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On August 13, China Mobile's 2026 mid-year performance conference revealed that the company's capital expenditure in the first half of the year was 61 billion yuan, an increase of 2.6 billion yuan over the previous year, and the investment progress accelerated. The company's investment structure was significantly optimized. Computing power network expenses increased by 6.5 billion yuan over the same period last year by 6.5 billion yuan, and communication network expenses decreased by 4.1 billion yuan over the same period last year. In response to the current situation where computing power is in short supply, the company will adhere to demand orientation, increase investment from AIDC to hyperscale intelligent computing clusters, and adapt to rapidly growing AI training and inference needs.

Zhitongcaijing·08/13/2026 11:01:50
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On August 13, China Mobile's 2026 mid-year performance conference revealed that the company's capital expenditure in the first half of the year was 61 billion yuan, an increase of 2.6 billion yuan over the previous year, and the investment progress accelerated. The company's investment structure was significantly optimized. Computing power network expenses increased by 6.5 billion yuan over the same period last year by 6.5 billion yuan, and communication network expenses decreased by 4.1 billion yuan over the same period last year. In response to the current situation where computing power is in short supply, the company will adhere to demand orientation, increase investment from AIDC to hyperscale intelligent computing clusters, and adapt to rapidly growing AI training and inference needs.