Huawei's Guo Zhenxing: The value of Industry + AI has already been validated by the market and is no longer just a concept or pilot.
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Author | Huang Yu
On May 15, at the Huawei "AI+ Manufacturing Industry Summit 2026," Guo Zhenxing, Vice President of Huawei China Enterprise Business, pointed out that the value of Industry+AI will be market-validated in 2025, and it is no longer just a concept or a pilot.
He stated that the core sign of this transformation lies first in "value quantification"; companies can directly calculate the benefits brought by AI. For instance, the tremendous value in home appliances' R&D, production, supply, sales and service, intelligent driving in automobiles, customer-facing operations in finance, unmanned mining, blast furnace temperature prediction in steelmaking, and more, has been validated.
Secondly, "customers are willing to invest." Most central and state-owned enterprises have already allocated special budgets for AI; at the same time, with "solutions being replicable" and "ecosystems gradually maturing," benchmark applications by leading industry enterprises are being promoted across the entire industry, and an AI industrial chain with ecosystem collaboration upstream and downstream has taken shape.
Standing at this critical turning point, Guo Zhenxing explicitly proposed that in 2026, "Industry+AI" will usher in three major leapfrog opportunities, including leaps in digitized intelligence investment, in digitized intelligence infrastructure, and in the value of AI industry solutions.
By 2026, it is predicted that the proportion of digitized intelligence investment to company revenue will rise from 2.5% to 3%-3.5%; for a company with revenue of 10 billion, 300 million will be invested in digitized intelligence construction.
The increase in funding scale will directly drive the upgrading leap of digitized intelligence infrastructure and industry solution value.
Guo Zhenxing noted that with the popularization of AI inference, investment in inference applications across thousands of industries is increasing on a large scale, with the forecast space for infrastructure exceeding 700 billion yuan. Moreover, AI will move from "single-point innovation" to truly "systematic business problem solving," with value that can be quantified.
Policies are also accelerating AI. IDC predicts that by 2029, China's total AI investment is expected to exceed USD 110 billion. Currently, actions integrating AI have covered thousands of industries, and it is predicted that by 2030, the penetration rate of new-generation smart terminals, Agent intelligent bodies, etc. will be greater than 90%, and the smart economy will become an important growth engine.
When AI is no longer a lofty and elusive narrative in the capital market, but turns into tangible profit on the ledgers of real-world enterprises, the reshaping of organizational relationships is also underway.
Guo Zhenxing revealed that more than 30% of manufacturing enterprises above designated size in China have established AI-related organizations, and organizational transformation is evolving toward specialization, matrix structure, and human-machine collaboration.
Yet the biggest bottleneck in transformation still lies in the extreme scarcity of composite talent in the market.
Taking intelligent driving as an example, Guo Zhenxing noted that in 2025, the number of new positions will surge 28-fold, the supply-demand ratio for core algorithm positions will be as low as 0.79, and the net talent gap will reach as high as 44,000 people.
Faced with this sweeping transformation triggered by large models and intelligent agents, only enterprises that firmly bind foundational support and top-level architecture together can break through.
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