报告：2026年将是AI从技术演示走向规模价值的关键分水岭

Core Insights - The evolution of artificial intelligence (AI) is shifting from a focus on parameter scale in language learning to a profound understanding and modeling of the underlying order of the physical world, indicating a paradigm shift in industry technology [1][2] Group 1: AI Development Trends - AI is transitioning from functional imitation to understanding the laws of the physical world, marking a clear development path that integrates into the real world to address systemic challenges [1] - The competition in foundational models has shifted from "how large the parameters are" to "whether it can understand how the world operates," indicating a new paradigm represented by "Next-State Prediction" (NSP) [1] Group 2: Key Drivers of AI Transition - The year 2026 is identified as a critical watershed for AI, moving from the digital world to the physical world and from technical demonstrations to scalable value, driven by three clear mainlines [2] - The first mainline is the "upgrading" of cognitive paradigms, where AI begins to learn physical laws, providing a new cognitive foundation for complex tasks like autonomous driving simulation and robot training [2] - The second mainline involves the embodiment and socialization of intelligence, with AI moving from software to physical entities and from individual units to collaborative systems [2] - The third mainline focuses on the "dual-track application" of value realization, where super application portals are forming in the consumer sector, and AI is generating measurable commercial value in vertical industries through better data governance and industry standard interfaces [2]