赛迪研究院：2026年我国智能算力占比有望突破35% 国产芯片将在部分场景实现规模化应用

Core Insights - The report from the China Electronic Information Industry Development Research Institute forecasts that by 2026, the structure of computing power in China will continue to adjust, with intelligent computing power expected to exceed 35% [1][2] - The artificial intelligence (AI) technology in China is anticipated to focus on key dimensions such as physical cognition deepening, reasoning efficiency enhancement, and architectural paradigm innovation, leading to further upgrades and transitions [2][3] Group 1: AI Technology Development - By 2026, China's large model technology capabilities will evolve towards deeper physical cognition, enhanced reasoning efficiency, and innovative architectural paradigms [2] - The cognitive functions of large models will transition from text symbol processing to environmental interaction and physical reasoning, with advancements in world model construction [2] - The reasoning mechanisms of large models will shift from shallow statistical associations to deep causal inference, improving the precision and efficiency of identifying causal relationships among variables [2] Group 2: Supply of Key Industry Elements - The supply of key industry elements is expected to achieve both qualitative and quantitative improvements by 2026 [2] - The structure of computing power will continue to adjust, with intelligent computing power projected to exceed 35%, and domestic chips achieving large-scale applications in certain scenarios [2] - The quality and openness of data elements will improve, with accelerated construction of high-quality Chinese corpora and industry datasets, establishing a solid data foundation for model training and application innovation [2] Group 3: AI Application Expansion - The penetration depth and integration breadth of AI applications will further expand by 2026 [3] - The technology will accelerate its extension from front-end service links to core areas such as research and development and production, with full-process intelligence reconstruction becoming a core path for traditional industry upgrades [3] - The collaborative ecosystem will accelerate formation, with internet giants' platform ecosystems complementing the vertical applications of startups, enhancing data sharing and cross-industry collaboration mechanisms [3]