AI云市场“暗战”机场广告牌

Core Insights - The AI cloud market in China is experiencing rapid growth, with significant increases in advertising from major cloud service providers at airports in major cities [1][2] - Reports from Omdia and IDC predict substantial growth in the AI cloud market, with Omdia forecasting a 148% increase by 2025 and IDC reporting a nearly 400% growth in model usage [1][8] Market Overview - The AI cloud market in China is projected to reach 22.3 billion yuan by the first half of 2025, with Alibaba Cloud holding a 35.8% market share, followed by Volcano Engine at 14.8% and Huawei Cloud at 13.1% [5][6] - IDC's report indicates that the market size for AI cloud services will reach 536.7 trillion tokens in the first half of 2025, with Volcano Engine leading at 49.2% market share [8] Competitive Landscape - Alibaba Cloud is recognized as the largest cloud service provider in China, leveraging its extensive customer base and continuous investment in AI [9] - Volcano Engine, a newer entrant, has rapidly gained market share, driven by its popular platforms and the success of its models [9][10] Growth Drivers - The introduction of DeepSeek's models has triggered a price war among major cloud providers, significantly reducing costs and increasing market accessibility [10][11] - The rapid growth of the MaaS (Model as a Service) segment is attributed to the competitive pricing and enhanced capabilities of AI models [10][11] Future Projections - IDC predicts that the market for generative AI software in China will reach 48.24 billion yuan by 2028, indicating substantial growth potential [13] - Omdia forecasts a compound annual growth rate (CAGR) of 26.8% for the AI cloud market from 2025 to 2030, with the MaaS segment expected to grow at a CAGR exceeding 72% [13]