星球日报|Jul 19, 2026 08:20
[Qiming Venture Partners Releases 2026 AI Top 10 Outlook: Foundational Models, Embodied Intelligence, and AI Infrastructure to See Key Breakthroughs]
Odaily Planet Daily News – Qiming Venture Partners has released the '2026 Qiming Venture Partners AI Top 10 Outlook,' focusing on four key areas: foundational models, embodied intelligence, AI infrastructure, and AI applications, predicting the development trends of the artificial intelligence industry over the next 12 to 24 months.
In terms of AI infrastructure, the demand for AI computing power is shifting from the training phase to the inference phase, with structural shortages expected to persist in areas such as storage, advanced processes, and advanced packaging. Over the next two years, computing power asset reserves will become a critical strategic resource for AI enterprises, and competition in AI infrastructure will escalate from single-chip competition to system-level competition encompassing chips, interconnects, cooling, and power supply.
In the next 12 to 24 months, the commercialization of AI applications will focus more on vertical industries and high-paying users, with enterprise efficiency-enhancing applications expected to take the lead in breaking out. Meanwhile, as token costs decrease and interaction model innovations emerge, groundbreaking AI consumer applications are also likely to gradually appear.
Additionally, Qiming Venture Partners predicts that AI-Native organizations will transition from concept to practice, with some companies expected to achieve several times the per capita productivity improvement compared to traditional organizations.
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