大厂没有“中场战事”：云、芯、模的最后一张船票

子弹财观02-04

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颂文春节将至，互联网大厂的红包大战再次喧嚣尘上。百度瓜分5亿，腾讯元宝豪掷10亿，阿里千问投入30亿……然而，水面上的“撒币”狂欢，掩盖不了水面之下的暗流涌动，一场关于未来十年AI格局的“基建战争”正在推进。（图 / 摄图网，基于VRF协议）就在1月底，随着阿里平头哥悄然上线自研AI芯片“真武810E”，阿里补齐了AI基建的全栈拼图。至此，全球AI赛道正式形成了Google、Baidu、Alibaba的GBA全栈俱乐部格局。阿里的入局，再一次印证了大厂们的共识：全栈能力是留在牌桌上的生死线。AI竞赛已彻底告别单点突围，进入了“云、芯、模、体”全栈系统竞争。1、AI时代涌现GBA三巨头AI时代的入场券，不再是单纯的“上云”，而是“云智一体”。过去十多年，大多数企业已经完成“上云”的基础动作，但他们很快发现，“上云”只是手段，而非目的，借助数字化、智能化形成生产力才是。这种市场需求倒逼云服务厂商必须完成从“卖资源”到“卖智能”的转变。察觉到这一趋势的百度云，早在2015年进行了具前瞻性的战略调整，从百度云更名为百度智能云。这不仅仅是更名，更是底层逻辑的重构：竞争焦点从算力的价格和稳定性，转移到了“底层芯片+中间层云服务+上层大模型”的全栈协同效率。在这个链条中，芯片决定算力上限，大模型决定智能下限，而云则是贯穿始终的神经脉络，三者缺一不可。过去十年，能够在这个高难度全栈棋局中完成落子的，全球原本只有谷歌和百度。谷歌在云服务之外，拥有自研的TPU芯片、Gemini大模型等产品。百度与之相对应，在芯片层，百度有自研芯片昆仑芯，自2018年发布后已持续迭代多次。同时，百度还推出了能将芯片潜能充分释放的百舸AI计算平台，使得好芯更好用。在模型层，百度文心大模型自2019年发布以来，已迭代至5.0版本。百度千帆平台，为企业提供从模型到Agent开发的完整工具链。如今，随着阿里在云、芯、模上的最后一块拼图补齐，AI时代的“GBA”（Google, Baidu, Alibaba）三足鼎立格局正式成型。这标志着，未来的云市场，将是属于全栈玩家的“高端局”。2、收获来自十年前的播种GBA的全栈自研并非大包大揽，而是为了极致的性价比。在AI商业化落地的下半场，谁能把成本打下来、效率提上去，谁才是赢家。百度智能云的优势在于，它不只卖云，而是卖“端到端的软硬协同”。这种从芯片到模型的全链路优化，带来了肉眼可见的回报：比如依托百舸平台，昆仑芯三代三万卡集群的单卡吞吐性能比主流方案高出90%，大规模、高并发模型推理速度提升超40%。这种技术红利，直接转化为了客户的生产力。以招商银行为例，基于昆仑芯P800，仅需32台服务器即可完成千亿大模型的全量训练，多模态推理性能达到行业领先。在具身智能领域，百度帮助北京人形机器人创新中心将研发效率提升了2倍。市场认可，是检验技术的唯一标准。数据显示，2025年全年，中国主流云厂商大模型相关中标项目累计达341个，百度智能云连续两年成为中标项目数和中标金额最多的云厂商。紧随其后的是火山引擎、阿里云。数量和规模大，含金量也极高。公开数据显示，百度智能云已服务65%的央企、全部系统重要性银行及800余家金融机构，以及TOP10手机厂商和中国市场销量前15的汽车品牌，并在具身智能领域保持最高渗透率。这些客户有对数据安全要求极高的金融机构、央国企，也有极具创新活力、站在创新前沿的科技公司。他们共同选择百度，证明了在“高门槛、高安全、高并发”的复杂场景下，百度智能云是目前的最优解。3、移动互联网时代看流量AI时代看底座回到开篇的春节红包战，C端的流量争夺固然重要，但AI时代的决胜战场，早已从“流量”转向了“底座”。移动互联网时代，得流量者得天下；而AI时代，得基建者才有未来。2026开年，国内多家AI创业公司密集上市，是中国AI基础设施——尤其是大厂全栈自研能力成熟后的必然结果。若没有百度、阿里这样具备战略定力、坐得住冷板凳的巨头，在芯片、云、大模型等底层技术上死磕，中国的AI生态或许仍将受制于人。对百度而言，十年前播下全栈的种子，如今已经长成护航产业的参天大树，收获市场和客户的认可。但百度的野心不止于此。在夯实了“芯、云、模”的坚实底座的同时，百度正在向“智能体”这一应用新高地全速进发。在AI赛场上，不跟随风口，而是定义风口、定义方向，这才是大厂该有的样子。*文中题图来自：摄图网，基于VRF协议。","kind":"news","is_publish_news":true,"is_publish_highlight":false,"is_publish_live":false,"is_publish_wemedia":null,"editions":null,"column":"","sentiment":"0","news_tag":"","news_rank":0,"isVideo":false,"video":null,"symbols":[],"gpt_button":0,"need_auth":false,"need_login_tip":false,"code":"91000000","status":"200"},"commentList":[],"isCommentEnd":true,"newsSizeData":{"likeSize":0,"commentSize":0,"repostSize":0,"favoriteSize":0,"likeStatus":false,"favoriteStatus":false},"APP":{"userAgent":"Mozilla/5.0 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