未来十年，算力、能源、智能体互联网全面爆发：读完华为《智能世界2035》的8个启示

Core Viewpoint - The report "Intelligent World 2035" by Huawei outlines a systemic technological revolution driven by five foundational technologies: energy, storage and computing, perception and interaction, communication and networking, and intelligent technology, which will create significant opportunities in the next decade [8][13]. Group 1: Ten Technological Leapfrogs Towards Intelligent World 2035 - The report emphasizes that the upcoming technological revolution is not a result of single-point breakthroughs but a resonance effect from the accumulation of foundational technologies over decades [13]. - The future will see a shift from linear technological progress to simultaneous breakthroughs across multiple domains, creating a feedback loop that accelerates change [13][14]. - The concept of "superintelligent agents" is still maturing, requiring innovations beyond current models like Transformer to achieve true reasoning capabilities [16][17]. Group 2: Computing Power - Huawei predicts that global computing power demand will increase by 100,000 times by 2035 compared to 2025, highlighting computing power as a critical resource [19][22]. - The report introduces the concept of a "computing power cost singularity," where AI applications create value exceeding ten times the cost of computing power, leading to explosive demand [22]. Group 3: Storage - By 2035, storage demand is expected to grow by 500 times compared to 2025, with AI data comprising over 70% of this demand, indicating a significant growth opportunity in the storage industry [24]. Group 4: Intelligent Agent Internet - The report forecasts a future where 9 billion humans are interconnected with 900 billion intelligent agents, suggesting that the opportunities in the intelligent agent internet era will surpass those of the PC and mobile internet combined [28]. Group 5: Communication and Satellite Internet - Future communication networks will evolve into a "ground + satellite" collaborative network, making satellite internet and low-orbit satellite communication key infrastructure opportunities [30]. Group 6: Energy - The report anticipates that by 2035, wind and solar energy will surpass fossil fuels in generation capacity, with breakthroughs in hydrogen, controlled nuclear fusion, and space-based solar energy expected [30]. Group 7: Robotics, Batteries, and Perception Technology - The report identifies the need for advancements in robotics, including lighter, more cost-effective designs, and enhanced perception capabilities to enable AI to interact with the physical world [33][35]. - Innovations in energy density and efficiency of batteries are crucial for the practical application of AI in real-world scenarios [35][36]. Group 8: Opportunities Ahead - The report concludes that the next decade will present a multitude of interconnected opportunities across various industries, driven by advancements in AI and intelligent agents [39][40].