人工智能（AI）产业呈现井喷式发展，充分释放出云计算市场潜力

Investment Rating - The report indicates a positive investment outlook for the AI and cloud computing industry, highlighting significant growth potential and technological advancements [2][3]. Core Insights - The AI industry has experienced explosive growth over the past year, significantly enhancing the competitiveness of digital and intelligent entities built around cloud computing [2]. - Cloud computing serves as the foundational support for AI, enabling the processing of vast amounts of data necessary for AI model training and application deployment [2]. - The integration of AI and cloud computing is driving technological innovation and application expansion, reshaping the cloud service industry landscape [2]. Summary by Sections Global Cloud Computing Market - According to Gartner, the global cloud computing market reached a size of $586.4 billion in 2023, with a growth rate of 19.4% [3]. - The market is expected to grow at a compound annual growth rate (CAGR) of 18.6%, potentially exceeding $1 trillion by 2027 [3]. Policy Support in China - The Chinese government is increasing support for cloud computing infrastructure and industry applications, emphasizing technology innovation and new infrastructure [4][6]. - Recent policies aim to enhance the application of cloud computing in healthcare and promote the integration of computing resources through cloud services [4][6]. Growth of China's Cloud Computing Market - In 2023, China's cloud computing market reached 616.5 billion yuan, growing by 35.5% compared to 2022, significantly outpacing global growth rates [7]. - The public cloud market accounted for 456.2 billion yuan, with a year-on-year growth of 40.1%, while the private cloud market reached 156.3 billion yuan, growing by 20.8% [7]. Market Segmentation and Future Trends - The AI-driven market growth is shifting focus towards PaaS and SaaS segments, with the IaaS market growing by 38.5% to reach 338.3 billion yuan in 2023 [8]. - The PaaS market saw a remarkable growth of 74.9%, reaching 59.8 billion yuan, driven by public cloud expansion and AI demand [8]. - The SaaS market is also expanding, with a total market size of 58.1 billion yuan and a growth rate of 23.1% in 2023, indicating a trend towards increased commercialization of AI applications [8].