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市场调查报告书
商品编码
1843675
2025年全球云端AI市场报告Cloud AI Global Market Report 2025 |
近年来,云端人工智慧市场规模迅速扩张,从2024年的805.6亿美元成长至2025年的1,099.3亿美元,复合年增长率高达36.5%。这段历史性成长的背后,是运算能力和价格的提升、便利人工智慧模型的开发、巨量资料和数据分析的兴起,以及对自动化和最佳化需求的不断增长。
预计未来几年,云端人工智慧市场规模将呈指数级增长,到2029年将达到4,272.4亿美元,复合年增长率为40.4%。预测期内的成长可归因于混合云和多重云端策略的日益普及、边缘运算的日益普及、对透明度的日益关注,以及各行各业人工智慧应用的兴起。预测期内的主要趋势包括与物联网的整合、策略合作、主要企业的投资以及技术进步。
云端人工智慧 (Cloud AI) 涉及利用云端处理平台提供的人工智慧 (AI) 功能和技术。这意味着利用云端基础设施提供的运算能力和资源来执行 AI 任务,使企业无需建置和维护自己的基础设施即可存取 AI 和机器学习 (ML)。
云端人工智慧的主要类型是解决方案和服务。云端人工智慧解决方案涉及使用云端运算基础设施和人工智慧技术来应对特定的业务挑战或满足特定的需求。这包括深度学习、机器学习和自然语言处理等多种技术。云端人工智慧的主要终端用户包括银行、金融服务和保险 (BFSI)、医疗保健、汽车、零售、政府和教育等行业。
2025年春季美国突然提高关税以及由此引发的贸易摩擦对资讯科技产业产生了重大影响,尤其是硬体製造、资料基础设施和软体部署。对进口半导体、电路基板和网路设备征收更高的关税,并推高了高科技公司、云端服务供应商和资料中心的生产和营运成本。在全球范围内采购笔记型电脑、伺服器和消费电子产品零件的公司面临更长的前置作业时间和价格压力。同时,对专业软体征收的关税以及主要国际市场的报復性措施扰乱了全球IT供应链,减少了海外对美国製造技术的需求。作为应对措施,该行业正在增加对国内晶片生产的投资,扩大供应商网络,并利用人工智慧驱动的自动化来提高弹性并更有效地管理成本。
云端AI市场研究报告是商业研究公司(The Business Research Company)最新报告系列之一,提供云端AI市场统计数据,例如全球市场规模、区域份额、云端AI市场份额的竞争对手、详细的云端AI细分市场、市场趋势以及云端AI行业的商机。这份云端AI市场研究报告对产业现状和未来趋势进行了详细分析,为您提供了全面概览,涵盖了您需要了解的所有内容。
未来五年40.4%的成长率预测比我们先前的预测略有下降,下降了0.2个百分点。这一下降主要源自于美国与其他国家之间关税的影响。对学习晶片(尤其是来自中国大陆和台湾的AI加速器和神经网路处理器)征收更高的关税,可能会直接减缓美国云端AI平台的创新。由于互惠关税以及贸易紧张局势和限制措施加剧对全球经济和贸易的负面影响,这种影响也将更加广泛。
虚拟助理需求的预期激增将推动云端人工智慧市场的成长。虚拟助理,也称为语音助理或数位助理,利用人工智慧 (AI) 技术为用户提供互动式个人化协助。它们旨在理解和回应使用者查询、执行任务并提供相关资讯和服务。云端人工智慧通常用于虚拟助理,增强其功能,并使企业能够大规模建置、训练、部署和管理人工智慧模型。这种方法具有可扩展性、可靠性、安全性和成本效益等优点。例如,根据美国人工智慧需求规划平台 Demand Sage 在 2023 年 4 月共用的报告,到 2023 年,语音助理的数量将达到 42 亿,预计到 2024 年这一数字将增至 84 亿,涵盖 2023 年前六个月使用语音助理的用户的 72%。因此,对虚拟助理日益增长的需求正在推动云端人工智慧市场的成长。
预计汽车行业不断增长的需求将在未来几年推动云端 AI 市场的成长。汽车产业包括参与汽车设计、开发、製造、行销和销售的公司、组织和活动。汽车产业采用云端基础的AI 有助于实现更智慧、更有效率和联网汽车,并在功能、可维护性和整体用户体验方面为製造商和用户带来各种好处。截至 2023 年 5 月,欧洲汽车工业协会报告称,2022 年全球汽车产量将达到 8,540 万辆,年比显着成长 5.7%。此外,2022 年 2 月,英国品牌评估公司 Brand Finance plc 指出,2022 年汽车产业销量将达到约 7,800 万辆,大幅成长 10%。因此,汽车行业不断增长的需求将推动云端 AI 市场的成长。
创新AI云端服务已成为推动云端AI市场发展的显着趋势,主要企业专注于开发原创的AI云端服务以维持其市场地位。例如,截至2023年3月,美国软体公司NVIDIA Corporation推出了一项新颖的AI超级运算云端服务DGX Cloud。此技术解决方案使企业能够大规模、快速地运行AI工作负载,同时存取最新的AI技术。 DGX Cloud搭载强大的GPU,企业可以透过简单的线上浏览器存取AI超级电脑,无需购买、部署和操作本地硬体。此外,这项云端服务还提供可扩展性、可靠性、安全性和成本效益。总而言之,DGX Cloud是一项功能强大且用途广泛的云端AI超级电脑服务,对各种规模的企业来说都是一个极具吸引力的选择。
云端 AI 市场的主要企业致力于开发创新解决方案,并提供 AI 超级运算即服务,以获得竞争优势。 AI SaaS(AI 超级运算即服务)是一种云端基础的服务模式,可提供专用于人工智慧 (AI) 工作负载的高效能运算资源。截至 2023 年 11 月,印度云端基础设施公司 NeevCloud 推出了 AI 超级云,旨在让印度新兴企业和企业更容易获得超级运算和 AI。这种 AI 超级运算即服务模式旨在实现 AI 和超级运算的民主化,并最终提升印度的全球 IT 地位。 AI 超级云端提供全球最低的云端 GPU 定价,每小时 1.69 美元,相当于节省 50% 的成本,提供了经济实惠的解决方案。
2023年7月,美国软体公司DigitalOcean Holdings Inc.以1.11亿美元收购了Paperspace。此次策略性收购将使DigitalOcean Holdings Inc.扩展其云端处理和人工智慧服务,获得Paperspace的基本客群,并增强其在云端处理市场的竞争地位。 Paperspace是一家总部位于美国的云端人工智慧服务供应商,旨在让云端运算更容易普及。
云端 AI 市场的主要参与者包括亚马逊网路服务公司 (Amazon Web Services Inc.)、微策略公司 (MicroStrategy Incorporated)、苹果公司 (Apple Inc.)、微软公司 (Microsoft Corporation)、Google有限责任公司 (Google LLC)、华为云端、英特尔公司 (Intel Corporation)、埃森哲公司 (Accenture PLC)、国际商业机器公司 (Oiscora Systems Inc. Corporation)、Salesforce Inc、SoundHound Inc.、塔塔顾问服务公司 (Tata Consultancy Services)、英伟达公司 (Nvidia Corporation)、凯捷公司 (Capgemini SE)、百度公司 (Baidu Inc.)、Cognizant Technology Solutions Corporation、印孚瑟斯有限公司 (Info Technologysys Limited)、中兴通讯公司 (ZO.)、DXC. Inc.、Verint Systems Inc.、DataRobot Inc. 和 H2O.ai。
2024年,云AI市场最大的地区是北美。预计亚太地区将成为预测期内成长最快的地区。云端AI市场报告涵盖以下地区:亚太地区、西欧、东欧、北美、南美、中东和非洲。
云端 AI 市场报告涵盖的国家包括澳洲、巴西、中国、法国、德国、印度、印尼、日本、俄罗斯、韩国、英国、义大利、西班牙和加拿大。
云端 AI 市场由提供云端 AI 服务的营业单位构成,这些收益包括 AI 模型训练和部署、预先建构 AI 模型、电脑视觉服务、资料储存和管理、支援 AI 的 API 和服务以及自动化机器学习服务。市场价值包括服务提供者销售或包含在服务产品中的相关产品的价值。仅包含企业之间交易或销售给最终消费者的商品和服务。
Cloud AI involves harnessing artificial intelligence (AI) capabilities and technologies delivered through cloud computing platforms. This entails utilizing the computational power and resources provided by cloud infrastructure to execute AI tasks, enabling businesses to access AI (artificial intelligence) and ML (machine learning) without the need to construct or maintain their own infrastructure.
The primary types of cloud AI are solutions and services. Cloud AI solutions involve the use of cloud computing infrastructure and AI technologies to address specific business challenges or fulfill particular needs. This encompasses various technologies such as deep learning, machine learning, natural language processing, and others. The main end-users of cloud AI include industries such as banking, financial services, and insurance (BFSI), healthcare, automotive, retail, government, education, and others.
Note that the outlook for this market is being affected by rapid changes in trade relations and tariffs globally. The report will be updated prior to delivery to reflect the latest status, including revised forecasts and quantified impact analysis. The report's Recommendations and Conclusions sections will be updated to give strategies for entities dealing with the fast-moving international environment.
The sharp rise in U.S. tariffs and the ensuing trade tensions in spring 2025 are having a significant impact on the information technology sector, especially in hardware manufacturing, data infrastructure, and software deployment. Increased duties on imported semiconductors, circuit boards, and networking equipment have driven up production and operating costs for tech companies, cloud service providers, and data centers. Firms that depend on globally sourced components for laptops, servers, and consumer electronics are grappling with extended lead times and mounting pricing pressures. At the same time, tariffs on specialized software and retaliatory actions by key international markets have disrupted global IT supply chains and dampened foreign demand for U.S.-made technologies. In response, the sector is ramping up investments in domestic chip production, broadening its supplier network, and leveraging AI-powered automation to improve resilience and manage costs more effectively.
The cloud AI market research report is one of a series of new reports from The Business Research Company that provides cloud AI market statistics, including cloud AI industry global market size, regional shares, competitors with a cloud AI market share, detailed cloud AI market segments, market trends and opportunities, and any further data you may need to thrive in the cloud AI industry. This cloud AI market research report delivers a complete perspective of everything you need, with an in-depth analysis of the current and future scenarios of the industry.
The cloud ai market size has grown exponentially in recent years. It will grow from $80.56 billion in 2024 to $109.93 billion in 2025 at a compound annual growth rate (CAGR) of 36.5%. The growth in the historic period can be attributed to growing computational power and affordability, development of readily available ai models, emergence of big data and data analytics, increased automation and optimization demands.
The cloud ai market size is expected to see exponential growth in the next few years. It will grow to $427.24 billion in 2029 at a compound annual growth rate (CAGR) of 40.4%. The growth in the forecast period can be attributed to growing adoption of hybrid and multi-cloud strategies, increased adoption of edge computing, growing focus on transparency, rise of ai-powered applications in diverse industries. Major trends in the forecast period include integration with iot, strategic collaborations, investments by key players, technological advancements.
The forecast of 40.4% growth over the next five years reflects a slight reduction of 0.2% from the previous projection. This reduction is primarily due to the impact of tariffs between the US and other countries. Tariff hikes on training chips, particularly AI accelerators and neural network processors from China and Taiwan, may directly slow down innovation in U.S.-based cloud AI platforms. The effect will also be felt more widely due to reciprocal tariffs and the negative effect on the global economy and trade due to increased trade tensions and restrictions.
The anticipated surge in demand for virtual assistants is set to drive the growth of the cloud AI market in the future. Virtual assistants, also known as voice assistants or digital assistants, leverage artificial intelligence (AI) technologies to offer users interactive and personalized assistance. They are designed to comprehend and respond to user queries, perform tasks, and provide relevant information or services. Cloud AI is commonly utilized to power virtual assistants, enhancing their capabilities and enabling businesses to build, train, deploy, and manage AI models at scale. This approach brings benefits such as scalability, reliability, security, and cost-effectiveness. For example, as of April 2023, reports shared by Demand Sage, a US-based AI-powered demand planning platform, indicate that there will be 4.2 billion voice assistants by 2023, and this number is projected to increase to 8.4 billion in 2024, encompassing 72% of individuals who utilized voice assistants in the preceding six months of 2023. Therefore, the increasing demand for virtual assistants propels the growth of the cloud AI market.
The escalating demand in the automotive industry is expected to drive the growth of the cloud AI market in the coming years. The automotive industry encompasses companies, organizations, and activities involved in the design, development, manufacturing, marketing, and sale of motor vehicles. The adoption of cloud-based AI in the automotive sector contributes to the creation of more intelligent, efficient, and connected vehicles, offering manufacturers and users various benefits in terms of functionality, maintenance, and overall user experience. As of May 2023, the European Automobile Manufacturers Association reports that the global production of motor vehicles in 2022 reached 85.4 million units, reflecting a notable increase of 5.7% compared to the previous year. Moreover, in February 2022, Brand Finance plc, a UK-based brand valuation company, notes that the automobile sector achieved approximately 78 million unit sales in 2022, marking a substantial 10% increase. Therefore, the increasing demand in the automotive industry is poised to drive the growth of the cloud AI market.
Innovative AI cloud services emerge as a prominent trend gaining traction in the cloud AI market, with major companies concentrating on developing inventive AI cloud services to maintain their market positions. For instance, as of March 2023, NVIDIA Corporation, a US-based software company, launched DGX Cloud, a novel AI supercomputing cloud service. This technology solution empowers businesses to run AI workloads at scale and speed while accessing the latest AI technologies. Equipped with powerful GPUs, DGX Cloud allows companies to access their AI supercomputers through a simple online browser, eliminating the need for purchasing, deploying, and operating on-premises hardware. Additionally, this cloud service provides scalability, reliability, security, and cost-effectiveness. Overall, DGX Cloud stands as a versatile and powerful cloud AI supercomputer service, making it a compelling choice for businesses of all sizes.
Major companies in the cloud AI market are dedicated to developing innovative solutions, offering AI supercomputing-as-a-service to gain a competitive edge. AI supercomputing-as-a-service (AI SaaS) refers to a cloud-based service model providing access to high-performance computing resources specifically tailored for artificial intelligence (AI) workloads. As of November 2023, NeevCloud, an India-based cloud infrastructure company, introduced AI supercloud with the aim of making supercomputing and AI more accessible to Indian startups and businesses. This AI supercomputing-as-a-service model seeks to democratize access to AI and supercomputing, ultimately boosting India's global IT standing. With the world's lowest pricing for Cloud GPUs at $1.69/hour, representing a 50% cost reduction, the AI supercloud offers an affordable solution.
In July 2023, DigitalOcean Holdings Inc., a US-based software company, completed the acquisition of Paperspace for $111 million. This strategic move enables DigitalOcean Holdings Inc. to expand its cloud computing and AI offerings, gain access to Paperspace's customer base, and enhance its competitiveness in the cloud computing market. Paperspace is a US-based provider of cloud AI services, aiming to make cloud computing more accessible.
Major companies operating in the cloud AI market include Amazon Web Services Inc., MicroStrategy Incorporated, Apple Inc., Microsoft Corporation, Google LLC, Huawei Cloud, Intel Corporation, Accenture PLC, International Business Machines Corporation (IBM), Cisco Systems Inc., Oracle Corporation, Salesforce Inc., SoundHound Inc., Tata Consultancy Services, Nvidia Corporation, Capgemini SE, Baidu Inc., Cognizant Technology Solutions Corporation, Infosys Limited, ZTE Corp., DXC Technology, Atos SE, HCL Technologies, Wipro Ltd., Twilio Inc., Nuance Communications Inc., Verint Systems Inc., DataRobot Inc., H2O.ai.
North America was the largest region in the cloud AI market in 2024. Asia-Pacific is expected to be the fastest-growing region in the forecast period. The regions covered in the cloud ai market report are Asia-Pacific, Western Europe, Eastern Europe, North America, South America, Middle East, Africa
The countries covered in the cloud ai market report are Australia, Brazil, China, France, Germany, India, Indonesia, Japan, Russia, South Korea, UK, USA, Italy, Spain, Canada.
The cloud AI market consists of revenues earned by entities by providing cloud AI services such as AI model training and deployment, pre-built AI models, computer vision services, data storage and management, AI-enabled APIs and services, and automated machine learning services. The market value includes the value of related goods sold by the service provider or included within the service offering. Only goods and services traded between entities or sold to end consumers are included.
The market value is defined as the revenues that enterprises gain from the sale of goods and/or services within the specified market and geography through sales, grants, or donations in terms of the currency (in USD, unless otherwise specified).
The revenues for a specified geography are consumption values that are revenues generated by organizations in the specified geography within the market, irrespective of where they are produced. It does not include revenues from resales along the supply chain, either further along the supply chain or as part of other products.
Cloud AI Global Market Report 2025 from The Business Research Company provides strategists, marketers and senior management with the critical information they need to assess the market.
This report focuses on cloud ai market which is experiencing strong growth. The report gives a guide to the trends which will be shaping the market over the next ten years and beyond.
Where is the largest and fastest growing market for cloud ai ? How does the market relate to the overall economy, demography and other similar markets? What forces will shape the market going forward, including technological disruption, regulatory shifts, and changing consumer preferences? The cloud ai market global report from the Business Research Company answers all these questions and many more.
The report covers market characteristics, size and growth, segmentation, regional and country breakdowns, competitive landscape, market shares, trends and strategies for this market. It traces the market's historic and forecast market growth by geography.
The forecasts are made after considering the major factors currently impacting the market. These include the technological advancements such as AI and automation, Russia-Ukraine war, trade tariffs (government-imposed import/export duties), elevated inflation and interest rates.