WAIC 2025｜Arm 邹挺：破局AI产业三大挑战，深拓本土生态伙伴协作

Core Viewpoint - AI is recognized as the most significant technological innovation of the era, with Arm accelerating its integration across various platforms from cloud to edge [1] Industry Trends - Three major trends in AI development have been identified: 1. Miniaturization and performance enhancement of models, exemplified by models like DeepSeek achieving superior decision-making capabilities with a smaller footprint [3] 2. Explosive growth in edge computing, with the skepticism about edge AI largely dissipating as computational power continues to rise [3] 3. Acceleration of commercial applications for AI entities and physical AI, leading to innovative applications such as rescue robots and delivery robots [3] AI Readiness Index Report - Arm released the "AI Readiness Index Research Report," surveying 655 business leaders across eight global markets, with over 100 from China, highlighting the active AI application in smart manufacturing, technology, and energy sectors [3][4] Investment Characteristics in China - Chinese enterprises exhibit three characteristics in AI investment: 1. Strategy and budget prioritization, with 43% of Chinese companies having a clear AI strategy compared to 39% globally [4] 2. A focus on efficiency improvement as the core objective, with 95% planning to increase AI budget in the next three years [4] 3. Deployment of AI technologies primarily in chatbots, natural language processing, and deep learning, reflecting the robust development of large models in China [4] Challenges in AI Industry - The AI industry faces three core challenges: 1. Infrastructure issues, particularly the imbalance between energy consumption and computational power, with data center energy consumption rising from megawatt to gigawatt levels [5] 2. Data security concerns, with 48% of global enterprises worried about data privacy breaches, prompting Arm to implement advanced security measures [5] 3. Talent shortages, identified by 49% of respondents as a major barrier to AI development, leading Arm to create a broad developer ecosystem to alleviate this pressure [6] Collaboration in Large Language Models - Arm collaborates deeply with leading local large language model vendors, leveraging Armv9 architecture and KleidiAI to enhance AI performance, driving significant advancements in models like Tongyi Qianwen and Wenxin [7]