2026大创意研究报告

ARK Big Ideas 20262 Risks Of Investing In Innovation Please note: Companies that ARK believes are capitalizing on disruptive innovation and developing technologies to displace older technologies orcreate new markets may not in fact do so. ARK aims to educate investors and seeks to size the potential investment opportunity, noting that risks Please read risk disclosure carefully. àAim for a cross-sector understanding of technologyand combine top-down and bottom-up research. Big Ideas 2026marks the 10th annual edition of ARK Invest’s flagshipresearch report, designed to identify and contextualize the technologiesreshaping the global economy. Each year, we sift through short-term noiseto find signal and focus on long-term innovation platforms, as exponential In this year’s report, we explore 13 Big Ideas spanning artificial intelligence,robotics, energy, blockchain, space, and biology. Based on our research inboth public and private markets, these Big Ideas are compounding toredefine productivity, capital allocation, and competitive advantage across For a decade, Big Ideas has served as a signal for what’s next. Big Ideas2026 continues that mission, equipping investors, businesses, and The future doesn’t arrive all at once. Those who recognize it early have the Welcome to ARK Invest’s Big Ideas 2026. The Great AI Is The Central Dynamo,Accelerating Five Major Innovation Brett WintonChief Futurist Technological Convergence Is Accelerating Technology Platform Growth Rates Are Accelerating And Catalyzing One Another Disruptive technologies are intermeshing.Convergence Network Strength, a measureof the degree to which disruptive AI remains the critical enabling innovationplatform, the importance of robotics as a Among major new developments: theworld’s largest robots—reusable rockets—could play an extraordinary role in enablingAI; energy storage and distributed energysystems have become critical enablers of Convergence Should Lead To Major Increases In Demand Neural networkdemand fornext gen cloudcompute is running into earthly scaling constraints.Reusable rocketscould come to the rescue. At acompetitive cost, space-based AI compute could provide the cloud with the computational power that neural networks need for continued growth. The World Is Entering An Unprecedented Technology Investment Cycle Each Disruptive Technology Could Generate Profound Macroeconomic Results,Humanoid Robots In The Home, A Good Case In Point Currently, only $2,600 of the~$68,000 average value ofhome upkeep flows through A single household humanoidrobot could impact GDP by A household humanoid robotin each of the 90 million USowner occupied homes could If humanoids were topenetrate 80% of UShouseholds over five years, This Technological RevolutionShould Lead To Another Step Historically, technology paradigm shifts have Capital investment alone, catalyzed by disruptiveinnovation platforms, could add 1.9 percentage The new capital base—robotaxis, next gen datacenters, and enterprise investments in AI agents—should boost returns on invested capital. Realizedreal growth could exceed consensus expectations Each innovation platform—AI,Public Blockchains,Robotics,Energy Storage, andMultiomics—shouldprovide a structural boost to global growth. Some Interesting TechnologiesLike Quantum Computing Are A disruptive technology requires asteep costdeclinecrossing key price-points that opencompellingunit economics across multiple Quantum computing’s performanceimprovement curve has been slow. Despitespending billions in research and development(R&D), Google doubled qubits only once in more Artificial Intelligence Computational systems and software that evolve with datacan solve intractable problems, automate knowledge work, and accelerate technology's integration into every economicsector. The adoption ofNeural Networksshould prove moremomentous than electrification and potentially create tens of trillions of dollars of value. At scale, these systems willrequire unprecedented computational resources, and AI- Energy Storage The declining costs ofAdvanced Battery Technologyshouldcause an explosion in form factors, enablingAutonomousMobilitysystems that collapse the cost of transportation.Electric drivetrain cost declines should unlock micro-mobilityand aerial systems, including flying taxis, enabling businessmodels that transform cities. Autonomy should reduce thecost of taxi, delivery, and surveillance by an order of Multiomics The cost to gather, sequence, and understand digital biologicaldata is falling precipitously.Multiomics Technologiesprovideresearch scientists, therapeutic organizations, and healthplatforms with unprecedented access to DNA, RNA, protein, and digital health data. Cancer care should transform with pan-cancer blood tests, and molecular diagnostics should begin toidentify and categorize a panoply of diseases. Fed by richmultiomics data and powered byProgrammable Biology, AI Public Blockchains