Core Viewpoint - The chairman of Envision Group, Zhang Lei, emphasizes the importance of "physical artificial intelligence" in transforming the energy sector and aims to develop an energy model driven by this concept [1][2]. Group 1: Concept of Physical Artificial Intelligence - "Physical artificial intelligence" is described as a new paradigm that deeply integrates artificial intelligence with physical laws and knowledge graphs, moving beyond traditional AI limitations [3][4]. - The concept has gained recognition in the industry, driven by the need for stable and adaptable AI capabilities in real-world physical environments [4]. - Zhang Lei believes that combining data intelligence with physical laws can eliminate the shortcomings of traditional AI models, enabling reliable applications in the physical world [3][4]. Group 2: Envision Group's Initiatives - Envision Group has launched the "Tianshu" energy model, which utilizes AI to enhance power systems and develop AI-enabled wind and storage products [6]. - The "Tianshu" model leverages vast amounts of data to optimize energy trading and investment decisions, marking a shift from physical to intelligent assets in the energy sector [7][9]. - Zhang Lei envisions a future where energy systems evolve into intelligent ecosystems, driven by AI capabilities [7][8]. Group 3: Industry Transformation and Competition - The transition to physical artificial intelligence is expected to end the homogeneous competition in the energy sector, which has been characterized by a focus on physical assets [9]. - Zhang Lei asserts that the integration of AI into energy systems will address complexities and uncertainties in the market, promoting a more dynamic and competitive landscape [8][9]. - The evolution of energy systems will be marked by a shift from traditional asset-based competition to a focus on AI-driven capabilities [7][9].

Core Viewpoint - The transition from physical assets to intelligent assets is reshaping the global energy landscape, becoming a strategic focal point for companies [1] Group 1: Energy Industry Transformation - The core competition in the energy sector is shifting from traditional "material assets" to future "artificial intelligence assets" [1] - AI is viewed not merely as a tool but as a central entity, evolving energy systems into an "intelligent ecosystem" rather than just a collection of devices [1] - The complexity of power systems is increasing exponentially as renewable energy becomes the primary source, leading to heightened price volatility in the market [1] Group 2: Physical AI Concept - The concept of "physical artificial intelligence" is introduced, which integrates AI with physical laws and system boundaries, enhancing reliability in real-world applications [1] - By combining data intelligence with physical laws such as energy conservation and aerodynamics, traditional AI limitations can be overcome [1] Group 3: AI in Energy Systems - Envisioned applications of physical AI include embedding perception, decision-making, and execution capabilities into real-world devices and infrastructure, transforming energy supply and demand dynamics [2] - Major energy companies are investing heavily in physical AI, with firms like Shell focusing on digital twins and predictive maintenance to optimize operations [2] Group 4: Strategic Investments in Physical AI - SoftBank's acquisition of ABB's robotics business for $5.375 billion is part of its broader vision for physical AI, aiming to merge superintelligent AI with robotics [3] - SoftBank is actively investing in AI chips, robots, and data centers, expanding its portfolio in the AI sector [4] - NVIDIA's CEO emphasizes that the next wave of AI will be physical, enabling machines to understand and interact with the real world [4]