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Analysis & Opinion

China's AI sector shifts focus to agents over models

China Telecom Research InstituteSource: Bloomberg12/09/2026, 18:49
According to a report by the China Telecom Research Institute, cited by China Central Television on Saturday, China's artificial intelligence industry is transitioning from competition in large models and computing power toward the deployment and commercialization of AI agents. The report highlights a strategic shift in the industry, emphasizing the importance of practical applications over theoretical advancements. This move comes as companies seek to enhance user experiences and operational efficiency through AI agents. The focus on agents reflects a broader trend in the global AI landscape, where the emphasis is on real-world integration and scalability. The report underscores the growing importance of AI agents in driving innovation and commercial success in the Chinese market. This pivot is expected to influence the direction of AI development and investment in the coming months.