ログイン / 新規登録

DisconfirmAI · AI industry research

AI投資指数

Understand the AI industry through technical capability, commercial demand and economic returns.

45.44/100

Scaling

データ版最終確認 2026-10-30 · R1毎週月曜09:00(北京時間)
45.44/100

Commercial demand has formed; economic returns remain uneven.

0
20
40
60
80
100
0–100 · 総合算定尺度

The score is positioned precisely. Historical events are illustrative, not historical scores or stage boundaries. Select a point to inspect its source.

今回の分析

Foundations exist; returns still need validation.

Technology and supply have an operating foundation, and real use and payment exist. Demand depth, sustained profitability and broad economic returns still require evidence. The key investment question is whether expansion converts into recurring payment, profit and cash flow.

A fixed-weight index, not a percentage of industry completion or an investment success probability. Stages are research judgments, without validated score thresholds.

5つの次元

38の観測 · 各次元で原データを確認

Technology

比重 20%
70.61/100

Benchmark capability exists; delivery gaps remain.

Selected systems under fixed evaluation protocols.

投資の着眼点

Reliability, completed output and delivery cost.

Vendor tests and archived simulations do not represent global AI capability or real-world reliability.

Supply and operations

比重 15%
61.59/100

Operating foundations exist, with constraints.

Server sales mix, facility efficiency, stability and staffing.

投資の着眼点

Useful delivery, operating costs and bottlenecks.

Sales mix is not installed capacity. General data-center surveys are not AI-only measurements.

Commercial demand

比重 30%
29.86/100

Use and payment exist; durable demand needs proof.

Actual use, payments, workplace depth and procurement intensity.

投資の着眼点

Recurring payment, usage depth and customer retention.

Different survey and payment samples cannot be combined into a conversion funnel or retention rate.

Value chain

比重 10%
53.78/100

Specialization is established; profitability differs.

Specialization, applications, open components and selected firms.

投資の着眼点

Value capture, operating profit and input costs.

Three consolidated company statements do not represent pure-AI profitability across the industry.

Economic impact

比重 25%
30.98/100

Some benefits are reported; macro effects remain open.

Surveyed profit impact, time savings and business outcomes.

投資の着眼点

Whether saved time becomes real output and net benefits.

Self-reported benefits do not establish causal productivity or global net value added.

計算方法