从比特到原子的结构性跃迁:物理人工智能(Physical AI)革命与万亿级人形机器人市场的战略奇点

华尔街俱乐部
Feb 19

一、 物理AI的崛起:从软件逻辑到实体交互的范式转移全球工业领域正处于一个历史性的转折点,我们正在见证人工智能从单纯的数字领域(Digital AI)向物理世界(Physical AI)的深度渗透。如果说过去十年的AI革命主要解决了信息的生成与分发,那么接下来的十年,物理AI将解决能源与物质的操控问题。根据Barclays(巴克莱银行)研究团队发布的重磅报告《机器人的十年》(The Decade ...

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