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菲律宾Globe扩容Amdocs合作:aOS智能体系统重塑核心IT架构

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菲律宾第二大运营商Globe Telecom与以色列软件服务商Amdocs签署了一份新的多年期协议,将双方合作从传统的BSS/OSS系统交付扩展至核心业务平台的全面现代化改造。此次合作的重心是部署Amdocs近期推出的智能体操作系统aOS(agentic operating system),将通信行业专属的AI与自动化能力嵌入Globe的核心业务工作流,推动其IT运营从传统的静态模式向具备智能自治能力的动态架构转型。

从工具交付到能力共建:合作模式的转变

与常见的软件采购合同不同,这份协议明确将技术协作与知识转移纳入交付范围。Amdocs不仅要完成系统部署,还需通过深度协作提升Globe内部团队的技术能力,使其能够独立管理和演进自身的技术环境。这一安排反映出运营商在AI转型中普遍面临的现实问题:外购系统容易,内化能力困难。

Globe首席信息官Raul Macatangay在阐述合作逻辑时表示,公司的优先事项是在保障当前服务可靠性的同时,构建面向未来的技术能力。与Amdocs扩展的合作关系支持一种有纪律的现代化路径,与业务优先级和客户需求保持一致。这种表述透露出东南亚运营商在IT改造中普遍采取的务实态度——不追求一步到位的激进转型,而是分阶段推进。

数据底座先行:Google Cloud上的近实时数据架构

支撑这一AI架构的关键,是Globe此前在Google Cloud上完成部署的数据现代化项目。该项目聚焦于打破数据孤岛,构建高度可扩展、可信的数据环境,能够对客户行为和运营指标进行近实时处理。新的数据框架可在全公司范围内以近实时速度摄取、处理和交付可信的业务信息,使Globe能够即时分析运营趋势和客户行为变化。

Amdocs增长前沿业务集团总裁Anthony Goonetilleke对这一路径给出了行业层面的判断:AI的智能程度取决于其背后的数据质量。对电信运营商而言,在推进运营智能化和敏捷化的过程中,近实时获取可信业务信息的能力正变得愈发关键。他还强调,电信行业的下一个时代要求将智能直接嵌入工作流,而不是将AI作为附加功能——如果数据不准确或不可靠,自治智能体就无法有效管理网络或IT工单。

在数据底座就绪后,Globe的核心平台项目将执行三个层面的升级:更智能的IT自动化、将手动流程迁移至自治智能体,以及将高级分析能力直接部署到面向客户的实时应用中。数据现代化项目完成后,Globe在多年期IT运营协议下管理的自动化核心平台,将能够即时获取所需遥测数据,在没有人工干预的情况下做出实时决策。

【关键数据】

- AI商业价值: 12亿菲律宾比索(约1905万美元)(可量化的业务价值)

- AI投资回报率: 2.8倍ROI(回报显著超出投入)

- 数据处理时效: 近实时处理客户行为与运营指标

- 合作范围: 多年期核心平台现代化及IT运营协议

从实验走向规模化:ITO统一治理

Globe的AI转型并非纸上谈兵。官方数据显示,公司已正式从AI实验阶段过渡到大规模企业级执行阶段,实现了12亿菲律宾比索的可量化业务价值,AI投资回报率达到2.8倍。为巩固这一进展,Globe将其AI、数据治理、网络安全和数字政策部门整合为一个统一的智能与信任办公室(Intelligence and Trust Office,ITO),从组织架构上为AI的规模化应用提供治理保障。

Globe的这一路径对东南亚乃至全球运营商具有参考价值。在5G投资回报承压、传统电信业务增长放缓的环境下,运营商正将AI视为降本增效和体验升级的核心杠杆。而Globe案例揭示的顺序是:先建可信数据底座,再嵌入智能体工作流,最后配套组织治理——这一"数据先行"的打法,可能比单纯采购AI工具更能决定转型的实际成效。

区域运营商AI竞赛的信号

从长期看,aOS这类通信行业专属的智能体操作系统的出现,标志着电信软件供应商的竞争焦点正从系统集成转向AI原生架构。Amdocs与Globe的深度绑定,以及Google Cloud在数据层面的深度参与,反映出运营商AI转型正在形成"云底座+行业智能体+知识转移"的新合作范式。其他区域运营商是否会跟进这一模式,将成为观察2026年全球电信AI落地进程的重要风向标。


出处:Globe steps up AI strategy, expands Amdocs deal to transform core infrastructure

英文原文
Globe Telecom and Amdocs have reinforced their existing partnership through a new multi-year agreement aimed at modernizing the Filipino telecom operator's core business platforms and accelerating its migration to an AI-driven service architecture. The agreement also aims to enhance Globe Telecom's IT operations. The telecom operator will implement aOS (Amdocs' agentic operating system), integrating AI and automation specific to the telecom industry into the core workflows of Globe's business. The main goal is to replace traditional, static IT operations and transition toward workflows capable of intelligent, agentic autonomy. Amdocs will provide more than just software delivery. They will also actively support Globe's internal teams through technical collaboration and knowledge sharing. The aim is to enhance the capabilities of Globe's in-house staff, enabling them to independently manage and evolve their technology environment. "Our priority is to deliver reliable services today while building the capabilities we need for the future," said Raul Macatangay, chief information officer at Globe. "Our expanded collaboration with Amdocs supports a disciplined approach to modernization, aligned with our business priorities and our customers' needs." Successfully deployed on Google Cloud, the data program focuses on breaking down data silos to provide a highly scalable, trusted environment. It handles "near real-time" processing of customer behaviors and operational metrics. The new framework is designed to ingest, process and deliver trusted business information in near real-time across the company. This allows Globe to analyze operational trends and shifting customer behaviors instantly. Globe's core platform program will use the newly optimized Google Cloud data foundation to perform smarter IT automation, transfer manual processes to autonomous agents and deploy advanced analytics directly into live, customer-facing applications. Amdocs emphasized that the next era of telecom requires intelligence to be embedded directly into workflows, rather than AI being treated as an add-on. Autonomous agents cannot manage telecom networks or IT tickets if their data is inaccurate or unreliable. "AI is only as intelligent as the data behind it," said Anthony Goonetilleke, group president, Growth Horizons at Amdocs. "For telecom operators, the ability to access trusted business information in near real time is becoming increasingly important as they look to make operations more intelligent and responsive. Globe has taken a significant step by modernizing the data environment that will support its next generation of AI-driven services." Completing the data modernization program ensures that Globe's automated core platforms, managed under the multi-year IT operations agreement, will have instant access to the telemetry they need to make real-time decisions without human intervention. Globe has officially transitioned from AI experimentation to large-scale enterprise execution. The company has realized [1.2 billion Philippine pesos (US$19.05 million)](https://www.globe.com.ph/about-us/newsroom/corporate/globe-ai-adoption-impact-1-2b-value#gref) in measurable business value and achieved a 2.8x return on its AI investments. To consolidate this progress, the company has brought together its AI, data governance, cybersecurity and digital policy units under a single, unified [Intelligence and Trust Office (ITO)](https://bworldonline.com/corporate/2026/06/16/756841/globe-creates-intelligence-office-as-ai-push-accelerates/#google_vignette). She started with regional IT publications under CMP Asia (now Informa), including Asia Computer Weekly, Intelligent Enterprise Asia and Network Computing Asia and Teledotcom Asia. This was followed by stints with Computerworld Hong Kong and sister publications FutureIoT and FutureCIO. She had contributed articles to South China Morning Post, TechTarget and PC Market among others. She interspersed her career as a technology editor with a brief sojourn into public relations before returning to journalism, joining the editorial team of Mix Magazine, a MICE publication and its sister publication Business Traveller Asia Pacific.
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