算力市场再调整：垂类场景爆发，从数值为王，到锚定业务结果

Core Insights - The key challenge for companies in leveraging AI capabilities lies in effectively utilizing computing power rather than merely possessing it, with a growing demand for specialized, value-driven computing services [2][4] - The recent WAIC highlighted a significant transformation in the industry, with a more complete supply chain and an explosion of vertical models, indicating a restructuring of the computing service market [2][4] Group 1: Market Dynamics - The computing service market is characterized by a "demand-driven" nature, where businesses are increasingly measuring computing value based on business outcomes rather than raw performance metrics like FLOPS [3][7] - The release of ChatGPT in late 2022 triggered a global AI boom, leading to a tenfold increase in computing demand as major companies initiated large model projects, while supply constraints and chip bans exacerbated the market's supply-demand imbalance [4][6] Group 2: Value Creation - Pure computing power does not generate value; it must be complemented by service layers that enhance usability and efficiency, transforming raw computing into effective AI productivity [5][6] - Companies are shifting their focus from merely having usable computing power to seeking high-quality, efficient computing services that meet their specific business needs [5][6] Group 3: Cost and Quality Assessment - Companies often misjudge computing costs by assuming 100% utilization rates, while actual usage can be significantly lower, leading to a substantial discrepancy in cost assessments [6][7] - There is a prevalent issue of resource misallocation, where financially strong companies hoard high-end chips for simple tasks, while those with limited budgets opt for low-performance computing, ultimately hindering operational efficiency [6][7] Group 4: Service Models - The emergence of "expert services" in the computing service market aims to align computing resources with actual business needs, emphasizing the importance of accurate resource selection and architecture design [7][8] - After resource selection, companies require reliable foundational services, including real-time monitoring and data analysis, to optimize performance and address issues promptly [8][9] Group 5: Hybrid Solutions - Companies are encouraged to consider hybrid cloud solutions, where they can maintain a basic level of computing for daily operations and leverage public cloud resources for unexpected demands, thus optimizing costs [9]