Core Insights - The article discusses the limitations of AI in making supply chain decisions independently, highlighting a scenario where an AI system makes a large order without understanding the underlying market dynamics [1] - It emphasizes the need for AI to have real-time, granular perception of the physical world to avoid misjudgments and enhance decision-making capabilities [2][3] Group 1: Ambient IoT and AI Integration - Ambient IoT is positioned as a critical technology that provides AI with the necessary "senses" to perceive subtle changes in the real world, moving beyond mere calculations [2] - The concept of "Physical AI" is introduced, advocating for AI to be rooted in the real-world operations rather than just existing in the digital realm [3] Group 2: Visibility and Data Collection - Ambient IoT aims to achieve "99% visibility" of physical assets, extending its reach to every item in the supply chain, thus creating a comprehensive view of operations [4] - Unlike traditional IoT, Ambient IoT can continuously collect and transmit multi-dimensional data, allowing AI to gain insights from a "real-time documentary" of the physical world [4] Group 3: AI's Evolving Role - With enhanced physical perception, AI's role shifts to capturing signals amidst noise, providing early warnings of risks, and offering insights for various scenarios, while humans focus on understanding complex organizational goals [5] Group 4: Walmart's Strategic Move - Walmart's partnership with Wiliot to deploy 90 million smart tags signifies a major step towards integrating Ambient IoT into its supply chain, aiming to enhance its AI decision-making system with real-time data [7][10] - This collaboration is seen as a validation of Ambient IoT's potential for large-scale commercialization, moving beyond experimental phases [10] Group 5: Value Proposition of Ambient IoT - The article outlines a "three-stage rocket" model for the value evolution of Ambient IoT: starting with cost reduction (TCO engine), moving to sustainability (ESG booster), and culminating in AI integration (physical intelligence payload) [10][11] - The TCO engine emphasizes the cost-saving benefits of eliminating battery needs, while the ESG booster addresses environmental concerns by reducing battery waste [11][13] Group 6: Future Directions and Strategies - The article suggests that the future of Ambient IoT relies on a collaborative ecosystem involving multiple industries and stakeholders, as exemplified by the formation of the Ambient IoT Alliance [17] - It recommends that Chinese tech giants engage in international standard organizations to influence global standards and leverage their market size for rapid technological advancement [18][20]