7、监管悬置和治理政策被指为整个企业采用AI速度的障碍。从安全角度来看，焦点仍然集中在改进灾 难恢复政策以及减少影子AI上。 8、德银注意到，与LLM(大型语言模型)相比，对SLM(小型语言模型)的偏好有所增加，因为这能完全控 制模型的运行位置并提高效率。据称，供应商训练的模型参数数量过多且上下文量不当，导致总拥有成 本更高和响应上下文性低下。 智通财经APP获悉，德银近日发布研报称，在参加了2025年纽约人工智能领袖峰会后，该行更加确信， 企业在制定其AI转型路线图方面仍处于早期阶段。德银指出，此次峰会吸引了超过50位来自广泛垂直 领域的技术业务领袖和从业者参与，小组讨论和分组会议表明：1) 在衡量投资回报率方面缺乏共识;2) 数据就绪度仍然是关键，并且是企业能否充分利用AI效益的主要制约因素;3) 相对于AI的操作化，监管 和治理政策仍是关注焦点。尽管会议上很少讨论特定供应商，但该行表示，其确实感觉到，打包软件在 未来架构中能发挥作用，因为许多组织似乎尚未准备好或缺乏专业知识来采取DIY方法。 以下是德银关于此次会议的要及其收获的介绍。 1、投资回报率(ROI)在整个企业范围内仍是一个移动的目标，业务领袖 ...

Core Viewpoint - The "2025 Alibaba Cloud National General Agent Policy" is crucial for enterprises migrating to the cloud, offering significant discounts and improved service quality, while emphasizing the importance of service integrity and flexibility in procurement decisions [1][4][5]. Group 1: Discount and Procurement Strategy - The general agent policy allows enterprises to receive rebates ranging from 15% to 30%, providing more flexible purchasing options for medium to large enterprises [1][4]. - The rebate system is not a direct price reduction but rather a mechanism that can lead to substantial savings on IT expenditures, with some clients reporting overall costs reduced by nearly one-third through effective negotiation [4][9]. - The policy encourages enterprises to consider the total value of service and support rather than solely focusing on price, as the quality of service can significantly impact operational efficiency [5][12]. Group 2: Service Quality and Risk Management - The emphasis on service quality is critical, as enterprises that prioritize low prices may encounter issues with service responsiveness and support, leading to operational disruptions [5][6]. - The general agent model provides a more direct line of communication and support, enhancing service response times and overall customer experience [5][13]. - Companies like Chuangyun Technology, which specialize in multi-cloud strategies, can leverage competitive pricing across different platforms, ensuring better budget management and service continuity [6][10][14]. Group 3: Industry Trends and Client Needs - The cloud service market is increasingly competitive, with various providers offering tailored solutions based on industry-specific needs, such as compliance in finance and government sectors [6][10]. - Many enterprises are adopting multi-cloud strategies to optimize their cloud service usage, allowing for better resource allocation and cost management [6][9]. - The flexibility of the 2025 policy is particularly beneficial for medium to large enterprises that require scalable solutions and the ability to adjust their cloud resources based on fluctuating business demands [9][10].

Core Insights - GoTo Group, Indonesia's largest internet technology company, has successfully migrated its cloud services to Tencent Cloud and Alibaba Cloud, marking a significant milestone in its cloud migration strategy [1][3][5] - The migration involved a multi-cloud strategy, with Tencent Cloud handling the more complex Gojek operations and Alibaba Cloud managing GoTo Financial and big data projects [3][4] - The migration aimed for minimal user disruption, utilizing hot migration technology to ensure data continuity and operational efficiency during the transition [7][8] Group 1: Migration Details - GoTo Group initiated a global tender for cloud migration, selecting Tencent Cloud and Alibaba Cloud as partners after a comprehensive evaluation of capabilities [3][4] - The migration process took 8 months of preparation and was completed in just under 5 hours, showcasing the efficiency of the collaboration between Gojek and Tencent Cloud [7][8] - GoTo Group's CTO highlighted the complexity of migrating Gojek's existing systems, which had been using Google Cloud, to Tencent Cloud [4][5] Group 2: Strategic Goals - Post-migration, GoTo Group expects to reduce operational costs by over 50% and aims to continue optimizing its cloud infrastructure in collaboration with Tencent Cloud [8] - The migration is part of a broader strategy to enhance product development speed and reduce operational risks associated with high user transaction volumes [6][7] - GoTo Group's CEO emphasized the importance of ensuring a world-class infrastructure before expanding into other markets, focusing on meeting local user demands first [8] Group 3: Market Expansion and Investment - Tencent Cloud has committed to investing $500 million in Indonesia by 2030, which includes the establishment of a new data center to support local operations [9] - Alibaba Cloud has trained nearly 400,000 cloud computing and AI professionals in Indonesia, with plans to double this number by 2033 [9] - The overall cloud migration trend in Indonesia is driven by companies seeking to adopt multi-cloud strategies for cost reduction and efficiency improvements [8][9]