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DisconfirmAI · AI industry research

AI 투자 지수

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

45.44/100

Scaling

데이터 버전최근 검토 2026-10-30 · R1매주 월요일 09:00 베이징 시간
45.44/100

Commercial demand has formed; economic returns remain uneven.

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0–100 · 종합 산정 척도

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

이번 분석

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.

5개 차원

38개 관측 · 차원별 원시 데이터 확인

Technology

가중치 20%
70.61/100

Benchmark capability exists; delivery gaps remain.

Selected systems under fixed evaluation protocols.

투자 관점

Reliability, completed output and delivery cost.

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

Supply and operations

가중치 15%
61.59/100

Operating foundations exist, with constraints.

Server sales mix, facility efficiency, stability and staffing.

투자 관점

Useful delivery, operating costs and bottlenecks.

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

Commercial demand

가중치 30%
29.86/100

Use and payment exist; durable demand needs proof.

Actual use, payments, workplace depth and procurement intensity.

투자 관점

Recurring payment, usage depth and customer retention.

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

Value chain

가중치 10%
53.78/100

Specialization is established; profitability differs.

Specialization, applications, open components and selected firms.

투자 관점

Value capture, operating profit and input costs.

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

Economic impact

가중치 25%
30.98/100

Some benefits are reported; macro effects remain open.

Surveyed profit impact, time savings and business outcomes.

투자 관점

Whether saved time becomes real output and net benefits.

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

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