吴晓波点赞百度智能云 AI云竞争跨入全栈比拼新阶段

IT新闻网2025-12-29

在12月28日的《AI闪耀中国——吴晓波科技人文秀》上，知名财经作家吴晓波指出，当前越来越多企业能完成大模型建设，是因为背后有基础设施。在提供基础设施的国内几家头部AI云厂商中，吴晓波对百度智能云表示了高度认可。“很多公司这两年才开始争谁是‘AI 云’，但百度智能云十年前就首先提出了AI云战略。”吴晓波在分享中梳理了百度在AI领域的关键布局：2013年成立深度学习研究院；2015年率先确立AI云...

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云’，但百度智能云十年前就首先提出了AI云战略。”吴晓波在分享中梳理了百度在AI领域的关键布局：2013年成立深度学习研究院；2015年率先确立AI云战略，2023年推出中国第一个生成式大语言模型“文心一言”等。作为全球AI云首倡者，IDC报告显示，从2019年到2024年，百度智能云已连续六年位列中国AI云服务市场份额第一。随着行业对AI基础设施的需求从“模型领先”转向“效果涌现”，AI云厂商的竞争焦点正全面转向全栈能力——这不仅要求其具备自研芯片的安全可控，更需掌握模型开发以及Agent开发的系统工程化能力。在这一背景下，百度智能云升级了AI Infra+Agent Infra的新一代全栈AI基础设施。这正是吴晓波演讲中强调的百度智能云两大核心能力：一个是算力基础设施，如昆仑芯；一个是服务于智能体Agent的基础设施。吴晓波表示，“这两种能力帮助中国的很多企业开始有机会建立自己的行业大模型。”根据近期媒体统计的今年以来公开市场大模型相关招投标信息，2025年1-11月，中国主流云厂商大模型相关中标项目累计达291个，中标金额突破21亿元。其中，百度智能云以95个中标项目和7.1亿元中标金额，成为中标项目数和中标金额最多的云厂商。火山引擎、阿里云位列二三位。打造好用的AI产品矩阵步入2025年，AI模型和应用已从拼参数转向拼效果。企业选用AI产品的逻辑，从有用进一步转向好用。这要求云厂商能够敏锐捕捉趋势并及时提供适配产品。年初DeepSeek横空出世，百度智能云第一时间在千帆平台上做了相应部署，向数以万计的开发者提供免费调用机会。MCP逐渐被接受为行业标准后，百度智能云在国内率先实现了MCP协议的全生态兼容，正式推出千帆企业级MCP服务，不仅提供大量的第三方MCP服务，而且对外开放了百度自有组件AI搜索等。多智能体协作成为行业新趋势后，百度千帆4.0新版本同步推出多智能体协作模式，帮客户把多智能体的系统组织起来，并实现高效运转。代码智能体Coding Agent，衍化为年内进展最快、最火的赛道后，百度第一时间上线了无代码应用开发平台秒哒，帮助吴晓波口中的“超级个体”们，打开新的创业窗口期。上线不到一年，百度秒哒来自世界各地的创造者，已经生成了超过50万个正在运营、持续迭代的活跃Agent，在真实世界里落地超过 200 个业务场景，累计服务超过 1000 万用户。面向Agent迭代的未来，百度还在年内推出了可商用、能自我进化的超级智能体——百度伐谋。自11月发布以来，已有超2000家企业申请试用，覆盖物流、制造、AI4S等诸多领域，帮助上述行业客户高效探寻全局最优解。得益于上述产品力，在Forrester发布的《The Forrester Wave™: AI Platforms In China, Q4 2025》报告中，百度智能云获评行业领导者象限，并在产品能力上得分第一。提供软硬一体的AI基础设施随着以DeepSeek、Ernie为代表的 MoE 类推理模型爆火，大规模分布式推理系统的建设成了支持 AI 落地的新挑战。推理成本、推理效率、推理稳定性，正在取代参数规模，成为决定AI商业化上限的关键变量。要真正把AI变成为企业创造价值的能力，在实际规模化应用中，面对日益高涨的算力调度需求和成本控制现实，越来越需要协同AI产业链上的各个环节，一同优化。整个AI行业也在逐步看到端到端优化的潜力，谷歌在大模型上逐步追赶并在部分领域超越ChatGPT的事实，正是因为它的全栈能力。不少企业考察供应商的AI落地能力时，也不再仅仅只看重模型效果，而是更想要一整套从模型部署到Agent开发应用的系统化工程能力。作为国内唯二全栈AI云厂商，百度智能云和阿里云，都构建起了从芯片、算力，到模型、应用的自研闭环。算力上，年初以来，百度自研昆仑芯经历了超节点发布、上线公有云服务，以及成功点亮三万卡集群等，还发布了全新一代昆仑芯M100、M300，和新一代超节点天池256与天池512。未来，百度智能云将持续优化软硬件协同效果，通过百舸AI计算平台，将昆仑芯单一集群的规模从三万卡进一步扩展至百万卡级别，为企业内化AI能力提供更强算力底座。百度世界2025大会上，百度智能云正式对外升级AI Infra+Agent Infra的新一代全栈AI基础设施。借助从芯片、算力，到模型、应用的全栈AI布局，百度智能云正成为越来越多科技企业与央国企的选择。目前，超65%央企、100%系统重要性银行及800+金融机构、TOP 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