36氪研究院发布《2025年中国AI应用出海企业发展需求洞察报告》

Core Viewpoint - The article emphasizes the explosive growth of the global AI market, with the AI software and hardware market reaching $185 billion in 2023 and projected to exceed $780 billion to $990 billion by 2027, driven by Chinese AI application companies expanding overseas despite facing significant challenges [5][6]. Group 1: AI Market Growth - The global AI market is experiencing rapid expansion, with a growth rate of 40%-55% annually [5]. - By 2027, the AI application market is expected to surpass $407 billion [5]. Group 2: Challenges Faced by Chinese AI Companies - 52.7% of companies report insufficient global computing infrastructure, leading to high service latency and low data collaboration efficiency [5]. - 52.0% face high costs and long cycles for cross-border payment settlements, restricting cash flow and global profitability [5]. - 44.3% have a single global marketing channel, making it difficult to overcome cultural barriers for precise customer acquisition [5]. Group 3: Computing Power as a Key Variable - Computing power is identified as a critical infrastructure for AI applications, affecting model training efficiency and service coverage [5][6]. - Over 70% of companies allocate more than 10% of their R&D budget to computing power, with inference demand growing over 70% annually [12]. Group 4: Solutions for Computing Power Challenges - 87% of companies rely on GPU cloud services for their overseas operations, highlighting the importance of "cloud computing" in addressing deployment challenges [14]. - Key factors for choosing GPU cloud providers include cost competitiveness (59.6%), technical support (58.7%), and delivery efficiency (58.3%) [17]. Group 5: Marketing Strategies for Overseas Expansion - Core channels for user acquisition include social media operations (63.0%), partner-driven traffic (61.7%), and localized content marketing (60.3%) [22]. - AI technology is increasingly seen as a tool to enhance marketing capabilities, with 67.7% of companies looking to AI for social media sentiment monitoring [24]. Group 6: Cross-Border Payment Challenges - Cross-border payments face issues such as complex compliance reviews (61.3%) and insufficient multi-currency settlement options (54.0%) [27]. - Companies desire one-stop compliance management (65.0%) and real-time financial tools to mitigate exchange rate risks [29]. Group 7: Report Insights and Value - The report provides actionable insights for decision-makers, technical teams, and investors, focusing on the "computing power foundation + marketing breakthrough + payment closure" triangle [33][34]. - It highlights the importance of customized computing solutions for different AI application scenarios, ensuring efficient operation in overseas markets [19][20].