互为“冠亚军”：中国大模型公有云市场双雄并立引领未来发展

Core Insights - The Chinese public cloud market for large models is experiencing significant growth, with a nearly 400% increase expected from 2024 to 2025, highlighting a competitive landscape between Volcano Engine and Alibaba Cloud [1][2] Market Overview - According to IDC, Volcano Engine leads the market with a 49.2% share in the public cloud service market for large models, while Alibaba Cloud holds a 27% share [1] - Omdia's report indicates that Alibaba Cloud leads the overall AI cloud market with a 35.8% share, while Volcano Engine is second with 14.8% [1][2] - The divergence in rankings reflects a shift in the AI cloud market from infrastructure competition to a focus on model application [2] Alibaba Cloud's Position - Alibaba Cloud maintains its leading position through its comprehensive ecosystem and full-stack capabilities, supported by a large customer base and deep industry experience [3] - The company plans to significantly increase its data center energy consumption by tenfold by 2032 to prepare for the super AI era [3] - Alibaba Cloud's "Tongyi" model family has over 170,000 derivative models, providing end-to-end services from model training to deployment [3][4] Volcano Engine's Growth - Volcano Engine is recognized as the fastest-growing player in the large model business, with a market share increase from 46.4% in 2024 to 49.2% in 2025 [5] - The company leverages its parent company ByteDance's diverse business scenarios to optimize model performance and reduce costs [5][6] - Volcano Engine's models have achieved top rankings in various performance metrics, demonstrating its technological advantages [5] Competitive Landscape - The competition between Volcano Engine and Alibaba Cloud represents two distinct development paths in the AI cloud sector: "model-first" versus "ecosystem-first" strategies [7] - Both companies are deepening industry collaborations, with Volcano Engine focusing on smart terminals and automotive sectors, while Alibaba Cloud is enhancing its ecosystem with automotive partnerships [7] - The market for generative AI software is projected to reach 48.24 billion RMB by 2028, indicating substantial growth potential [7]