启明创投在世界人工智能大会上发布2026 AI十大展望

新浪科技07-22

新浪科技讯 7月22日下午消息，由启明创投主办的2026世界人工智能大会“启明创投·创业与投资论坛——从算力原点到应用落地的进化征程”在上海举办。　　公开信息显示，启明创投从2013年开始系统性布局人工智能领域，截至目前，启明创投在AI领域累计投资了超过100个项目，投资总额达120亿元人民币，启明创投已成功发掘并助推了多个创新标杆企业成长。　　在开幕演讲环节，启明创投主管合伙人周志峰发表了...

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7月22日下午消息，由启明创投主办的2026世界人工智能大会“启明创投·创业与投资论坛——从算力原点到应用落地的进化征程”在上海举办。\n　　公开信息显示，启明创投从2013年开始系统性布局人工智能领域，截至目前，启明创投在AI领域累计投资了超过100个项目，投资总额达120亿元人民币，启明创投已成功发掘并助推了多个创新标杆企业成长。\n　　在开幕演讲环节，启明创投主管合伙人周志峰发表了题为“跨越技术浪潮：寻找AI时代的商业拐点”的演讲。围绕基础模型、具身智能、AI基础设施、AI应用等做出2026启明创投AI十大展望：\n　　展望一：未来12-24个月，顶尖模型将内化大部分“外挂”能力，包括任务规划、工具调用、多Agent协同及部分Harness工程能力等。\n　　展望二：多模态模型将进一步向可交互世界建模演进，成为AI在物理世界获得环境感知、长期规划并大规模落地的关键技术路径。\n　　展望三：头部机器人公司的有效数据，将从2025年的“万小时级”，跃升到2027年的“百万小时级”，其中人类第一视角数据会占绝对主导。\n　　展望四：灵巧手将迎来加速发展，带有触觉感知的灵巧手会逐渐成熟并持续降本，与双指夹爪方案形成高低搭配，在复杂操作场景逐渐规模化渗透。\n　　展望五：AI算力需求重心转向推理，存储、先进制程和先进封装产能层层吃紧，未来两年AI基建将持续面临结构性紧缺，算力资产储备将升格为AI企业的核心战略。\n　　展望六：AI基础设施将进入系统级竞争阶段，竞争维度覆盖芯片、互联、散热、供电等关键环节，未来两年内有望涌现基于新架构的算力芯片及超节点大集群，以实现低成本、高效率的Token生产。\n　　展望七：安全可信将与产品效果、Token成本并列为影响企业AI大规模落地的三大关键变量，安全可信AI将从可选项升级为必选项。\n　　展望八：未来12-24个月，AI应用的商业模式将加速脱离互联网时代的Freemium逻辑，转向以结果和价值定价。衡量AI公司的核心指标，将从用户规模转向单位智能成本创造的商业价值。\n　　展望九：未来12-24个月，AI应用商业化将聚焦垂直场景与高付费用户，效率端将领先消费端率先爆发；伴随Token成本持续下降与交互范式创新，现象级AI消费应用将逐步浮现。\n　　展望十：未来12-24个月，AI-Native组织将从概念走向实证，一批企业将实现数倍于传统组织的人均产出。\n\n\n海量资讯、精准解读，尽在新浪财经APP\n\n责任编辑：尉旖涵","kind":"news","is_publish_news":true,"is_publish_highlight":false,"is_publish_live":false,"is_publish_wemedia":false,"editions":null,"column":"","sentiment":"0","news_tag":"","news_rank":0,"isVideo":false,"video":null,"symbols":[],"gpt_button":1,"need_auth":false,"need_login_tip":false,"code":"91000000","status":"200"},"commentList":[],"isCommentEnd":true,"newsSizeData":{"likeSize":0,"commentSize":0,"repostSize":0,"favoriteSize":0,"likeStatus":false,"favoriteStatus":false},"APP":{"userAgent":"CCBot/2.0 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