AI应用下一个突破口在哪

Core Insights - The report indicates that AI is transitioning from the "tool era" to the "partner era" by 2025, with a clearer development trend for 2026 [1] Infrastructure - The report emphasizes the importance of computing power and chips, identifying the computing economy as the primary engine of the intelligent industry, with unprecedented global demand for AI computing power driving the construction of large-scale data centers [3] - These data centers are evolving from traditional server hosting to AI company-led powerhouses integrating massive computing, storage, and network resources [3] - Cloud computing vendors are shifting investments from general computing resources to dedicated computing infrastructure that meets AI demands, leading to strategic partnerships with AI companies [3] - The rise of AI-native demands is reshaping chip innovation, with GPU dominance being challenged by NPU and growth in ASIC/FPGA technologies [3] - China is accelerating the construction of a self-controlled computing ecosystem, with domestic "chip + SDK + framework" solutions validated in trillion-level model training [3] Model Innovation - Pre-training determines the hierarchy of large models, while architectural innovation influences pre-training levels, with hybrid expert models becoming mainstream under computational constraints [4] - In 2025, large models will enter the "inference time," with breakthroughs in multi-modal deep inference and adaptive reasoning [4] - The report highlights a surge in research and development in physical AI and embodied intelligence, with world models and VLA frameworks becoming focal points [4] - A new order collaboration was announced by UBTECH, involving humanoid robot sales exceeding 50 million yuan, showcasing integration with AI large models [4] Application Landscape - AI is reshaping traffic entry points, transitioning from "people finding services" to "services finding people," marking a new interaction paradigm [7] - AI agents are developing closed-loop capabilities in perception, planning, decision-making, and execution, gradually replacing traditional apps [7] - The new generation of AI systems can process and understand multiple information types simultaneously, enhancing performance in complex scenarios and opening new possibilities for creative content generation and intelligent interaction [7] - The report predicts that as technology matures in the next 2-3 years, AI will become a standard tool across various industries, transitioning from a competitive advantage to a necessity [7] - The AI hardware sector is also gaining attention, with lightweight models and edge computing technologies driving AI capabilities to mobile devices, cars, and IoT devices [7] - More smart devices are gaining local AI processing capabilities, addressing data privacy, network latency, and cost efficiency issues [7]