走出舱门就是“战场”：不拼价格拼AI

Core Insights - The article highlights the intense competition in the cloud computing industry, particularly driven by advancements in AI technology, with major players like Alibaba Cloud, Tencent Cloud, and Baidu Intelligent Cloud vying for market share [2][4]. Group 1: Market Dynamics - The competition landscape has shifted from traditional metrics like computing and storage to a focus on AI capabilities and performance of AI models [2]. - Cloud computing market capacity is expected to expand significantly due to the demand driven by AI, with predictions that the incremental growth in the AI cloud market in 2024 will exceed the total growth of the previous year [4]. - Major cloud providers are experiencing a surge in AI-related orders, with Tencent Cloud reporting a doubling of orders related to AI and SaaS products, and a 50-fold increase in revenue from AI large model products over two years [3]. Group 2: Strategic Shifts - Companies are increasingly prioritizing application development over mere resource sales, with a shift from focusing on raw computing power to creating solutions that address specific business challenges [6][7]. - The competitive pricing landscape is evolving, with major players engaging in a price war for large models, leading to a decrease in token costs, but this approach is viewed as unsustainable for long-term business health [6]. - The demand for AI applications, particularly in sectors like industrial quality inspection and healthcare, is growing, indicating a broader adoption of AI technologies across various industries [5]. Group 3: Future Outlook - The article suggests that by 2025, the market will see a significant turning point, with increased activity and competition in AI applications, particularly in the second half of the year [4]. - The focus for cloud providers is expected to shift towards developing applications that leverage AI to solve real business problems, moving away from a purely resource-based sales model [6][7].