编者按：从生成式人工智能（AIGC）到智能体AI（Agentic AI），AI发展正经历深刻的范式转变。12 月5日晚，中国工程院外籍院士、清华大学讲席教授、智能产业研究院院长张亚勤在"人文清华"讲坛发 表题为《人工智能：无尽的前沿》的演讲。他指出，AI作为核心驱动力，正以前所未有的速度重构生 产力与生产关系，并推动物理世界、数字世界乃至生物世界的深度融合。 中国工程院外籍院士、清华大学讲席教授、智能产业研究院院长张亚勤发表演讲。 图片来源：人文清 华 人工智能（AI）的发展正经历一场深刻的范式转变，其重心已从单纯的技术突破转向产业深度融合与 AI治理协同并进的新阶段。AI作为核心驱动力，正以前所未有的速度重构生产力与生产关系，并推动 物理世界、数字世界乃至生物世界的深度融合。最新发布的《国务院关于深入实施"人工智能+"行动的 意见》就很好地明确了发展路径，涵盖了芯片、基础设施、行业应用、人才培养与国际合作等多个方 面，整体规划非常全面。 智能体互联网（Internet of Agents）是AI的下一站 自从ChatGPT出现以来，人工智能的发展就进入了生成式人工智能的阶段。而现在，我们正迈入"智能 体AI ...

Core Insights - The report by CRIF highlights the significant growth and strategic importance of Generative AI (GenAI) by 2025, with enterprise spending projected to surge from $2.3 billion in 2024 to $13.8 billion [1] - It emphasizes the shift from experimentation to implementation in the AI sector, with 50.8% of global venture capital directed towards AI companies [1] Group 1: Key Trends in GenAI - **Agentic AI** is identified as a critical direction, capable of autonomous decision-making and situational awareness, expected to handle 15% of routine organizational decisions by 2028, with applications in healthcare, finance, and logistics [1] - **Multimodal AI** is recognized as an important evolution, integrating various data types such as text and visuals, with potential applications in healthcare, finance, and education, though it faces challenges like data alignment and high computational costs [1] - **AI-driven customer experience innovation** is showcased through hyper-personalized services and automated customer support, demonstrating efficiency and customer satisfaction improvements while needing to balance innovation with ethical considerations [1] Group 2: Ethical and Sustainable AI - The report introduces the concept of "sustainable AI," focusing on optimizing algorithms to reduce environmental impact and emphasizing the symbiotic relationship between AI and humans [2] - Predictions suggest breakthroughs in Artificial General Intelligence (AGI) may occur between 2025 and 2035, necessitating enhanced infrastructure and global collaboration to establish governance frameworks amid regulatory and ethical debates [2] - The overarching message stresses that technologies like GenAI are reshaping industries and society, highlighting the need to balance innovation with ethics and regulation to promote sustainable development and human progress [2]

Core Insights - The article discusses the widespread adoption of AI tools in companies, highlighting the phenomenon known as the "GenAI Divide," where 95% of organizations fail to achieve measurable business returns despite significant investments in generative AI [3][7][11]. Group 1: GenAI Divide Phenomenon - Companies have invested between $30 billion to $40 billion in generative AI, yet only 5% of AI integration pilot projects have successfully generated million-dollar business value [7][11]. - The primary reasons for the GenAI Divide include the lack of learning capabilities in most AI tools, which cannot remember user feedback or adapt to specific work contexts [3][9]. - A significant disparity exists between the high adoption rates of general-purpose AI tools like ChatGPT and their low conversion into tangible financial benefits for businesses [8][11]. Group 2: Characteristics of Successful AI Implementations - Successful companies focus on "narrow but high-value" use cases, deeply integrating AI into workflows and promoting continuous learning for scalability [6][10]. - The most effective AI tools are those with low deployment barriers and quick value realization, rather than complex enterprise-level custom developments [6][10]. - Successful AI projects are often initiated by frontline business managers addressing real pain points, rather than being driven by innovation departments [6][10]. Group 3: Industry Transformation and Investment Allocation - Only two out of eight major industries have shown significant structural changes due to generative AI, indicating a slow pace of industry transformation [12][14]. - Investment allocation is heavily skewed towards front-end functions like sales and marketing, which receive about 70% of AI budgets, while back-end automation, which could yield higher ROI, is underfunded [35][39]. - The disparity in investment reflects a focus on easily quantifiable metrics rather than actual value, leading to a neglect of high-potential opportunities in back-office functions [35][39]. Group 4: Shadow AI Economy - Despite official AI projects struggling, employees are leveraging personal AI tools, creating a "shadow AI economy" that often yields higher returns on investment [30][32]. - Over 90% of employees report using personal AI tools for work tasks, indicating a disconnect between official company initiatives and actual usage [30][32]. Group 5: Learning Gap and User Preferences - The core issue of the GenAI Divide is the "learning gap," where tools lack the ability to learn and integrate with existing workflows, leading to user resistance [41][42]. - Users prefer general-purpose tools like ChatGPT for simple tasks but abandon them for critical business functions due to their inability to retain context and learn from interactions [52][54]. Group 6: Strategies for Overcoming the GenAI Divide - Companies that successfully cross the GenAI Divide adopt a collaborative approach similar to business process outsourcing (BPO), demanding deep customization and accountability from suppliers [77][79]. - A decentralized decision-making structure with clear accountability significantly enhances the likelihood of successful AI implementation [79][80].

Core Insights - AI technology is fundamentally reshaping the future of computing and industry, marking the arrival of a new industrial revolution driven by "AI factories" [1] - Traditional data centers are evolving into AI factories that generate "intelligent tokens," providing power across various industries [1] - NVIDIA's new architecture, Blackwell, is designed to meet the increasing inference demands of AI models, achieving a significant performance leap [1] Group 1 - Huang Renxun predicts the next phase of AI, termed Agentic AI, which will understand tasks, reason, plan, and execute complex tasks, with robots as its physical embodiment [2] - The demonstration of a robot named "Greg" showcased the ability to learn and interact within a digital twin environment before being deployed in the physical world [2] - Major companies like BMW, Mercedes-Benz, and Toyota are utilizing Omniverse to create digital twins of their factories or products [2] Group 2 - NVIDIA has made significant progress in quantum computing, viewing it as a pivotal moment, and plans to connect quantum processors (QPU) with GPUs for enhanced computational tasks [2] - The entire cuQuantum quantum computing algorithm stack is now capable of accelerating on the Grace Blackwell system [2] - Huang Renxun emphasized deep collaboration with European partners, including the establishment of a large AI cloud with French company Mistral and partnerships with Schneider Electric for future AI factory design [2] Group 3 - NVIDIA is establishing AI technology centers in seven different countries to promote local ecosystem development and collaborative research [3] - A new computing era has begun, with NVIDIA providing a full-stack platform from chips to software and AI models to empower global developers and enterprises [3]

Core Viewpoint - The article highlights the significant potential of the enterprise AI market, emphasizing that it is just beginning and represents a new opportunity for growth, particularly in the context of NVIDIA's advancements in AI technology and its strategic focus on the Chinese market [1][2]. Group 1: NVIDIA's AI Developments - NVIDIA's CEO Jensen Huang announced a new enterprise-level AI service in collaboration with ServiceNow, showcasing the company's commitment to developing a software stack that enables businesses to create intelligent AI applications [1]. - Huang introduced the Apriel Nemotron model, which features smaller parameters, faster response times, and lower inference costs while maintaining enterprise-level intelligence [1]. Group 2: Market Potential and Future Projections - ServiceNow anticipates that by 2026, it will secure $1 billion in enterprise AI business orders, quadrupling its current business scale, indicating a substantial growth trajectory in the sector [2]. - Huang stated that the emergence of Agentic AI will disrupt how enterprises build AI, with the potential for a trillion-dollar market behind this transformation [2]. - Huang projected that the Chinese AI market could reach $50 billion in the next two to three years, underscoring its importance for American companies like NVIDIA [2].