AI budgets are rising, but only 4% of companies have saved more than 30% — Bain report and two solutions from domestic vendors 六月的第一周,贝恩公司发布了一份标题直白的报告:“你的AI预算在增加。你的回报却没有。为什么。”在阅读了951家大型企业的调查数据后,我觉得这份报告真正的价值不在于“AI不奏效”这一标题党式的结论——而在于它对一个具体资金问题的清晰阐释。 问题在于:44%的大型企业正用上一轮AI项目的“预期节省”来支撑下一轮AI项目的预算。而对于上一轮中40%的企业而言,实际节省的资金不足10%。 用还没收到的钱... AI AI Agent AI Agent AI ERP AI enterprise AI-native enterprise
NVIDIA handed chip design over to AI, and Huawei Cloud said tokens should be industrialized—this same week, the second half of enterprise AI officially kicked off. 事情始于6月1日。 那天,英伟达发布了一则公告:Cadence的芯片设计AI智能体已经开始工作了。不是“辅助设计师画图”,而是“自主设计芯片”。7×24小时。英伟达自己就是第一个客户——它用这个AI来验证自家的芯片设计。 Then on June 2nd, in Beijing. At the BCS 2026 Cybersecurity Conference, a list called "Ch... AI Agent NVIDIA graphics card Odoo AI Token 工业化
100 AI agents entered the core processes of enterprises, but Zhipu's IPO is still burning cash—this week of AI implementation, a tale of ice and fire 6月2日,北京。一份名为“2026中国AI智能体先锋”的榜单发布。 这份清单我翻了三遍。不仅因为它收录了上百家企业的AI智能体案例,更因为有几处让我驻目良久:湖北银行用AI做代码安全审计,京东方用AI做数据库运维,首钢用AI做热轧生产决策,牧原用AI监测猪群健康。从银行到猪场,从高速巡检到卫星测试,横跨20多个行业—— AI智能体已经不再处于“试点”阶段,而是跑在了企业的核心业务流程里。 但在同一... AI Agent 智谱 GLM
Two events on the same day: BCS says AI attacks can breach defenses in 27 seconds, while the AI Agent Navigator Top 100 list is released On June 2, two events took place simultaneously at the Beijing National Convention Center. In the morning, the 8th Beijing Cybersecurity Conference (BCS 2026) opened, and Qi Xiangdong, chairman of Qi ... AI Agent AI Agent Odoo AI
IDC's new report ranks AI-ERP, but the set of implementation numbers is more worth watching 6月初,IDC发布《中国AI增强型企业ERP市场份额,2025》报告。用友在AI-ERP市场排名第一,同时在企业应用SaaS、财务和供应链领域也位居榜首。媒体标题纷纷宣称“排名已定。” 但如果你只关注排名,就会错过这份报告中真正重要的内容。 如果你将这份报告与过去几天的几条消息一起阅读,你会看到一个更大的转变:ERP选型的底层逻辑已经改变,AI不再是“加分项”——而是入场券。 不是AI“赋能”ER... AI Agent AI ERP Odoo AI 集成
The AI supercycle is here, but 50% of AI projects will die—what two reports are saying simultaneously 5月20日,北京。在IDC Directions 2026论坛上,一个数字让在场众多CEO和CIO陷入沉默:到2026年, 50%的企业AI项目将无法达到ROI目标 。 同日,华为在另一场闭门会议上发布了《智能世界2035》白皮书,描绘了另一番图景:未来十年,全社会算力将提升 10万倍 ,具身智能的支出将在五年内从14亿美元激增至770亿美元。 Looking at these two thing... AI AI Agent AI project Odoo's AI Project
The Tianjin Smart Expo opens today, with embodied intelligence having its own dedicated hall for the first time, as AI has evolved from "being able to chat" to "actually doing work." 今早,2026世界智能产业博览会在天津国家会展中心开幕。展会面积达13万平方米,超过700家企业参展,设有6个主题展馆。 一个我未曾预料到的亮点:今年首次为具身智能设立了专属展馆。它没有被挤在机器人展区,也不是人工智能展馆的一个角落——而是整整一个展厅。京东把它的“机器人大本营”搬到了这里,宇树科技的机器狗正在为参观者制作咖啡——拿起杯子,放到传送带上,转身继续处理下一个。动作不算特别快,但很稳健... AI Agent Odoo19 环保系统 OpenClaw 具身智能 天津智博会
Behind Microsoft's $37 billion AI revenue: the policy gate for intelligent agents has also opened On May 25, Microsoft released its fiscal third-quarter earnings report for fiscal year 2026. Total revenue reached $82.9 billion, a year-over-year increase of 18%. This figure itself is not surprising... AI Agent 微软 AI 微软云支持odoo
The move after Kingdee: What is changing in the AI narrative of local ERP vendors 5月20日,金蝶在深圳举办AI峰会,发布了一款“AI原生”产品,并与北京大学汇丰商学院联合发布了一套“AI管理”研究成果。 这个时间点的选择细看颇为耐人寻味——次日(5月21日),国家智能体评价标准研讨会送审。金蝶提前一天发声,在“AI管理”的认知占位上抢得先机。 这件事本身并不新鲜。值得关注的是: 本土ERP厂商的AI叙事正在从“功能堆叠”转向“管理重构” 。这一转变对ERP市场的竞争格局... AI Agent ERP 本土ERP
May 2026 comprehensive scan of domestic AI agent vendors: ByteDance, Baidu, Alibaba, Tencent, 360, Huawei — who is truly delivering value? In May 2026, a clear watershed moment emerged in the domestic AI agent track: previously, everyone was competing over "how large the model parameters are" and "how low the token cost has dropped," but... AI AI Agent 智能体厂商 百度
77% vs 25%: The Harsh Reality of Enterprise AI Implementation 52% "readiness gap" 77% executives want to accelerate vs 25% believe infrastructure is ready IBM Research Key Data 77% hope to accelerate AI implementation, 25% believe infrastructure is rea... 144odoo8 AI Agent AI speed paradox AI-native enterprise
From Experiment to Execution: How Much Ground Have Enterprise AI Agents Actually Covered in 2026? In the past two years, terms like "AI agent" and "intelligent agent" have been overused. But in recent weeks, some very concrete things have been happening—not PowerPoint presentations, but actual de... AI Agent 企业AI