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市場調查報告書
商品編碼
1843675
2025年全球雲端AI市場報告Cloud AI Global Market Report 2025 |
近年來,雲端人工智慧市場規模迅速擴張,從2024年的805.6億美元成長至2025年的1,099.3億美元,複合年成長率高達36.5%。這段歷史性成長的背後,是運算能力和價格的提升、便利人工智慧模型的開發、巨量資料和數據分析的興起,以及對自動化和最佳化需求的不斷成長。
預計未來幾年,雲端人工智慧市場規模將呈指數級成長,到2029年將達到4,272.4億美元,複合年成長率為40.4%。預測期內的成長可歸因於混合雲和多重雲端策略的日益普及、邊緣運算的日益普及、對透明度的日益關注,以及各行各業人工智慧應用的興起。預測期內的主要趨勢包括與物聯網的整合、策略合作、主要企業的投資以及技術進步。
雲端人工智慧 (Cloud AI) 涉及利用雲端處理平台提供的人工智慧 (AI) 功能和技術。這意味著利用雲端基礎設施提供的運算能力和資源來執行 AI 任務,使企業無需建置和維護自己的基礎設施即可存取 AI 和機器學習 (ML)。
雲端人工智慧的主要類型是解決方案和服務。雲端人工智慧解決方案涉及使用雲端運算基礎設施和人工智慧技術來應對特定的業務挑戰或滿足特定的需求。這包括深度學習、機器學習和自然語言處理等多種技術。雲端人工智慧的主要終端用戶包括銀行、金融服務和保險 (BFSI)、醫療保健、汽車、零售、政府和教育等行業。
2025年春季美國突然提高關稅以及由此引發的貿易摩擦對資訊科技產業產生了重大影響,尤其是硬體製造、資料基礎設施和軟體部署。對進口半導體、電路基板和網路設備徵收更高的關稅,並推高了高科技公司、雲端服務供應商和資料中心的生產和營運成本。在全球範圍內採購筆記型電腦、伺服器和消費電子產品零件的公司面臨更長的前置作業時間和價格壓力。同時,對專業軟體徵收的關稅以及主要國際市場的報復性措施擾亂了全球IT供應鏈,減少了海外對美國製造技術的需求。作為應對措施,該行業正在增加對國內晶片生產的投資,擴大供應商網路,並利用人工智慧驅動的自動化來提高彈性並更有效地管理成本。
雲端AI市場研究報告是商業研究公司(The Business Research Company)最新報告系列之一,提供雲端AI市場統計數據,例如全球市場規模、區域佔有率、雲端AI市場佔有率的競爭對手、詳細的雲端AI細分市場、市場趨勢以及雲端AI行業的商機。這份雲端AI市場研究報告對產業現狀和未來趨勢進行了詳細分析,為您提供了全面概覽,涵蓋了您需要了解的所有內容。
未來五年40.4%的成長率預測比我們先前的預測略有下降,下降了0.2個百分點。這一下降主要源自於美國與其他國家之間關稅的影響。對學習晶片(尤其是來自中國大陸和台灣的AI加速器和神經網路處理器)徵收更高的關稅,可能會直接減緩美國雲端AI平台的創新。由於互惠關稅以及貿易緊張局勢和限制措施加劇對全球經濟和貿易的負面影響,這種影響也將更加廣泛。
虛擬助理需求的預期激增將推動雲端人工智慧市場的成長。虛擬助理,也稱為語音助理或數位助理,利用人工智慧 (AI) 技術為用戶提供互動式個人化協助。它們旨在理解和回應使用者查詢、執行任務並提供相關資訊和服務。雲端人工智慧通常用於虛擬助理,增強其功能,並使企業能夠大規模建置、訓練、部署和管理人工智慧模型。這種方法具有可擴展性、可靠性、安全性和成本效益等優點。例如,根據美國人工智慧需求規劃平台 Demand Sage 在 2023 年 4 月共用的報告,到 2023 年,語音助理的數量將達到 42 億,預計到 2024 年這一數字將增至 84 億,涵蓋 2023 年前六個月使用語音助理的用戶的 72%。因此,對虛擬助理日益成長的需求正在推動雲端人工智慧市場的成長。
預計汽車行業不斷成長的需求將在未來幾年推動雲端 AI 市場的成長。汽車產業包括參與汽車設計、開發、製造、行銷和銷售的公司、組織和活動。汽車產業採用雲端基礎的AI 有助於實現更智慧、更有效率和聯網汽車,並在功能、可維護性和整體用戶體驗方面為製造商和用戶帶來各種好處。截至 2023 年 5 月,歐洲汽車工業協會報告稱,2022 年全球汽車產量將達到 8,540 萬輛,年比顯著成長 5.7%。此外,2022 年 2 月,英國品牌評估公司 Brand Finance plc 指出,2022 年汽車產業銷量將達到約 7,800 萬輛,大幅成長 10%。因此,汽車行業不斷成長的需求將推動雲端 AI 市場的成長。
創新AI雲端服務已成為推動雲端AI市場發展的顯著趨勢,主要企業專注於開發原創的AI雲端服務以維持其市場地位。例如,截至2023年3月,美國軟體公司NVIDIA Corporation推出了一項新穎的AI超級運算雲端服務DGX Cloud。此技術解決方案使企業能夠大規模、快速地運行AI工作負載,同時存取最新的AI技術。 DGX Cloud搭載強大的GPU,企業可以透過簡單的線上瀏覽器存取AI超級電腦,無需購買、部署和操作本地硬體。此外,這項雲端服務還提供可擴展性、可靠性、安全性和成本效益。總而言之,DGX Cloud是一項功能強大且用途廣泛的雲端AI超級電腦服務,對各種規模的企業來說都是一個極具吸引力的選擇。
雲端 AI 市場的主要企業致力於開發創新解決方案,並提供 AI 超級運算即服務,以獲得競爭優勢。 AI SaaS(AI 超級運算即服務)是一種雲端基礎的服務模式,可提供專用於人工智慧 (AI) 工作負載的高效能運算資源。截至 2023 年 11 月,印度雲端基礎設施公司 NeevCloud 推出了 AI 超級雲,旨在讓印度新興企業和企業更容易獲得超級運算和 AI。這種 AI 超級運算即服務模式旨在實現 AI 和超級運算的民主化,並最終提升印度的全球 IT 地位。 AI 超級雲端提供全球最低的雲端 GPU 定價,每小時 1.69 美元,相當於節省 50% 的成本,提供了經濟實惠的解決方案。
2023年7月,美國軟體公司DigitalOcean Holdings Inc.以1.11億美元收購了Paperspace。此次策略性收購將使DigitalOcean Holdings Inc.擴展其雲端處理和人工智慧服務,獲得Paperspace的基本客群,並增強其在雲端處理市場的競爭地位。 Paperspace是一家總部位於美國的雲端人工智慧服務供應商,旨在讓雲端運算更容易普及。
雲端 AI 市場的主要參與者包括亞馬遜網路服務公司 (Amazon Web Services Inc.)、微策略公司 (MicroStrategy Incorporated)、蘋果公司 (Apple Inc.)、微軟公司 (Microsoft Corporation)、Google有限責任公司 (Google LLC)、華為雲端、英特爾公司 (Intel Corporation)、埃森哲公司 (Accenture PLC)、國際商業機器公司 (Oiscora Systems Inc. Corporation)、Salesforce Inc、SoundHound Inc.、塔塔顧問服務公司 (Tata Consultancy Services)、英偉達公司 (Nvidia Corporation)、凱捷公司 (Capgemini SE)、百度公司 (Baidu Inc.)、Cognizant Technology Solutions Corporation、印孚瑟斯有限公司 (Info Technologysys Limited)、中興通訊公司 (ZO.)、DXC. Inc.、Verint Systems Inc.、DataRobot Inc. 和 H2O.ai。
2024年,雲AI市場最大的地區是北美。預計亞太地區將成為預測期內成長最快的地區。雲端AI市場報告涵蓋以下地區:亞太地區、西歐、東歐、北美、南美、中東和非洲。
雲端 AI 市場報告涵蓋的國家包括澳洲、巴西、中國、法國、德國、印度、印尼、日本、俄羅斯、韓國、英國、義大利、西班牙和加拿大。
雲端 AI 市場由提供雲端 AI 服務的營業單位構成,這些收益包括 AI 模型訓練和部署、預先建構 AI 模型、電腦視覺服務、資料儲存和管理、支援 AI 的 API 和服務以及自動化機器學習服務。市場價值包括服務提供者銷售或包含在服務產品中的相關產品的價值。僅包含企業之間交易或銷售給最終消費者的商品和服務。
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.