Core Insights - Kingsoft Cloud (KC.US) has announced a strategic upgrade of its AI platform, Kingsoft Cloud Starflow, transitioning from a resource management platform to a comprehensive AI training and inference platform [1] Group 1: Market Potential - A McKinsey report predicts that the global AI inference market will reach $150 billion by 2028, with a compound annual growth rate (CAGR) exceeding 40% from 2025 to 2028 [1] - As a core infrastructure for supporting inference, intelligent computing is expected to experience unprecedented market growth [1] Group 2: Company Strategy - Kingsoft Cloud Starflow has enhanced its platform efficiency, broken industry boundaries, and accelerated its inference layout in a three-dimensional upgrade [1] - Longzhong Securities indicates that Kingsoft Cloud has a clear growth logic, and the explosion of inference demand is likely to further open up market opportunities [1]
瞄准AI推理市场爆发 金山云(KC.US)星流平台完成三维进阶