BCG波士顿咨询：2026年AI雷达报告（英文版）

BCGAIRADAR2026

AsAIInvestmentsSurge,CEOsTaketheLead

JANUARY2026

Surveymethodology

2,360

respondents

5%

27%68%

640CEOs

OtherC-suiteexecutives

Otherexecutives1

18%

15%

14%

13%

12%

12%

12%

3%

Industry

Technology

Consumer/retail

Banking/financialservicesHealthcare/medical

Insurance

IndustrialsandrealestateEnergy/utilities

CommunicationservicesPublicsector

1%

Annualcompanyrevenue

>$5B

$2B–$5B

$1B–$2B

$500M–$1B

$100M–$500M

18%

24%

25%

26%

7%

Sources:BCGAIRadarSurvey2026(n=2,360);BCGanalysis.1ExecutiveswhodirectlyreporttoC-suite(EVP,SVP,VP,etc.).

Markets(numberofrespondents)

US506

France215

Japan204

Germany200

India200

UK200

MainlandChina122

SaudiArabia108

Spain105

Italy100

Morocco100

SouthAfrica100

UAE70

HongKong54

Taiwan46

Qatar30

Keytakeaways

123

CorporateinvestmentsinAIhavedoubledsincelastyearandarehere

tostay

AIcorporate

transformationismovingfromaCIO-ledtoa

CEO-ledinitiative

ThreeCEOarchetypes

emergewithTrailblazerCEOsleadingend-to-endAItransformation

94%

ofCEOssaytheywill

continuetoinvestevenifitdoesnotpayoffin2026

72%

ofCEOssaytheyarethe

maindecisionmakeronAIintheirorganization

60%

ofTrailblazers’AI

budgetwillbespentonagenticAI

Takeaway1

CorporateinvestmentsinAIhavedoubledsincelastyearandareheretostay

94%

oforganizations

willcontinuetheirinvestmentseveniftheydonotpayoffin2026

SHAREOF

RESPONDENTS

Only6%ofcompaniesplantopullbackAIinvestmentsifcurrentinitiativesfallshort

Rampupresourcing/

investinoutsideexperts

Staythecourse/

makestrategicchanges

Pullbackoninvestments

24%

70%

6%

Sources:BCGAIRadar2026Survey(n=2,360);BCGanalysis.

Note:AIinvestmentsrefertoallinvestmentsneededtorealizethebenefitsfromAIincludingbutnotlimitedtotechnologyandinfrastructure,dataandarchitectureenablement,talentandupskilling,externalpartners,etc.

Question:“Whatistheplanifyourorganization’sAIinvestmentsdonotproducethedesiredfinancialimpactinthenext12months?”

Investmentsin

AIisprojectedtodoublein2026

InvestmentinAIasshareofanorganization’srevenue(%)1

~1.7%

~0.8%

~0.6%

2x

202420252026

Sources:BCGAIRadar2026Survey(n=2,360);BCGAIRadar2025Survey(n=1,803);BCGAIRadar2024Survey(n=1,406);BCGanalysis.

Note:AIinvestmentsrefertoallinvestmentsneededtorealizethebenefitsfromAIincludingbutnotlimitedtotechnologyandinfrastructure,dataandarchitectureenablement,talentandupskilling,externalpartners,etc.

Questions:“HowmuchdoyouexpectyourorganizationtoinvestinAIin2026?”,“Whatistheannualrevenuerangeofyourcompanyororganizationglobally?”1Theaveragebaserevenueoftheunderlyingcompanieshasremainedalmostthesame.

AllindustriesplantoincreasetheirAIinvestmentsin2026

INVESTMENTINAIASSHAREOFANNUALREVENUE

1.2%

2.1%

Technology

0.9%

2.0%

Financialinstitutions

0.6%

1.9%

Insurance

0.6%

1.9%

Energyand

utilities

0.7%

1.7%

Consumer

2025

0.8%

1.6%

Healthcareandmedical

2026

0.9%

1.5%

Publicsector

1.4%

1.0%

Communicationservices

0.8%

0.7%

Industrialsandreal

estate

0.8%

1.7%

All

industries

Sources:BCGAIRadar2026Survey(n=2,308duetoexclusionof“Idon’tknow”andblankresponses);BCGanalysis.

Note:Consumercombinesconsumer/retailandtravel/tourismindustries.Publicsectorcombinesgovernment/publicsectorandeducationindustries.Communicationservicescombinesadvertising/marketing,media,andtelecomindustries.Industrialsandrealestatecombinesmanufacturing,industrialgoods,automotive,transportation,agriculture,andrealestateindustries.

Question:“HowmuchdoyouexpectyourorganizationtoinvestinAIin2026?”

–12pp

LackofcontrolorunderstandingofAIdecisions

–7pp

Regulatoryorcompliancechallenges

–5pp

TopthreeAIconcernsremainthesame,buttheirshareisdeclining

Shareof

respondents

Changevs.

2025

Dataprivacyandcybersecurityrisks

53%

41%

39%

Andafewotherconcernshavebecomemoreprominent

38%

Technologicalfailure

+6pp

EnvironmentalimpactofAI

Geopoliticalinstability

+10pp

17%

+8pp

13%

Sources:BCGAIRadar2026Survey(n=2,360),BCGAIRadar2025Survey(n=1,803);BCGanalysis.

Question:“WhatarethetopthreerisksyouaremostconcernedaboutwhenitcomestoAI?”

Dataprivacyandcybersecurity

remainthe

primaryconcern

Cansearchforweaknessesandbreakwithoutrest

Cansendmanyfakemessagesandfraudstomanyusers

Iftakenover,canchangesettings,movedata,orturnoffprotection

AIsystemscanbehacked

Canlearnwhichattacksworkandkeepimprovingthem

Canwatchsystemscontinuouslyandreacttoproblemsquickly

Cancheckhugeamountsoflogs/alertsthathumanswouldmiss

Canrepeatedlyfollowsecuritystepsquicklyandcorrectly

Canregularlycheckaccounts,passwords,andsettingsforissues

Canlearnwhichattacksappearandkeepimprovingdefense

AgenticAIintroducesbothopportunityandriskincybersecurity

Automation

Scale

Systemaccess

Newtargets

Learning

59%

ofleadersviewit

asbothathreatand

anopportunity

Sources:BCGAIRadar2026Survey(n=2,286duetoexclusionofexecutiveswhoanswered“Idon’tknow.”);BCGanalysis.Question:“Whenitcomestoyourorganization’scybersecurity,doAIagentspresentanopportunityoraretheyathreat?”

ofleadersviewcybersecurityasthebiggestopportunityofagenticAI

ofleadersviewcybersecurityasthebiggestthreatfromagenticAI

32%

9%

Takeaway2

AIcorporatetransformation

ismovingfromaCIO-ledtoa

CEO-ledinitiative

72%

82%

ofCEOssaytheyarethe

maindecisionmakeronAIintheirorganization

aremoreoptimisticaboutAI’spotentialforROIthisyearthanlastyear

2xlastyear

Sources:BCGAIRadar2026Survey(n=640forCEOs);BCGanalysis.

Question:“WhatisyourlevelofinvolvementindecisionmakingrelatedtoAIinyourcompany?”

Question:“AreyoumoreoptimisticorlessoptimisticaboutAI’soverallabilitytodelivervaluethanyouwere12monthsago?”

50%

HalfofCEOssurveyed

believetheirjobstabilitydependsongettingAI

strategyright

Sources:BCGAIRadar2026Survey(n=640forCEOs);BCGanalysis.

Question:“DoyoubelieveyourjobstabilitydependsongettingAIinvestmentsandstrategyrightby2026?”

CEOsshowstrongerconvictioninAIthantheirexecutivecounterparts

Expectmajorroledisruptionintheorganizationby20306

Readytoleadan

AItransformation4ConfidentAIwillpayoff5

CEO

39%

62%

60%

OtherC-suite

CIO/CTOs1

OtherC-suite2

38%

59%

58%

53%

30%

53%

Executives

Tech

Executives

Nontech

executives3

25%

25%

55%

48%

27%

53%

Sources:BCGAIRadar2026Survey(n=2,360);BCGanalysis.

1IncludesChiefDataOfficer,ChiefDigitalOfficer,ChiefAIOfficer,andChiefAnalyticsOfficer.2IncludesChiefFinancialOfficer,ChiefStrategyOfficer,andotherC-suiteroleswhoreporttotheCEO.3IncludesVP-levelrolesreportingintoCXOs.

4“HowconfidentareyouinyourabilitytoleadyourorganizationthroughanAItransformationthatwilldeliverapositivereturnoninvestment?”,Repliesfor“Veryconfident.”5“WhichofthefollowingbestreflectshowyoufeelaboutinvestinginAI?”,Repliesfor“ConfidentAIwillpayoff.”6“Towhatextentdoyouagreewiththefollowing:By2030,morethanhalftherolesinyourorganization,includingtheC-suite,willbegoneortransformedbyAI.”

CEOsinthe

EastaremoreconfidentAIwillpayoff

Sources:BCGAIRadar2026Survey(n=640forCEOs);BCGanalysis.

Question:“WhichofthefollowingbestreflectshowyoufeelaboutinvestinginAI?”,Replies“ConfidentthatAIwillpayoff.”

1GreaterChinaincludesmainlandChina,HongKong,andTaiwan.2MiddleEastandAfricaincludesMorocco,Qatar,SaudiArabia,SouthAfrica,andtheUAE.3EuropeincludesFrance,Germany,Italy,andSpain.

GlobalEast

SHAREOFCEOSCONFIDENTTHATAIWILLPAYOFF

76%

73%

70%

63%

India

GreaterChina1

Japan

MiddleEastandAfrica2

GlobalWest

SHAREOFCEOSCONFIDENTTHATAIWILLPAYOFF

61%

52%

44%

Europe3

US

UK

WestEast

Morepressure-ledMorevalue-led

%ofCEOsconfidentAIwillpayoff%ofCEOspressuredtoactonAIorriskfallingbehind

Sources:BCGAIRadar2026Survey(n=640forCEOs);BCGanalysis.

Question:“WhichofthefollowingbestreflectshowyoufeelaboutinvestinginAI?”,Replies“ConfidentthatAIwillpayoff”and“Pressuredtoactorriskfallingbehind.”

1EuropeincludesFrance,Germany,Italy,andSpain.2MiddleEastandAfricaincludesMorocco,Qatar,SaudiArabia,SouthAfrica,andtheUAE.3GreaterChinaincludesmainlandChina,HongKong,andTaiwan.

7073

Agrowingconviction:

littlepressure,peakconfidence

20

8

3

CEOsinAsiaexpressconfidence,whilethoseintheWestfeelpressure

Europe1MiddleEastJapanGreaterIndia

andAfrica2China3

CEOsinIndiaandGreaterChinaaremore

likelytoactonAIbecausetheyseethevalue,

notbecausetheyfeelthepressure

44

26

UnitedKingdom

52

23

UnitedStates

63

15

61

19

76

CEOsareexcitedaboutAIagents

~90%

ofCEOsbelieveAIagentswillenabletheirorganizationsto

reportmeasurableROIin2026

Sources:BCGAIRadar2026Survey(n=640forCEOs);BCGanalysis.

Question:“Towhatextentdoyouagreewiththefollowing:AIagentswillfinallyenablemyorganizationtoseemeasurableROIfromAIin2026.”,Repliesfor“Stronglyagree”and“Somewhatagree”.

CEOshavecommitted

>30%

oftheirorganization’s

AIinvestmentfor2026toagenticAI

Question:“Approximatelywhatpercentofyourorganization’sAIinvestmentfor2026isinAIagents?”,averageofresponses.

AgenticAIistakingonmultipleroles,changinghowcompaniesorganizework

“TowhatextentdoAIapplicationsoccupythefollowingrolesforpeopleinyourfunctionalarea?”

SHAREOFORGANIZATIONS

ROLESAIAGENTSCANTAKEON

CurrentlyIn3years

26%

61%

11%

35%

8%

26%

5%

18%

12%

36%

13%

42%

Assistant

Colleague

Rival

Boss

Mentor

Coach

Sources:BCG-MITSloanManagementReviewreport,2025(n=2,102);BCGanalysis.

Note:Respondentswhoanswered“stronglyagree”or“agree”tothequestion.

58%

ofleading

organizations

expectachangeingovernanceand

decisionrightsduetoAI

Sources:BCG-MITSloanManagementReviewreport,2025(n=2,102);BCGanalysis.

Note:Respondentswhoanswered“agreatextent”or“alot”tothequestion.

AsAIsystemsincreasinglygainautonomy,leadersmustdevelopadaptablegovernancestructures

“Towhatextentdoyouagreewiththefollowingstatementsaboutyourorganization?”

+54%

57%

37%

AIsystemsworkwithambiguous

+250%

35%

10%

+179%

39%

14%

AIsystemshave

decision-making

authority

AIsystemswork

independentlyfrom

inputs

humans

CurrentlyIn3years

90%ofCEOsbelievethatby2028AIwillsignificantlytransformwhatsuccesslookslike

StayingcompetitiveBuildingcompetitiveadvantage

Inventnewbusiness

modelsandrevenue

streams

Reshapecritical

workflowsand

functions

DeployAIineverydaytasks

Sources:BCGAIRadar2026Survey(n=640forCEOs);BCGanalysis.

Takeaway3

ThreeCEOarchetypesemergewithTrailblazerCEOsleadingend-to-endAItransformation

ThreeCEOarchetypesemergefromthesurveydata1

FollowersPragmatistsTrailblazers

ShareofinvestmentinAI2

24%

27%

73%

Shareofworkforceupskilled

35%

41%

69%

HoursperweekspentexpandingtheirexpertiseonAI3

5

7

8+

StateofmindregardingAI

Anxiousorconflicted

Excitedorprepared

Excitedorprepared

ConfidencethatAIstrategywillpayoff

Somewhatconfident

Somewhattoveryconfident

Veryconfident

Sources:BCGAIRadar2026Survey(n=640forCEOs);BCGanalysis.

1K-meansclusteringanalysisrevealsthefivekeyvariablesthatdifferentiateCEOs.ThesevariablesareusedtodefinethethreeCEOarchetypes.2InvestmentsinAIasapartoftheorganization’stransformationalbudgetin2026.3Includesallformsofengagement,notjustformaltrainingbutalsodiscussions,briefings,demos,anddirectexplorationoftools.

Trailblazersemerge,butnearlyallCEOsarefocusedonAI

~15%Followers~70%Pragmatists

RecognizeAI’spotentialbutlack

fullconviction,makingsomeearly,cautiousinvestments

AreexcitedandconfidentaboutAIbutonlyinvestwhentheyseeevidentvalueandlowrisk

~15%Trailblazers

DriveAI-poweredtransformationthroughdecisiveinvestment,

rapidupskilling,andstrongbeliefinAI’sROI

Increasinglevelsofconfidence,investments,workforceupskilling,pressuretodeliver,andexcitement/preparedness

Sources:BCGAIRadar2026Survey(n=640forCEOs);BCGanalysis.

TrailblazerCEOscreateapositiveflywheelbyprioritizing,investing,andupskillingtheorganizationinAI

1.MakeAIandagenticAIatoppriority

2

1

2x

24%24%

Having“accelerateAI”astheirtoppriority

12%

5

5.TrackmeasurableROIfromAI

Feeling“veryconfident”

theirAIstrategywillpayoff

3.6x

4

64%41%

3

18%

2.DeepenAIliteracy

SpendingmorethansixhoursaweekexpandingtheirexpertiseonAI

3.Investcapitalatscale

Investingmorethan$50MinAIin2026

3.4x

65%

39%

19%

2.8x

87%

31%44%

4.Upskilltheirorganization2.7x

Upskillingmorethanhalf

oftheirworkforce92%

34%48%

Sources:BCGAIRadar2026Survey(n=640forCEOs);BCGanalysis.FollowersPragmatistsTrailblazers

1.MAKEAIANDAGENTICAIATOPPRIORITY

TrailblazerCEOs

aretwiceaslikelytoapplyagenticAIend-to-end

Sources:BCGAIRadar2026Survey(n=640forCEOs);BCGanalysis.

“End-to-endAItransformationisoneofourgreatestopportunitiestosucceedwithAIagentsinthenext12months”

SHAREOFRESPONSESFROMCEOSTHATAGREE

58%

40%

30%

~2x

FollowersPragmatistsTrailblazers

2.INVESTCAPITALATSCALE

TrailblazerCEOsseevalueinAI

agentsandinvestsignificantly

Sources:BCGAIRadar2026Survey(n=640forCEOs);BCGanalysis.Question:“Approximatelywhatpercentofyourorganization’sAI

investmentfor2026isinAIagents?”

Trailblazers

~60%

oftheirAIbudgetiscurrentlybeingspentonagenticAI

vs

25%

25%

Followers

Pragmatists

%ofAIspendingonagenticAI

4.UPSKILLTHEIRORGANIZATION

Trailblazersinvesttwiceasmuchinupskillingtheirworkforce

~60%

oftheirorganization’sAIbudgetis

allocatedtoupskillingandretrainingcurrentworkforceonAI1

vs

27%

24%

Followers

Pragmatists

~70%

oftheirworkforcehasbeenupskilled/reskilledonAI2

vs

41%

35%

Followers