8?????????????14??????,???????2024????Q2?,????1611?????????????????,???????????????8%?????????????,????,??????????????????(?????????),??????

????????,?????????????????????Q2??172.77????,??????????????2018??????????????????????3026.09???????????????,????????????????????????????????????????“????????????”,????AI??,???????????????????,?AI???????????????

??,???,?????????AI??,?????

??AI????????????????,?????????,????,???????

??????????????,?????????SaaS?PaaS????,????????,??????????????????????????????????????????????,???????????????????????????????,????????50%?????????????????????????IDC????,?????

??2024?,?????????????????????????????????????,????AI?,??,?????????????

 

??????????????,??

????????????????,????????????,??????2024???

??????????,??Gartner?????????????????2024??«Magic Quadrant™ for Communications Platform as a Service»???????,????????????????????????????,Gartner??????????????«Market Share: All Software Markets, Worldwide, 2023»?????????????????????????,2023??CPaaS???????(?????),??????????????????,?????????

??????????????,IDC??????????«?????,2023:????????,?»??????????????????,??????????????TDSQL?????????,????????????????????30???

??????????,?????????????????????????,???????TDSQL??????????????TencentOS??????????TCE?????????????????TBDS???????????,??,??????????????????????????????????????????????????????

??,??TBDS??????,???????5??????,??????????5??????TDSQL????????????,????????????????????,?????

?????,??IDC???,???????????????(IaaS)??????????????45.7%,?????????????

??????,??,??68???????????????????1000????????????,???????????,?????

??,???,?????

??????????????????????,????????????????????AVS3-P10,??,??Penguins AI??,???????????????????????,??????????1/3?,???????????

????MSU??????????????,???15???????,??,????,???

???????????,????????????Meson,?????????????????????????????????????????????,Meson????????????????????6???

???,???????????EdgeOne????????Gartner???,????????????????????????????????????????Gartner®«2024??????????????»???????,?????????(SIEM)???????????????

AI???????????,????????

??????,??????????????????????,?????AI????,???????????,???????????????????????????????????????????,????,????AI????????????,??????????ToB???????

???????,?????????????????,???????????,??????,????????????????????????????IHN???TurboFS???Taco????????????????????????GPU????????????

???????AIGC??????????????????????,??2.0???????AI????,????????10??????????????????,??????60%,??????????20%?

??,????50%,???????????????,????,???tokens????????????????????,Q2?????????AI???????????,??????????;?????AI?????“??????????”,?????????????????????AI??????

???????????MaaS(????????????????????)?????????,???????????????????????TI???????,????????????????????????????,???????Llama3?Baichuan?Falcon?Dolly?Vicuna?Bloom????????,??????????????????????,???

??,?,???????,?????????PaaS???????,?????????

AI???????????????700??,????????????????????????????????????AI????????,??????????????????????????????????????????????????????????????????????????????????,?????????????,?????,???????????AI??????????

???????:????????? ??“??????”

?? ?????????????Q2???????:??AI??,?????

????:1???????:????????

2??????

3??????????998??

4???????????

5???????

8?????????????14??????,???????2024????Q2?,????1611?????????????????,???????????????8%?????????????,????,??????????????????(?????????),??????

????????,?????????????????????Q2??172.77????,??????????????2018??????????????????????3026.09???????????????,????????????????????????????????????????“????????????”,????AI??,???????????????????,?AI???????????????

??,???,?????????AI??,?????

??AI????????????????,?????????,????,???????

??????????????,?????????SaaS?PaaS????,????????,??????????????????????????????????????????????,???????????????????????????????,????????50%?????????????????????????IDC????,?????

??2024?,?????????????????????????????????????,????AI?,??,?????????????

 

??????????????,??

????????????????,????????????,??????2024???

??????????,??Gartner?????????????????2024??«Magic Quadrant™ for Communications Platform as a Service»???????,????????????????????????????,Gartner??????????????«Market Share: All Software Markets, Worldwide, 2023»?????????????????????????,2023??CPaaS???????(?????),??????????????????,?????????

??????????????,IDC??????????«?????,2023:????????,?»??????????????????,??????????????TDSQL?????????,????????????????????30???

??????????,?????????????????????????,???????TDSQL??????????????TencentOS??????????TCE?????????????????TBDS???????????,??,??????????????????????????????????????????????????????

??,??TBDS??????,???????5??????,??????????5??????TDSQL????????????,????????????????????,?????

?????,??IDC???,???????????????(IaaS)??????????????45.7%,?????????????

??????,??,??68???????????????????1000????????????,???????????,?????

??,???,?????

??????????????????????,????????????????????AVS3-P10,??,??Penguins AI??,???????????????????????,??????????1/3?,???????????

????MSU??????????????,???15???????,??,????,???

???????????,????????????Meson,?????????????????????????????????????????????,Meson????????????????????6???

???,???????????EdgeOne????????Gartner???,????????????????????????????????????????Gartner®«2024??????????????»???????,?????????(SIEM)???????????????

AI???????????,????????

??????,??????????????????????,?????AI????,???????????,???????????????????????????????????????????,????,????AI????????????,??????????ToB???????

???????,?????????????????,???????????,??????,????????????????????????????IHN???TurboFS???Taco????????????????????????GPU????????????

???????AIGC??????????????????????,??2.0???????AI????,????????10??????????????????,??????60%,??????????20%?

??,????50%,???????????????,????,???tokens????????????????????,Q2?????????AI???????????,??????????;?????AI?????“??????????”,?????????????????????AI??????

???????????MaaS(????????????????????)?????????,???????????????????????TI???????,????????????????????????????,???????Llama3?Baichuan?Falcon?Dolly?Vicuna?Bloom????????,??????????????????????,???

??,?,???????,?????????PaaS???????,?????????

AI???????????????700??,????????????????????????????????????AI????????,??????????????????????????????????????????????????????????????????????????????????,?????????????,?????,???????????AI??????????

???????:?????????