TMTPOST — China Mobile chief scientist Feng Junlan warned at the Summer Davos forum on Tuesday that rapid semiconductor and model iterations risk rendering new data center hardware obsolete within six months, urging enterprises to adopt agile integration rather than waiting to build perfect infrastructure. The capital structure of AI deployments faces acute exposure to this rapid asset depreciation, where massive upstream investment in hardware creates high fixed-cost structures for enterprise adopters. To mitigate these infrastructure valuation risks, capital allocation must shift toward diversified technological ecosystems rather than siloed, single-vendor frameworks. This rapid transformation signals a systemic shift in market structure as network logistics evolve away from traditional human communication frameworks toward AI-driven service layers. Industry transformation depends on regulatory and corporate coordination to overcome non-technical bottlenecks, including lagging corporate data systems and inefficient cost allocations across the Chinese Mainland.