时报观察｜从CES看中国AI：应用生态渐繁茂 硬件基座待夯实

Core Viewpoint - The 2026 CES showcased the transformative impact of AI on global technology, highlighting the contrasting approaches of Chinese and American companies in the AI landscape [1][2]. Group 1: Chinese Companies at CES - A total of 942 Chinese companies participated in CES, accounting for approximately 22% of the exhibitors, indicating a significant presence [1]. - Chinese firms are shifting from a strategy focused on individual products like smartphones to a more integrated approach, utilizing robots, smart driving, and AI glasses to create a collective impact [1]. - The rapid commercialization and strong manufacturing capabilities in China allow for quicker transitions from AI innovations in labs to mass production [2]. Group 2: American Companies at CES - American companies, led by giants like NVIDIA, Intel, and AMD, maintain a stronghold in the upstream AI industry, focusing on foundational infrastructure, core chips, and model development [2]. - The CES event highlighted the dominance of American firms in establishing the foundational AI architecture, which contrasts with China's application-focused advancements [2]. Group 3: Future Directions - The article emphasizes the need for Chinese companies to enhance their independent innovation capabilities in AI hardware to solidify their position in the global AI market [2].