爆发前夜的智能体，落在中国算力的舒适区

Core Insights - The development of AI is at a pivotal moment, with a shift towards "Agentic AI" expected to disrupt traditional software applications and companies [1][4][7] - Various industries, including healthcare and travel, are increasingly adopting intelligent agents to enhance operational efficiency and decision-making [3][5][10] Industry Trends - The healthcare sector is leveraging AI through platforms like PharmAID, which integrates both international and local models to improve decision-making accuracy by 50% [3] - Intelligent agents are being utilized in business travel management, with companies like Didi launching AI assistants to streamline travel planning and policy compliance [4][5] - The integration of AI into enterprise information systems is expected to enhance operational efficiency significantly [5][10] Technological Advancements - The rise of large models is driving the AI revolution, with companies like Google and OpenAI leading in model performance improvements [7][8] - The cost of AI inference has dramatically decreased, making it more feasible for companies to implement AI solutions [7][8] - New protocols like MCP and A2A are being developed to enhance interoperability and efficiency among different AI agents [8] Localized Deployment - There is a growing trend for localized AI deployment in China, as seen in the case of Shanxi Provincial Hospital, which utilizes domestic models and infrastructure [10][11] - The demand for data security is prompting many industries, including finance and education, to prefer on-premises AI solutions over cloud-based options [10][12] Market Dynamics - The introduction of models like DeepSeek has led to a surge in open-source initiatives and reduced costs for AI deployment [12] - The market for AI inference is expected to grow significantly, with predictions indicating that 80% of server shipments will be for inference rather than training in the coming years [13]