arXiv:2508.13942cs.AI2025-08被引 2

AI协作在供应链中反而导致系统崩溃,需策略与执行双层协同。

The Collaboration Paradox: Why Generative AI Requires Both Strategic Intelligence and Operational Stability in Supply Chain Management

  • 用大模型构建智能体,模拟多层级供应链行为
  • 发现协作悖论:越聪明的AI代理库存囤积越严重
  • 提出双层框架:高层策略+底层协同执行,提升系统稳定性

生成式AI代理在经济场景中的兴起引发了对其涌现战略行为的深刻关注。本文在多层级供应链这一易受牛鞭效应等不稳定性影响的协作环境中,通过可控仿真实验研究了基于大语言模型(LLMs)的AI代理行为。核心发现为“协作悖论”:理论上更优的、遵循供应商管理库存(VMI)原则的协作型AI代理,表现反而劣于非AI基线。该现象源于代理在操作层面的库存囤积行为,造成系统资源枯竭。研究进一步表明,唯有将高层级、由AI驱动的前瞻性策略制定与低层级、具备主动补货机制的协同执行协议相结合,才能实现系统韧性。最终提出的框架可自主生成、评估并量化一组可行的战略选项,揭示了协作型AI代理的涌现行为特征,为构建稳定高效的商业分析类AI系统提供了关键洞见与设计蓝图。

原文摘要 · Abstract (English)

The rise of autonomous, AI-driven agents in economic settings raises critical questions about their emergent strategic behavior. This paper investigates these dynamics in the cooperative context of a multi-echelon supply chain, a system famously prone to instabilities like the bullwhip effect. We conduct computational experiments with generative AI agents, powered by Large Language Models (LLMs), within a controlled supply chain simulation designed to isolate their behavioral tendencies. Our central finding is the "collaboration paradox": a novel, catastrophic failure mode where theoretically superior collaborative AI agents, designed with Vendor-Managed Inventory (VMI) principles, perform even worse than non-AI baselines. We demonstrate that this paradox arises from an operational flaw where agents hoard inventory, starving the system. We then show that resilience is only achieved through a synthesis of two distinct layers: high-level, AI-driven proactive policy-setting to establish robust operational targets, and a low-level, collaborative execution protocol with proactive downstream replenishment to maintain stability. Our final framework, which implements this synthesis, can autonomously generate, evaluate, and quantify a portfolio of viable strategic choices. The work provides a crucial insight into the emergent behaviors of collaborative AI agents and offers a blueprint for designing stable, effective AI-driven systems for business analytics.

供应链AI代理协作悖论双层框架

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