Recently, I noticed that China Mobile has been quite active in cloud computing and the AI ecosystem. I just saw that at the Mobile Cloud Conference, they announced a new cooperation plan, joining together major cloud service providers including Alibaba Cloud, Volcano Engine, and Huawei Cloud—forming a total of eight partner organizations into a Token Application Ecosystem Alliance.

What’s interesting is that this time China Mobile isn’t only courting technology companies; it has also completed agreements with organizations such as the Digital Government Affairs Department of Hebei Province, China Academy of Building Research, 360 Group, Lenovo Biying, and iFlytek. It seems they want to build a complete ecosystem ranging from government to enterprises, and from infrastructure to applications.

On the technical side, China Mobile relies on the MoMA model aggregation platform and is looking to establish a unified service entry point for domestic AI models. This should provide considerable help for standardizing and scaling AI applications in China. In addition, they jointly released confidential model services with Volcano Engine, based on full-chain confidential computing technology and the Seedance2.0 large model, claiming they can provide high-performance confidential inference capabilities.

To be honest, this kind of alliance-driven approach by China Mobile feels like an attempt to secure a more favorable position in the competition between AI and cloud computing. By consolidating each company’s strengths and resources, it should help promote the entire industry ecosystem. Collaborations at the infrastructure level often have far more impact than what individual companies can achieve.