TechFlow reports, on July 19, at the WAIC "Qiming Venture Partners·Entrepreneurship and Investment Forum", Qiming Venture Partners released the "2026 Qiming Venture Partners AI Top 10 Outlook", covering four aspects: foundation models, embodied AI, AI infrastructure, and AI applications.
Among them, regarding foundation models, Qiming Venture Partners expects that within the next 12 to 24 months, top models will internalize most "plug-in" capabilities, and multimodal models will further evolve towards interactive world modeling.
Regarding embodied AI, the effective data scale of leading robotics companies is expected to increase from the "tens of thousands of hours level" in 2025 to the "millions of hours level" in 2027, and dexterous hands and tactile sensing technology will accelerate maturity and continue to reduce costs.
Regarding AI infrastructure, it pointed out that the focus of AI computing power demand is shifting towards inference, AI infrastructure may continue to face structural shortages in the next two years, and safe and trustworthy AI will also upgrade from an option to a must-have.
Regarding AI applications, in the next 12 to 24 months, AI application business models will accelerate the shift towards pricing based on results and value, commercialization will focus more on vertical scenarios and high-paying users, and AI-Native organizations will also move from concept to validation.
