Investment Rating - The report does not explicitly state an investment rating for the industry Core Insights - The report emphasizes the transition from traditional application development to Serverless AI application development, highlighting the need for a new infrastructure paradigm that supports AI agents and their unique requirements [10][27] - It identifies the importance of dynamic elasticity and task-driven orchestration in AI-native architectures, which allows for efficient resource allocation and management [19][24] - The report discusses the advantages of Serverless AI runtimes, including reduced operational burdens, cost efficiency, and enhanced developer focus on business innovation rather than infrastructure [26][34] Summary by Sections 01 Enterprise-level AI Application Development Runtime Selection - AI-native paradigms demand new infrastructure requirements, focusing on agent-centric services rather than traditional user-centric models [13][15] - The infrastructure must support state persistence and low-latency access, enabling agents to maintain memory and personality [17] - Embracing uncertainty is crucial, with infrastructure designed to lower risks associated with non-deterministic outputs from large language models (LLMs) [21] - The transition from traditional architectures to AI-native architectures is necessary for effective application development [26] 02 Key Technologies of Serverless AI Runtime - Serverless platforms provide heterogeneous computing capabilities, integrating various programming languages and event-driven architectures [33][34] - The report highlights the importance of security isolation and automatic disaster recovery in Serverless AI runtimes [38][42] - Serverless GPU services are emphasized for their rapid cold start capabilities and efficient resource utilization, significantly reducing costs [43][49] 03 Customer Cases – Serverless + AI Simplifying Application Development - The report presents internal case studies from Alibaba, showcasing successful implementations of Serverless runtimes in building models and AI tools [87][90] - It illustrates how Serverless AI runtimes have become core to Alibaba Cloud's AI-native applications, enhancing performance and reducing operational costs [90][92] - The case studies demonstrate the ability to handle high concurrency and low latency requirements in real-time AI applications [93][99]
企业级AI应用开发:从技术选型到生产落地
2025-11-28 13:53