Core Viewpoint - The article emphasizes the explosive growth of the global AI market, with the AI software and hardware market reaching $185 billion in 2023 and projected to exceed $780 billion to $990 billion by 2027, driven by Chinese AI application companies expanding overseas despite facing significant challenges [5][6]. Group 1: AI Market Growth - The global AI market is experiencing rapid expansion, with a growth rate of 40%-55% annually [5]. - By 2027, the AI application market is expected to surpass $407 billion [5]. Group 2: Challenges Faced by Chinese AI Companies - 52.7% of companies report insufficient global computing infrastructure, leading to high service latency and low data collaboration efficiency [5]. - 52.0% face high costs and long cycles for cross-border payment settlements, restricting cash flow and global profitability [5]. - 44.3% have a single global marketing channel, making it difficult to overcome cultural barriers for precise customer acquisition [5]. Group 3: Computing Power as a Key Variable - Computing power is identified as a critical infrastructure for AI applications, affecting model training efficiency and service coverage [5][6]. - Over 70% of companies allocate more than 10% of their R&D budget to computing power, with inference demand growing over 70% annually [12]. Group 4: Solutions for Computing Power Challenges - 87% of companies rely on GPU cloud services for their overseas operations, highlighting the importance of "cloud computing" in addressing deployment challenges [14]. - Key factors for choosing GPU cloud providers include cost competitiveness (59.6%), technical support (58.7%), and delivery efficiency (58.3%) [17]. Group 5: Marketing Strategies for Overseas Expansion - Core channels for user acquisition include social media operations (63.0%), partner-driven traffic (61.7%), and localized content marketing (60.3%) [22]. - AI technology is increasingly seen as a tool to enhance marketing capabilities, with 67.7% of companies looking to AI for social media sentiment monitoring [24]. Group 6: Cross-Border Payment Challenges - Cross-border payments face issues such as complex compliance reviews (61.3%) and insufficient multi-currency settlement options (54.0%) [27]. - Companies desire one-stop compliance management (65.0%) and real-time financial tools to mitigate exchange rate risks [29]. Group 7: Report Insights and Value - The report provides actionable insights for decision-makers, technical teams, and investors, focusing on the "computing power foundation + marketing breakthrough + payment closure" triangle [33][34]. - It highlights the importance of customized computing solutions for different AI application scenarios, ensuring efficient operation in overseas markets [19][20].

综合来看，中国AI应用企业若要在出海征程中取得成功，需要构建一个完善的"算力筑基+营销破局+支付闭环"三角体系，而算力基础设施的优化是首要突 破口。同时，通过场景化基础设施定制，满足不同行业、不同区域的个性化需求，实现差异化竞争，也是企业在海外市场立足的关键所在。 在此背景下，36氪研究院基于对700家AI应用出海企业的问卷调研，发布了《2025年中国AI应用出海企业发展需求洞察报告》（以下简称 "报告"）。该报告 全面剖析了AI应用企业出海现状、核心需求及未来趋势，并聚焦AI生产力工具、情感陪伴、音视频生成、教育、游戏、AI终端、具身智能等7大热门领域， 拆解训练与推理阶段的差异化算力诉求，为企业制定出海战略提供了重要决策依据。 近年来，全球AI市场迎来爆发式增长，贝恩数据显示，2023年全球人工智能软硬件市场规模已达1,850亿美元，并正以40%-55%的年增速扩张，预计2027年 将突破7,800亿-9,900亿美元，其中AI应用市场规模将超4,070亿美元。在这一浪潮下，中国AI应用企业凭借技术代际突破、国内场景创新经验及政策支持， 加速向海外市场扩张，成为全球AI生态的重要参与者。 然而，中国AI应 ...