Core Insights - The cloud service industry is experiencing intense competition, referred to as the "cloud war," with various companies focusing on different aspects of the market [1] - ByteDance's Volcano Engine is strategically targeting the enterprise-level MaaS (Model as a Service) sector, emphasizing specific business scenarios [1][2] - The collaboration between Volcano Engine and companies like Seres and Zeekr highlights the growing demand for intelligent data solutions in the automotive industry [1] Group 1: Market Dynamics - The cloud service landscape includes IaaS, PaaS, and MaaS, with each serving different needs, akin to different types of housing [1] - By 2025, the total call volume of public cloud services for large models in China is projected to reach 536.7 trillion tokens, with Volcano Engine's MaaS platform capturing a market share of 49.2% [2] - The focus of Volcano Engine is on selling tokens rather than computing power, which is a strategic differentiation from other cloud service providers [2] Group 2: Future Growth Potential - The generative AI software market in China is expected to reach a scale of 48.24 billion yuan by 2028, indicating significant growth potential [3] - Both C-end and B-end markets present vast opportunities for expansion, with multimodal models and agent applications identified as key growth drivers [3]

在2025云栖大会期间，杭州的各大交通枢纽站曾出现这样的画面：字节跳动火山引擎的巨幅广告与阿里 云的广告牌遥相呼应。醒目对峙的立牌，恰是如今云服务行业"八仙过海"的真实写照。 "云战争"已然开启，各大厂商各有侧重，火山引擎则偏爱更为具体的企业场景。10月9日，赛力斯公 告，公司下属子公司赛力斯凤凰与火山引擎签署《具身智能业务合作框架协议》，双方聚焦汽车产业生 态数智化升级需求。 不止于此，9月26日，极氪宣布与火山引擎合作，引入企业级"数据智能体"——火山引擎Data Agent。同 月23日，梅赛德斯-奔驰（中国）宣布与字节跳动签署升级战略合作备忘录，共同推动人工智能技术的 跨业务融合。 在各大重点行业密集落地的背后，是火山引擎自去年以来日益明确的战略赛道——瞄准企业级MaaS （模型及服务）赛道。 据业内介绍，目前主流的云服务厂商提供的服务模式包括IaaS、PaaS及MaaS。有业内人士用房子类比 了这三者的区别：毛坯房、硬装房及拎包入住的酒店公寓。 "三者各有优势。比如阿里云的很多大模型是开源的，企业下载后部署在自身私有云上，阿里无法直接 收费，但依靠它从硬件设备到MaaS全链条的布局，阿里云整体规模相 ...