AI云加速走向Agent 落地，百度、阿里双雄格局显现

数读社2025-12-19

从早期的“千模大战”到大厂游戏，再到如今的百度、阿里双雄争霸，AI竞争的轮廓与市场局面，已经愈发清晰。当前的Agent之争能够看出来，真正的生产力时代正在到来。作者 | 卢梭编辑 | 金晓大厂对于AI Agent的眼红，已经跃然纸上。12月18日，ChatGPT 版应用商店正式上线。OpenAI按“精选/生活方式/工作效率”等分类列出多款应用，如PS、Apple Music、...

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AIStudio兼顾B/C端多场景，目前形成了业务活动层、数据综合层、数据控制层、数据层等基础设施体系。亚马逊/Anthropic依托AWS，服务中小企业，侧重算力销售与便捷部署，通过Claude模型提供实用性极强的工具。在国内，百度智能云在今年对Agent Infra进行了全面升级，正式发布百度千帆4.0全新版本，通过构建模型服务、工具服务、Agent开发服务、数据服务以及Agent运行环境等，全面驱动企业智能体进化。可以看到，Agent 已从概念阶段，进入到各大厂商真刀真枪的基础设施竞争。#1百度、阿里冲到领导者象限Business Data AnalysisCBINSIGHTS预计，2032年，AI Agent营收有望达1036亿美元，年复合增长率为44.9%。Gartner与IDC也在多份预测中指出，2035年后，Agent将成为认知共生的人类助手、智能体即应用将成主流。这一变化，正在倒逼云服务商进行底层逻辑的重构。在传统模式下，云计算更多遵循“租卡思维”，经营模式是粗放状态，普遍是买来GPU装进机柜，对外提供AI算力服务。但从生成式AI开始，发生了几个显著变化。首先，大模型训练与推理对算力的需求呈指数级增长，GPU 价格飙升，单纯依靠租卡已难以承受成本与供给压力。其次，英伟达在高端 GPU 上的统治地位、台积电先进封装产能的紧张，以及全球供应链的不确定性，使云厂商面临“有钱也未必买得到卡”的风险。更重要的是，企业对云服务的需求，已从单一算力，转向更综合、更可量化的 AI 能力。一方面，AI正在加速应用层分化，新的智能体打造，需要AI云服务提供综合能力。另一方面，国内AI应用加速从简单数据环节向复杂数据环节进阶。企业不再为功能付费，而是为可量化KPI或直接收益买单。 企业开始像部署人力资源一样部署AI资源，需要更为精细化、更体现效果的服务。云服务的关键词已经从重产品演化到重能力上，具体体现就是，IaaS、PaaS、SaaS等注重服务模型的关键词热度在下降，AI Infra、Agent Infra等智能体相关的关键词走到台前。范式转移，意味着当前阶段，市场正在进入新的洗牌周期。这个阶段的AI云服务商，不是简单的支持者，而是生态的主导者、行业规则的参与者，这是任何大厂都无法视而不见的行业变化。在这一背景下，国内大厂纷纷提速布局Agent。除了百度，阿里云也开始饱和式投入Agent；腾讯在本周进行了架构层面的调整，新成立AI Infra部等多部门。目前，市场格局已经具备雏形。Forrester最新的AI云报告显示，百度智能云获评行业领导者象限，产品能力得分第一，战略布局得分第二，与阿里云位列领导者象限TOP2。其中，产品能力维度得分第一的百度智能云，在18项产品能力评估中斩获14项满分，是满分项最多的AI云厂商。结合今年以来诸多第三方报告看，在Agent落地元年，百度、阿里已经冲到了第一梯队。问题在于，为什么是它们？#2全栈布局重新定义“AI云”Business Data Analysis无论是百度、阿里，还是全球其他AI玩家，全栈布局、自研生态，已经成为Agent的主流打法。以百度为例，其围绕 AI Infra 与 Agent Infra，构建起从芯片到应用的完整能力闭环。在关键的算力领域，百度智能云打造出昆仑芯+百舸AI计算平台，为企业提供高性能、高性价比的算力支撑。今年，百度一口气亮相了M100和M300两款昆仑芯产品，并宣布未来5年按年上新，这在国产AI芯片里极为罕见。依托芯片，百舸AI计算平台能够在网络服务、算力服务、推理服务以及训推一体服务层面，提升训练、推理效率。Agent Infra面向企业级生产场景，提供企业级Agent开发平台。百度智能云的服务主要包含五大维度，分别为模型服务、工具服务、Agent开发服务、数据服务以及Agent运行环境。拆解百度智能云的布局，从芯片到算力储备，从大模型能力，到模型层应用，是一整套闭环体系，且全部自研。百度并不是孤例，国外大厂中，目前发展最犀利的谷歌，同样也是走全栈自研路线。今年谷歌发布了自研芯片TPU v7，已经实现了从底层芯片、编译器、模型架构到终端应用，所有环节都在同一个技术体系内协同进化。因此，哪怕在市场份额上谷歌暂时还与AWS、Azure存在差距，但完整且自洽的技术闭环，让谷歌云真正呈现出厚积薄发之势。大厂Agent之争的本质，是争夺AI生态主导权。想要定义生态，看的不是“单点强势”，而是生态体系、综合能力，这是百度、阿里取得领先的关键所在。这两家企业的表现印证着，行业的竞争模式正在被深刻颠覆。#3自研生态Agent的全面比拼Business Data Analysis全球范围内，围绕Agent的竞争，AI云服务商不断在算力、应用层面补课，这是一场关于自研生态的较量。算力是极为关键的一环。OpenAI与微软、谷歌、甲骨文签约，走向多元供给；AWS自研芯片已经涉及Graviton（通用计算）、Trainium（训练）、Inferentia（推理）等关键环节；百度昆仑芯三万卡集群，可同时支撑多个千亿参数大模型训练，是国产AI算力集群的一大里程碑。算力之下，框架与模型服务也在逐步展开。百度千帆已经做到支持150+SOTA模型全场景覆盖。提供精准的思维链控制能力，支持简单场景简单思考、复杂场景深度思考。微软 Copilot Studio、阿里云百炼等也在背靠巨头生态、提供一站式服务平台。在应用端，可能将会是接下来Agent之争的关键胜负手。ChatGPT 版应用商店上线，预示着应用层即将进入新的阶段，基于AI大模型，应用层将迎来全方位的更新，这对于AI云服务的工具能力提出了更高的要求。成熟的体系有助于快速给企业提供高完善度的服务体验。在这方面，大厂原有的基因可能转化为传统优势。以百度为例，多年来，百度已经打造了AI搜索、百度地图、百度文库/网盘及小度智能终端等，覆盖网页搜索、数据处理、生活服务核心场景。这些为企业级高频需求提供了强有力支撑，也事实上对百度智能云的能力带来了加成。李彦宏曾表示：“当AI能力被内化，成为一种原生的能力，智能就不再是成本，而是生产力。”短短3年间，AI已经快步跑到Agent落地阶段，从早期的“千模大战”到大厂游戏，再到如今的百度、阿里双雄争霸，AI竞争的轮廓与市场局面，已经愈发清晰。当前的Agent之争能够看出来，真正的生产力时代正在到来。卢梭----------------细节着手，跳出定式Yoking----------------交流、投稿、商务推荐阅读680万雇主，利润超五粮液，BOSS直聘赵鹏从逆袭走入迷茫千亿打水漂，抢跑12年被3年反超，Meta沦为AI“搅屎棍”5年干出537亿，摩尔线程张建中，走出挑战英伟达“新手村”","kind":"news","is_publish_news":true,"is_publish_highlight":false,"is_publish_live":false,"is_publish_wemedia":null,"editions":null,"column":"","sentiment":"1","news_tag":"","news_rank":0,"symbols":[],"gpt_button":0,"need_auth":false,"code":"91000000","status":"200"},"commentList":[],"isCommentEnd":true,"newsSizeData":{"likeSize":1,"commentSize":0,"repostSize":0,"favoriteSize":0,"likeStatus":false,"favoriteStatus":false},"APP":{"userAgent":"Mozilla/5.0 AppleWebKit/537.36 (KHTML, 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