At the 2026 China AIGC Industry Summit, Dai Wenjun, head of JoyInside business at JD Technology, raised a forward-looking topic: When AI moves beyond screens and digital spaces, deeply integrating into the physical world, how should we redefine human-machine relationships?

His proposed "AI World" vision is not just about technological implementation, but also a paradigm shift in hardware form and interaction logic.

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1. From "Tool" to "Family Member": The Core Logic of AI World

Dai Wenjun believes that the next step for AI is not "stronger models," but "hardware that understands life." In AI World, humans no longer need to "learn and adapt" to complex tools; hardware will evolve into new family members that can actively perceive needs and provide companionship.

  • Technological Disguise: Truly intelligent hardware should not make users feel they are using AI, but rather let services happen without awareness.

  • Emotional Bonding: Home is the preferred scenario for AI World. Through the integration of the JD JoyAI large model, lamps, alarms, toys, and even mattresses are no longer cold objects, but partners that can help children with dictation, guide family communication, and proactively care about sleep.

2. New Formula for AI Value: Industrial Depth Determines Exponential Effects

At a time when model competitions are becoming increasingly intense, Dai Wenjun presented a unique formula for measuring AI value:

$$AI Value = (Model \times Experience \times Industrial Depth)^2$$

He emphasized that "Industrial Depth" is JD's core moat. This includes massive real business data, an extremely complex supply chain system, and deep operational experience. When these industrial depths are deeply integrated with AI, the value brought by AI is not a simple linear addition, but rather an "exponential growth of square level".

3. JD's AI Strategy: From "Creativity" to "Real and Useful"

To realize this grand vision, JD Technology is pushing AI into the physical world through a full-chain layout:

  1. Productization Cycle: Through the "JoyInside Innovation Competition," JD transforms developers' imaginative ideas (such as the "Magic Printer" capable of proactive printing and communication) into products accessible to users.

  2. Software-Hardware Synergy: JD Lab supports hardware development throughout its entire lifecycle with data and user insights, ensuring AI is not a "false demand," but a "good product" that truly solves family pain points.

  3. Scalable Implementation: JD has set an ambitious goal—by the end of 2026, embedding its large model into over ten million terminal devices.

4. Industry Outlook: The Rise of Physical World Operation Centers

JD is building the world's largest "Physical World Operation Center." Its underlying logic is clear: leveraging a super supply chain, it will embed AI capabilities into all categories such as home appliances, smart homes, and robots. By providing an integrated software-hardware experience, AI will truly move from the back office of "a thousand industries" to the front of "a thousand households."

As Dai Wenjun said at the end of the summit, the future of AI will be defined by hardware that enters the physical space, is warm, and is understanding. On this exploratory path, JD has already completed a full-chain layout from AI infrastructure, industrial applications, to consumer experiences.

Key Takeaways:

  • Future Trend: Shifting from "computing power accumulation" to "embodied intelligence layout."

  • Industry Definition: AI World is a new lifestyle characterized by technological invisibility, active hardware, and human-like interaction.

  • Implementation Path: Centered on "companionship and assistance," allowing hardware to evolve into new family members.

  • JD's Mission: Drive digital technology deeply into the physical world to create tangible and real value.