中国世界人工智能大会-中国全面投身人工智能领域，但存在 1.5 个泡沫正在形成-China's WAIC_ China All-in AI, but 1.5 Bubbles in the Making

China's WAIC: China All-in AI, but 1.5 Bubbles in the Making WAIC indicates China is all-in AI, with 800+ participating firms (500+ in 2024) and show area over 70K sqm (50K in 2024). We expected that post DeepSeek. But we see the risk of 1.5 bubbles: 1) humanoid robots (one bubble) - over 90 new robot models shown but we see tech constraint, high cost and limited applications, and 2) AI/AR glasses (half bubble) - many players but a lack of differentiation and also tech challenges. We discuss KTA and what we ...