赛迪顾问发布2026年IT发展趋势：AI与算力成核心驱动力

Core Insights - The report by CCID Consulting outlines the development blueprint and transformation directions for the IT industry in China by 2026, focusing on ten key areas including computing power, storage, AI, industrial software, and financial digital transformation [1][2][3]. Computing Power - The demand for computing power is expected to grow exponentially due to the deep integration of large models and industry applications, with China's total computing power projected to exceed 1200 EFLOPS by 2026, maintaining the second position globally, and intelligent computing contributing nearly 90% [1]. - A collaborative model of "cloud centralized training and edge flexible reasoning" will be widely adopted, with super-node architectures overcoming traditional computing cluster bottlenecks, becoming a significant choice for large intelligent computing centers [1]. Artificial Intelligence - The "AI+" sector is anticipated to enter a new phase of typical demonstration and large-scale implementation by 2026, with cloud services accelerating towards AI-native evolution, transitioning from "resource supply" to "intelligent engine" [2]. - High-quality private data sets will become scarce resources, and lightweight AI terminals will serve as crucial carriers for application implementation, driving deep penetration of "AI+" in industries such as automotive and logistics [2]. - The large model market is expected to experience explosive growth, with both deployment and usage volumes increasing significantly, focusing on vertical small models and autonomous collaborative intelligent agents [2]. Industrial Software - The global industrial software market is projected to grow steadily from 2023 to 2025, with a compound annual growth rate of approximately 6.4%, reflecting a balance of stable growth and structural optimization [2]. - By 2026, industrial software is expected to play a vital role in transforming manufacturing from experience-driven to data-driven, enhancing industry efficiency and resource allocation [2]. Financial Digital Transformation - By 2025, the financial industry is expected to undergo a high-quality paradigm shift from "digitalization" to "intelligentization," driven by AI and open API ecosystems, supported by distributed core system restructuring and technological breakthroughs [3]. - IT investment in China's financial sector is projected to continue expanding, with AI reshaping financial technology and generative AI accelerating penetration into vertical financial fields, evolving IT from a supportive tool to a core engine driving financial innovation [3].