Group 1 - Huawei held the "Exploring the Unknown, Leaping into the Future" keynote speech on September 16, officially releasing the "Intelligent World 2035" series reports, which include the "Intelligent World 2035" and "Global Digital Intelligence Index 2025" reports, forecasting key technological trends for the next decade and their impacts on various industries such as education, healthcare, finance, manufacturing, and energy [1] - The first trend indicates that AGI will be the most transformative driving force in the next decade, but several core challenges must be overcome to achieve the AGI singularity, with a necessary path towards the physical world [1] Group 2 - The second trend highlights that as large models develop, AI agents will evolve from execution tools to decision-making partners, driving an industrial revolution [2] - The third trend points to a transformation in development models, where human-AI collaborative programming becomes mainstream, allowing humans to focus on top-level design and innovative thinking while delegating tedious coding tasks to efficient AI [2] - The fourth trend notes a shift in interaction methods from graphical interfaces to natural language, evolving towards multi-modal interactions that integrate human senses, providing users with immersive experiences [2] Group 3 - The fifth trend states that mobile apps are transitioning from independent functional entities to AI-driven service nodes, where users can simply give commands, and AI agents will invoke relevant service nodes for an optimal experience [2] - The sixth trend anticipates that with breakthroughs in key technologies like world models, new L4+ autonomous vehicles will enter daily life, becoming a "mobile third space" [2] - The seventh trend predicts that by 2035, the total computing power of society will increase by 100,000 times, breaking free from traditional von Neumann architecture constraints and achieving disruptive innovations across four core areas: computing architecture, material devices, engineering processes, and computing paradigms [2] Group 4 - The eighth trend emphasizes that data will become the "new fuel" driving AI development, with AI storage capacity demands expected to grow 500 times by 2025, accounting for over 70% of total storage needs, leading to changes in storage paradigms driven by Agentic AI [2] - The ninth trend indicates that the number of connected objects in communication networks will expand from 9 billion people to 900 billion intelligent agents, marking a transition from mobile internet to intelligent agent internet [3] - The tenth trend highlights that energy will become a core constraint on the rapid development of AI, with renewable energy expected to accelerate the replacement of traditional fossil fuels, surpassing 50% of total power generation by 2035, while AI will play a central role in managing new energy systems through token management of watts for real-time energy management [3]

Core Insights - Huawei released the "Intelligent World 2035" series report, outlining ten technological trends leading to an intelligent world by 2035 [1][2][3] Group 1: Technological Trends - Trend 1: AGI is expected to be the most transformative driving force in the next decade, but significant challenges must be overcome to achieve the AGI singularity [1] - Trend 2: AI agents will evolve from execution tools to decision-making partners, driving an industrial revolution [2] - Trend 3: Development models will transform, with human-AI collaborative programming becoming mainstream, allowing humans to focus on top-level design and innovation [2] - Trend 4: Interaction methods are shifting from graphical interfaces to natural language and multi-modal interactions, enhancing user experience through voice and gestures [2] - Trend 5: Mobile apps are transitioning from standalone entities to AI-driven service nodes, providing users with an optimized experience through simple commands [2] - Trend 6: Breakthroughs in key technologies will lead to the emergence of L4+ autonomous vehicles, creating a "mobile third space" in daily life [2] - Trend 7: By 2035, total computing power in society is expected to increase by 100,000 times, leading to disruptive innovations in computing architecture and paradigms [2] - Trend 8: Data will become the "new fuel" for AI development, with AI storage capacity needs projected to grow 500 times by 2025, surpassing 70% of total storage [2] - Trend 9: The number of connected objects in communication networks will expand from 9 billion people to 900 billion intelligent agents, marking a leap from mobile internet to intelligent agent internet [3] - Trend 10: Energy will become a core constraint on AI's rapid development, with renewable energy expected to replace traditional fossil fuels, achieving over 50% of total energy generation by 2035 [3]

Core Insights - The report emphasizes that by 2035, the total computing power of society will increase by 100,000 times, indicating a significant transformation in the computing landscape [1] - It highlights that the computing field will break free from the traditional von Neumann architecture, achieving disruptive innovations in four core areas: computing architecture, material devices, engineering processes, and computing paradigms [1] - Data is identified as the "new fuel" driving the development of artificial intelligence, with AI storage capacity demand expected to grow by 500 times compared to 2025, accounting for over 70% of total storage needs [1] - The report predicts that the number of connected entities in communication networks will expand from 9 billion people to 900 billion intelligent agents, marking a transition from mobile internet to intelligent agent internet [1]

Group 1 - The event "Science and Technology Innovation Future" focused on the intelligent transformation and ecological reconstruction of the automotive industry driven by AI technology, highlighting new opportunities and challenges for China's automotive sector in global competition [1][17] - China is restructuring the global automotive industry landscape with electric and intelligent technologies as dual engines, transforming the concept of automobiles from mere transportation tools to low-carbon mobile spaces [3][5] - Chinese private enterprises like BYD and Geely have achieved significant growth in the electric vehicle sector, with China accounting for two-thirds of the global electric vehicle market [5] Group 2 - Valeo's CTO discussed the deep application of artificial intelligence in automatic parking systems, with a Level 4 automated valet parking system set to be mass-produced in China by 2026 [6][8] - Investment focus is shifting towards artificial intelligence, embodied intelligence, new computing, and renewable energy, with predictions of a trillion-level market opportunity when China's smart electric vehicle ownership surpasses 100 million [10] - The automotive industry is entering an accelerated development cycle, with a consensus on the need for "high safety + low cost" as the future direction for intelligent driving technology [12] Group 3 - China's automotive industry chain is leveraging its advantages in electrification to accelerate globalization, with discussions on local supply chains, data compliance, and market differentiation challenges [13][15] - Global capital is increasingly focused on Chinese automotive assets, with significant potential in the electrification and intelligence sectors, suggesting that quality tech companies are likely to lead the market and achieve valuation increases [15]