With the continuous development and widespread adoption of artificial intelligence (AI) technology, enterprises have realized the importance of possessing artificial intelligence capabilities to enhance organizational performance. However, there is still a relative lack of empirical research on how to build AI capabilities, and how AI capabilities impact organizational innovation performance. Based on the resource-based theory, this study constructs a conceptual model of “AI Capabilities - Organizational Response (Organizational Learning and Organizational Agility) - Ambidextrous Innovation”, exploring the direct impact of AI capabilities on ambidextrous innovation, and the mediating effects of organizational learning and organizational agility, also the moderating role of digital strategy in this linkage. With data from 253 survey questionnaires of Chinese enterprises, the results indicate that: first, AI capabilities have a significantly positive impact on organizational ambidextrous innovation; second, organizations with high levels of organizational learning ability and agility can better leverage AI capabilities to promote the development of ambidextrous innovation; Thirdly, digital strategy has played an active role in regulating the influence path of two-way innovation within the organization and provided sufficient boundary conditions; fourth, The data capability, technological capability, and fundamental resource capability of AI capabilities have differentiating effects on exploratory and exploitative innovations. The findings of this research hold significant theoretical and managerial value for understanding the driving mechanisms of organizational innovation performance in the era of AI.
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