2025年大模型云市场探析：如何重构企业智能化路径，开启大模型产业新浪潮？

Investment Rating - The report indicates a strong growth outlook for the large model cloud industry, with a projected compound annual growth rate (CAGR) of 50.0% from 2023 to 2025 for the large model market and 36.7% for the cloud computing market, suggesting a favorable investment environment [6][7]. Core Insights - The large model cloud market is evolving beyond being merely a "computing power carrier" to becoming the core infrastructure for enterprise intelligence transformation, emphasizing the importance of a closed-loop intelligent infrastructure from model training to business implementation [5][7]. - The synergy between the large model and cloud computing markets is evident, with the large model market expected to grow from 147 billion yuan in 2023 to 672 billion yuan by 2027, reflecting a strong interdependence where large models drive cloud demand and cloud services support large model deployment [6][7]. - Future trends include an increase in "Model as a Service" (MaaS) adoption, with over 60% of enterprises expected to utilize cloud platforms for large model capabilities by 2025, the emergence of vertical industry models, and the integration of edge computing with large models [8][9]. Summary by Sections Large Model Cloud Market Development Status - The large model cloud market is characterized by a rapid expansion, with the cloud computing market projected to grow from 3,229 billion yuan in 2021 to 21,404 billion yuan by 2027, indicating a robust growth trajectory [6][7]. - The report highlights the dual empowerment relationship between large models and cloud computing, where the extreme demand for computing power from large models drives the supply of heterogeneous computing resources from cloud services [7][12]. Large Model Cloud Service Models - The service model evolution is moving from basic infrastructure services (IaaS) to comprehensive solutions that include model development and management (PaaS), and finally to application-level services (SaaS) that integrate large model capabilities into various business scenarios [9][10]. - The MaaS layer encapsulates large model capabilities into standardized APIs, facilitating easy integration into business systems without the need for deep technical knowledge [11][22]. Data-Intensive Characteristics of Large Models - The report emphasizes the data-intensive nature of large models, which necessitates cloud platforms for effective data processing, storage, and governance, particularly in regulated industries [14][19]. - The shift towards a "data does not move, model moves" paradigm is driven by compliance requirements, allowing models to be trained locally while keeping sensitive data secure [16][19]. Business Transformation through Large Models - Large models are reshaping enterprise intelligence by enhancing customer experience and operational efficiency, leading to a systemic transformation in organizational structures and processes [24][28]. - The integration of large models into various sectors, including finance, manufacturing, and government, is creating significant application scenarios that drive business innovation and efficiency [26][28].