04-周震刚-FutureScape+2026-智能算力服务改变云和基础架构市场格局-对外分享版.pdf

1、智能算力服务改变云和基础架构市场格局周震刚 Thomas ZhouIDC中国副总裁2025年12月2日2Distribution is forbidden without written consent of IDC.All rights reserved.2025 IDC来源：未来企业弹性和支出调查第11波，IDC，2024年12月，全球=889哪些因素推动贵组织在 2025 年对IT进行投资？28%需要更高性能的新应用程序/能力人工智能在业务中的应用是用户IT投入的主要方向37%降低 IT运营成本37%准备在业务中更多地使用 AIIDC CONFIDENTIALIDC CONFIDENTI

2、ALIDC CONFIDENTIALIDC CONFIDENTIALIDC CONFIDENTIALIDC CONFIDENTIALIDC CONFIDENTIALIDC CONFIDENTIALIDC CONFIDENTIALIDC CONFIDENTIALIDC CONFIDENTIALIDC CONFIDENTIALIDC CONFIDENTIALIDC CONFIDENTIALIDC CONFIDENTIALIDC CONFIDENTIALIDC CONFIDENTIALIDC CONFIDENTIALIDC CONFIDENTIALIDC CONFIDENTIALIDC CONFID

3、ENTIALIDC CONFIDENTIALIDC CONFIDENTIALIDC CONFIDENTIALIDC CONFIDENTIALIDC CONFIDENTIALIDC CONFIDENTIALIDC CONFIDENTIALIDC CONFIDENTIALIDC CONFIDENTIALIDC CONFIDENTIALIDC CONFIDENTIALIDC CONFIDENTIALIDC CONFIDENTIALIDC CONFIDENTIAL3Distribution is forbidden without written consent of IDC.All rights r

4、eserved.2025 IDC8,432 11,455 15,853 20,726 26,415 1,382 2,279 3,165 4,271 5,275 1,137 2,264 4,577 8,232 14,071 69.8%46.1%47.5%40.8%37.7%20252026202720282029硬件软件服务年增长率47.9%41.1%457.6美元亿预计2025-2029年复合增长率预计2029市场规模达到占整个AI市场的占比从18.1%上升到10,951 15,997 23,594 33,229 45,761 37,904 44,291 52,851 59,705 65,70

5、2 69.8%46.1%47.5%40.8%37.7%30.4%16.8%19.3%13.0%10.0%20252026202720282029生成式AI其他AI生成式AI增长率其他AI增长率2025-2029 中国AI市场支出预测（百万美元）来源:Worldwide AI and Generative AI Spending Guide v2,August 2025中国生成式AI市场2025-20292025-2029 中国生成式AI市场支出预测（百万美元）人工智能相关投入将在中国持续增长IDC CONFIDENTIALIDC CONFIDENTIALIDC CONFIDENTIALIDC

6、CONFIDENTIALIDC CONFIDENTIALIDC CONFIDENTIALIDC CONFIDENTIALIDC CONFIDENTIALIDC CONFIDENTIALIDC CONFIDENTIALIDC CONFIDENTIALIDC CONFIDENTIALIDC CONFIDENTIALIDC CONFIDENTIALIDC CONFIDENTIALIDC CONFIDENTIALIDC CONFIDENTIALIDC CONFIDENTIALIDC CONFIDENTIALIDC CONFIDENTIALIDC CONFIDENTIALIDC CONFIDENTIAL