还有一个多月的时间，2026年春节跫然将至，想必每位回乡的年轻人依然不仅会遭遇亲戚们的"灵魂三问"，还会被动裹挟成为春晚的亿万观众之一。 《春节序曲》的旋律响起，一年中最具仪式感的时刻就此降临。 不知道会是宇树还是智元，哪家企业的机器人最终能和豆包同台献技，据传闻，那也是个亿元量级的独家合作。 一边是代表着未来十年甚至更远生产力的 AI大模型、具身智能；另一边，是那个几十年如一日、被视为旧世界流量代表的央视春晚。 这种强烈的视觉错位，让我产生了一种巨大的割裂感。 图片由AI生成 在我们的惯性认知里，新技术的爆发往往伴随着对旧秩序的颠覆。它们本该出现在科技展台上，出现在我们的手机或智能眼镜中，出现在科技博主的测评视 频里，或者出现在工程师代码库中。然而现实却是，这些站在科技金字塔尖的新生产力，不仅没有对旧流量不屑一顾，反而像饥渴的猎人一样，投入巨资争 先恐后地挤进这个传统得不能再传统的舞台。 电视机上挂着的中国结，语言节目的尬笑，雨露均沾的明星合唱和强行煽情的小品，构成了一种难以言说的文化图景。 除此之外，你还将会看到刚刚宣布成为2026年春晚独家AI云合作伙伴的火山引擎在这场最大的合家欢中上演一场精心策划的技 ...

Core Insights - The cloud computing market is characterized by multiple companies claiming to be "number one" based on different metrics and conditions, leading to confusion among users and stakeholders [6][7][8] - The competition among cloud service providers has shifted from traditional metrics to a narrative-driven approach, where the concept of "first" has become a strategic asset in public relations and market positioning [8][9][23] Market Share Claims - Volcano Engine holds a 46.4% share of the Chinese public cloud large model market, leading in model invocation volume with a 49.2% share [3][12] - Alibaba Cloud claims to lead the AI cloud market in China with a 35.8% share, surpassing the combined share of the second to fourth players [4][10] - Huawei Cloud is noted for its rapid growth in the public cloud sector, particularly in the Middle East and Central Asia, achieving a tenfold revenue increase compared to 2023 [14] - Baidu Smart Cloud emphasizes AI capabilities in various sectors, focusing on "AI model as a service" to drive growth [16] Importance of "First" - The designation of "first" in the cloud computing industry signifies trust, capital, and competitive advantage, influencing investor confidence and customer choices [9][10] - Companies that maintain a "first" position can secure budget allocations and strategic priorities, while falling out of rankings may lead to organizational changes [9][10] Shift to AI-Driven Cloud - The competition has evolved to focus on "AI + Cloud," where cloud services are expected to integrate AI capabilities, transforming traditional cloud infrastructure into intelligent systems [17][18] - Alibaba Cloud is positioning itself as a "full-stack AI service provider," planning to invest 380 billion yuan in AI infrastructure over the next three years [18][19] - The integration of AI into cloud services is seen as a critical trend, with companies like Huawei and Baidu also adapting their strategies to emphasize AI capabilities [22][23] Future of Cloud Competition - The traditional metrics of market share may become less relevant as the industry shifts towards providing smarter, more adaptable cloud solutions [23] - The definition of "first" may evolve, focusing on the ability to deliver intelligent, open, and continuously evolving cloud services rather than just numerical rankings [23]