Woofun AI reports that Qiming Venture Partners has published its 2026 Top 10 AI Outlook, outlining trends for foundation models, embodied intelligence, infrastructure, and applications over the next 12 to 24 months. The firm notes that AI computing power demand is transitioning from training to inference, with storage, advanced process technology, and packaging facing continued structural shortages. Computing power assets are projected to become critical strategic resources, with infrastructure competition evolving from single-chip focus to system-level integration including interconnects, cooling, and power supply.

The outlook indicates that AI application commercialization will prioritize vertical industries and high-paying users, with enterprise efficiency tools leading adoption. As token costs decline and interaction models innovate, significant consumer applications are expected to emerge.

Additionally, AI-Native organizations are anticipated to move from concept to implementation, potentially achieving multiple times the per capita productivity of traditional structures.