Core Insights - The application of large models is reaching a critical point, with continuous upgrades to foundational models and the deep application phase beginning, leading to an accelerated explosion in the enterprise market [1][3] - The deployment rate of digital employees will become a standard for measuring a company's advancement, with the ability of AI to complete tasks determining the speed of a company's future growth [3] Group 1: Product Launch and Development - JD Cloud launched nine major products, including an AI computing power platform, a large model development computing platform, and JoyAgent 2.0, aimed at helping enterprises reconstruct their AI infrastructure [1][3] - The "plug-and-play" large model integrated machine has rapidly developed, with over 500 units deployed nationwide in the past three months [3][4] - Three vertical industry integrated machines were introduced, focusing on healthcare, industrial, and financial sectors [3] Group 2: Market Trends and Performance - JD's large model service usage has seen explosive growth, increasing by 200% month-over-month, with over 14,000 intelligent agents operating internally [4] - Various large model applications have penetrated JD's retail, logistics, and healthcare sectors, enhancing efficiency for over 500,000 merchants and more than 380,000 delivery personnel [4] Group 3: Infrastructure and Challenges - The shift towards large model applications presents new requirements and challenges for enterprise infrastructure, necessitating a transition from CPU-centric to GPU-centric architectures [5] - As inference demands surge, the need for computational resources continues to rise, prompting enterprises to consider resource allocation and return on investment [5] - JD Cloud aims to deepen its technological capabilities and expand the boundaries of large model technology, leveraging its internal application experience to create cost-effective solutions for enterprises [5]
京东云总裁曹鹏:大模型正在企业级市场加速爆发