[{"data":1,"prerenderedAt":-1},["ShallowReactive",2],{"$fvdbyh0EloAdWuP0rBU7-MjXF8j6Q5rWxdEDHAtpVXAU":3},{"code":4,"msg":5,"data":6},200,"操作成功",{"id":7,"title":8,"content":9,"digest":10,"source":10,"coverPath":11,"thumbsCoverPath":12,"isTop":13,"isShow":14,"baseClick":13,"clickCount":15,"createTime":16,"typeId":17,"isNewest":18,"newsInfoTypeRespVo":19,"voiceUrl":22,"voiceSize":23,"taskId":24,"releaseTime":25,"titleEn":26,"contentEn":27,"voiceUrlEn":28,"taskIdEn":29,"voiceSizeEn":30},1351,"“AI全栈”牵引中国AI云市场大爆发，阿里云市场占比35.8%，位列第一","\u003Cp>\u003Cstrong class=\"ql-lineHeight-1-75\" style=\"font-size: 18px; color: rgb(255, 153, 0);\">9月9日，国际权威市场调研机构英富曼（Omdia）发布《中国AI云市场，1H25》报告，报告显示，2025年上半年，中国AI云市场规模达223亿元，阿里云占比35.8%位列第一，凭“AI全栈”继续引领市场发展。报告认为，生成式AI（GenAI）带来AI云市场的爆发，2025年预计增长148%，到2030年将达1930亿元规模。\u003C\u002Fstrong>\u003C\u002Fp>\u003Cp>\u003Cbr>\u003C\u002Fp>\u003Cimg alt=\"undefined\" src=\"https:\u002F\u002Fimage.51xinwei.com\u002F2025\u002F09\u002F28c8a033cd26435dbbad802b72321778\u002F762765096fd24d4d8ca2dffc30d746cf~tplv-tt-origin-web_gif.jpeg\" width=\"689\" height=\"undefined\" style=\"display: block; margin: auto;\">\u003Cp class=\"ql-align-center\">\u003Cspan style=\"color: rgb(187, 187, 187);\">中国AI云市场分布图（受访者供图）\u003C\u002Fspan>\u003C\u002Fp>\u003Cp class=\"ql-align-justify\">\u003Cbr>\u003C\u002Fp>\u003Cp class=\"ql-align-justify\">\u003Cspan style=\"font-size: 18px;\" class=\"ql-lineHeight-1-75\">一般认为，AI云市场应该囊括IaaS（AI基础设施）、PaaS（AI开发平台）和MaaS（模型服务）等三大关键领域，以全面反映AI云服务市场现状。基于该定义，Omdia将研究范围更精准地圈定为“生成式AI”，刨除了自然语言处理（NLP）、机器视觉（CV）等传统AI服务。根据Omdia报告，中国AI云市场在2024年规模为208.3亿元，2025年预计达518亿元，市场进入爆发期；在2025年上半年的中国AI云市场中，阿里云占比35.8%，火山引擎14.8%，华为云13.1%，腾讯云7%，百度云6.1%，前五名总和超整个市场的75%。\u003C\u002Fspan>\u003C\u002Fp>\u003Cp class=\"ql-align-justify\">\u003Cbr>\u003C\u002Fp>\u003Cp class=\"ql-align-justify\">\u003Cspan style=\"font-size: 18px;\" class=\"ql-lineHeight-1-75\">Omdia预测，2025年到2030年，中国AI云市场复合年增长率（CAGR）为26.8%，未来AI云的增长将由多Agents合作、上下文工程、AI安全、大规模API调用等驱动，MaaS层预计增长最快，复合年增长率将超72%，2030年将达177亿元规模。Omdia指出，提供高性能、差异化的AI云服务，需要极精细的复杂工程和垂直整合能力，这正是阿里云等头部云厂商擅长的，未来将继续引领AI云市场发展。\u003C\u002Fspan>\u003C\u002Fp>\u003Cp class=\"ql-align-justify\">\u003Cbr>\u003C\u002Fp>\u003Cp class=\"ql-align-justify\">\u003Cspan style=\"font-size: 18px;\" class=\"ql-lineHeight-1-75\">基于AI技术和产品的深度融合，阿里云已搭建起最强“AI全栈”体系：在AI IaaS层，阿里云在全球29个地域运营89个可用区，提供多种形态的GPU弹性算力、灵骏大规模AI训练集群、智能算力编排调度的容器服务等，并且拥有高性能存储CPFS和高性能网络HPN7.0；在AI PaaS层，阿里云提供人工智能平台PAI、大数据计算MaxCompute、推理服务EAS等服务，覆盖主流AI框架，可实现模型训练、数据处理和模型部署；在MaaS层，阿里云百炼对外提供通义系列、DeepSeek、Llama等开源大模型的API、模型微调及AI应用开发等服务。\u003C\u002Fspan>\u003C\u002Fp>\u003Cp class=\"ql-align-justify\">\u003Cbr>\u003C\u002Fp>\u003Cp class=\"ql-align-justify\">\u003Cspan style=\"font-size: 18px;\" class=\"ql-lineHeight-1-75\">“AI全栈”为大模型落地夯实基础。Omdia报告分析认为，技术驱动阿里云“AI全栈”体系不断迭代更新，可更好满足市场和行业新需求，比如支持企业出海、中小企业采用生成式AI等；同时，阿里通义持续推进“全尺寸”“全模态”“多场景”的全面开源，衍生模型突破14万为全球第一，已发展出基于通义千问Qwen的全球开源生态，企业可在阿里云上获得更全、性价比更高的大模型、Agent、MCP Server等技术服务。\u003C\u002Fspan>\u003C\u002Fp>\u003Cp class=\"ql-align-justify\">\u003Cbr>\u003C\u002Fp>\u003Cp class=\"ql-align-justify\">\u003Cbr>\u003C\u002Fp>\u003Cp class=\"ql-align-justify\">\u003Cbr>\u003C\u002Fp>\u003Cp class=\"ql-align-justify\">\u003Cbr>\u003C\u002Fp>\u003Cp class=\"ql-align-justify\">\u003Cbr>\u003C\u002Fp>\u003Cp class=\"ql-align-justify\">\u003Cbr>\u003C\u002Fp>\u003Cp class=\"ql-align-justify\">\u003Cbr>\u003C\u002Fp>\u003Cp class=\"ql-align-justify\">\u003Cbr>\u003C\u002Fp>\u003Cp class=\"ql-align-justify\">\u003Cbr>\u003C\u002Fp>\u003Cp class=\"ql-align-justify\">\u003Cbr>\u003C\u002Fp>\u003Cp class=\"ql-align-justify\">\u003Cspan style=\"color: rgb(187, 187, 187);\">【新闻来源】\u003C\u002Fspan>\u003Cspan style=\"color: rgb(187, 187, 187); background-color: rgb(56, 56, 56);\">潮新闻客户端 记者 张云山 \u003C\u002Fspan>\u003Ca href=\"https:\u002F\u002Fwww.toutiao.com\u002Farticle\u002F7547919762139939368\u002F?upstream_biz=doubao&source=m_redirect\" rel=\"noopener noreferrer\" target=\"_blank\" style=\"color: rgb(187, 187, 187);\">https:\u002F\u002Fwww.toutiao.com\u002Farticle\u002F7547919762139939368\u002F?upstream_biz=doubao&source=m_redirect\u003C\u002Fa>\u003C\u002Fp>\u003Cp class=\"ql-align-justify\">\u003Cspan style=\"color: rgb(187, 187, 187);\">（本网转发此文章，旨在为读者提供更多的信息资讯，所涉内容不构成投资、消费建议。文章事实如有疑问，请与有关方核实，文章观点非本网观点，仅供读者参考。）\u003C\u002Fspan>\u003C\u002Fp>","","https:\u002F\u002Fimage.51xinwei.com\u002F2025\u002F09\u002F926a5356d6bf4daa8ca70a2118306e92\u002FAI领域.jpg","https:\u002F\u002Fimage.51xinwei.com\u002F2025\u002F09\u002Fthumbs\u002F926a5356d6bf4daa8ca70a2118306e92\u002FAI领域.jpg",0,1,45,"2025-09-12 15:02",2,false,{"id":17,"name":20,"enName":21},"芯位视野","Xinwei Vision","https:\u002F\u002Fxinwei-dev-test.oss-cn-shenzhen.aliyuncs.com\u002Fintelligent\u002Faudio%3Adef41469-a0dc-4e0c-9bde-d2266c6cb2c8%3A0.wav?Expires=1757676335&OSSAccessKeyId=LTAI5tNvY2RkKjZw4LLWsrPK&Signature=%2FELPrxxO3DoN54Amzd16JbSKwkY%3D",6229838,"def41469-a0dc-4e0c-9bde-d2266c6cb2c8","2025-09-12 14:19","\"AI full stack\" is driving a major boom in the Chinese AI cloud market, with Alibaba Cloud holding a 35.8% market share and ranking first","\u003Cp>\u003Cstrong class=\"ql-lineHeight-1-75\" style=\"font-size: 18px; color: rgb(255, 153, 0);\">On September 9th, the authoritative market research institution Omdia released the report \"China AI Cloud Market, 1H25\". The report shows that in the first half of 2025, the scale of the Chinese AI cloud market reached 22.3 billion yuan, with Alibaba Cloud holding 35.8% and ranking first. With its \"AI full stack\", it continues to lead the development of the market. The report believes that generative AI (GenAI) has triggered a boom in the AI cloud market, which is expected to grow by 148% in 2025, reaching a scale of 193 billion yuan by 2030.\u003C\u002Fstrong>\u003C\u002Fp>\u003Cp>\u003Cbr>\u003C\u002Fp>\u003Cimg alt=\"undefined\" src=\"https:\u002F\u002Fimage.51xinwei.com\u002F2025\u002F09\u002F28c8a033cd26435dbbad802b72321778\u002F762765096fd24d4d8ca2dffc30d746cf~tplv-tt-origin-web_gif.jpeg\" width=\"689\" height=\"undefined\" style=\"display: block; margin: auto;\">\u003Cp class=\"ql-align-center\">\u003Cspan style=\"color: rgb(187, 187, 187);\">Map of the Chinese AI Cloud Market (provided by the respondent)\u003C\u002Fspan>\u003C\u002Fp>\u003Cp class=\"ql-align-justify\">\u003Cbr>\u003C\u002Fp>\u003Cp class=\"ql-align-justify\">\u003Cspan style=\"font-size: 18px;\" class=\"ql-lineHeight-1-75\">It is generally believed that the AI cloud market should include three key areas: IaaS (AI infrastructure), PaaS (AI development platform), and MaaS (model service), to fully reflect the current status of the AI cloud service market. Based on this definition, Omdia narrowed its research scope more precisely to \"generative AI\", excluding traditional AI services such as natural language processing (NLP) and machine vision (CV). According to the Omdia report, the Chinese AI cloud market was 20.83 billion yuan in 2024 and is expected to reach 51.8 billion yuan in 2025, entering a period of explosive growth; in the first half of 2025, Alibaba Cloud held a 35.8% share, Volcano Engine 14.8%, Huawei Cloud 13.1%, Tencent Cloud 7%, Baidu Cloud 6.1%, and the top five accounted for more than 75% of the entire market.\u003C\u002Fspan>\u003C\u002Fp>\u003Cp class=\"ql-align-justify\">\u003Cbr>\u003C\u002Fp>\u003Cp class=\"ql-align-justify\">\u003Cspan style=\"font-size: 18px;\" class=\"ql-lineHeight-1-75\">Omdia predicts that from 2025 to 2030, the compound annual growth rate (CAGR) of the Chinese AI cloud market will be 26.8%. Future growth in AI cloud will be driven by multiple agents working together, context engineering, AI security, and large-scale API calls. The MaaS layer is expected to grow the fastest, with a CAGR exceeding 72%, reaching a scale of 17.7 billion yuan by 2030. Omdia pointed out that providing high-performance, differentiated AI cloud services requires extremely precise complex engineering and vertical integration capabilities, which are the strengths of leading cloud vendors like Alibaba Cloud, and they will continue to lead the development of the AI cloud market in the future.\u003C\u002Fspan>\u003C\u002Fp>\u003Cp class=\"ql-align-justify\">\u003Cbr>\u003C\u002Fp>\u003Cp class=\"ql-align-justify\">\u003Cspan style=\"font-size: 18px;\" class=\"ql-lineHeight-1-75\">Based on the deep integration of AI technology and products, Alibaba Cloud has built the strongest \"AI full stack\" system: In the AI IaaS layer, Alibaba Cloud operates 89 availability zones across 29 regions globally, offering various forms of GPU elastic computing power, Lingjun large-scale AI training clusters, container services with intelligent computing power orchestration and scheduling, and also has high-performance storage CPFS and high-performance network HPN7.0; In the AI PaaS layer, Alibaba Cloud provides artificial intelligence platform PAI, big data computing MaxCompute, inference service EAS, and other services, covering mainstream AI frameworks, enabling model training, data processing, and model deployment; In the MaaS layer, Alibaba Cloud's BaiLian offers API, model fine-tuning, and AI application development services for open-source large models such as Tongyi series, DeepSeek, and Llama.\u003C\u002Fspan>\u003C\u002Fp>\u003Cp class=\"ql-align-justify\">\u003Cbr>\u003C\u002Fp>\u003Cp class=\"ql-align-justify\">\u003Cspan style=\"font-size: 18px;\" class=\"ql-lineHeight-1-75\">The \"AI full stack\" lays a solid foundation for the implementation of large models. Omdia's report analysis indicates that technological innovation continuously updates Alibaba Cloud's \"AI full stack\" system, better meeting new market and industry needs, such as supporting enterprises going global and small and medium-sized enterprises adopting generative AI. At the same time, Tongyi continues to promote comprehensive openness of \"full size\", \"full modal\", and \"multi-scenario\", with derivative models exceeding 140,000, making it the first in the world. It has developed a global open-source ecosystem based on Tongyi Qianwen Qwen, allowing enterprises to obtain more comprehensive and cost-effective large model, Agent, MCP Server, and other technical services on Alibaba Cloud.\u003C\u002Fspan>\u003C\u002Fp>\u003Cp class=\"ql-align-justify\">\u003Cbr>\u003C\u002Fp>\u003Cp class=\"ql-align-justify\">\u003Cbr>\u003C\u002Fp>\u003Cp class=\"ql-align-justify\">\u003Cbr>\u003C\u002Fp>\u003Cp class=\"ql-align-justify\">\u003Cbr>\u003C\u002Fp>\u003Cp class=\"ql-align-justify\">\u003Cbr>\u003C\u002Fp>\u003Cp class=\"ql-align-justify\">\u003Cbr>\u003C\u002Fp>\u003Cp class=\"ql-align-justify\">\u003Cbr>\u003C\u002Fp>\u003Cp class=\"ql-align-justify\">\u003Cbr>\u003C\u002Fp>\u003Cp class=\"ql-align-justify\">\u003Cbr>\u003C\u002Fp>\u003Cp class=\"ql-align-justify\">\u003Cbr>\u003C\u002Fp>\u003Cp class=\"ql-align-justify\">\u003Cbr>\u003C\u002Fp>\u003Cp class=\"ql-align-justify\">\u003Cspan style=\"color: rgb(187, 187, 187);\">[News Source]\u003C\u002Fspan>\u003Cspan style=\"color: rgb(187, 187, 187); background-color: rgb(56, 56, 56);\">Chao News Client, Reporter Zhang Yunshan \u003C\u002Fspan>\u003Ca href=\"https:\u002F\u002Fwww.toutiao.com\u002Farticle\u002F7547919762139939368\u002F?upstream_biz=doubao&source=m_redirect\" rel=\"noopener noreferrer\" target=\"_blank\" style=\"color: rgb(187, 187, 187);\">https:\u002F\u002Fwww.toutiao.com\u002Farticle\u002F7547919762139939368\u002F?upstream_biz=doubao&source=m_redirect\u003C\u002Fa>\u003C\u002Fp>\u003Cp class=\"ql-align-justify\">\u003Cspan style=\"color: rgb(187, 187, 187);\">（This article is reposted by this site to provide readers with more information and news. The content does not constitute investment or consumption advice. If there are any doubts about the facts in the article, please verify with the relevant parties. The views expressed in the article are not the views of this site and are for reference only.）\u003C\u002Fspan>\u003C\u002Fp>","https:\u002F\u002Fxinwei-dev-test.oss-cn-shenzhen.aliyuncs.com\u002Fintelligent\u002Faudio%3A2b93deb1-4ebd-48ff-a0fe-ecf3b657505c%3A0.wav?Expires=1774838473&OSSAccessKeyId=LTAI5tNvY2RkKjZw4LLWsrPK&Signature=Wmn8nWLc9n7dtc4DZpkf8wjLvsI%3D","2b93deb1-4ebd-48ff-a0fe-ecf3b657505c",8915824]