The Global AI Innovation Index Report 2026 was published July 17 at the World
Artificial Intelligence Conference and High-Level Global AI Governance meeting
in Shanghai. It says AI infrastructure continues to expand and identifies energy
supply as an emerging constraint on future growth. The report notes
commercialization is shifting from general-purpose to vertical models, from
training-heavy to inference-heavy workloads, and from point technology
deployments to end-to-end business-process transformation, prompting pronounced
capex-intensive investment by firms. It also identifies urgent global AI
governance needs and says China is advancing multi-dimensional, inclusive
international governance cooperation.
