以下文章来源于爱冲浪社区 ，作者黄思语 爱冲浪社区 . 热门AI产品与应用，交流与评测社区 作者｜黄思语 头图｜视觉中国 "风吹得差不多了，要上市卖货看销售数据 了。"万一 （万物时IP创始人） ，道 出了 2026年初AI硬件赛道的关键变化 。 过去两年，关于"AI的iPhone时刻"、"机器人ChatGPT时刻"的预言不绝于耳，但聚光灯下，真正通过商业检验的产品寥寥无几。 近期，虎嗅与10多位一线创业者、从业者做了一对一对话，还在虎嗅AI硬件社群里围绕市场机会、技术选择、成本把控等话题展开了多日讨论。核心是 希望将散落在产业深水区的真实声音，转化为可落地的决策参考。 目前行业有个明确的转向：资本热潮退去后，能留下来的， 一定是那些解决了具体问题、用户愿意买单的产品。 结合一线声音，我们梳理了三个当下最关键的追踪方向： 市场机会： 抓准小场景才稳赢 搞定一个具体、高频、可付费的痛点，远比打造"无所不能"的产品更易存活。这导致赛道分化为机会区与概念区两大阵营。 本篇小记，我们把这段时间追踪到的核心观察分享出来，聚焦赛道泡沫背后一线玩家当下的心态和想法，也欢迎你加入我们的讨论，一起捕捉行业生长 的脉络。 虎嗅A ...

Core Viewpoint - The article discusses the shift in the AI hardware industry from a focus on disruptive innovation to a more pragmatic approach, emphasizing the importance of "scene value" in product development [4][7]. Group 1: AI Hardware Trends - At CES 2026, the atmosphere was notably different from previous years, with less emphasis on grand concepts and more on practical upgrades [5][6]. - The AI hardware industry is moving towards a focus on specific use cases and functionality, rather than broad, ambitious claims [7][15]. Group 2: Wearable Devices - The wearable device sector saw an increase in cross-industry players, particularly in the AI glasses market, with products designed for specific functionalities rather than flashy features [9][12]. - Notable products include the MemoMind AI glasses, which offer user-friendly design and practical applications, and the OpenGuide AI glasses aimed at assisting visually impaired users [11][12][15]. Group 3: Companion Robots - The companion robot market has expanded rapidly, with over 50 companies showcasing products at CES, but many face challenges related to product consistency [20][21]. - There is a trend towards customization in companion robots, allowing for personalized features and interactions, as seen in prototypes like the Fourier desktop companion robot [24][28]. Group 4: Cleaning Robots - The cleaning robot sector is experiencing significant technological advancements, with products like the Cyber X and G-Rover capable of navigating stairs and complex environments [36][38]. - Future developments may include robots with mechanical arms for more precise cleaning tasks, as demonstrated by the AI cleaning robot that can handle laundry processes [43][45].

Core Insights - The article highlights the significant advancements in AI technology showcased at CES 2026, emphasizing the transition of AI capabilities from screens into the physical world [7]. Group 1: Event Overview - CES 2026 took place in Las Vegas from January 6-9, featuring over 4,500 exhibitors, with approximately 1,000 being Chinese companies [6]. - The event showcased a diverse range of AI hardware, indicating a growing trend of AI integration into everyday life [7]. Group 2: Notable Exhibits - Sharpa introduced the humanoid robot Sharpa North, capable of performing complex tasks such as playing table tennis and folding origami, utilizing its advanced dexterous hand technology [10][11]. - Boston Dynamics' Atlas robot made its public debut, demonstrating its ability to lift up to 50 kg and perform tasks in a modern automotive factory setting [16][17]. - Vbot, a language-understanding robotic dog, showcased its ability to navigate and assist owners in various tasks, including shopping [20][21]. - The X60 series of robotic vacuum cleaners by追觅 was launched, featuring a stair-climbing robot and a multi-jointed robotic arm for enhanced cleaning capabilities [26][27]. - HeSai presented a "mini robot community" at CES, featuring robots equipped with advanced 3D LiDAR technology for autonomous navigation and obstacle avoidance [31][32]. Group 3: Innovative AI Products - Onero H1, a household robot, can perform various tasks such as meal preparation and organizing, while coordinating with other smart devices [35][36]. - LG's CLOiD robot can interact with users and perform household chores, marking a significant upgrade from previous models [39][40]. - Samsung's Ballie robot, despite previous delays, continues to be a focal point for smart home integration [43][44]. - Fraimic, an AI "artist," can generate artwork based on user input and environmental factors, showcasing the creative potential of AI [50]. - BreakReal introduced an AI cocktail machine that creates personalized drink recipes based on user preferences [53]. Group 4: Emerging Trends - The article notes the increasing presence of AI in pet care, with products like Satellai's AI collar that tracks pet health and behavior [63]. - The introduction of AI-driven educational tools, such as Mooni Pro, aims to enhance children's learning experiences through interactive engagement [66]. - Mui's wall-mounted device combines sleep monitoring with smart home control, reflecting a trend towards integrated health and home management solutions [89][90].