Core Insights - The 2026 IT trends conference hosted by CCID Consulting highlighted key areas such as computing power, storage, AI, industrial software, cybersecurity, satellite communication, industrial internet, financial digital transformation, and urban trusted data spaces, with insights from ten senior analysts [2] Group 1: Artificial Intelligence - The integration of cloud and data intelligence will solidify AI infrastructure, with AI-enhanced SaaS and task-oriented terminals accelerating adoption in key sectors like industry, government, and healthcare [2] - After the general model craze, large models will focus on vertical small models and autonomous intelligent agents, evolving from a "general base" to an "intelligent engine" driving industrial transformation [5] Group 2: Computing Power - The local computing ecosystem is maturing, with domestic brands expected to sell over 280,000 computing servers in 2026, leading to large-scale implementation of interconnected computing power [2][3] Group 3: Storage - The demand for AI is driving a "super cycle" in the storage industry, with prices for consumer-grade SSDs potentially doubling and high-bandwidth memory (HBM) demand continuing to rise [3] Group 4: Industrial Software - Industrial software is crucial for transitioning manufacturing from experience-driven to data-driven, enhancing efficiency and resource allocation [3] Group 5: Cybersecurity - The Chinese cybersecurity system will increasingly focus on intelligent upgrades and resilience, driven by evolving market demands and mature core technologies [4] Group 6: Satellite Communication - Satellite communication is becoming a core pillar of national strategic technological strength, facilitating seamless coverage and supporting future industries like low-altitude economy and space resource development [3] Group 7: Digital Transformation in Finance - New AI technologies are reshaping the foundational logic and operational methods of financial services, driving digital transformation in the financial sector [6] - The integration of generative AI in financial verticals is transforming IT from a supportive tool to a core engine of financial innovation [6] Group 8: Urban Trusted Data Spaces - The construction of a secure and trusted data circulation ecosystem is essential for driving high-quality urban development, enhancing modern governance and digital collaboration [5]
赛迪顾问发布2026年IT趋势 AI+成发展主线