Core Insights - The article discusses the emerging concept of embodied intelligence, which is seen as the next frontier for AI, enabling machines to not only think but also act in the physical world [1][3] - Despite the potential, the commercialization of embodied intelligence is facing challenges such as high costs, inefficiencies, and data bottlenecks, with significant advancements needed to bridge the gap between technical feasibility and commercial success [1][3] - The global humanoid robot market is projected to reach $17.3 billion by 2027, with a compound annual growth rate (CAGR) of 63.5%, and could potentially grow to $7 trillion by 2050 [3][4] Industry Developments - Various companies, including Apple, Huawei, and Xiaomi, are investing in the embodied intelligence sector, with significant government support through the establishment of investment funds [3][4] - The application of embodied intelligence is gaining traction in traditional industries such as manufacturing, healthcare, retail, energy, logistics, and construction, showcasing its potential to deliver tangible benefits [3][4] Technological Advancements - The article highlights the need for AI to integrate seamlessly into existing industry processes, moving from being a tool to becoming an essential infrastructure that enhances productivity [4][6] - Ant Group's Robbyant-R1 humanoid robot exemplifies advancements in multi-modal perception and interaction, capable of performing various tasks in real-world scenarios [6][10] Market Trends - The shift from "selling tools" to "selling outcomes" is evident in the AI industry, with companies like Ant Group focusing on delivering measurable business results rather than just AI functionalities [14][16] - The introduction of AI digital employee teams by Ant Group aims to enhance operational efficiency and reduce costs for businesses, demonstrating the growing importance of AI in driving business growth [16][17]

图：蚂蚁数科副总裁余滨 蚂蚁数科副总裁余滨在接受包括环球网在内的媒体采访时指出，AI正在从"探索期"迈入"价值验证期"， 企业客户——尤其是金融行业——不再满足于"AI能做什么"的概念探讨，而是更聚焦于"AI能为我带来 多少增长"。 从"卖工具"到"共成长"，AI商业模式迎来分水岭 在过去的企业服务市场中，软件售卖、SaaS订阅是主流模式。客户预付费用购买产品或服务，但效果如 何、是否用得好，则很大程度上取决于客户自身能力。这种模式下，技术供应商与客户之间的权责是割 裂的。 余滨坦言，这种模式在大模型时代已显得不合时宜。"AI是科技与业务深度融合的复合体，如果只对技 术部分负责，而不对业务结果负责，逻辑上是站不住脚的。" 来源：环球网 【环球网科技报道 记者 李文瑶】在人工智能尤其是大模型技术加速渗透产业的过程中，企业如何量化 AI的价值、降低使用门槛、实现规模化落地，成为横亘在行业面前的共同课题。在2025外滩大会期 间，蚂蚁数科宣布推出"按效果付费"（Result as a Service, RaaS）这一新型商业模式，试图为AI to B赛 道带来一场商业范式的重塑。 "我们不是从零开始教AI，而是已经 ...