世界经济论坛：2026构建具备韧性与可扩展性的 AI 价值链洞察报告：枢纽战略（英文版）（28页）.pdf

1、Building Resilient and Scalable AI Value Chains:A Nexus StrategyI N S I G H T R E P O R TM A Y 2 0 2 6Images:Getty ImagesDisclaimer This document is published by the World Economic Forum as a contribution to a project,insight area or interaction.The findings,interpretations and conclusions expressed

2、 herein are a result of a collaborative process facilitated and endorsed by the World Economic Forum but whose results do not necessarily represent the views of the World Economic Forum,nor the entirety of its Members,Partners or other stakeholders.2026 World Economic Forum.All rights reserved.No pa

3、rt of this publication may be reproduced or transmitted in any form or by any means,including photocopying and recording,or by any information storage and retrieval system.ContentsForewordExecutive summaryIntroduction1 AI today and the value chain forces steering its future1.1 AI infrastructure1.2 A

4、I factory and data centre operations1.3 AI applications1.4 AI transformation:A platform shift1.5 Early stage AI application growth amid infrastructure constraints1.6 AI infrastructure and access to capital2 A call to action2.1 Energy:A highly visible choke point2.2 Water:The overlooked AI growth lim

5、iter2.3 Minerals:Supply chain and geopolitical vulnerability2.4 Land:Spatial pressure on communities and ecosystems3 What key stakeholders can doConclusion-The way forwardContributorsEndnotes3457899111112151717192022232526Building Resilient and Scalable AI Value Chains:A Nexus Strategy2ForewordArtif

6、icial intelligence(AI)is reshaping businesses,communities,nations and the global landscape at a speed and scale that few anticipated.What began as a wave of high-computational exploratory deployments in late 2022 has rapidly evolved into a structural transformation touching every sector of the econo