In 2026, the investment landscape in China is witnessing a significant shift as artificial intelligence (AI) transitions from a conceptual technology to a driving force in various industries. The WAVES 2026 conference, hosted by 36Kr and AnYun, took place in Guangzhou's Panyu district, bringing together top investors, industry leaders, and emerging entrepreneurs to explore the evolving landscape of AI, hard technology, and healthcare through 14 in-depth roundtable discussions and numerous independent speeches.
Prominent figures in the field, including CEOs and CTOs from leading tech companies, gathered to discuss the potential of embodied intelligence—a rapidly growing sector attracting substantial investment. The discussions highlighted the challenges and opportunities within this domain, particularly regarding the commercialization of robotics and AI technologies.
Participants shared insights on the current state of the market, with some companies already generating revenue through innovative applications of AI in various sectors. However, concerns about market bubbles and the sustainability of investments were also raised, emphasizing the need for a deeper understanding of the underlying business models and real-world applications.
As the conference concluded, the consensus among attendees was that while the industry is still in its infancy, the potential for growth and innovation remains vast, driven by a new generation of entrepreneurs eager to redefine the future of technology in China.
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