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新加坡的人工智能雄心考验电信公司，增加“哑管道”风险

Singtel网络中断事件凸显了基础设施和回报面临的压力，数据需求增长已超过变现能力

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Young Zhan Heng

Young Zhan Heng

Published Wed, Apr 1, 2026 · 11:00 AM
    • 本地电信公司的数据显示，随着人工智能应用的日益普及，数据消耗量正在上升。
    • 本地电信公司的数据显示，随着人工智能应用的日益普及，数据消耗量正在上升。 图片来源：商业时报资料照片

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    【新加坡】Singtel近期因机械故障导致新加坡大范围网络中断的事件，凸显了这个共和国在人工智能（AI）发展雄心方面的一个潜在弱点。

    问题已不仅仅是网络容量，更在于支撑数字骨干的电信供应商是否具备相应能力并获得足够激励，以支持下一波计算密集型需求。

    尽管人工智能推动了数据消耗的增长，但本地电信公司正面临一个持续的挑战：每用户平均收入（ARPU）停滞不前。截至12月31日，Singtel的移动ARPU从前一年的每月24新元微降至23新元，而StarHub的ARPU则停滞在每月22新元。

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