GPU云夯实算力底座， 为AI应用出海注入核心动能。 近年来，全球AI市场迎来爆发式增长，贝恩数据显示，2023年全球人工智能软硬件市场规模已达1,850亿美元，并正以40%-55%的年增速扩张，预计2027年 将突破7,800亿-9,900亿美元，其中AI应用市场规模将超4,070亿美元。在这一浪潮下，中国AI应用企业凭借技术代际突破、国内场景创新经验及政策支持， 加速向海外市场扩张，成为全球AI生态的重要参与者。 36氪研究院 . 专注于一二级市场及新经济领域的研究与咨询 以下文章来源于36氪研究院 ，作者36氪研究院 综合来看，中国AI应用企业若要在出海征程中取得成功，需要构建一个完善的"算力筑基+营销破局+支付闭环"三角体系，而算力基础设施的优化是首要突 破口。同时，通过场景化基础设施定制，满足不同行业、不同区域的个性化需求，实现差异化竞争，也是企业在海外市场立足的关键所在。 在此背景下，36氪研究院基于对700家AI应用出海企业的问卷调研，发布了《2025年中国AI应用出海企业发展需求洞察报告》（以下简称"报告"）。该报告 全面剖析了AI应用企业出海现状、核心需求及未来趋势，并聚焦AI生产力工具、情 ...

Core Insights - The article discusses the rapid advancements in AI technology and its impact on various sectors, particularly in China, highlighting the surge in AI application usage and the activation of related markets and industries [3][4][5]. Group 1: AI Product Development - Many AI products now possess search capabilities that can bypass common barriers, allowing users to access updated global technology and knowledge [6][8]. - The introduction of DeepSeek has significantly increased public interest in AI applications, leading to a surge in user numbers and engagement across major domestic AI service providers [11]. - The demand for computing power is becoming a core asset, with the cloud service market increasingly recognizing the importance of computing platforms [12]. Group 2: Market Dynamics - The success of DeepSeek has led to a spike in orders for domestic chips, as real-world applications have emerged, despite existing performance gaps compared to Nvidia [13]. - The AI application market is experiencing explosive growth overseas, with Chinese teams successfully penetrating international markets, often prioritizing profitability over domestic competition [25][27]. - Investment in domestic AI research teams is on the rise, with both local and foreign investors showing renewed interest in the sector [20]. Group 3: Government and Regional Impact - Local governments in regions like Shanghai and Shenzhen are reassessing policies to support the growth of local tech enterprises, inspired by the success of companies like DeepSeek [21]. - The AI boom is also revitalizing the real estate market in certain areas, as talent attraction efforts increase [23]. Group 4: Compliance and Challenges - Chinese teams expanding overseas face dual compliance challenges, needing to navigate both domestic regulations and international requirements [27]. - The article emphasizes the importance of careful consideration regarding compliance risks when pursuing international business opportunities [27].