SVTR 全球AI创始人中国行观察报告
SVTR Global AI Founders China Tour — Field Observations
2026年3月，SVTR（硅谷科技评论）组织了一次 Global AI Founders China Tour 。来自全球的30多位AI创业者在一周时间里走访了上海及周边的核心AI创新区域，包括AWE上海、苏州工业园区、徐汇模速空间、马桥人工智能创新实验区、张江AI小镇、以及临港新片区。
In March 2026, SVTR organized a Global AI Founders China Tour . Over 30 AI founders from around the world spent a week visiting key AI innovation zones across Shanghai and surrounding areas, including AWE Shanghai, Suzhou Industrial Park, Xuhui Model Speed Space, Maqiao AI Innovation Zone, Zhangjiang AI Town, and Lingang New Area.
通过此次参访，SVTR将中国AI创新生态总结为六种核心创新模式。每种模式代表一种独特的创新驱动逻辑，它们之间相互补充，共同构成了中国AI产业的基本结构。
Based on our observations, SVTR has identified six core innovation paradigms in China's AI ecosystem. Each represents a distinct innovation logic, and together they form the structural foundation of China's AI industry.
中国AI产业形成了清晰的三层架构：基础层提供算力与数据底座，模型层构建大模型与平台能力，应用层将AI推向终端产品与产业场景。三者之间形成了 从技术到产品到产业的完整闭环 。
China's AI industry has developed a clear three-layer architecture: the Foundation Layer provides computing and data infrastructure, the Model Layer builds LLMs and platforms, and the Application Layer brings AI into end products and industrial scenarios — forming a complete loop from technology to product to industry .
本次参访中最为显著的趋势是： AI正在走出屏幕，进入物理世界 。从工业机器人到智能制造系统，从自动化产线到智能终端设备，AI的应用场景正在从数字空间向物理空间快速扩展。
这一趋势被业界称为 Physical AI ——它不仅仅是机器人，而是涵盖了所有AI与物理世界交互的技术领域。中国在这一方向上具有独特优势：强大的制造业基础、完整的硬件供应链、以及大量的产业应用场景，使得Physical AI可以快速落地并形成规模。
The most prominent trend observed during this tour: AI is moving beyond screens into the physical world . From industrial robots to smart manufacturing, from automated production lines to intelligent devices, AI applications are rapidly expanding from digital to physical spaces.
The industry calls this Physical AI — encompassing not just robotics but all technologies where AI interacts with the physical world. China holds a unique position here: a strong manufacturing base, complete hardware supply chains, and abundant industrial application scenarios allow Physical AI to deploy and scale rapidly.
SVTR认为，全球AI产业正在形成一种新的协作格局。硅谷与中国并非简单的"竞争"关系，而是在各自优势领域形成了 互补与协同 的可能。未来最具影响力的AI创新，很可能产生于跨区域的技术与产业融合。
SVTR believes the global AI industry is developing a new collaborative landscape. Silicon Valley and China hold complementary strengths that create opportunities for synergy. The most impactful AI innovations may emerge from cross-regional convergence.
基于此次参访观察，结合全球AI产业动态，SVTR认为未来几年AI产业将呈现三个重要方向。
Based on our tour observations and global AI industry trends, SVTR identifies three key directions for the coming years.
中国AI产业的发展，并非单点突破，而是一种 系统化创新生态 。技术创新、产业能力、资本支持和政策环境共同推动AI产业的发展。随着AI技术不断演进，未来的AI创新将越来越呈现出全球协作的格局。
The development of China's AI industry is not a singular breakthrough but a systematic innovation ecosystem . Technical innovation, industrial capability, capital support, and policy environment jointly drive advancement. As AI evolves, future innovation will increasingly take on a globally collaborative character.