Core Insights - The AI industry is entering a new cycle driven by "cloud + AI," with generative AI accelerating large-scale implementation and shifting the focus from model training to inference, leading to exponential growth in the inference market [1] - McKinsey 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] - The intelligent computing infrastructure is expected to experience unprecedented market growth as it supports the explosion of inference demand [1] Company Developments - Kingsoft Cloud has upgraded its Starry Flow platform from a resource management platform to a one-stop AI training and inference platform, creating a full-cycle closed loop from heterogeneous resource scheduling to commercializing model API services [1][2] - The Starry Flow platform offers complete lifecycle management for model development, training, and inference, featuring four key modules that enhance platform efficiency and reduce complexity for AI development [2] - The platform's self-developed GPU fault recovery technology ensures real-time monitoring of hardware health and task progress, minimizing computational interruptions and ensuring stable long-term training task operations [2] Industry Trends - Kingsoft Cloud's Starry Flow platform integrates data collection, storage, annotation, model development, training, deployment, and simulation, creating a comprehensive engine for embodied intelligence data engineering [3] - The platform's model API service supports high concurrency inference and multi-model management, facilitating efficient access to various model resources for large model application developers and enterprise users [3] - The AI cloud market in China is projected to reach 22.3 billion yuan in the first half of 2025, with generative AI driving a 148% growth, expected to reach 193 billion yuan by 2030 [4] Ecosystem Advantages - Kingsoft Cloud's strategic positioning in the intelligent computing cloud sector has established it as a key player, providing quality services to ecosystem enterprises and enhancing rapid response capabilities for intelligent computing demand [4] - The Starry Flow platform currently supports nearly 40 different models, allowing customers to efficiently access multiple models through a one-stop service, thereby focusing on AI business innovation and value creation [4]
金山云(03896)星流全面升级 以智算穿越云上AI新周期