全球云端人工智能行业市场前景及投资研究报告-培训课件外文版2024.5

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TRENDSArtificialIntelligence(AI)onthecloudCHAPTER

01OverviewStateofbigdata/AIadoptioninorganizationsworldwidefrom2019to2023Stateofbigdata/AIadoptionamongfirmsworldwide2019-2023Shareofrespondents2023202220%2021202030%20190%10%40%50%60%39.5%39.7%39.3%ManagingdataasabusinessassetEstablishedadataculture50%46.9%20.6%19.3%24.4%26.8%28.3%59.5%56.5%Drivinginnovationwithdata48.5%64.2%59.5%40.8%41.2%47.4%45.1%CompetingondataandanalyticsCreatedadata-drivenorganization47.6%23.9%24%26.5%37.8%31%3Description:Accordingtoasurveyof116businessesworldwide,manyfirmsarefindingitdifficulttomakeprogressinestablishinginnovative,datadrivenorganizations.Around60percentsaidthattheyweredrivinginnovationwithdatain2023,thesameshareofrespondentsasthe2019editionofthesurvey.ReadmoreNote(s):Worldwide;2018to2022;72(2020)/85(2021)/94(2022)/116(2023);Fortune1000orindustryleadingfirmsSource(s):NewVantagePartnersGlobaltotalcorporateartificialintelligence(AI)investmentfrom2015to2022(inbillionU.S.dollars)AIcorporateinvestmentworldwide2015-2022100908070605093.591.967.8548.8544.0843.8140302010017.712.75201520162017201820192020202120224Description:In2022,theglobaltotalcorporateinvestmentinartificialintelligence(AI)reachedalmost92billionU.S.dollars,aslightdecreasefromthepreviousyear.In2018,theyearlyinvestmentinAIsawaslightdownturn,butthatwasonlytemporary.PrivateinvestmentsaccountforabulkoftotalAIcorporateinvestment.AIinvestmenthasincreasedmorethansixfoldsince2016,astaggeringgrowthinanymarket.ItisatestamenttotheimportanceofthedevelopmentofAIaroundtheworld.

ReadmoreNote(s):Worldwide;2015to2022Source(s):CrunchBase;NetBaseQuid;S&PCapitalIQ;StanfordUniversityChangeinArtificialIntelligence(AI)investmentsworldwideinthefiscalyear2023GlobalAIinvestmentchangeexpectedin202380%70%60%50%40%30%20%10%0%76%20%3%1%Increasesomewhat/significantinvestmentStaymostlythesameDecreasesomewhat/significantdevestmentUnsure/NA5Description:MostbusinessleadersexpectinvestmentinArtificialIntelligence(AI)togrowconsiderablyinthecomingfiscalyear.ThispossiblyfollowsalongwiththelackoflaborconcerninEuropeandtheUnitedStates.Whileasizeableportionexpecttheinvestmentlevelstostayatsimilarnumbers,nearlynocompanyshouldexpecttodecreaseitsAI-relatedinvestments.ReadmoreNote(s):Worldwide;October2022;2,620respondents;BusinessleadersSource(s):DeloitteHowdoorganizationsachieveartificialintelligence(AI)solutionsin2022,byAIuseexperienceScaleofAIuseinglobalorganizationstoachieveresults2022Lessthan1year1-2years40%3-6years7-10years33%Morethan10years45%40%37%36%35%35%34%34%34%35%30%25%20%15%10%5%33%32%31%30%29%25%0%Buildin-housePurchaseaspackagedsolutionsfromtechnologyvendorsConsumeasaservice(subscribeorrent)6Description:Businessesthatwereclassifiedastransformersandpathseekers,aretheoneswhowerecreatingtheirownbespokeartificialintelligence(AI)programsandprocedures-performedsignificantlybetterthantheircounterparts.Thesebusinesseswerealsomorefocusedondevelopingin-housesolutionswithAIratherthanuseservicepackagesoroff-the-shelfprograms.Theircounterparts-thosebusinessesclassifiedasunderachieversandstarters-hadeithernotadaptedwelltoAIintegration[...]

ReadmoreNote(s):Worldwide;October2022;2,620respondents;Businessleaders*;*Respondentswererequiredtomeetoneofthefollowingcriteria:responsibleforAItechnologyspendingorapprovalofAIinvestments,developingAItechnology[...]

ReadmoreSource(s):DeloitteWorkloadrequirementsleadingtoembracingmulti-cloud2023Reasonsforembracingmulti-cloud202345%39%39%40%35%30%25%20%15%10%5%33%31%31%30%26%23%21%19%0%7Description:Manyworkloadrequirementshavepromptedorganizationstousemorethanonecloudprovider.In2023,39percentofrespondentsreportedartificialintelligenceormachinelearningalongwithapplicationdevelopmentanddevelopmentasthereasonforadoptingcloudprovidersoutsideoftheirprimaryprovider.ReadmoreNote(s):WorldwideSource(s):Google;TechTargetCHAPTER

02AIcloudoffersWorldwidecloudinfrastructureservicesquarterlyrevenuefrom2018to2023(inbillionU.S.dollars)Cloudinfrastructureservicesrevenueworldwide2018-2023,byquarter70605063.757.554.752.750.550.545.44239.54037.132.830.529302010027242322204Q'18

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1Q'239Description:Inthefirstquarterof2023,enterprisespendingoncloudinfrastructureservicesreachedapproximately64billionU.S.dollars.Themarkethasseenasteadyincreaseinquarter-over-quarterrevenueoverthepastyearsandpassedthe50billionU.S.dollarsmarkforthefirsttimeinthefourthquarterof2021.ReadmoreNote(s):Worldwide;2018to2023Source(s):SynergyResearchGroupArtificialintelligence(AI)clusternetworkbandwidthworldwideasofMay2023,bycloudserviceproviderGlobalAIclusternetworkbandwidth2023,bycloudserviceprovider1,8001,6001,6001,6001,4001,2001,0008006004004002002000OCIAzureAWSGCP10Description:AsofMay2023,OracleCloudInfrastructure(OCI)andMicrosoftAzureofferedthehighestbandwidthof1600Gbps(Gigabitpersecond)forrunninganAIcomputeinstance.TheAIinfrastructurecomprisesagroupofcomputinginstancesconnectedthroughahigh-bandwidthnetworkwhichplaysacrucialroleperformanceofAImodels.ReadmoreNote(s):Worldwide;May2023Source(s):OracleCostofartificialintelligence(AI)computeinstanceworldwideasofMay2023,bycloudserviceproviderGlobalcostofAIcomputeinstance2023,bycloudserviceprovider35,00030,00029,90529,60223,92225,00020,00015,00010,0005,000023,360OCIAzureGCPAWS11Description:AsofMay2023,OracleCloudInfrastructure(OCI)offeredthelowestcostof23,360U.S.dollarsforrunninganAIcomputeinstance.AIinfrastructureinvolvescloudresourcesusedforbuildingandtrainingAImodels.Thisinfrastructurecomprisesagroupofcomputinginstancesconnectedthroughahigh-bandwidthnetwork.ReadmoreNote(s):Worldwide;May2023Source(s):OracleClusterprice-performanceofartificialintelligence(AI)computeinstanceworldwideasofMay2023,bycloudserviceproviderGlobalclusterprice-performanceofAIcomputeinstance2023,byCSP16014012010014874.880604020014.6OCI15AzureAWSGCP12Description:AsofMay2023,OracleCloudInfrastructure(OCI)offeredthelowestclusterprice-performanceratioof14.6forrunninganAIcomputeinstance.AIinfrastructureinvolvescloudresourcesusedforbuildingandtrainingAImodels.Thisinfrastructurecomprisesagroupofcomputinginstancesconnectedthroughahigh-bandwidthnetwork.ReadmoreNote(s):Worldwide;May2023Source(s):OracleCHAPTER

03AIcloudusageMarketrevenueforAIprocessorsforcloudanddatacentersfrom2019to2026(inbillionU.S.dollars)AIprocessorsforcloudanddatacentersmarketsize2019-2026403530252015103828.524161174502201920202021*2022*2023*2024*2025*2026*14Description:Asthedemandforhighlycapableartificialintelligencedataprocessorscontinuestorise,therevenueforthismarketisexpectedtogrowsignificantly.In2020,itwasestimatedthattherevenueforAIprocessorsforcloudanddatacentersreachedaroundfourbillionU.S.dollars,andthisfigureisforecasttoincreaseto38billiondollarsby2026.ReadmoreNote(s):Worldwide;2019and2020;*ForecastReadmoreSource(s):Omdia;estimatesFinancialservicesprocessesusingartificialintelligence(AI)inday-to-dayuseworldwidein2022,bybusinesssegmentUseofAIinfinancialservicesprocessesworldwide2022Shareofrespondents0%5%10%15%20%25%30%35%40%45%Customerexperienceandmarketing:Voiceassistants,chatbots,andconversationalAIPersonalization42%42%40%39%38%38%ContactcenteroptimizationCustomerfeedbackanalysisCustomerserviceoperationsOperationsandfinance:FinancialreportingandaccountingCloudpricingoptimization40%39%IToperationsmanagementUptimeandreliabilityoptimizationProcessautomation39%39%Salesandbusinessdevelopment38%15Description:AccordingtoasurveycarriedoutbetweenAprilandMay2022,themostwidelyusedapplicationsofartificialintelligence(AI)inthefinancialservicesindustrywerevoiceassistants,chatbots,andconversationalAIinthecustomerexperienceandmarketingbusinesssegment,aswellasfinancialreportingandaccountingintheoperationsandfinancesegment.MarketingpersonalizationandcloudpricingoptimizationwerealsoamongtheprocessesthatusedAIonaday-to-daybasis.In[...]

ReadmoreNote(s):Worldwide;ApriltoMay2022;2,620respondents;businessleadersSource(s):DeloitteUsesofartificialintelligence(AI)intextmarketingaccordingtobusinessownersandmarketersintheUnitedStatesasofMay2023UseofAIintextmarketingintheU.S.2023Shareofrepondents0%10%20%30%40%50%60%57%Customersatisfactionsurveys/reviewrequestsAppointment/reservationremindersBillingcollections50%30.5%Customerservice/text-for-infoNewofferings/announcementsShipment/ordernotificationsInternalemployeecommunicationSpecialoffers/promotions/salesalertsSweepstakes/contests37.3%33.8%29.8%27%25.8%12.5%Other1.5%16Description:DuringaMay202surveycarriedoutamongbusinessownersandmarketingmanagersintheUnitedStates,roughly26percentofrespondentsstatedtheyappliedartificialintelligenceintextmarketingtoinformconsumersofspecialoffers,promotions,orsalesalerts.Themostpopularusecasewassendingcustomersatisfactionsurveysorreviewrequests,mentionedby57percentofinterviewees.

ReadmoreNote(s):May4to6,2023;400respondents;amongbusinessownersandmarketingmanagersSource(s):MediaPost;SimpleTextingAdoptionofinformationtechnology(IT)trends,currentandplanned,inorganizationsinNorthAmericaandEuropefor2023TechnologytrendadoptionNA/Europe2023Shareofrespondents0%10%20%30%40%50%60%70%80%GigabitWi-FinetworkingITautomationtechnologyIoT67%65%57%5Gtechnology53%52%51%51%VirtualDesktopInfrastructure(VDI)ContainertechnologyEdgecomputingConverged/hyperconvergedinfrastructureServerlesscomputingComposableinfrastructureArtificialintelligence48%48%44%43%3Dprinting40%VirtualrealitytechnologyKubernetes37%36%35%Blockchaintechnology17Description:ThemostpopularinformationtechnologytrendeitherimplementedorplannedtobeimplementedinNorthAmericanandEuropeanorganizationswasgigabitWi-Finetworking,followedbyITautomationtechnology.Bycontrast,only35percentofrespondentsstatedthattheircompanyeitheradoptedofplannedtoadoptblockchaintechnologyin2023.ReadmoreNote(s):NorthAmerica,Europe;June2022;>1,400;ITprofessionalsSource(s):Spiceworks;SWZDAzurecloudGPUserveron-demandcostperhourworldwide2023,bytype(inU.S.dollars)GlobalAzurecloudGPUserveron-demandcostperhour2023,bytype4.03.673.53.02.52.01.51.00.50.03.062.071.20.90.750.53A100(80GB)V100(16GB)P100(16GB)T4(16GB)¹K80(12GB)T4(16GB)²T4(16GB)³18/statistics/1296926/azure-gpu-cloud-server-costsInJuly2023,MicrosoftAzurecloudprovidedagraphicsprocessingunit(GPU)modelA100with80GBofRAM,forapproximately3.70U.S.dollarsperhour.Duringthesameperiod,themostinexpensiveGPUavailablewastheT4,whichhad16GBofRAM.ReadmoreNote(s):Worldwide;July2023Source(s):TheFullStackCHAPTER

04RevenueofAIcloudserviceprovidersAnnualrevenueofAlphabetfrom2011to2022(inmillionU.S.dollars)Alphabet:globalannualrevenue2011-2022300,000282,836257,637250,000200,000150,000100,00050,0000182,527161,857136,819110,85590,272201674,989201566,001201455,519201346,039201237,905201120172018201920202021202220Description:Inthemostrecentlyreportedfiscalyear,Alphabet'srevenueamountedto282.8billionU.S.dollars,upfrom257.6billionU.S.dollarsinthepreviousyear.AlphabetInc.isanAmericanmultinationalconglomeratecreatedin2015astheparentcompanyofGoogle,alongwithseveralothercompaniespreviouslyownedbyortiedtoGoogle.ReadmoreNote(s):Worldwide;2011to2022Source(s):AlphabetMicrosoft'sannualrevenueworldwidefromFY2002toFY2023(inbillionU.S.dollars)Microsoft'sglobalrevenue2002-2023250200150100211.92198.27168.09143.02125.84110.3693.5889.9586.8385.3277.8573.7269.9462.4860.4258.4451.1244.2850039.7936.8432.1928.372002

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2023Fiscalyears21Description:Microsoft'sglobalrevenuegrewfromfiscalyear2022to2023,increasingbyaboutsevenpercentyear-on-yearandreachingover212billionU.S.dollars.Thismarksanotherrecord-settingyearforthesoftwaregiantintermsofsalesrevenue.

ReadmoreNote(s):Worldwide;Fiscalyears2002to2023Source(s):MicrosoftOracle'srevenuefromFY2005toFY2022(inbillionU.S.dollars)RevenueofOracle2005-2023605049.9542.4440.4839.83

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37.1837.0535.6226.8223.25200922.4320081814.38200611.82005200720102011201220132014201520162017201820192020202120222023Fiscalyear22Description:Overthepastdecade,OracleCorporation`sannualrevenuehasgrownfromaround22billionU.S.dollarsto49.95billion,withfiscalyear2023markingoneofthecompany`shighestrevenuefigurestodate.Thecompany`scloudservicesandlicensesupportsegmentisitsbiggestearner,accountingformorethanhalfofitsoverallrevenues.ReadmoreNote(s):Worldwide;2005to2023;*Oracle'sfiscalyearendsonMay31stofeachyear.ReadmoreSource(s):OracleAnnualrevenueofAmazonWebServices(AWS)from2013to2022(inmillionU.S.dollars)AmazonWebServices:Annualrevenue2013-202290,00080,00070,00060,00050,00040,00030,00020,00080,09662,20245,37035,02625,655201817,459201712,21920167,88010,00004,64420143,10820132015201920202021202223Description:In2022,AmazonWebServices(AWS)generatedrevenuesof80billionU.S.dollarswithitscloudservices.From2013untiltoday,theannualrevenueofAWScloudcomputingandhostingsolutionscontinuallyincreased.ReadmoreNote(s):Worldwide;2013to2022Source(s):AmazonIBMrevenueworldwidefrom1999to2022(inbillionU.S.dollars)IBMglobalrevenue1999-2022120106.92104.51103.6399.8799.7598.7996.2995.7610080604020092.891.13

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202224Description:IBMgeneratedaround61billionU.S.dollarsinrevenuein2022,anincreaseofover3billionU.S.dollarsonthepreviousyear.Thefirm'syearlyrevenuehastrendeddownwardoverthepastdecade,havingpreviouslyexceededthe100billionU.S.dollar.Despitethis,thefirmremainsoneofthemostvaluabletechnologybrandsintheworldbehindthelikesofApple,Google,Amazon,andMicrosoft.ReadmoreNote(s):Worldwide;1999to2022Source(s):IBMCHAPTER

05DeploymentandchallengesWesterncompanyplansinmovingartificialintelligence(AI)applicationsandinfrastructuretocloudformatinthe2ndhalfof2022WesternenterpriseplanstomoveAIapplicationsandinfrastructuretocloudH2202260%51%50%40%33%30%20%16%10%0%0%0%AlreadyoncloudThisyearNextyearIn5yearsNoplans26Description:MostrespondentsamongenterprisesinthewesterneconomieshavealreadymovedtheirAIapplicationstoacloudformat,withover51percentofrespondantssayingsoin2022.Allcompaniesplannedtodosoatthelatestin2023.

ReadmoreNote(s):Europe,UnitedStates;H22022;450respondents;Data,engineering,AI,andML(MachineLearning)professionalsSource(s):Run:aiArtificialintelligence(AI)deploymentlocationsininferenceinenterprisesgloballyin2023,byadoptionlevelDeploymentlocationofAIininferenceinenterprisesglobally2023,byadoptionAIpioneersAIexplorers50%45%40%35%30%25%20%15%10%5%46%42%39%33%31%30%27%27%25%25%24%24%20%

20%19%18%18%17%0%27/statistics/1412821/ai-inference-deployment-location-worldwidePioneersinAI,thosethatadopteditearlierthanothercompanies,weremorelikelytoutilizeallprofessionalservicesanddatacentersintheirAIinferencein2023.Bycontrast,IoTdevice/gatewaywastheleastusedAIdeploymentlocationininference.ReadmoreNote(s):Worldwide;2023;1,516respondentsSource(s):S&PGlobalMarketIntelligence;WEKAArtificialintelligence(AI)deploymentlocationswhentraininginenterprisesgloballyin2023,byadoptionlevelDeploymentlocationofAIwhentraininginenterprisesglobally2023,byadoptionAIpioneers(inproduction)AIexplorers(inPOC/pilot)60%50%40%30%20%10%0%48%45%42%38%

38%37%36%35%34%34%34%30%29%28%27%27%25%24%28Description:PioneersinAI,thosethatadopteditearlierthanothercompanies,weremorelikelytoutilizeallprofessionalservicesthanthosecompaniesclassedasexplorersin2023.Bycontrast,theleastuseddeployementlocationforbothAIpioneersandAIexplo