remote collaboration, and data governance, centered on medical communities.

MED Imaging AI's strategy: Working with carriers to streamline primary healthcare, cross-domain private networks, and sustainable operations

A leading healthcare tech firm, MED Imaging AI specializes in cutting-edge AI algorithms for medical big data. The company is dedicated to creating a real-time AI-driven expert system that can diagnose and treat diverse diseases using ultrasound imaging alongside an advanced AI bioinformatics analysis platform rooted in genomics. MED Imaging AI follows a three-pronged strategy of technological empowerment, in-depth application, and ecosystem collaboration to enable more effective use of AI in healthcare.

Technological empowerment: MED Imaging AI used Huawei's full-stack AI capabilities to build a technical foundation featuring Ascend computing power, medical foundation models, and cloud-edge-device synergy. The Ascend chip provides efficient and controllable computing power for real-time inference and massive data processing in ultrasound imaging. The proprietary medical multimodal foundation model integrates tens of millions of ultrasound images, clinical guidelines, and diagnosis and treatment standards. This enables image recognition, lesion segmentation, report generation, and quality control and review. The cloud-edge-device synergy architecture supports deployment in hospitals, medical communities, health examination centers, and primary public care, while ensuring real-time performance, data security, and cost-effectiveness.

In-depth application: MED Imaging AI focuses on the main service processes of ultrasound imaging. This solution improves the foundation of imaging through quality control, enhances efficiency through diagnosis, and expands scale through screening. Quality control ensures service consistency, AI-assisted diagnosis improves the efficiency and accuracy of diagnosis and treatment, and assisted screening and health examination expand the reach of inclusive healthcare services.

Ecosystem collaboration: MED Imaging AI is deepening its partnership with Huawei and establishing alliances with carriers for the large-scale implementation of digital and intelligent Ultrasound services. This collaboration goes beyond mere bandwidth, focusing instead on integrating AI applications, computing power, private networks, and local delivery for B2B settings like medical communities, primary care, and regional public health.

Why does MED Imaging AI partner with carriers? There are three main reasons. First, carriers can connect to local resources, including the national health commission, leading hospitals, primary healthcare institutions, and government and enterprise clients. With carrier support, the AI ultrasound solution can efficiently scale from single-hospital pilots to extensive implementation across the medical community and primary healthcare network. Second, carriers offer extensive, manageable, and operable 5G/5G-A networks, IP private networks, edge nodes, and data center resources. They can provide a reliable, secure, and low-latency computing network foundation for dynamic ultrasound image transmission, remote quality control, edge inference, and cloud-based review. Third, carriers offer government and enterprise project integration, O&M, billing and settlement, and sustainable operations. These capabilities help transform business models from one-time deliveries to sustainable subscription, leasing, and joint operations.

MED Imaging AI has worked with carriers and Huawei to create a model for ultrasound services. The model consists of one regional platform, three core capabilities, and many community nodes. The national health commission and top-tier hospitals lead the development of the regional platform, which serves as the service entry point. The three core capabilities are AI-powered quality control, AI-assisted diagnosis, and intelligent screening. Community nodes are deployed in township health centers, community health stations, health examination facilities, and other dedicated settings. Carriers provide private network slicing, edge cloud and computing access, government and enterprise outreach, community node integration, O&M assurance, and compliant transmission. Huawei supplies the computing power and cloud-edge-device technical foundation. MED Imaging AI delivers clinical algorithms, ultrasound AI products, quality control standards, and specific services.

The solution can be implemented flexibly through self-build or leasing, depending on the customer’s needs. For major hospitals and data-sensitive organizations, self-build and local deployment ensure data autonomy and efficient response. For regional public health institutions, integrated healthcare organizations, and primary screening, leasing the carrier cloud, edge nodes, or NPUaaS can reduce initial investment. Once the pilot matures, a sustainable operations model can be established by region, organization, or service volume.

Within one to two years, MED Imaging AI will deploy its digital and intelligent ultrasound solution in more than 100 benchmark hospitals, 90 regional medical institutions, and 40 chain health examination centers across China. This initiative will generate quantifiable value and set new industry standards. Within three to five years, MED Imaging AI aims to develop a comprehensive product lineup for every ultrasound setting and deploy its AI solution in over 200 Chinese cities. MED Imaging AI's long-term vision (beyond the next five years) is to develop industry standards for intelligent ultrasound imaging, streamline data throughout healthcare, health examination, and public health, and forge an AI-driven ultrasound healthcare service ecosystem.

Figure 1: Architecture of digital and intelligent primary ultrasound services supported by carrier 5G and computing-network convergence

Figure 1: Architecture of digital and intelligent primary ultrasound services supported by carrier 5G and computing-network convergence

Digital and intelligent ultrasound solution: An integrated AI platform for quality control, diagnosis, and screening

MED Imaging AI, in collaboration with top medical institutions, developed a digital ultrasound foundation model based on Huawei's ecosystem and officially released it in Guangzhou in February 2025. After nearly one year of clinical verification, the model has established an integrated AI-enabled platform for quality control, screening, and diagnosis. This platform, deployed on edge nodes and working in synergy with the carrier's low-latency network, enables real-time analysis of imaging data, immediate warning of quality issues, and cross-institutional process control.

MED Imaging AI has undergone a comprehensive intelligent upgrade, enhancing every step from scanning to diagnosis, and from single-point application to cross-regional collaboration.

  • End-to-end smart quality control: During scanning, the system auto-warns about and corrects deviations from standards and protocols. It intelligently assesses image resolution and artifacts, filtering out subpar images. The system verifies report terminology, content, and logic to correct errors instantly. This ensures consistent diagnosis and treatment standards from start to finish.
  • Precise diagnosis assistance: Trained on standard ultrasound and histopathological diagnosis (gold standard) data, the system can precisely locate, segment, and assess the benign or malignant status of lesions in the thyroid, breast, and cervical lymph nodes, informing clinical decisions and diagnostic accuracy.
  • Efficient intelligent screening: The solution provides advanced lesion detection and classification for over 10 major organs to improve early identification of high-risk conditions. This greatly improves screening efficiency and quality standardization, paving the way for the large-scale implementation of inclusive screening.
  • Quality control for regional collaboration: The quality control cloud platform balances medical resource distribution by using unified diagnostic standards for real-time uploads of primary care data, cloud-based data review, remote guidance, and result recognition.
ITS 200

This solution integrates AI throughout the entire ultrasound service process instead of relying on single-point algorithm identification. For doctors, the system offers real-time assistance in scanning, identification, report writing, and review. For hospitals, it accumulates quality control and research data to form a robust quality system. For medical communities, it extends leading hospitals' standards, capabilities, and services to primary institutions, ensuring regional service consistency.

Figure 2: Thyroid ultrasound AI-assisted diagnosis product ITS 200 and its system interface

Figure 2: Thyroid ultrasound AI-assisted diagnosis product ITS 200 and its system interface

Business practice: From single-hospital efficiency to regional medical community replication

This solution has been implemented in numerous hospitals and private examination organizations, creating diverse success stories ranging from improving hospital operational efficiency to expanding health examination capacity and cross-regional collaboration. Project results demonstrate an 80% increase in quality control efficiency for ultrasound screening, a 70% reduction in manual workloads, and 96.5% diagnostic accuracy. The solution has unified data management across different devices, bolstering scientific research with top-tier data. A single hospital can save over CNY3 million annually on quality control while enhancing diagnostics, treatment, and the patient experience.

In hospital applications, the solution streamlines medical technology, clinical care, and examinations. In assisted clinical diagnosis, MED Imaging AI focuses on major ultrasound departments. The service is now covered by Shanghai's medical insurance system, which ensures compliance and boosts its potential for broader application. In ultrasound examinations, AI helps doctors detect and classify lesions in the body and provides a health risk assessment model for personalized reports and intervention suggestions. In addition, the AI system is connected to the follow-up system to intelligently reach high-risk groups for timely intervention and proactive management.

In regional collaboration, MED Imaging AI established an integrated network spanning 10 municipal hospitals in Wuxi to seamlessly connect departmental quality control, point-of-care (POC) oversight, and remote collaboration. The system unified image quality evaluation standards and standardized operational processes in real-time applications like outpatient services and medical examination. Institutions are linked for data sharing. Higher-level hospitals offer quality control, expert diagnoses, and advanced technical support to primary-care facilities, improving the distribution of top-tier medical resources.

Figure 3: Collaborative architecture of the regional medical digital and intelligent ultrasound solution based on computing-network convergence

Figure 3: Collaborative architecture of the regional medical digital and intelligent ultrasound solution based on computing-network convergence

Digital and intelligent ultrasounds, which in the past were mostly procured by individual departments, are now being used to develop regional healthcare. For healthcare institutions, AI ultrasounds ensure standardized quality control, enhance diagnostic efficiency, expand screening capacity, and strengthen research data governance. For medical communities, platform-based capabilities unify standards, extend services to lower-level institutions, and improve primary diagnosis. For carriers, this presents an opportunity to transform from network suppliers to digital and intelligent healthcare service providers.

In the future, MED Imaging AI will continue to focus on AI-enabled ultrasound, collaborating with Huawei and carriers to offer a standard, replicable, and operable digital and intelligent ultrasound service system for hospitals, medical communities, health examination centers, and primary public health services. By drawing from AI, computing power, private networks, and applications, this service will not only revolutionize the ultrasound diagnosis and treatment process, but also serve as a new entry point for B2B growth in healthcare. This will enable tiered diagnosis and treatment and support the broader goals of accessible, high-quality healthcare across China.

Key Industry Markets: Integrated Compute-Network Solutions

Tang Wei

Tang Wei

Senior Vice President, ULearning

Empowering Education with AI: A New Chapter of Digital and Intelligent Transformation

ULearning and Huawei use AI agents to reshape education, helping carriers shift from one-off project integration to ongoing B2B service operations.

Education is the cornerstone of national strategy and social development. Digital and intelligent transformation in education extends beyond improving knowledge delivery to addressing profound issues like educational equity, personalized learning, and fostering innovative talent. Highly digitalized teaching processes now stand as the most essential aspect of digital and intelligent transformation in education. Schools generate vast amounts of data every day, including video recordings of classroom interactions, student learning trajectories, personalized assignments, and learning assessments. Efficiently storing, cleaning, and mining this data is the primary technical challenge facing educational institutions. The growing demand for data processing is driving the comprehensive upgrade of underlying information infrastructure.

Forward-looking industry research supports the strong link between demand from the application layer and the computing power layer. According to the Striding Towards the Intelligent World white paper series and the Intelligent World 2035 report, by 2035, computing power demand will increase 100,000-fold, AI-dedicated storage capacity will surge 500-fold, and global communication connections will rise 100-fold. For the education sector, this means future smart education will be highly data- and computing-intensive. Applications like virtual reality (VR) teaching, holographic interactive classrooms, and real-time multimodal learning analysis will all require high network bandwidth, low latency, and robust edge computing and cloud architecture. It is against this backdrop of deep integration between computing power networks and educational needs that carriers have identified a solid entry point for expanding their B2B services.

Building a future-oriented smart education ecosystem

Facing this industry transformation, Beijing ULearning Education Technology Co., Ltd. has paired its extensive experience in education with Huawei's next-generation ICT infrastructure to create an intelligent foundation. Together, ULearning and Huawei have developed the AI Enablement and Teaching Solution (Figure 1) for the smart education sector. This solution provides a comprehensive ICT foundation, spanning from underlying computing power to upper-layer applications.

By integrating ULearning's experience in education with AI technology, the solution creates a future learning space for the intelligent world. It delivers high-quality connectivity to educational institutions, and provides scenario-based AI applications to realize personalized, interactive, and data-driven teaching. Through strategic collaboration, ULearning and Huawei are helping educational institutions effectively address transformation pain points. They are also bringing new business growth to carriers in the education sector, and setting a valuable benchmark for the intelligent upgrade of the global B2B market.

Figure 1: AI Enablement and Teaching Solution

Figure 1: AI Enablement and Teaching Solution

Revolutionize teaching with AI agents

General-purpose foundation models are advancing from simple dialogue generation to agentic AI capable of perceiving, remembering, planning, and executing. In education, while these models excel in terms of general understanding, they often lack subject-specific knowledge and local student data. This is the primary challenge currently preventing AI from penetrating the core of teaching.

To this end, the AI Enablement and Teaching Solution equips schools with the software and hardware needed for the classrooms of the future. It also introduces AI training kits and AI general education courses to enhance AI skills. By leveraging school-based data, the solution builds a course retrieval-augmented generation (RAG) knowledge base to minimize model hallucinations and deliver precise subject-specific Q&A. This knowledge base can be further fine-tuned or enhanced for specific teaching scenarios.

Carriers and Huawei lay the digital groundwork for the intelligent world, while industry partners drive innovation by tackling business challenges head-on. In the partner + Huawei system, Huawei has introduced smart screens and the computing foundation powered by Kunpeng, HarmonyOS, and Ascend. ULearning complements this with comprehensive software solutions designed for interactive teaching, drawing upon its self-developed smart interactive teaching systems and deep expertise in digital content operations. Together, the two parties bridge the gap between hardware and software, completely transforming IT infrastructure. Their jointly created Ascend smart teaching appliance meets online and offline education and management requirements in one place. In addition, it harnesses AI for lesson planning, knowledge graph generation, smart curriculum design, personalized learning, and refined teaching assessment.

In-depth enablement and implementation of teaching scenarios

ULearning has teamed up with Huawei to roll out numerous benchmark smart education projects around the world. In international markets, the two companies expanded their presence in the digital and intelligent education sector through partnerships with multiple carriers. For instance, they have worked with Ethio Telecom to bring the smart teaching platform to schools and educational institutions in Ethiopia, making it available to teachers and students on a subscription basis. Collaborating with Omantel, the companies have also implemented smart classroom initiatives in primary and secondary schools across Oman, driving the adoption of smart education nationwide. Furthermore, by integrating AI throughout the teaching process, they have transformed traditional classrooms into dynamic, interactive environments. These efforts have not only proven the technical viability of AI-powered smart teaching solutions, but showcased the real-world value of the solutions in diverse and complex settings.

In March 2025, the Miaomiao agent, a smart teaching assistant developed by the two parties for Zhejiang Shuren University, was showcased at the Mobile World Congress 2025 (MWC 2025) in Barcelona as a benchmark of AI + education, demonstrating China's exploration of digital and intelligent education transformation. Based on the Ascend computing power foundation, the Miaomiao agent has completely restructured the traditional teaching method. By building 3D scenario models, it has created a brand-new teaching ecosystem, the core value of which is detailed below.

  • One course, one knowledge base: The system automatically aggregates video recordings and teacher-student interaction data from multiple campuses via the carrier's private line. Using the foundation model, it generates knowledge points to dynamically update knowledge graphs and knowledge bases on all subjects.
  • One course, one agent: The system generates a dedicated AI teaching assistant for each course, drawing from a specialized knowledge base. With a deep understanding of the content, the assistant can accurately answer subject-specific questions, predict learning bottlenecks according to historical data, and offer personalized guidance and learning paths. The agent has already been integrated into virtual training scenarios, evolving toward one course with multiple agents.
  • One teacher, one space: Each teacher has a dedicated digital twin workspace, housing their teaching habits, evaluation models, and personal knowledge bases. This allows teachers to integrate AI capabilities into their workflows.

The Miaomiao agent integrates underlying computing power, middle-layer platforms, and upper-layer applications for coordinated development. Meanwhile, its open architecture enables flexible switching between cloud (carrier computing power) and local (private computing power) deployments, ensuring the absolute security of core teaching data. Moreover, the system's strong compatibility with existing equipment facilitate seamless integration with legacy hardware, avoiding redundant investment and significantly lowering the barrier to digital and intelligent transformation within education.

In primary and secondary education, ULearning, alongside Huawei and local carriers, responded to the Hong Kong SAR Government's AI for Empowering Learning and Teaching Funding Program by providing the AI Enablement and Teaching Solution for Pui Kiu Middle School in Hong Kong. This solution utilizes the carrier's network and computing resources to enable teachers to prepare lessons, interact with students, automatically evaluate homework, and recommend personalized resources and learning paths. The project was showcased globally at MWC 2026.

Expanding the new market of AI-driven education

The aforementioned successful business practices clearly demonstrate the potential of AI-empowered education as it paves the way for carriers to achieve new growth in the B2B field. It is allowing carriers to transform from one-time project integrators into digital and intelligent service providers, supporting customers throughout the entire lifecycle.

  • For governments and education authorities (government-facing scenarios), carriers provide regional data governance centers and computing power coordination platforms, securing large-scale government procurements and long-term service contracts. These centers and platforms serve as the core foundation of digital and intelligent education in cities.
  • For schools at all levels (business-facing scenarios), carriers collaborate with ULearning to offer comprehensive smart teaching solutions akin to the Miaomiao agent. This shifts the business model of carriers from one-time delivery to continuous subscription-based operations through system subscription authorization, dynamic upgrades of functional modules, and API calls of AI computing power.
  • For students and families (consumer-facing scenarios), the success of consumer-facing applications creates a strong spillover effect, enabling services like AI-enabled class evaluations, personalized homework, individualized performance reports (generated based on authoritative school data), and AI digital tutors for after-school support. Carriers can flexibly bundle and sell these services through 5G home packages, building a closed-loop business model that connects the government, business, and consumer sectors.

With each leap in computing power and model iteration, the boundaries of education continue to expand. Cutting-edge technologies, particularly AI agents, are transforming education from a one-size-fits-all model into personalized learning at scale. This shift — where technology and business models converge — will reshape how knowledge is delivered and open new B2B growth opportunities for the global communications industry and enterprise services.

04.
Strategic Emerging Markets: Integrated 5G + AI Foundation

Strategic Emerging Markets: Integrated 5G + AI Foundation

Su Yu

Su Yu

Vice President of China Mobile (Chengdu) Industrial Research Institute, Chair of the GSMA Drone Interest Group, Secretary-General of the IEEE COM/AerCom SC, and Chair of the Low-Altitude Information and Communications Committee of the China Institute of Communications

AI-Powered Low-Altitude Networking: Unlocking New B2B Growth for Carriers

China Mobile is turning low-altitude networking into a full-stack B2B service engine, powered by 5G-A integrated sensing, AI, and its "Four Drives, Two Wings" architecture.

The global ICT landscape is undergoing a profound shift. Traditional pipe models can no longer support the strategic ambitions of digital and intelligent transformation. Carriers are moving fast from being connectivity providers to key partners in digital and intelligent advancements across industries, driving the deep integration of AI with pervasive networks, computing cloud and network, and beyond. As they search for a second growth curve, the low-altitude economy — sitting at the intersection of technology, public welfare, and industry — has emerged as a promising new frontier for carriers to empower the real economy.

The low-altitude economy is transitioning from pilot exploration to large-scale, systematic growth. Central to this shift is low-altitude intelligent networking, the backbone of low-altitude infrastructure. The network integrates air-ground communications, and fuses communication, navigation, sensing, and management systems to serve all low-altitude domains. Its goal is to enhance airspace safety and efficiency through visualized, connected, accessible, and manageable services.

Trend insights: Strategic convergence of the low-altitude economy and carriers' B2B services

  • The low-altitude economy is taking off, making digital infrastructure a necessity

    The low-altitude economy is a composite industry that integrates digital technologies with low-altitude space. Major economies around the world have incorporated the low-altitude economy into their national industrial strategies. For example, the U.S. continues to streamline the certification process for electric vertical take-off and landing (eVTOL), Europe has built the U-space system for collaborative operations in low-altitude airspace, and many countries in Asia-Pacific have implemented regulatory sandbox pilots. Under the guidance of policies such as the Interim Regulations for Managing UAV Flight, and the Low-Altitude Economy Standards System Construction Guide, China has formed a four-pronged development pattern, featuring policy guidance, technological breakthroughs, scenario expansion, and capital support.

    With the surge in high-density, high-frequency, cross-regional, and multi-operator flight activities, the pain points of traditional communications — fragmented coverage, inadequate navigation precision, obsolete regulatory methods, and weak security — have become increasingly pronounced. Relying solely on conventional communication technologies and manual supervision can no longer meet demand. Consequently, purpose-built intelligent low-altitude networking has become the prerequisite for advancing the low-altitude economy.

  • AI + Low-altitude intelligent networking, reshaping B2B service models

    In traditional B2B services, carriers focus on providing basic communication connectivity, with a single revenue model and limited value contribution. By integrating AI with low-altitude intelligent networking, carriers can harness mobile communication networks, distributed computing power, and trusted service qualifications to achieve three pivotal changes in service models, breaking free from the limitations of conventional approaches.

    First, intelligent network upgrade. By leveraging AI-enabled network capabilities such as 5G-A integrated sensing and communications (ISAC), intelligent beamforming, and dynamic interference coordination, carriers can effectively address the challenges of coverage holes and signal fluctuations in low-altitude communication. Next, intelligent upgrade of operations and supervision. By using AI algorithms to enable intelligent prediction of airspace traffic, dynamic planning of flight paths, autonomous scheduling of flight operations, precise identification of anomalies, and proactive risk warning, carriers can significantly improve the efficiency of low-altitude airspace operations. Lastly, intelligent upgrade of services. This shifts carriers' B2B services from standardized connectivity supply to scenario-based, operable digital and intelligent services. By building a full-stack solution that integrates infrastructure construction, platform operations, application enablement, and security assurance, carriers can fundamentally transform from selling bandwidth to selling capabilities, services, and value, comprehensively improving the added value and profitability of B2B services.

Policy guidance: Prioritizing existing resources and building a robust communication support framework

  • Core orientation: Revitalizing existing resources, co-constructing and sharing platforms, and ensuring strict compliance

    The Ministry of Industry and Information Technology (MIIT) and four other departments jointly released the Implementation Opinions on Strengthening the Capability Building of the Information and Communications Industry to Support the Development of Low-altitude Infrastructure. The document clearly defines the pillar role that the information and communications industry plays in the development of low-altitude infrastructure. The core orientation of the policy is very clear: Revitalizing existing resources, co-constructing and sharing platforms, and ensuring strict compliance. For carriers, this means fully relying on existing mature mobile communications network infrastructure, such as 5G and 5G-A, to quickly transform towers, computing equipment rooms, and optical fiber networks across the country into low-altitude service capabilities. This gives carriers a natural first-mover advantage in deploying low-altitude services with low costs and high efficiency. The policy explicitly places communication support in the scope of "strict compliance". This means that if a future low-altitude aircraft is not connected to the network-linked system, it will be like a car without a license plate and navigation system, and cannot legally take off.

  • Suggestions: Policy compliance, efficient regulations, and technical collaboration

    To truly support the low-altitude economy, carriers need to build a comprehensive system encompassing policy compliance, efficient regulations, and technical collaboration: First, safety regulations and technological advancements must proceed hand-in-hand. Carriers need to promptly implement the "one device, one code, one number" identification system to tightly link each aircraft, SIM card, and carrier account. They must also actively engage in identity verification, communication binding, and tracking of low-altitude devices, enabling full lifecycle traceability and closed-loop management. This will elevate carriers from mere pipeline providers to strategic partners in low-altitude economic development. Next, carriers can spearhead the ongoing evolution of technology and equipment, bridging the gap between communication and radar systems, and integrating networks with devices. The future lies in the multidimensional fusion of ground mobile communication, satellite communication, and low-altitude communication, navigation, and monitoring. This integration will transform base stations into real-time detection centers for drone positions, speeds, and forms, ensuring seamless network mobility and ubiquitous sensing.

Core strategy: Leveraging resource and technical advantages to develop a unique competitive edge

Amid the development wave of the low-altitude economy, top-level policy guidance, and real industry pain points, China Mobile is seizing the opportunity, leveraging its core resources and advanced technology to break through development bottlenecks, align with top-tier policies, and forge a unique competitive edge in the market.

Figure 1: The 'Four Drives, Two Wings' architecture for low-altitude intelligent networking

Figure 1: The "Four Drives, Two Wings" architecture for low-altitude intelligent networking

  • Core architecture: "Four Drives, Two Wings" strengthen the foundation of low-altitude intelligent networking

    China Mobile has created a "Four Drives, Two Wings" architecture for low-altitude intelligent networking (as shown in Figure 1). This innovative structure leverages four core "drives" to bolster foundational capabilities and two "wings" to safeguard industry security, creating a comprehensive, closed-loop, and scalable system.

    The four core "drives" form the backbone of the architecture, integrating the terminal, network, platform, and application layers to create a robust, full-chain capability system. At the terminal layer, China Mobile leverages advanced communication and positioning modules, dedicated SIM cards, and SDKs to develop a full-chain and diversified terminal product matrix, ensuring trusted access and streamlined lifecycle management. The network layer drives innovation by establishing extensive low-altitude communication, high-precision navigation, and 5G-A ISAC networks, guaranteeing reliable connectivity, precise location and navigation, and real-time situational awareness. The platform layer offers a versatile low-altitude service hub that combines regulatory oversight with industry support, enhancing efficiency across sectors. Finally, the application layer targets key low-altitude economic scenarios like logistics, rescue, and inspection. By identifying shared requirements, China Mobile develops standard solutions and fosters a scalable B2B service model.

    The two "wings" of protection offer architectural support, safeguarding the operations and growth of low-altitude intelligent networking. The AI enablement wing, harnessing China Mobile's extensive computing network, foundation model technology, and industry algorithms, seamlessly integrates AI throughout low-altitude intelligent networking. This enables accurate target recognition, intelligent airspace traffic forecasting, dynamic flight path planning, autonomous operations, and effective anomaly management, elevating the intelligence of low-altitude operations. The security wing drives all-domain, multidimensional protection by constructing a comprehensive system for trusted terminal identification, secure communications, safe platform access, and application data protection, ensuring that every step of the low-altitude flight process is manageable, controlled, and traceable.

  • Core advantages: Four core capabilities build industry competitiveness

    In the development of the low-altitude economy, China Mobile has formed four irreplaceable core advantages based on its resources and technological expertise.

    First, network resource advantage. China Mobile boasts the world's largest 5G/5G-A network and numerous tower sites. By reusing existing facilities for cost-effective reform, China Mobile can support both high-density flights under 300 meters and wide-area flights over 600 meters. The company sets industry standards in network coverage and construction speed.

    Second, regulatory compliance. Guided by China's national policy, China Mobile designed the "four-in-one" low-altitude networking supervision solution, seamlessly integrating pilots, drones, SIM cards, and control devices. This ensures lifecycle identification and closed-loop management of low-altitude aircraft, fully compliant with both government and industry regulations.

    Third, digital and intelligent advantages. Harnessing its comprehensive computing prowess and deep industry expertise, China Mobile has revolutionized conventional detection with AI-driven multi-modal technology. This innovation crafts an all-encompassing, all-weather, and highly accurate low-altitude security network, fortifying operational safety.

    Fourth, ecosystem collaboration. China Mobile has taken the lead in integrating upstream and downstream resources of the industry chain, and collaborating with equipment vendors, terminal enterprises, research institutes, industry customers, and local governments to advance technological standards, breakthroughs in core technologies, testing and verification optimization, and business implementation and operations. This collaboration fosters a cohesive development framework and sustainable industry ecosystem.

Practical cases: China Mobile and Huawei dive into low-altitude economy

China Mobile and Huawei have deepened their collaboration in the low-altitude domain. At its core are two technologies: 5G-A integrated sensing and communication (ISAC), and 5G-A + AI computing-network convergence. Together, they form a cloud-edge-device collaborative digital foundation for low-altitude operations. This foundation has been deployed across multiple pilot or commercial projects in Anhui, Guangdong, Henan, and other provinces in China, driving the large-scale application of "5G-A × AI" technology in scenarios such as low-altitude inspection, low-altitude security, logistics and delivery, and emergency rescue.

Multi-modal fusion for low-altitude monitoring and safety in Hefei: In Hefei, China Mobile followed national standards to coordinate the deployment of communication, navigation, monitoring, meteorological, and countermeasure infrastructure, creating a multi-modal fusion system for detection and countermeasures. By combining 5G-A with existing technologies — low-speed and small-target radar, electro-optical detection, and radio-based detection — the system actively identifies non-cooperative targets and supports countermeasure decision-making. The project now covers all key areas and critical low-altitude corridors across Hefei, ensuring safe and efficient operations for logistics, passenger transport, public services, and other typical low-altitude applications.

5G-enabled smart drone dispatch in Shenzhen: In the city governance domain, China Mobile helped the Public Security Bureau of Shenzhen build a 5G-enabled drone command and dispatch platform that unifies all drone resources under centralized management. Powered by the China Mobile Lingyun platform, the system breaks through beyond visual line-of-sight (BVLOS) limitations and, by combining 5G with smart drone hangar technology, enables autonomous drone flights. This pushes routine patrol and inspection toward fully unmanned operations. As the first city-level pilot for unified 5G management of city governance drones, the platform has slashed equipment launch time to just three minutes and cut pilot costs by 50%, setting a benchmark for smarter urban governance and demonstrating the transformative value of technology-empowered public services.

Multi-modal fusion for low-altitude airspace protection by Nanyang Jiangying Airport: In the airport security domain, Nanyang Jiangying Airport deployed the multi-modal fusion sensing capabilities of the China Mobile Lingyun low-altitude management platform. The system combines 5G-A ISAC with radio, electro-optical, radar, and AI technologies, and integrates bird-dispersal equipment and waterlogging monitoring systems. Through a unified airport-wide situational map, it brings together all airport equipment, surrounding airspace intelligence, and device data onto a single pane of glass. This enables precise monitoring of two major safety risks: airborne "landmines" — drones, balloons, and bird flocks intruding into the airspace — and runway "killers" — waterlogging and foreign object debris (FOD).

Future outlook: AI drives foundation iteration and upgrades, opening up a blue ocean for B2B

Looking ahead, AI technologies will play an increasingly prominent role. China Mobile will focus on three core areas to propel low-altitude intelligent networking forward:

  • At the technology level, China Mobile will continue to advance the evolution of network technology, driving the upgrade from 5G-A to 6G. By merging communication, navigation, sensing, and computing, China Mobile will push beyond technological boundaries, and build a highly autonomous, resilient, and fully integrated low-altitude intelligent network.
  • At the scenario level, China Mobile will drive the full-scale upgrade of low-altitude applications, expanding from basic cargo transport and inspections to high-value sectors like passenger travel, urban air mobility, low-altitude cultural tours, and high-end logistics. China Mobile's reach will extend from peripheral areas like suburbs and campuses into city centers and across all airspace. Moreover, the company will evolve from isolated scenarios to integrated and collaborative ones, relentlessly uncovering new B2B opportunities.
  • At the business level, China Mobile will continuously refine business models, transcending traditional project-based services to embrace diverse, sustainable options like foundation leasing, platform services, application subscriptions, and data operations. This shift will transform China Mobile's major revenue source from one-time payment to ongoing service income, fueling a new growth trajectory for its B2B offerings.

The low-altitude domain is not merely an extension of physical space, but a whole new dimension of digital transformation. China Mobile will bolster industries with advanced digital and intelligent infrastructure and drive innovation through cutting-edge technology. On its journey toward high-quality growth in the low-altitude economy, China Mobile will unlock new productivity and partner with all parties across the industry chain to shape a vibrant digital future in three-dimensional space.

Strategic Emerging Markets: Integrated 5G + AI Foundation

Fan Ji'an

Fan Ji'an

Chief Big Data Scientist, China Unicom

China Unicom's Innovations and Practices in Industrial Intelligence

China Unicom builds on its connectivity strength with a full-stack industrial AI solution that drives real-world manufacturing transformation.

In recent years, next-generation technologies like AI have accelerated the intelligent transformation of the industrial ICT sector. In China’s 15th Five-Year Plan, policies such as AI + industrial Internet and AI + manufacturing are set to propel AI deeper into the heart of industrial production. As both a builder of China's information infrastructure and an enabler of industrial development, China Unicom has analyzed the core challenges in intelligent transformation, including data processing, task execution, and robotic decision-making. Based on these insights, China Unicom has developed a full-stack solution that spans data governance, agent networks, and embodied AI.

The three phases of China Unicom's industrial intelligence

China Unicom's industrial journey unfolded in three phases: first, connecting everything with 5G; then, sensing through data and vision; and now, cognizing with AI and agents.

Since 2018, the large-scale 5G technology adoption has been fundamentally changing networking. Through its 5G private networks, China Unicom has delivered low-latency, high-bandwidth connectivity to virtually every aspect of industrial operations. Production lines are now capable of advanced visual sensing and identification. Mobile terminals have freed production lines from traditional constraints. Autonomous guided vehicles (AGVs), AR glasses that merge the virtual and real worlds, and centrally controlled workstations can be flexibly reconfigured to form new flexible production lines. To date, over 9,500 5G-powered production facilities have been established in China, spanning industries from manufacturing and mining to ports and power plants. These smart facilities are also extending to other markets, like Thailand (Figure 1).

Figure 1: Midea's 5G factory in Chon Buri, Thailand

Figure 1: Midea's 5G factory in Chon Buri, Thailand

In 2022, the focus of digital transformation shifted to data-driven development. China Unicom launched the Unilink Industrial Internet Platform, centered on IoT and big data, to carry the device and management data of industrial enterprises. This platform offers protocol parsing and structured modeling services, which enhances system interoperability by allowing upper-layer applications to access data securely without having to navigate the complexities of underlying devices and systems. Unilink has been included in the Ministry of Industry and Information Technology's (MIIT's) Cross-industry and Cross-domain Industrial Internet Platform List for three years. It rose from 29th in the rankings to 9th in 2024, and entered the top 6 in 2025.

In 2024, the AI boom really started to take off. What truly drives users to choose AI is not parameters or compute power, but how seamlessly it integrates into existing production scenarios. The forms of intelligence are evolving into vertical foundation models that can understand professional data and generate accurate answers, agents that automate tasks, and embodied AI robots that enable human-machine collaboration. Building an open industrial intelligence ecosystem on top of its networking and digitization foundation is the goal of the Unilink platform evolution.

The three core pain points of industrial intelligence

Despite its promising prospects, industrial intelligence still faces three major challenges in practical implementation in factories, mines, and ports.

The first challenge is the semantic gap in data. The foundation model needs to understand a vast amount of proprietary, highly specialized enterprise data and ensure that generated content strictly adheres to industry specifications, safety standards, and process requirements. Otherwise, intelligence would remain at the Q&A level and be unable to guide decision-making.

The second challenge is task breakdown and execution. Conversational capabilities alone are insufficient. The foundation model needs to break down user intentions into a series of executable tasks, and the operating system needs to invoke different agents and enterprise applications to complete these tasks automatically.

The final challenge is the lack of generalization in robots. Traditional robots lack perception, while new humanoid and quadrupedal robots have insufficient generalization. They lack the autonomous reasoning and decision-making needed for industrial settings. The key to full-scale intelligence is enabling embodied intelligent robots to not only perform tasks, but work in close collaboration with humans and other automated systems.

China Unicom details three solutions for industrial intelligence

To tackle these challenges, China Unicom has detailed three technical approaches, based on data, collaboration, and terminals.

First, an AI-ready data governance system: Enterprise data is multimodal. It includes device status data (temperature, pressure, current, rotational speed, etc.), production data (customer, order, product, material information, etc.), diverse system-generated data (file, program code, API, process, etc.), and unstructured data (image, audio, video, paper document, etc.). China Unicom has introduced its own data ontology to enable foundation models and agents to understand and reference this data.

Instead of simply collecting data, China Unicom uses semantic modeling and knowledge graphs to extract and transform multimodal data into semantic information and knowledge. Working with industry customers, China Unicom aligns the semantics of data in specific settings to ensure that relationships across different dimensions are unified in a single vector space. This approach enables foundation models to make informed decisions grounded in industry common sense, not just probabilistic guesses.

China Unicom's equipment team partnered with tech companies to create a specialized model for the production of China's C919 large aircraft. This project demonstrated significantly improved decision-making precision for advanced manufacturing. In the fashion sector, China Unicom developed a data-driven fabric performance predictor for Shanghai Challenge Textile that greatly reduced the time to market for new materials.

Second, enterprise-level Internet of agents (IoA): The number of job-specific and task-specific agents is growing rapidly. Traditional IP address-centric and static rule-based security models are insufficient for dynamic agent migration, autonomous decision-making, and efficient collaboration. To tackle this issue, China Unicom has proposed the enterprise-ready IoA, a technology system akin to the traditional Internet and intranet but fully AI-native and independent.

First, addressing is evolving from traditional location-based addressing to identity-based addressing. In conventional networks, servers are located using IP addresses. In the IoA, system routing matches agents directly by their identities, types, and permissions, eliminating reliance on destination IP addresses.

Second, security is transitioning from perimeter protection to intrinsic security. Traditional models are like fortresses, mainly defending against external threats. In the IoA, however, each agent can become an entry point or target for attacks, making a comprehensive security mechanism covering the entire network essential. This mechanism must include:

  • Continuous identity-based authentication and dynamic authorization for each agent interaction request.
  • Dynamic adjustment of access permissions for agents based on their identities and real-time risk assessments (such as behavioral anomalies and environmental changes), enforcing the principle of least privilege to prevent permission abuse.
  • A full-link verifiable trust system covering the hardware execution environment (such as TEE), code integrity, and identity credentials. This establishes a trusted data space and ensures that agents' actions match their claims and are trustworthy.
  • Recording key agent operations, decision-making chains, and communication content in a tamper-proof audit ledger, forming a complete evidence chain for backtracking and accountability.

At the Mobile World Congress (MWC) 2026, China Unicom launched UniClaw, an AI-native communication service and the latest addition to the Yuanjing Wanwu intelligent agent platform. It transforms traditional communications like phone calls and SMS into entry points for executing agent commands (Figure 2). At a March 2026 event in Huangpu District, Guangzhou, China Unicom presented its full-stack AI + New Industrialization Solution. This solution's ClawdSecbot security system mitigates risks such as permission miscontrol and plugin poisoning in OpenClaw deployment, ensuring secure AI for manufacturing enterprises.

Figure 2: China Unicom launching UniClaw

Figure 2: China Unicom launching UniClaw

The original IP address-based routing network will be upgraded to an intelligent network for agent interconnection based on intent understanding, built-in security authentication, and compute-network collaboration. This will enable us to build an open ecosystem of industrial intelligence on existing network and digital foundations.

This transformation means compute-network collaboration is no longer just about moving computing power closer to data, but evolving into a super neural network that understands intent, autonomously schedules agents, and comes with built-in security features.

Building an open industrial intelligence ecosystem is the ultimate goal of compute-network collaboration in practice. At China Unicom Shandong, for example, China Unicom and Huawei have successfully deployed the autonomous network change and security agent. Using foundation model deep learning, it enables online simulation and risk assessment of network configuration changes. This transforms complex tasks that previously required manual checks into automated closed-loop agent operations, providing a solid underlying foundation for the open industrial intelligence ecosystem.

Third, an embodied intelligent brain operating across terminals: Previously, the Unilink platform enabled interoperability between applications and devices through protocol parsing and device models. Now, China Unicom has upgraded the platform to enable seamless interactions between robots (both traditional and embodied AI) and the embedded intelligent brain. This upgraded platform offers end-to-end services for embodied AI.

First, the platform accurately captures motion data. This involves deploying optical, inertial, and visual sensors to record the actions of human experts in fields like welding, material handling, and quality inspection. In the subsequent data adaptation and format conversion processes, the system uses dedicated algorithms to adapt captured joint space data to robot description files (such as URDF), bridging the gap from how humans do it to how robots do it.

In the model training phase, training samples are expanded to address the long-tail problem. Synthetic data of generalized actions is generated from real motion capture data and digital twin technology. A vision-language-action (VLA) embodied AI model is trained on this data to equip robots with visual sensing, language understanding, and decision-making abilities. In the virtual-to-real debugging phase, the trained model is deployed on robots using a high-bandwidth, low-latency 5G network. The robots achieve autonomous operations through reinforcement learning and fine-tuning from simulation to reality (Figure 3). The platform provides comprehensive technical support for robots using 5G network connectivity, sensory abilities (visual and auditory), and customized small model services.

Figure 3: CCTV, China's leading broadcaster, reports on the virtual-to-real training field of China Unicom's industrial embodied AI robots

Figure 3: CCTV, China's leading broadcaster, reports on the virtual-to-real training field of China Unicom's industrial embodied AI robots

China Unicom's exploration and practices in industrial intelligence spans from 5G private networks to smart factories, from industrial Internet platforms to edge-AI integration in core production — each step deepening our industrial intelligence capabilities. Going forward, we will strengthen our digital infrastructure; deepen the application of AI + manufacturing; and collaborate with industry partners across the value chain — including manufacturers, equipment suppliers, and model providers — to build an open, collaborative, and secure industrial intelligence ecosystem. This will transform industrial intelligence from isolated pilots to coordinated, widespread adoption and contribute to the growth of the manufacturing sector.

Strategic Emerging Markets: Integrated 5G + AI Foundation

Tang Xuwen

Tang Xuwen

General Manager, Government and Enterprise Account Department, China Mobile Inner Mongolia

Qu Lixue

Qu Lixue

General Manager, Government and Enterprise Product Operation Center, China Mobile Inner Mongolia

Miao Chunlei

Miao Chunlei

Expert, Government and Enterprise Account Department, China Mobile Inner Mongolia

Liu Xinglong

Liu Xinglong

Expert, Government and Enterprise Account Department, China Mobile Inner Mongolia

5G CCTV: Solving the Last-Mile Challenge for Video IoT

China Mobile Inner Mongolia and Huawei use 5G-A and RedCap for urban-rural video access — simple deployment, HD backhaul, and cost-effective, deterministic IoVT.

The Internet of Video Things (IoVT) is more than just image capture. It is a sensing system for public safety and a digital foundation for industry upgrades. Using its robust network infrastructure, China Mobile has consistently pushed the boundaries of IoVT, applying it to public safety, governance, and industrial intelligent transformation, and amassed a wealth of real-world expertise in the process. Yet, despite these advancements, two significant hurdles remain: first, the prohibitive costs and lengthy deployment times for optical fiber in remote regions, and second, the complex urban settings that complicate cabling and limit space, hindering governance solutions.

How do we address the last-mile challenge in IoVT access? How can we ensure high-quality IoVT coverage in urban and rural settings? China Mobile Inner Mongolia, partnering with Huawei, tackled this issue head-on in the all-domain IoVT project in Tumed Left Banner and the New Year's Eve support project in Hohhot. Integrating 5G-A, RedCap (lightweight 5G), and IoVT, we delivered an economical and groundbreaking solution.

Building a digital backbone for county-level security through wide-area video networking

China Mobile Inner Mongolia relentlessly pursues digital innovation to tackle last-mile challenges in rural public services and community management across vast regions. In September 2025, the carrier partnered with Huawei and the Governance Service and Data Management bureau of Tumed Left Banner in Hohhot to launch a pioneering IoVT initiative, contributing to Hohhot's smart city development. This collaboration established a top-level design centered on the synergy of the cloud, network, and devices, targeting critical sectors like flood control, agriculture, forestry, and urban management. The project created a robust 5G-A IoVT framework for seamless connectivity, security, and reliability. It lays a strong digital foundation for the region's socioeconomic development.

Harnessing its strengths in networks, technology, and services, as well as its deep understanding of local public service and industry needs, China Mobile Inner Mongolia customized standard products to tailor an end-to-end IoVT solution for Tumed Left Banner. This solution adapted fiber optic deployment to the region's extensive water systems and vast farmlands. Using China Mobile's high-quality 700 MHz low-frequency and 2.6 GHz large-capacity dual-band network, the solution ensures continuous coverage across critical water areas (rivers, lakes, reservoirs, etc.), agricultural and forestry zones, and transportation hubs. The peripheral system uses the '5G DTU + camera' to ensure comprehensive coverage. In remote areas where traditional power is limited or costly, the solution additionally deploys a 'PV + energy storage' solar power supply system.

This innovative deployment method that eliminates trenching and cable burying has supercharged efficiency. It slashed the construction time for the Tumed Left Banner project from four months to under one, safeguarding lives and property against floods. Additionally, it cuts costs by 40% to 90% by eliminating the need for heavy machinery.

Now, Tumed Left Banner has deployed hundreds of high-definition cameras, each generating nearly 800 GB of monthly upstream traffic. Average cell bandwidth utilization has jumped from 12% to 27%, a 15% increase, with rates in high-density areas soaring to 41%.

The high uplink bandwidth of 5G-A enables stable, real-time transmission of HD video feeds back to the platform, where integrated AI analysis delivers remote, real-time dynamic monitoring and situational alerts for critical nodes. This has significantly improved the efficiency and accuracy of Tumed Left Banner's flood control, water management, farm and forest fire prevention, and emergency response.

The project clearly demonstrates the potential of 5G IoVT technology for bridging the digital divide in remote regions and modernizing county-level governance. The model's effectiveness was validated by the all-domain IoVT project in Qingshuihe County. In this area, which is even more remote and challenging than Tumed Left Banner, traditional optical fiber deployment costs can soar into tens or even hundreds of thousands of RMB. The project innovatively implemented the "PV + 5G RedCap" solution to ensure network quality while significantly cutting deployment costs. This innovative approach offers a highly efficient and cost-effective pathway for IoVT adoption in remote regions.

Testing assurance capabilities in urban areas under extreme loads

If rural areas challenge IoVT with coverage breadth, urban areas test it with penetration depth. Urban areas are characterized by high population density, rampant network interference, and large numbers of concurrent mobile services. This results in heavy network pressure, which makes stability and real-time data backhaul a major challenge for China Mobile Inner Mongolia. The carrier's capabilities were put to the test during the New Year's Eve event at Hohhot's Xinhua Square in 2026.

Located in Hohhot's city center, Xinhua Square drew over 25,900 revelers on New Year's Eve 2026. This generated 1,502 GB of network traffic and 35,437 ERLs of call volume. Under these kinds of heavy loads, traditional video backhaul often falters, leading to lag and disconnections. China Mobile Inner Mongolia and Huawei broke ground by deploying the first WAN 5G RedCap IoVT deterministic assurance solution on a live network emergency communication vehicle at Xinhua Square. This marked a new course for real-time security and network assurance at crowded major events.

This solution uses RedCap multi-BWP (Bandwidth Part) intelligent selection technology to allocate high-priority logical slices for IoVT services, building strong assurance in high-density settings. The mobile emergency communication vehicle at Xinhua Square was equipped with 2K and 1080p cameras. Even during peak hours, video data streams were transmitted to the mobile IoVT management platform (powered by the Huiyan platform) with stability, clarity, and minimal latency (Figure 1).

Figure 1: Remote retrieval of HD footage from the 2026 New Year's Eve celebration in Hohhot via the video management platform

Figure 1: Remote retrieval of HD footage from the 2026 New Year's Eve celebration in Hohhot via the video management platform

Freed from the constraints of conventional fiber optic installation, the live network was rolled out in just 30 minutes. Real-time data streaming to China Mobile's mobile IoVT management platform enabled HD visuals for AI-powered, millisecond-accurate analysis of crowd density and distribution. With this instant feedback, the network assurance center can invoke onsite images and AI data analysis results, integrate them with critical network and load metrics in high-traffic areas, and work alongside the communication assurance team to resolve incidents quickly. Dynamic parameter adjustments, load balancing, and rapid fault resolution helped achieve precise network resource scheduling and fast closed-loop communication assurance (Figure 2).

Figure 2: China Mobile Hohhot and Huawei supported the New Year's Eve event in 2026 using the 5G RedCap IoVT solution

Figure 2: China Mobile Hohhot and Huawei supported the New Year's Eve event in 2026 using the 5G RedCap IoVT solution

Forging a future through closer IoVT collaboration

From the seamless rollout of the all-domain IoVT project in Tumed Left Banner to the flawless New Year's Eve event support at Xinhua Square, the strategic partnership between China Mobile Inner Mongolia and Huawei has showcased the adaptability of 5G IoVT technology to different urban and rural settings. It has also generated a wealth of valuable experience for the IoVT sector, providing benchmarks for routine governance and crisis management.

Moving forward, China Mobile Inner Mongolia will drive the growth of the IoVT industry ecosystem with two pivotal strategies:

The first strategy is to expand all-domain IoVT, extend sensing boundaries, and achieve in-depth coverage across diverse settings.

Using China Mobile's 700 MHz network, we will continue to extend IoVT coverage from traditional public safety to more industry applications. For wide-area governance, we will enhance IoVT applications in forest and grassland fire prevention, water conservation, road traffic, and urban management, creating an all-encompassing sensing network spanning vast urban and rural areas. For industrial production, we will advance IoVT for safe production and remote maintenance in chemical plants, smart mines, and wind farms. This will enhance the safety and operational integrity of people, equipment, and environments. By serving both public and industrial needs, IoVT will become a trusted foundation for governance and industrial resilience.

The second strategy is to activate the IoVT ecosystem, integrate AI capabilities, and truly empower industries.

The value of IoVT lies in its applications, and the depth of those applications depends on the level of intelligence. We are using Huawei's AI and vision models to transform video from mere recording to thinking. In critical fields like agriculture, forestry, water management, transportation, and urban governance, we will pinpoint sector-specific algorithmic needs to craft tailored intelligent solutions — from wildfire detection and river flood monitoring to parking violation alerts and urban service area management. This will allow IoVT to go beyond just "seeing" — to understanding, judging, and responding with speed and accuracy. By deeply integrating algorithms with real-world scenarios, we will turn IoVT into a universal enabler of digital transformation across industries — delivering truly intelligent sensing for every domain.

We are confident that through close collaboration with strategic partners like Huawei, we can drive sustained, high-quality growth for the IoVT industry — from Inner Mongolia's vast grasslands to markets beyond.

Strategic Emerging Markets: Integrated 5G + AI Foundation

Liu Zhi

Liu Zhi

Vice President and Chief Marketing Officer, Cloud Core Network Product Line, Huawei

Industrial Private Network Agent: Powering B2B Growth with AI-Enhanced Connectivity

Huawei and carriers are building an industrial private network agent, layering AI onto connectivity so the network becomes a true enabler of production.

Over the past year, the major trend we have observed in our interactions with global carriers is the pivoting of enterprise customers from basic physical metrics like bandwidth and latency to intelligent requirements like AI inference support, seamless data integration, and collaboration with intelligent agents. This shift underscores the transformation of carriers' B2B value propositions from simple transmission to intelligent collaboration. Private networks are transforming from mere transmission pipes into trusted intelligent production partners.

This evolution is part of the wider industry trend of digital and intelligent transformation. According to GSMA, by 2030, the average ROI for enterprise digital transformation will hit 200%, with a payback period of around 4.5 years. Investments will largely focus on AI and 5G. Major economies are setting policies and targets for the integration of AI with sectors like communications and manufacturing. Technologically, we are at a pivotal juncture. The rollout of 5G-A is accelerating, enabling new paradigms like integrated sensing and communications (ISAC) and passive IoT. These capabilities allow networks to connect to massive numbers of labels and really sense the physical world. On the AI front, foundational models are becoming more advanced, and agents are evolving from perception and cognition to autonomous decision-making and execution. Private networks are unlocking new growth avenues as smart technology is integrated into telecommunications. The convergence of market trends, policy support, and technological advancements signals a new chapter for carrier B2B business.

Huawei's Cloud Core Network Product Line has prioritized the integration of AI and private networks. Collaborating with carriers and industry partners, Huawei delivers practical solutions for the government, education, healthcare, and manufacturing sectors. The industrial private network agent exemplifies this approach in the manufacturing industry.

Industry trend: What does an AI-era private network look like for customers?

Enterprises have diverse needs for AI deployment on private networks. Large enterprises with strong digital foundations have established their own AI data centers, industry foundation models, and agent platforms. Their aim is to seamlessly integrate private networks into their existing AI systems. For this, they need schedulable capabilities and readable network status. Their intelligent agents need to be able to access terminal service status directly and invoke private network capabilities. 5G private networks need to be fully integrated into enterprise AI workflows, rather than operated as black boxes. Medium-sized enterprises need a more lightweight approach. With their smaller business scale, building AI platforms in-house would likely have low ROI. Public cloud agent services are expensive and require data transfer outside the private network. These enterprises want carriers to offer out-of-the-box, one-stop services that bundle private networks, intelligent offices, and automated Q&A, enabling affordable and comprehensive smart upgrades for office and manufacturing environments.

Private networks need to be aligned with these needs. Enterprises need to interact with private networks using AI-based methods like natural language and tokens. Service systems and agents should be able to invoke network resources directly, rather than through passive API responses. Beyond connection and positioning, private networks must be able to handle sensing, inference, and data processing. Inference computing power is moved to production sites to enable local data processing within the private network. Private networks will connect an increasing variety of terminals on the endpoint side. This will transform private networks from mere transmission pipes into intelligent production partners (see Figure 1).

Figure 1: From transmission pipes to intelligent production partners

Figure 1: From transmission pipes to intelligent production partners

Technological innovation: Building an industrial agent inside the private network

To meet these needs, Huawei has partnered with leading global carriers and industry partners to develop the overall architecture of the 5G-A private network's industrial agent. This architecture focuses on three functions.

  • Making private networks easy for junior O&M staff to operate

    In traditional private networks, tasks like terminal configuration, 5G LAN VN group orchestration, and policy updates rely heavily on senior network engineers at each step. This leads to huge maintenance barriers and long response times for enterprises. The private network agent transforms this process. In factories with frequent production line changes, managers can simply issue commands like "add the five new robots in workshop 3 to the production group." The agent, which automatically understands the manager's intent, completes group identification, orchestration, and policy delivery. This allows junior operations staff and even service managers to use the private network directly, lowering the usage threshold and reducing O&M costs.

  • Enabling networks to understand enterprise knowledge

    Core enterprise assets like production knowledge, equipment ledgers, material labels, and technique specifications are often scattered across different systems. These assets include fragmented documents, operation manuals, and structured service data. The private network agent connects to the enterprise knowledge base, service system data, and IoT tag information to ensure the network understands services and can execute tasks independently and efficiently. For instance, in warehousing, management can simply say, "check the inventory of drainage pumps for all drum washing machines in warehouse area A." The agent then associates with passive IoT tags and position data to complete the inventory check instantly. For the first time, knowledge previously locked in complex tables or accessible only to experienced personnel can now be directly read and utilized by the network.

  • Orchestrating complex tasks with network and service agents in concert

    In the past, network and service systems primarily connected via APIs. This fixed interaction limited the ability of the systems to handle complex, multi-step, cross-system tasks. Now, using industry-standard protocols like A2A and MCP, the private network and enterprise intelligent center can communicate at the agent level. The enterprise's production scheduling agent can send requests directly to the network agent. The network agent responds autonomously and schedules resources based on the current status. For example, for a batch of quality inspection tasks, a scheduling agent can request low-latency links, and a private network agent completes end-to-end resource orchestration.

These three functions transform private networks into an agent that can understand service languages, grasp enterprise knowledge, collaborate with intelligent systems, and proactively participate in services. In an enterprise’s cloud-edge-device architecture, the industrial private network agent resides at the edge (as shown in Figure 2). Using A2A and MCP protocols, the agent handles diverse enterprise services. Downstream, 5G-A connects a range of terminals from low-power IoT to device AI. This streamlines data, computing power, and AI capabilities at the production site.

Figure 2: Enterprise cloud-edge-device architecture

Figure 2: Enterprise cloud-edge-device architecture

From pilot to scale: Business practices

Only in real production environments can we see the value of technical concepts. In 2025, Huawei's Cloud Core Network Product Line collaborated with China Mobile Research Institute, China Mobile Jiangsu, and industry customers to launch the first 5G-A industrial private network agent project. This initiative won the 5G-A Industrial Private Network Intelligent Agent Award 2025 from CWW.

The project used a 5G-A + MEC + AIGC architecture, moving inference capabilities to the factory using local computing power. It integrated an enterprise knowledge base, 5G private network knowledge base, and mainstream foundation model ecosystem to deliver high-quality network assurance for major production services like AGV navigation and programmable logic control. The tested network offers 1 Gbit/s downlink speeds, 400 Mbit/s uplink speeds, end-to-end latency under 20 ms, and programmable logic control latency below 10 ms.

Network capabilities are turned into directly usable services when the industrial private network agent enters real-world factory settings. When an AGV encounters an issue, the system locates the root cause and offers handling suggestions within 10 seconds. O&M personnel can say "perform a network-wide inspection" and receive a structured report covering all domains within 15 minutes. This significantly shortens the risk check times for latency-sensitive services like programmable logic control. When employees encounter process problems on the production line, they can access the standard operation guide within 3 seconds. Previously scattered knowledge on R&D, manufacturing, and quality inspection is now readily available to employees.

The project covers diverse production settings and boosts overall service efficiency by about 30%. These solutions are being standardized and implemented in more manufacturing settings.

Working together to explore new B2B growth in the AI era

As AI integrates with private networks, carriers can expand the scope and value of their B2B services. Moving beyond traditional connection monetization, carriers are now seeing growth in payments for computing power, new applications, and new services. This extends the value chain from a mere pipe to a comprehensive combination of networks, computing, and applications.

Looking ahead, Huawei will work with carriers and industry partners to develop industry models in more real-world production settings. We aim to convert the integration of AI and private networks into business value for customers, and to work with partners along the industry chain to embrace new forms of B2B growth.

Strategic Emerging Markets: Integrated 5G + AI Foundation

Eric Zhao

Eric Zhao

Vice President & Chief Marketing Officer, Wireless Network Solution, Huawei

Building Agent-Oriented Mobile Networks for Shared Success in the Agentverse Era

Agent-centric networks with upgraded capabilities, experience assurance, and open intent interfaces unlock trillion-dollar Agentverse opportunities.

Over the past three decades, the information and communications industry has focused on connectivity — linking people to people, people to things, and things to things in the digital world. However, as the global mobile AI wave accelerates, the industry is poised for structural changes. With 3.7 billion daily minutes of AI human-machine calls and over 1.3 billion monthly active users of mobile AI applications, the information interaction model is evolving from human-to-human to human-machine and machine-machine. Agents are also growing at an unprecedented rate, deeply penetrating various industries and ushering in the Agentverse — a world where humans, machines, and intelligent agents seamlessly connect and collaborate. Just as PCs gave way to the mobile internet, transforming lives and leading us into a golden age of mobile telecommunications, the Agentverse will similarly redefine the future of mobile communications.

The rise of agents fuels the token economy and industry productivity

Currently, the rapid iteration of foundation models is driving the exponential growth of inference capabilities. AI is evolving from passive tools into agents capable of autonomous planning, long-term reasoning, and proactive task execution. As agents break through application silos and integrate into diverse physical devices like smart glasses, connected vehicles, and embodied robots, connectivity is transforming. It is no longer just about transferring information, but also about decision-making and collaboration. Each device becomes an interactive anchor point, bridging the digital and physical worlds like never before.

The popularization of agents is driving a massive surge in token usage. According to the National Data Administration, average daily token calls in China have skyrocketed from hundreds of billions to trillions in just two years. As agents like OpenClaw increasingly move to the device side, a single complex device-cloud interaction can involve up to millions of token calls. It is predicted that the number of active agents will surge from 28.6 million in 2025 to 900 billion in 2035. This huge number of agents will reshape production and daily life, enabling every individual, every family, and every enterprise to access intelligence on demand.

Personal agents reshape individual productivity: Agents will act as digital assistants for every user, providing long-term, stable companionship while improving work efficiency and quality of life. For example, in recruitment, the AI agent of Liepin (a leading human resource service company in China) has demonstrated remarkable capabilities: It can process 100 resumes in 40 seconds, accurately recommend potential candidates in 4 minutes, boost interview rates by 60%, and reduce recruitment costs by 90%. In children's education, agents power AI toys with deep emotional interaction and personalized learning capabilities, helping children expand their vocabularies by 30% through targeted teaching.

Home agents build premium smart spaces: Agents are gradually penetrating various home terminals, from smart speakers, central control screens, and fitness mirrors to traditional home appliances such as refrigerators and ovens, enabling intelligent control and personalized services. Global carriers are now actively deploying in this high-value space. At MWC 2026, Chinese carriers showcased smart screens and home robots. European carriers like DT, Orange, and VDF are focusing on AI TV boxes, driving the transition from single-point intelligence to system intelligence in homes and comprehensively improving the quality of home life.

Industry agents accelerate digital and intelligent upgrades: By integrating AI agents' autonomous decision-making with the physical capabilities of embodied robots, industry agents are unlocking immense productivity when applied to core production processes. For example, China Southern Power Grid worked with China Mobile and Leju Robot to deploy embodied robots for power grid inspection. Leveraging a low-latency, high-reliability 5G-A network, the robots can use high-definition devices to read meter data in real time and send the results back to the cloud for analysis by foundation models. This enables long-distance autonomous obstacle avoidance and efficient fault detection, boosting inspection efficiency by 84%.

Three characteristics of agents drive a full upgrade of network capabilities

As physical entities across industries merge into the Agentverse, long-context inference and multi-agent collaboration are becoming the new norm. The traditional mobile network model — best-effort and downlink-prioritized —falls short of agent requirements. Therefore, to support real-time connection and collaboration between numerous agents, the network needs a comprehensive structural upgrade.

First, long-context inference demands greater uplink capacity.

When generating research reports and simulating programming processes, agents require background residence and long-context inference. Their context data accumulates with each interaction, and inference accuracy depends heavily on understanding long contexts. Today, the maximum context size has reached over 10 million tokens, making continuous uplink transmission of ultra-large data blocks a key challenge. For example, a single interaction involving 400,000 tokens between a mobile phone and a foundation model generates 1.4 MB of uplink traffic. If the context reaches 10 million tokens, the uplink traffic of a single interaction can exceed 45 MB. This high-capacity demand strains the uplink capabilities of existing base stations.

Second, real-time concurrency of multi-modal interactions stimulates demand for higher uplink rates.

In interactive scenarios like real-time translation and exhibition tours, real-time multi-modal perception and continuous human-computer interaction are crucial to user experience. In a typical AI tour guide scenario, the uplink traffic ratio often exceeds 60% during multi-user concurrency, as high-frame-rate video streams need to be sent to the cloud for visual understanding. To ensure accurate environmental recognition, uploading a single frame of HD imagery requires over 400 KB. The network needs much higher uplink bandwidth. Without it, uplink transmission quality will be impacted and multi-modal token transmission will become asynchronous, leading to irrelevant responses or interrupted conversations.

Finally, efficient execution of embodied AI calls for end-to-end experience assurance.

In scenarios like industrial control, autonomous driving, and embodied AI, agents require high response speeds and service continuity. For example, humanoid robots at major events operate at very high frequency. Even brief network congestion or jitter can cause inference disorders or total system shutdowns. Latency-sensitive applications demand stringent time to first byte (TTFB), low end-to-end latency, and minimal jitter. The network must therefore be capable of maintaining very strict and fixed thresholds for bit error rates and transmission latency to ensure high-assurance, end-to-end deterministic performance.

Building agent-oriented mobile networks for diverse Agentverse requirements

As interaction objects expand from humans to agents, interaction forms are evolving to become multi-modal, high-frequency, and continuous concurrency. To tackle these new network challenges, Huawei has achieved breakthroughs in three key areas: Network capability upgrade, user experience assurance, and intent interface openness. These collaborative innovations comprehensively support diverse Agentverse requirements.

First, building agentic mobile broadband (MBB) networks to create a multi-dimensional capability foundation

Sufficient uplink bandwidth is the cornerstone of the intelligent world. Currently, most networks' uplink edge rate is only 2–3 Mbit/s. 5G-A demands 20 Mbit/s uplink, and 6G demands 50 Mbit/s. To meet these needs, Huawei has introduced M-MIMO devices to deliver higher bandwidth and more channels. By leveraging technologies like global 3D intelligent coordination, flexible beamforming, and intelligent pairing, the network can dynamically allocate spectrum resources and optimize performance across timeframes, frequency, and area. This will double the quality experience of edge users and lay a solid foundation for a smooth transition to 6G.

Second, developing the innovative token block pipe to ensure agent service experience

The traditional QoS mechanism, designed for bit streams, effectively ensures video services but falls short in terms of handling AI's burst low-latency data transmission and multi-modal concurrency. To address this, Huawei provides the token block pipe mechanism, which is capable of dynamically constructing hierarchical transmission paths to cope with bursts of blocks and 100 ms latency services. Specifically, the mechanism provides high-speed, low-latency, low-jitter channels for visual stream blocks, and reserves dedicated, low-latency and high-reliability lanes for control stream blocks. This ensures differentiated assurance at the modal level.

In addition, just as the mean opinion score (MOS) was used to measure voice communication quality, Huawei has been working with authoritative organizations such as the International Telecommunication Union (ITU) and China Communications Standards Association (CCSA) to promote the initiation of AI-MOS experience evaluation standards. These standards will map the service quality of agents to network KPIs, for quantifiable end-to-end experience and the closed-loop management of network transmission quality.

Third, enabling multi-agent integration and ecosystem openness through A2A-T intent interfaces to drive carrier business success

Traditional networks rely on API calls, limiting service scalability. In the Agentverse, the communication network itself is an agent. China Mobile and Huawei have jointly launched the industry's first intent-driven interface, the Agent-to-Agent Telecom (A2A-T) intent interface, to facilitate communication between network agents and other agents. This interface not only provides carrier-grade security and reliability, but deeply understands multi-modal service intents and automatically converts them into network scheduling capabilities. This means that the time required for interface interconnection and deployment, which previously took months, can now be reduced to just days. Whether it is autonomous driving or fully automated smart factories, their dedicated agents can now access powerful network resources on demand.

Building the network foundation to embrace the Agentverse

Agent capabilities are evolving at astonishing speed, doubling every three months. The operational logic of various industries is being thoroughly reshaped by the Agentverse. Against this backdrop, our current vision of the future may seem overly conservative.

In this intelligent revolution, intelligence without network connectivity is like an information silo. Computing power sets the upper limit of an agent's intelligence, while network connectivity defines its action boundaries. 5G-A is already widely commercialized globally and will continue to unlock the limitless potential of agents. Over the next five years, the world will witness the explosive growth of mobile AI. This major shift will bring a golden opportunity to rebuild industry infrastructure and tap into a trillion-dollar business space.

Huawei looks forward to collaborating with global carriers, device ecosystems, and partners across various industries to build agent-oriented networks. Let this be the start of a new chapter. Together, we will create and embrace an Agentverse where agents are everywhere and empower every aspect of our lives.