" 解决企业内化AI能力时最关键的确定性、高效性和成本可控性问 题。 " 作者丨周蕾 编辑丨包永刚 2025年被称为"Agent元年"，这背后潜藏着一个深刻的行业转向：当AI如顶级赛车般展现出惊人性能后， 企业已不再满足于驻足围观，只做看台上鼓掌的观众。 他们的真正诉求是走下看台踏上赛道，亲自握紧方向盘，将这辆性能超群的赛车，平稳、精准地驶向自己 的商业目的地。 01 翻过"智能涌现"的华丽篇章， AI的下一章节是什么？ 不止一位业内人士向我们提到，现在的企业客户提起AI，更有自己的见解，他们对目标规划清晰，直白地 要求增长、提效和创新，向AI要增长、要效果，对未能与具体业务结合的应用已经不太感冒。 AI发展确实日新月异，不断给出令人惊叹的表演，但对企业而言，通往"要效果"的最后一公里充满了障 碍，昙花一现的AI应用，无法融入企业核心系统并随业务共同成长，或是无法良好驾驭AI应用，使其贴合 自身的特殊业务流程。 行业的共识正逐渐清晰：必须将AI技术深度融入企业的组织架构、业务流程与创新基因之中，使之成为如 水电煤一样的基础能力，才能从一次性的项目成功，迈向持续性的智能增长。 百度创始人李彦宏在今天刚刚结束的百 ...

Core Viewpoint - The article discusses the transformation of the cloud computing landscape in China due to the rise of large models, emphasizing the strategic choices made by different players in the market, particularly Baidu Smart Cloud's unique approach of integrating AI with cloud services to establish a competitive edge [1][4][8]. Group 1: Market Dynamics - The cloud computing market in China has shifted from a resource-driven model to an intelligent-driven model, with the advent of large models acting as a key variable in this transformation [4][8]. - Many cloud providers initially focused on rapid market share acquisition through infrastructure expansion and price competition, leading to a fragmented approach where AI was treated as a separate entity rather than integrated with cloud services [9][10]. - Baidu Smart Cloud adopted a "cloud-intelligence integration" strategy from the outset, positioning itself as a pioneer in the AI cloud space and avoiding the pitfalls of traditional resource price wars [10][13]. Group 2: Baidu Smart Cloud's Strategy - Baidu Smart Cloud's strategy emphasizes the co-development of cloud and AI, which has allowed it to capture a significant market share in the AI public cloud sector, holding 24.6% of the market as of August 2023 [13][38]. - The company has built a comprehensive AI cloud infrastructure based on four core elements: computing power, models, data, and engineering capabilities, which are essential for supporting the rapid growth of large model applications [18][23]. - Baidu Smart Cloud's unique dual identity as both a cloud service provider and an AI technology player enables it to effectively integrate AI capabilities into its cloud offerings, enhancing overall value [10][13]. Group 3: Technological Advancements - The Baidu Baichuan AI computing platform has undergone significant upgrades to address bottlenecks in AI computing, enhancing efficiency and performance across various dimensions, including network speed and computational power [25][26][27]. - The platform's design incorporates a seamless integration of inference and training processes, maximizing overall efficiency and enabling rapid iteration of AI models [28][29]. - Baidu's AI development platform, Qianfan, has evolved to support a wide range of applications, significantly lowering the barriers for enterprises to adopt and refine AI models [32][33]. Group 4: Financial Performance - In Q2 2025, Baidu reported total revenue of 32.7 billion yuan, with AI new business revenue exceeding 10 billion yuan, driven largely by the growth of its smart cloud services [38]. - Baidu Smart Cloud's revenue grew by 27% year-on-year, reaching 6.5 billion yuan in Q2 2025, indicating a robust performance in the AI cloud market [38]. - The company's long-term strategic focus on integrating AI with cloud services has positioned it as a leader in the AI cloud sector, demonstrating significant growth potential in emerging fields such as embodied intelligence and industrial vision [39].