AI应用专题（一）：海外ToB AI应用，商业化的三种路径

Investment Rating - The industry investment rating is "Increase" [6] Core Viewpoints - The AI software market is projected to reach approximately $153 billion by 2028, with clear commercialization paths for overseas ToB AI applications [1][13] - Major cloud vendors like Amazon have integrated AI into their retail and AWS businesses, resulting in significant efficiency gains, such as a 20$260 million in development costs [2][24] - The commercialization paths for overseas AI vendors are diverse, with companies like Salesforce and Freshworks leading in AI product offerings, while SAP and ServiceNow focus on integrating AI into existing products [1][4][17] Summary by Sections AI Software Market - The AI software market is expected to grow to about 153 billion by 2028, driven by applications in marketing, customer operations, collaborative office work, R&D, supply chain, and backend support [1][13] Cloud Vendors and AI Applications - Amazon's retail and AWS businesses have adopted AI tools, enhancing productivity and achieving a 20% sales growth for sellers [2][19] - AWS's Q Transform feature has saved 260 million and 4,500 developer years by migrating over 30,000 applications to a new Java JDK version [24] AI Product Commercialization - Salesforce's Agentforce offers a pay-per-use model, enhancing customer ROI through improved customer support, sales training, and client development [3][32] - Freshworks provides AI solutions based on consumption pricing, allowing for personalized customer interactions [41] Investment Recommendations - The report suggests focusing on AI software companies with strong data, processes, and know-how, highlighting potential investment targets across various sectors, including office, education, industrial, healthcare, search, design, e-commerce, finance, data processing, and specialized industries [4][55][57]