Investment Rating - The report indicates a cautious outlook for the global internet communication cloud market, with a projected market size of approximately $6.8 billion in 2024, anticipating a new growth phase in the next 2-3 years [3][15]. Core Insights - The development of AI is transforming the communication cloud industry into a key infrastructure for human and machine interactions, driven by the need for reliability, real-time communication, and multi-modal capabilities [10][11]. - The demand from developers is increasingly focused on security, intelligence, and openness, with a shift from basic communication services to AI-enabled solutions [6][25]. - The report highlights the dual empowerment of AI and communication, suggesting that both will evolve together to enhance interaction methods and application scenarios [10][11]. Summary by Sections 01 AI时代的新基础设施 - The report emphasizes the significance of internet communication cloud as a foundational infrastructure in the AI era, facilitating immersive AI interactions and meeting the demands for reliable and real-time communication [10][11]. 02 互联网通信云技术演进 - The evolution of technology in the communication cloud sector is marked by a focus on security upgrades and compliance with data privacy regulations, which are becoming essential for global market entry [30][31]. 03 竞争格局与典型企业 - The competitive landscape is characterized by a shift towards providing comprehensive AI capabilities, with top players focusing on integrating AI with communication services to enhance user experience and meet compliance requirements [59][64]. 04 发展趋势及展望 - Future trends indicate that the integration of GenAI will drive the development of multi-modal interactions, with communication cloud vendors optimizing transmission effects to cater to new application scenarios [5][51].
AI驱动下,通信云行业的全球化变革
Ai Rui Zi Xun·2025-07-30 01:18