在云计算的激烈竞技场上，一场静水流深的变革正在悄然上演。这场变革的引领者，非百度智能云莫 属。它以一种近乎于网球"多拍相持"的策略，耐心布局，静待时机，最终在技术的浪潮中脱颖而出。 而在产业的横轴上，百度智能云展现出了对行业需求的深刻理解和实践能力。其技术价值在大量实际场 景中得以验证和迭代，形成了显著的竞争壁垒。从金融、能源到政务、制造等重点行业，百度智能云都 取得了领先的地位。 特别是在具身智能领域，百度智能云更是取得了先机。通过依托百舸AI计算平台和千帆AI开发平台， 它实现了算力的高效调度与大模型训推加速，显著提升了模型研发效率。这一系列能力正助力具身智能 技术在多样化场景中加速落地。 百度智能云的优异表现，最终也转化成了财报上的亮眼数字。2025年第二季度，百度智能云收入同比增 长27%，达到了65亿元。这标志着百度智能云不仅在技术上取得了突破，更在市场上获得了认可。 回望过去十年，云计算市场经历了从"资源为王"到"智能驱动"的深刻转变。在这场转变中，不少云厂商 选择了快速扩张市场份额的道路，通过大规模数据中心建设和价格战来抢占先机。然而，百度智能云却 另辟蹊径，坚持"云智一体"的战略方向，将重心放 ...

Core Viewpoint - The article emphasizes the transition of cloud computing from cost reduction and efficiency enhancement to directly creating value through AI integration, highlighting the importance of AI capabilities in driving business growth and innovation [3][5][10]. Group 1: AI Integration and Business Impact - A report from MIT indicates that 95% of companies attempting to use AI have not seen commercial returns, but the remaining 5% have generated significant value, with some startups achieving revenues of $20 million within a year by focusing on specific business pain points [3]. - Baidu's intelligent cloud has supported 65% of central enterprises and 80% of systemically important banks, showcasing its extensive reach and impact in various industries [5]. - Baidu's AI capabilities are being transformed into revenue-generating tools for enterprises, with AI new business revenue expected to exceed 10 billion yuan by Q2 2025 [14]. Group 2: Cloud Computing Evolution - The cloud computing landscape is shifting from resource leasing to supporting AI capabilities for training, deployment, and invocation, marking a new phase in cloud competition [17]. - Baidu's cloud strategy has evolved from "cloud intelligence integration" to "intelligent priority," focusing on redefining how enterprises utilize cloud services starting from AI [7][10]. - The competition among cloud providers is now centered on engineering capabilities, scene adaptation, and system integration rather than just model capabilities [8]. Group 3: Technological Advancements and Offerings - Baidu has upgraded its AI computing platform to version 5.0 and its Qianfan platform to version 4.0, enhancing multi-model high-concurrency scheduling and integrating various capabilities for enterprise services [10]. - The company has developed a digital employee and compliance analysis tools, aiming to standardize AI applications across industries [10]. - Baidu's self-developed Kunlun AI chips and training platforms provide a competitive edge in terms of cost efficiency and scheduling capabilities [8][9]. Group 4: Market Position and Future Outlook - Baidu holds a leading position in China's AI public cloud service market with nearly 25% market share and 15% share in the large model platform market [14]. - The company aims to convert complex AI capabilities into practical business solutions, addressing the dual challenges of finding new growth curves and ensuring secure development space in a competitive global landscape [18][19]. - Baidu's strategy includes comprehensive self-research across infrastructure, model frameworks, and engineering platforms to reduce reliance on external ecosystems [19].

Core Insights - The integration of AI and cloud computing is reshaping the technology and business landscape, marking a new starting point for the industry [2][4] - In 2024, China witnessed the emergence of 50 trillion-level parameter models, leading to a 74.1% year-on-year growth in intelligent computing power, significantly outpacing general computing growth [1] - Baidu's intelligent cloud has become a leader in the AI field, leveraging its comprehensive AI technology stack to drive innovation and transformation in cloud services [4][6] Industry Trends - The cloud computing sector is undergoing unprecedented changes due to the incorporation of AI technologies, which are redefining service architectures and value propositions [1][4] - The competitive landscape in cloud computing is shifting from cost-based competition to a focus on innovative solutions that address specific business challenges [4][6] Company Developments - Baidu has made significant advancements in AI, launching the first deep learning framework "PaddlePaddle" in 2016 and the AI chip "Kunlun" in 2018, establishing a robust foundation for its AI capabilities [4][5] - Baidu's intelligent cloud has achieved a 24.6% market share in China's AI public cloud market, maintaining its position as the leader for six consecutive years [6][7] - The "Cloud Intelligence Integration" strategy of Baidu's intelligent cloud is set to evolve further, aiming to enhance intelligence capabilities and expand its market penetration [6][7] Product Innovations - The Baidu "Baihe" AI computing platform has been upgraded to version 5.0, focusing on enhancing inference capabilities and optimizing resource utilization [6][7] - The "Qianfan" platform has transitioned to version 4.0, providing a one-stop enterprise service platform centered around AI agents, aimed at accelerating application deployment [7] Financial Performance - Baidu's intelligent cloud revenue grew by 27% year-on-year, contributing to the company's AI new business surpassing 10 billion yuan for the first time, with a 34% year-on-year increase [7]

具体来看，又可以分为两大类，AI计算和AI开发。 首先是AI计算，极致的计算效率仍然是模型不断突破智能上限的核心驱动力，Scaling Laws尺度法则的 重心正在从原来的预训练转向后训练，后训练倚重的强化学习训推一体计算范式，是今年最重要的AI 计算范式变革。 百度集团执行副总裁、百度智能云事业群总裁 沈抖 "企业对基础设施的要求，已经从'降本增效'转向'直接创造价值'。所有计算产生的智能都会被封装进 Agents，参与价值创造和交付。企业的AI云，不再是成本中心，而会成为新型的利润中心。"8月28日的 2025百度云智大会上，百度集团执行副总裁、百度智能云事业群总裁沈抖说。 什么才是真正的AI云，怎样才能真正做到"智能优先"？这是业界一直都在探索的方向。 沈抖表示，经过反复实践后，百度智能云的结论是：算力、模型、数据和工程能力，是AI云的核心要 素。 算力规模不断扩大，数据持续提供原料，模型智能不断突破，而工程平台通过强大的调度和编排能力将 前三者融合，形成一个统一的、持续进化的AI云基础设施，支撑起Agent等大模型应用的飞速增长。 再看AI开发，当前AI开发的核心无疑是Agent。大模型、生成式AI与 ...

Group 1 - The core viewpoint of the articles emphasizes that Baidu Smart Cloud is setting a new benchmark in the cloud computing industry, positioning AI cloud as a critical infrastructure for the intelligent economy era [1][3] - Baidu Smart Cloud's two major platforms, the Baichuan AI Computing Platform and the Qianfan Enterprise-level AI Development Platform, have undergone significant upgrades [1][3] - The Baichuan AI Computing Platform 5.0 has achieved breakthroughs in network architecture, computing power, inference systems, and integrated training and inference, aiming to enhance AI computing efficiency for enterprises [1][3] Group 2 - The Qianfan platform has entered its 4.0 era, focusing on addressing challenges in Agent development during the AI-native era, providing a comprehensive service platform for developers [3] - Baidu Smart Cloud introduced the innovative application "Wu Yanzu Digital English Coach," which integrates advanced AI technologies to offer a new English learning experience [3] - The collaboration with Yashi Education to develop the "Wu Yanzu Digital English Coach" showcases Baidu's deep expertise in AI technology and its forward-looking approach to integrating AI with education [3]

腾讯混元宣布开源端到端视频音效生成模型HunyuanVideo-Foley。 ①华为云张平安：华为云的整体算力规模同比增长近250%； ②腾讯混元宣布开源端到端视频音效生成模型HunyuanVideo-Foley； ③百舸AI计算平台5.0版本发布，昆仑芯超节点正式启用； ④设计基因编辑工具的AI大模型AlphaCD问世； ⑤OpenAI将改进ChatGPT，以更好地识别并回应用户情绪问题； ⑥谷歌将在美弗吉尼亚州追加投资90亿美元，用于云计算和AI基础设施建设。 OpenAl将改进ChatGPT 以更好地识别并回应用户情绪问题 谷歌将在美弗吉尼亚州追加投资90亿美元 用于云计算和Al基础设施建设 来 源 一财快讯 .. p. B. 1 GB 4 - ...