AI时代的云计算:供给普惠化与需求扩容带来全新增长空间

中泰证券股份有...
Jun 13

云计算的本质在于计算资源和服务的调配,边缘计算重要性正在凸显。云计算的价值体现在计算资源池的统一调度,能够为下游用户提供灵活、高性能和低成本的计算资源;爆发式的数据处理需求和实时运算需求使得边缘计算越来越重要。AI时代云计算的产业逻辑主要可以概括为供给端云算力普惠化,需求端下游企业需求扩容所带来的整体机会。从供给端看:1)云服务IaaS+PaaS/MaaS层正在经历规模化降本。一方面云计算大厂和...

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