360 Security Technology (SH:601360) Zhong Guo Jing Ying Bao·2026-01-09 09:16Core Insights - The year 2026 is predicted to be defined as the "Year of Hundred Billion Intelligent Agents," with a shift in AI competition focus from "parameter comparison" to "practical application" [1] - AI industry dynamics will fundamentally change, with a move towards "reasoning applications" that directly employ AI to solve real-world problems, leading to a significant increase in demand for computing power [1][2] - The chip market is expected to transition from a single-dominant player (NVIDIA) to a dual-track model, emphasizing both training and diverse reasoning capabilities [1] Infrastructure and Market Dynamics - The demand for reasoning tasks is projected to grow by "hundred-fold" in the short term, surpassing the scale and growth of training computing power [1] - The energy supply will become the core bottleneck, leading to an escalation in global technological competition characterized as an "energy war" [1] - China's early advantage is highlighted through the "East Data West Calculation" national project and its green power capabilities [2] Model Evolution and Open Source - The evolution of AI models is expected to transition from "static tools" to "continuously evolving systems," with a new paradigm of "general foundation + industry specialization + reasoning evolution" [2] - Chinese open-source models, such as DeepSeek and Tongyi Qianwen, are becoming central to the global AI ecosystem, creating a "siphoning effect" on global intellectual resources [2] - The shift towards open-source AI is democratizing technology, particularly benefiting countries involved in the "Belt and Road" initiative [2] Social Integration and Workforce Changes - By 2026, AI is anticipated to develop mature long-term memory capabilities, evolving into a personal "second brain" and becoming an extension of human consciousness [2] - The integration of "silicon-based digital employees" into the workforce will lead to a mixed team of carbon-based and silicon-based entities, resulting in a flatter organizational structure [2] - Companies that can effectively translate industry know-how into AI-learnable knowledge will establish a significant competitive moat [2] Economic and Security Implications - The integration of hundred billion intelligent agents into the economy will rewrite business rules and security boundaries, marking a third leap in human commerce towards an "automated economy among intelligent agents" [3] - AI will replace apps as the core service entry point, necessitating the establishment of silicon-based regulatory frameworks, including identity verification and blockchain contracts [3] - AI security will transition from an elective concern to a critical priority, requiring the development of fully traceable systems and maintaining human oversight in key decision points [3]