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China Mobile's Feng Junlan: AI infrastructure faces "computing power inflation" risk; corporate transformation should avoid waiting for perfection

MarsBitNews
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Mars Finance News, June 23 — China Mobile's Chief Scientist Feng Junlan stated at the 2026 Summer Davos Forum that AI services will fundamentally reshape network logic, which will be entirely different from traditional human communication services. She warned of a "silent devaluation" risk in infrastructure: due to the rapid iteration of chips and models, hardware in newly built data centers may face the dilemma of being forced into idleness just six months after commissioning because of generational gaps. Therefore, breaking technological barriers and introducing ecological diversity become key. Regarding enterprise AI implementation, she straightforwardly said that the current biggest bottleneck is not the technology itself, but that enterprises' data, systems, and cost structures are not yet ready. She opposes the "perfectionism" of enterprises trying to improve all foundational aspects before advancing AI, advocating for an agile approach of "learning by doing." By solving specific problems from small entry points to accumulate practical results and avoid missing the transformation window due to prolonged infrastructure preparations, this is also a process of regulatory and industry co-evolution. (Wide-angle observation)
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