活动推荐｜同一组问题，硅谷与北京“对答案”，钛媒体T-EDGE年度双城记来了

▎From December 6-8, together with the founder of Google X, global investors, and AI innovators, we will explore "Intelligent Great Migration" from a global perspective, offering an early glimpse into the next phase of AI.

Every year at the end of the year, some species on Earth that have existed for longer than humans (Homo sapiens) migrate as scheduled, seeking the answers to survival.

The reindeer migrate from the Arctic tundra in northern Canada to the coniferous forest, avoiding the snowstorms and polar nights of the far north, and searching for lichen as food; the Tibetan antelope move from the bare rock wilderness on the Qinghai-Tibet Plateau to the valley meadows, avoiding the heavy snow from closures, leaving space for their young to forage and escape danger; the wildebeest migrate from the dry season grassland north of Serengeti to the new grassland by the Mara River, chasing the tender grass nourished by rain, avoiding the ongoing drought and famine.

The evolutionary history of life over billions of years has always followed one principle: seeking suitable habitats, natural selection, and evolving new traits in the new environment.

Migration does not necessarily lead to prosperity; it acknowledges flow, difference, and survival competition. Migration can be the search for a habitat, or it can be exile, islandness, and population differentiation.

In 2026, intelligence is undergoing a "migration." It is no longer merely a passive tool in human hands but rather an independent "population," self-evolving, drifting, adapting, and differentiating with the deployment environment, data feedback, and goal constraints.

This is a brand-new Intelligent Great Migration (The Intelligence Shift), transcending geographical space, permeating cognition, production, and value. It is both a cross-ocean flow of computing power, code, and talent and a structural shift in the value of intelligence.

Silicon Valley and Beijing, two "habitats," have given rise to differentiated evaluation criteria and business return models. Intelligent assets continue to evolve and reshape their boundaries in different constraint environments, leading to valuation restructuring, moat changes, and new risk discounting.

Silicon Valley is asking about the limitless boundaries of intelligence. Tian Yuandong has been at Meta’s AI Lab for nearly ten years; in 2026, he launched Recursive Superintelligence and achieved a valuation of $4.65 billion within five months. He bets on RSI (Recursive Self-Improvement), allowing AI to participate in the research and development of AI itself, but what sustains leadership after the development is transferred from humans? And Sebastian Thrun, who participated in founding Google X and led Google’s autonomous driving project (the predecessor of Waymo), has walked over twenty years on the path of physical AI—he has always been concerned about: Where will intelligence ultimately take humans?

Beijing is asking about the complex constraints of the real world. More orders for robots and embodied intelligence are being placed, but where is delivery? What does it look like to operate on a real production line? After the capabilities of major large models have leveled out, are the moats in models, data, scenarios, or cost? These questions may not be as long-term as RSI, but they concern another issue: At what price and with what reliability will intelligence enter China’s massive manufacturing and commercial ecosystem?

Money is "migrating." The U.S. market still places a large portion of its capital on leading model companies in 2026. Anthropic submitted an IPO filing in October, and the valuation rumor has risen to $2 trillion—capital is buying the revenue curve of "who will become the next-generation platform-level AI company." The Chinese market, on the other hand, is clearly shifting toward computing power and chip infrastructure, with memory chips becoming the most concentrated container for attracting capital. This money is flowing into the capacity expansion, line upgrade, and development of next-generation products for DRAM and NAND, not into model rankings or user growth at the application layer.

AI itself is also "migrating." The advancement of models has shifted from serving human senses to providing training environments for machines and intelligent agents. At the end of October, DeepMind’s first-generation world model Genie 4, for the first time, placed the development of training environments for robots and Agents at the forefront, although its core scenarios are games, interactive learning, and film prototype production. In China, the approach is distinctly different: most products named "world model" focus more on clarity, duration, and image stability in AI videos and digital humans. This focus lies in the fact that video content is a deliverable, successfully operational, and paid-for business, while the dynamic, temporal, and multimodal capabilities learned by the model also form the basis for future simulation platforms.

There is also a further "migration," closer to the general public. OPC (One-Person Company) has received much attention in 2026; with the help of AI, the startup threshold is decreasing, but the actual successful companies and good products that emerge have not increased significantly. Individual career development is being severely impacted—what should children learn now? What should they still learn? Is the path for young people to grow from junior positions to experts still there? Parents, schools, and businesses are all seeking answers.

These are the issues that China and the United States face together in 2026, but their respective answers may not be the same. This is why we have combined the two events. Our goal is to pose the same set of questions, allowing people on both sides to hear each other’s responses, and to see if they can address their own blind spots and find better answers.

In 2026, we are not only discussing how to implement AI but also concerned about what changes AI will undergo when it enters different systems and how it will reshape the returns for people and capital. We want to understand the real evolutionary logic behind geopolitical dynamics, computing power blockades and breakthroughs, the debate over open-source and closed-source routes.

TiMedia has worked hard on this path for many years; what T-EDGE has done over the years has never changed: bringing people who are in the midst of industry upheavals to the same table, allowing them to speak the truth and letting them hear different perspectives.

From December 6-8, TiMedia’s 2026 T-EDGE Innovation Conference will begin, for the first time in a dual-city format—Silicon Valley and Beijing. Industry observers and guest preview content will continue to be updated; during the conference, content from both cities will be released simultaneously; after the conference, the Annual Report, Trend Report, and EDGE AWARDS will be released. From the launch of the special topic to the annual special issue, this is a months-long calibration between China and the United States.

This is not just a three-day gathering. Prior to the conference, TiMedia’s annual special topic “Intelligent Great Migration” has been launched, with ongoing updates on industry observations and guest previews; during the conference, content from both cities will be released; after the conference, the Annual Report, Trend Report, and EDGE AWARDS will be released. From the launch of the special topic to the annual special issue, this is a months-long calibration between China and the United States.

We will also use two video IPs to extend the on-site judgment to a longer timeline: Jany Talk (Zhao Hejuan, Dialogue with Global Innovation Leaders, both Hunton and Li Feifei were guests), and Deep Practice (Liu Xiangming, Uncovering the Hardcore Details of Industrial Implementation). Enterprises can bring their perspectives, cases, products, or even just a question.

There is no standard answer, but migration has already begun. Rather than standing still and discussing maps, it might be worth looking at things from another coordinate system. In December, TiMedia’s 2026 T-EDGE Innovation Conference · Dual-City Story | Intelligent Great Migration The Intelligence Shift, Silicon Valley and Beijing—waiting for you to be in the same frame!