百度智能云已在多场景落地，收获了超过65%的央企、全部系统重要性银行、800多家金融机构以及众多 TOP 10手机厂商、中国市场销量TOP15汽车品牌、TOP10新能源车企的青睐，在具身智能行业渗透率也颇 为突出。 从具体成效看，在能源行业，依托文心大模型助力国家电网公司推出"光明电力大模型"，建成统一开放人 工智能技术创新平台，推广无人机巡检，年巡检杆塔达500万基，减少人工登塔次数40%；公共服务领域， 与应急管理部大数据中心发布应急管理大模型"久安"，并打造具备风险识别等多种能力闭环的智能体，实 现应急响应与救援全程智能化；金融行业里，和招商银行基于昆仑芯P800开展算力合作，为招行多个核心 业务场景落地大模型应用提供全面支撑，32台服务器即可完成千亿参数模型的全参数训练，部分多模态模 型推理性能凸显；游戏行业中，与三七互娱深度合作，依托文心大模型打造专属AI智能客服系统，融合多 方技术，应答准确率提升至99.3%，大幅提高服务效率和用户体验；具身智能行业方面，百度百舸支持北京 人形机器人创新中心研发具身世界模型和跨本体 VLA 模型等前沿成果，助其研发效率提升2倍。 这背后，是百度智能云构建的从芯片、 ...

Core Insights - The report by IDC indicates a significant growth in China's MaaS and AI large model solutions market, reaching a total market size of 4.36 billion RMB in the first half of 2025, with the MaaS market growing by 421.2% and the AI large model solutions market by 122.1% [1][3] Market Overview - The Chinese AI large model solutions market is primarily concentrated in sectors such as finance, government, energy, public utilities, and healthcare, with high demands for security, controllability, industry adaptability, and long-term operational capabilities [3] - Baidu Smart Cloud leads the market with a 16.6% share, having secured over 65% of central enterprises, 100% of systemically important banks, and partnerships with over 800 financial institutions [1][3] Key Applications and Collaborations - In the energy sector, Baidu Smart Cloud supports the State Grid Corporation in launching the "Bright Power Model," which promotes drone inspections, reducing manual tower climbing by 40% [3] - The Ministry of Emergency Management, in collaboration with Baidu Smart Cloud, has developed the "Jiuan" emergency management model, enhancing intelligent risk perception and multi-departmental emergency command capabilities [3] - In finance, Baidu Smart Cloud collaborates with China Merchants Bank to implement large model applications using Kunlun Chip P800, achieving significant performance improvements in various business scenarios [4] - In the gaming industry, Baidu Smart Cloud partnered with 37 Interactive Entertainment to create a specialized AI customer service system, achieving a 99.3% accuracy rate in responses [4] Infrastructure and Competitive Position - Baidu Smart Cloud has established a comprehensive AI cloud infrastructure, including self-developed Kunlun chips and the Baidu Barge AI computing platform, facilitating rapid and efficient deployment of large models [5] - Baidu Smart Cloud has maintained a leading position in the AI public cloud market, with a 24.6% market share, marking six consecutive years as the market leader [6] - The company's AI new business revenue reached 19.4 billion RMB in the first half of 2025, reflecting a 36% year-on-year growth, the highest among cloud vendors [6]

Core Insights - The application of AI in the gaming industry is evolving, with significant changes occurring in game development processes rather than in consumer-facing experiences [1][2][8] - AI has become a central topic at industry forums, indicating its growing importance in the gaming sector [2][8] Group 1: AI's Role in Game Development - AI is transforming the foundational infrastructure of game development, enhancing efficiency and creativity [2][5] - Tencent's new game visual generation platform aims to increase art creation efficiency by several times [2] - Baidu's Qianfan-Video platform accelerates game content creation through AI-driven video and image generation [3] - ByteDance has integrated AI into 6-7 key workflows, improving productivity across various tasks [4] - Independent game developers report that 50% of their code is now generated by AI, showcasing its integration into the development process [5] - AI tools like Tripo have significantly reduced the time required for model generation, making it accessible for both professional and casual users [5] Group 2: Evolution of Gameplay - AI is beginning to reshape core gameplay mechanics, enhancing player interactions with non-player characters (NPCs) [9][10] - Games like "InZOI" utilize AI to create dynamic character behaviors, allowing for a more immersive experience [13][16] - AI is enabling players to interact with games through natural language, shifting from graphical interfaces to language-based interactions [18][20] - The introduction of AI-driven companions in games provides emotional support and enhances player engagement [26][28] Group 3: AI Beyond Game Mechanics - AI is also transforming the surrounding gaming experience, providing personalized support and companionship [26][28] - Products like "逗逗 AI" offer real-time assistance and emotional engagement, enhancing the overall gaming experience [28][29] - The decreasing costs of AI technology are making it increasingly essential in game development and player interaction [31]