2026年AI趋势报告
AI趋势报告2026AI趋势报告2026 ForewordHELLO WORLDHELLO WORLD 你好，世界你好，世界 Foreword 前言前言 AI in 2026 – Between breakthrough and stress testAl in 2026 - Between breakthrough and stress test 2026年——人工智能：突破与压力测试之间2026年一一人工智能：突破与压力测试之间 Foreword by Sebastian Heinz, Founder & CEO statworx | AI Hub FrankfurtForeword by Sebastian Heinz, Founder & CEO statworx I AI Hub Frankfurt 由statworx创始人兼CEOSebastianHeinz撰写的序言|AIHubFrankfurt 2026 will be a decisive year for AI. Artificial intelligence is no longer new, nolonger in need of explanation, and no longer an exclusive topic for technologydepartments, startups, or research centers. AI has arrived. In companies, inproducts, in everyday processes, and in political debates. The phase of wide-eyed observation is over. What comes next is a phase of proof.2026Weyedobservationisover.Whatcomesnext isaphaseof proof export restrictions. This signals a strategic shift toward pursuing dominancethrough technological leadership rather than isolation.owardpursuingdominance 2026年将是人工智能的关键一年。人工智能已不再是新鲜事物，无需解释，也不再是技术部门、初创公司或研究中心的专属话题。人工智能已经到来。它出现在公司中，出现在产品中，出现在日常流程中，也出现在政治辩论中。观望的阶段已经结束。接下来是一个验证的阶段。2026年将是人工智能的关键一年。人工智能已不再是新鲜事物，无需解释，也不再是技术部门、初创公司或研究中心的专属话人工智能已经到来。出现在产品中，出现在日常流程中，也出现在政治辩论中。观望的阶段已经结束。接下来是一个验证的阶段。 出口限制。这标志着战略转向，通过技术领导力追求主导地位，而非孤立。出口限制。这标志着战略转向，通过技术领导力追求主导地位，而非孤立 这种趋势正在通过与新战略重要国家的AI合作得到加强，包括中东地区，旨在尽早确立标准并限制中国的影响力。在国内，人们正加紧制定AI安全的明确规范，尽管整体立场仍以创新驱动。与此同时，AI作为国家安全问题的重要性日益凸显。这种趋势正在通过与新战略重要国家的AI合作得到加强，包括中东地区，旨在尽早确 This approach is being reinforced by new AI partnerships with strategicallyimportant countries, including in the Middle East, aimed at embedding stan-dards early and limiting China’s influence. Domestically, pressure is mountingto define clear guardrails for AI safety, even as the overall stance remainsinnovation-driven. At the same time, AI is gaining importance as a national se-curity issue.driven. At the same time, Al is gaining importance as a national se-curity issue The much-discussed AI bubble continues to inflate. Whether it bursts with abang in 2026 or deflates gradually will become clear in the months ahead. 备受关注的AI泡沫仍在膨胀。它是否会在2026年猛烈破灭，还是会逐渐萎缩，将在接下来的几个月中揭晓。主膨胀。它是否会在2026年猛烈破灭，还是会逐渐萎缩，将在接下来的几个月中揭晓。 The global race for AI dominanceTheglobalraceforAldominance 全球AI霸权争夺战全球AI霸权争夺战 China, in turn, is stepping up its efforts in 2026 to become more technolo-gically independent and underpin its global leadership aspirations. Againstthe backdrop of Western export controls, Beijing is investing heavily in its ownchip development and production capacities. At the same time, Chinese AIcompanies are focusing on open-source models in order to help shape theglobal AI infrastructure. This strategy is proving effective: Chinese models areincreasingly being used outside the country. 中国则计划在2026年加大力度，以实现技术独立并支撑其全球领导地位野心。在西方出口管制的背景下，北京正大力投资芯片研发和生产能力。同时，中国AI企业正专注于开源模型，以帮助塑造全球AI基础设施。这一战略正显示出成效：中国模型正越来越多地被国外使用。助塑造全球AI基础设施战略正显示出成效：中国模型 过去一年，AI的发展已成为显著的地缘政治问题。美国、中国和欧洲正在采取不同的战略，这些战略远不止技术层面，还涉及经济实力、安全以及全球影响力等议题。不同的 The development of AI has become significantly geopolitical over the pastyear. The US, China, and Europe are pursuing different strategies that go farbeyond technology and touch on issues of economic power, security, andglobal influence. The United States is intensifying its AI strategy in the global technology race.Washington is betting on the international diffusion of American AI technologyto secure influence abroad. In 2025, the US government announced plans toactively promote exports across the entire AI stack and to reassess existingactively promote exports across the entire Al stack and to reassess existing 美国正在全球科技竞争中强化其人工智能战略。华盛顿正押注美国人工智能技术的国际扩散，以巩固其在海外的影响力。2025年，美国政府宣布计划积极推动整个人工智能技术栈的出口，并重新评估现有的美国正在全球科技竞争中强化其人工智能战略。华盛顿正押注美国人工智能技术的国2025年，美国政府宣布计划积极推动整个人智能技术栈的出口，并重新评估现有的 Geopolitically, the technology conflict between East and West remains tense,with both sides likely to continue pursuing so-called decoupling in 2026. In AI,with both sides likely to continue pursuing so-called decoupling in 2026. In Al 从地缘政治角度来看，东西方之间的技术冲突依然紧张，双方很可能在2026年继续推行所谓的脱钩。在人工智能领域，人地缘政治角度来看，东西方之间的技术冲突依然紧张，双方很可能在2026年继续推行所谓的脱钩。在人工智能领域 HELLOWORLDHELLO WORLD HELLO WORLDHELLOWORLD 投资与资本投资与资本 Investments and capitalInvestments and capital 分歧点已从芯片和软件扩展到原材料。中国在南美洲获得了稀土的供应权，从而掌握了人工智能硬件的关键资源——这一举动可能引发美国的反制措施。与此同时，北京正越来越多地将人工智能作为地缘政治影响力的工具，从虚假信息到认知战，同时也在同时强调数字主权。智能作为地缘政治影响力的工具 the fault lines extend beyond chips and software to include raw materials.China has secured access to rare earths in South America, giving it controlover critical resources for AI hardware - a move that could prompt counter-measures from the United States. At the same time, Beijing is increasingly le-veraging AI as a tool of geopolitical influence, from disinformation to cogniti-ve warfare, while simultaneously asserting digital sovereignty.extendbeyondchipsandsormationtocogniti AI also dominated the venture capital landscape in 2025: more than half of allglobal VC funding flowed into AI deals. Expectations