Core Viewpoint - The responsibility for completing the AI industrial revolution now falls on China, as the U.S. is increasingly becoming a mere technology blueprint exporter without the capability to implement a complete industrial ecosystem [3][5]. Group 1: AI Industrial Revolution - The second half of AI development requires establishing a robust and complete industrial ecosystem at the backend, with significant capital investment at the frontend to create a closed loop [3][5]. - The process of AI at the endpoint can only be effectively executed by China, leveraging its capabilities in optimizing large models and creating a foundational ecosystem for global AI applications [3][5]. Group 2: Hardware and Manufacturing - China's manufacturing strength is highlighted by its ability to produce affordable and high-quality hardware, including AI smartphones, smart glasses, various wearables, drones, electric vehicles, and future robots [3][5]. - The integration of open-source large model ecosystems into diverse, cost-effective hardware allows China to sell these products globally, resulting in financial returns to the country [3][5]. Group 3: Data and Financial Systems - The endpoint continuously generates scenarios and data, which enter a data mining process to produce digital assets that feed into the financial system, creating a new cycle of credit expansion [3][5].

Group 1 - The core viewpoint is that the AI industry revolution will lead to a shift in labor towards industries with higher production efficiency, ultimately driving economic growth [2][6] - The impact of generative AI on job losses among white-collar workers is outweighed by its ability to create new job opportunities, accelerating the AI industry revolution [4][6] - There will be a labor shortage in sectors that require skills in AI and robotics, particularly in manufacturing and logistics [2][6] Group 2 - The prediction indicates that the geopolitical tensions, particularly between the US and China, will intensify, leading to an irreversible division in the world [6] - Companies need to prepare for unexpected situations and focus on restructuring supply chains around three key regions: the US, China, and the Asia-Pacific [6]

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].