en.Wedoany.com Reported - At the 2026 Mobile World Congress Shanghai, ZTE proposed that the deep integration of AI and all-optical networks is key to breaking through computing power bottlenecks. The ICT industry has evolved from voice freedom to traffic freedom, and is now moving towards computing power Token freedom. Each transformation is accompanied by a paradigm revolution in network infrastructure.

Although global AI infrastructure investment has exceeded one trillion US dollars in 2026, computing power utilization remains below 40%. High AI training costs create significant barriers for small and medium-sized enterprises and individual developers. The free flow of Tokens has yet to be realized. ZTE's Wireline Network Product Line stated that the AI all-optical network has become a key infrastructure for connecting isolated computing power islands and unlocking Token value.

Computing power in the AI era faces a triple dilemma. Regarding transmission bottlenecks, in thousand-card and ten-thousand-card AI clusters, network communication overhead accounts for 30% to 50% of training time, and a 0.1% network packet loss can lead to a 50% loss in computing power. In terms of scheduling inefficiency, traditional networks cannot perceive upper-layer computing power demands, resulting in cross-data center computing power scheduling efficiency below 40%. Concerning cost escalation, network transmission costs in large-scale AI training have already accounted for 15% to 20% of total costs, and this proportion grows with model size.

ZTE has launched an intelligent computing cross-domain interconnection solution, supporting ultra-long-distance lossless transmission from 100 km to over 1000 km. Utilizing SuperPipe 6.4T ports, GB-level large buffers, and hierarchical flow control technology, it achieves zero packet loss and high throughput for remote training tasks, with computing power scheduling performance exceeding 99%. This solution enables cross-domain computing power collaboration, expanding the effective radius of Token production.

For Token delivery, ZTE's AI all-optical network supports full-link connectivity from cluster Scale-out to cross-domain Scale-across. Through high-speed ultra-wide optical connections exceeding 100T per fiber, combined with chip-embedded enhanced deterministic networking and 50G-PON's microsecond-level latency and hard-isolated slicing technology, it enables seamless Token transit between computing power nodes.

For Token consumption, ZTE builds home intelligent networks based on AI FTTR as the foundation and AI smart home hubs as the entry point, focusing on four major scenarios: home security, entertainment, health and wellness, and fitness. Currently, the daily Token call volume has surged to 140 trillion, with programming tasks accounting for over 50% of total usage. In home scenarios, users can invoke AI capabilities such as voice recognition, semantic understanding, and data transmission through voice commands, with Token consumption occurring seamlessly in daily life. By 2026, home scenarios will become the primary arena for deploying intelligent agents, shifting the home business model from traffic management to Token management.

The journey from technical feasibility to a closed commercial loop still faces ecosystem challenges. Operators encounter a triple dilemma in Token management: the Token pricing system is not yet mature, with no consensus on metering and billing standards; diverse and heterogeneous chip architectures and disparate model frameworks make Tokens difficult to use across platforms; and Token consumption habits among home and individual users are far from established, with the vast majority of Token consumption still concentrated in B-end scenarios like programming, customer service, and content generation.

ZTE believes that technology can produce Tokens, but ecosystem dynamics determine whether Tokens can flow freely. The depth of software-hardware synergy, the breadth of ecosystem openness, and the density of consumption scenarios are key variables for unlocking Token freedom. ZTE's annual shipment of home terminals has exceeded 100 million units, and cumulative FTTR shipments have surpassed 35 million sets, paving the last mile towards Token consumption.

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