京东布局“超级AI供应链”

经济参考网09-12

近日，在2026京东全球科技探索者大会（JDD）上，京东正式对外披露物理AI完整战略，发布“超级AI供应链”新型基础设施，并启动“物理AI加速计划”，围绕数据、基地、制造、销售、物流、服务六大维度布局，以打通AI从技术原型走向产业规模化应用的现实堵点。　　京东集团技术委员会主席、京东云总裁曹鹏表示，京东将算力、数据、模型与自身积淀深厚的供应链体系深度耦合，把AI能力投射至零售、物流、工业、家政等...

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WM两款世界模型，搭建起覆盖多模态、世界模型、具身模型的完整技术矩阵。　　终端是AI触达物理世界的载体，JoyInside生态面向机器人、智能家居、车载、产业设备开放模型适配能力，今年计划接入超千万台终端设备。其中，海量实体场景承担技术验证的角色，快速完成新技术的压力测试与反馈闭环。而供应链能力，则承担起产业化托底的作用，解决机器人行业“造得出、卖不动、修不好”的产业化难题。　　瞄准具身智能产业规模化　　基于超级AI供应链框架，京东正式启动了“物理AI加速计划”，抛出面向未来数年的产业投入清单，锚定数据、基地、制造、销售、物流、服务六大方向冲刺。　　数据侧，建立具身智能数据采集中心，两年内完成超1000万小时真实人类场景视频数据积累，夯实具身基础模型训练根基；基地建设上，未来五年计划在全国布局80余个RoboBase机器人基地，集研发、中试、制造、交付运维、数据采集功能于一体，打造全球规模领先的机器人产业基地。　　制造端，未来三年助力100家机器人本体厂商实现产品降本，推动100家零部件供应商业绩倍增，向全球头部机器人零部件供应商目标迈进；渠道销售层面，到2028年，投入百亿级资源，扶持100个机器人品牌独立销售额突破10亿元，推动机器人落地百万级场景，建设机器人零售渠道。　　在自有的物流体系内部，京东物流计划五年采购300万台机器人、100万台无人车以及10万架无人机，搭建规模庞大的具身机器人应用集群。服务网络方面，五年搭建覆盖超百个国家的机器人售后体系，培育十万级机器人售后工程师岗位，最终建成覆盖全球范围的机器人维修服务网络。　　产业化配套成为胜负手　　当前，行业对于物理AI、具身智能的技术探索层出不穷，但多数方案仍停留在原型演示阶段。机器人硬件成本居高不下、高质量训练数据集供给不足、行业缺少完善的售后运维体系，仍是制约产业从试点走向大规模普及的共性障碍。　　业界认为，物理AI的竞争，早已不局限于模型算法能力的比拼，算力供给、高质量产业数据、终端量产能力、渠道销售、运维服务在内的完整产业配套，将成为决定赛道玩家上限的关键要素。　　不同于一些企业“先做技术研发，再寻找落地场景”的路径，京东物理AI的技术底座，根植于线下产业的真实业务土壤。依托遍布全国的仓库、配送站点以及海量SKU供应链体系，零售流转、仓储调度、末端履约等业务环节持续产生真实业务数据与场景反馈，为模型迭代提供源源不断的训练素材。截至目前，京东AI已经落地超过3000个产业场景，产业场景既是技术的试验场，同时也是能力迭代的源头。　　曹鹏表示，物理AI时代，AI技术不能仅仅停留在屏幕之内。京东定位为产业连接者与长期运营者，将对外开放算力、数据、模型、场景、供应链能力，与产业链上下游协同，探索物理AI商业化落地路径，稳步推进建设全球领先的物理世界运营中心的战略目标。（文章来源：经济参考网）","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":"Mozilla/5.0 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