爆炸式增长!大摩:中国AI云市场五年CAGR将达到72%,阿里有望成为最大赢家

华尔街见闻
Mar 17

摩根士丹利认为,中国AI云市场(GenAI相关IaaS+MaaS)正迎来爆炸式扩张。据追风交易台信息,大摩分析师在3月16日的报告中预测认为,在推理端算力需求爆发、大模型应用加速渗透等多重因素驱动下,中国AI云市场2024至2029年复合年增长率(CAGR)预计高达72%,市场规模将从2024年的人民币150亿元跃升至2029年底的人民币2180亿元。GenAI占中国IaaS+PaaS总市场的比重...

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