论坛| 杜雨博士在杭州2025人工智能产业发展大会发表主题演讲《AI 产业革命与具身智能崛起》

Core Viewpoint - The AI industry in China is undergoing a significant transformation, entering the "2.5 stage" characterized by advancements in embodied intelligence and AI for Science, driven by emerging players like DeepSeek [2][3]. Group 1: AI Industry Development - The AI industry in China is experiencing its third wave of development, moving from general large models to more specialized fields such as embodied intelligence and AI for Science [2][3]. - The rise of large language models is reshaping the AI industry landscape and giving birth to new trillion-dollar markets, including embodied intelligence and AI hardware [6]. Group 2: Embodied Intelligence - Embodied intelligence is identified as the next trillion-dollar market, with significant opportunities in humanoid robots [8]. - The demand for humanoid robots is expected to surge in sectors like smart manufacturing, healthcare, and services, with a potential explosive growth in the global humanoid robot market by 2030 [9]. - Humanoid robots are designed to adapt to human environments and tools, allowing for high task flexibility and natural interaction with humans, making them a key path for AI industrialization [10]. Group 3: AI for Science - AI is transforming foundational research paradigms in materials science, life sciences, electronic sciences, energy sciences, and environmental sciences, positioning AI for Science as a critical breakthrough for China's AI industry [15][19]. - Examples of AI applications in scientific research include the Citrine aluminum alloy development platform, Google Cloud's multi-omics suite, and NVIDIA's cuLitho computational lithography library, showcasing AI's vast potential in both research and industry [22]. Group 4: Regional Focus - Hangzhou is highlighted as a new highland for China's AI industry, contributing over 70% of Zhejiang Province's AI industry output value in 2024, with a vibrant entrepreneurial atmosphere [24][26]. - The city is seen as a "paradise" for AI innovation and entrepreneurship, with the Unforeseen AI Research Institute committed to fostering an AI industry ecosystem [29]. Group 5: Competitive Landscape - The essence of the AI competition is framed as a race against time, emphasizing that those who master AI will control the future [32]. - The Unforeseen AI Research Institute aims to accelerate the integration of technology and industry, seizing the global competitive high ground in AI [34][35].