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Experts at 2026 Bund Conference debate whether embodied AI is a bubble or a long-term opportunity
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On September 11, 2026, at the Inclusion · Bund Conference in Shanghai, multiple industry experts, investors, and young entrepreneurs in the field of embodied intelligence gathered to discuss pressing topics including whether the sector is experiencing a speculative bubble or sustainable long-term growth. The panel addressed technological roadmaps and the anticipated 'ChatGPT moment' for embodied AI. Several guests acknowledged the high valuations and intense competition in the space, while others emphasized the foundational research and gradual progress needed for real-world deployment. The discussion reflected a divide between those who see parallels to past tech bubbles and those who believe embodied AI represents a transformative, long-term opportunity akin to a 'long, snowy slope.' The conference serves as a key platform for shaping discourse around China's AI and robotics ecosystem.
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新智元Eastern