China Telecom: Accelerating Shift Toward "Token Operations," Expanding Ecosystem and Exploring Internationalization

WealthCoffee · 2026-03-24T14:53:00+00:00

China Telecom announced at its 2025 performance briefing that it plans to increase investment in computing power to seize opportunities in artificial intelligence. Computing power infrastructure investment is expected to increase 26% year-over-year in 2026, accounting for 35% of total capital expenditure, while investment in other areas will be reduced accordingly.

WealthCoffee

2026-03-24 14:53:00

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[Caixin] China Telecom plans to increase investment in computing power to seize AI business opportunities.

On the evening of March 24, China Telecom (601728.SH / 00728.HK) Chairman and CEO Ke Ruiwen stated at the 2025 annual performance briefing that the company’s capital expenditure for 2025 will be 80.4 billion yuan, with an estimated 73 billion yuan for 2026—however, the actual year-over-year capital expenditure will decrease by 9.2%. This means China Telecom needs to boost investment in computing power while reducing overall capital expenditure.

Ke Ruiwen explained that in 2026, investment in computing infrastructure will increase by 26% year-over-year, accounting for 35% of total capital expenditure; investments in network infrastructure, integrated information services, and basic supporting facilities will decrease by 26%, 10%, respectively, making up 41% and 24% of total capital expenditure.

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