我国云计算市场规模5年后将突破3万亿，有哪些挑战|言叶知新

Core Insights - The cloud computing market in China is expected to maintain a growth rate of over 20% during the "14th Five-Year Plan" period, driven by advancements in artificial intelligence large models [1][7] - The global cloud computing market is projected to reach nearly $2 trillion by 2030, with a market size of $692.9 billion in 2024, reflecting a year-on-year growth of 20.3% [2][3] - In 2024, China's cloud computing market size is anticipated to reach 828.8 billion yuan, representing a year-on-year increase of 34.4% [1][3] Market Trends - The global cloud computing market is experiencing steady growth, with significant contributions from IaaS, PaaS, and SaaS segments [2] - The public cloud market in China is expected to reach 621.6 billion yuan in 2024, growing by 36.6%, while the private cloud market is projected to reach 207.2 billion yuan, with a growth rate of 29.3% [3][5] - The integration of technologies such as quantum computing, blockchain, and artificial intelligence is expected to further expand the market boundaries of cloud computing [3] Demand Drivers - Intelligent computing services and intelligent agents are identified as the main growth drivers for the IaaS and SaaS markets [5] - The demand for intelligent computing services is a significant factor contributing to the growth of the public cloud IaaS market, which is expected to reach 420.1 billion yuan in 2024 [5] Industry Dynamics - The competitive landscape is characterized by a clear head-to-head market structure, with leading players like Alibaba Cloud, Huawei Cloud, and Tencent Cloud dominating the public cloud IaaS market [5] - Mid-tier companies are attempting to break the market structure by focusing on niche areas and enhancing AI capabilities [5] Future Outlook - The cloud computing market in China is projected to exceed 3 trillion yuan by 2030, indicating robust growth potential [3] - The shift from traditional computing power leasing to model-as-a-service is anticipated due to the increasing demand for AI model training and inference [6] Data Security Challenges - The rapid growth of data generated in cloud environments poses significant challenges, particularly in data security, as the volume of data is expected to reach approximately 58.53 zettabytes by 2029 [9] - The emergence of new business models, such as intelligent agent services, will drive collaborative development across the cloud computing industry [6][9] Regulatory Environment - National policies are increasingly focusing on data security, with regulations aimed at establishing a robust framework for AI cloud data security [10] - Recommendations include creating a comprehensive AI cloud data security standard system to address issues like data leakage and bias [10]