红包大战正酣，算力租赁赚翻？这家厂商全线产品涨价，需求已转为“训练+推理”双轮驱动

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当下，AI大模型正处于从生成式AI走向代理式AI的关键时刻。在此背景下，腾讯、阿里等厂商不惜大发红包以争夺用户。在大模型厂商红包大战尚未分出胜负之际，算力租赁厂商却成为当下实实在在的赢家。正如服饰品牌李维斯的故事那般，最终赢家不是在加州挖金子的矿工，而是卖牛仔裤的李维斯。在这一轮大模型红包大战中，算力租赁赚得盆满钵满。近日，云服务商优刻得宣布涨价。在被问及具体哪些产品涨价时，优刻得相关工作人员告诉...

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The price of all products of this manufacturer has increased, and the demand has turned to \"training + reasoning\" two-wheel drive","themeId":null,"isJumpTheme":false,"ttsUrl":null,"symbols_score_info":{"AMZZ":0.6,"AMZN":0.9,"AZYY":0.6,"AMZD":0.6,"AI":0.9,"AMZY":0.6,"AMZW":0.6,"USAW.SI":0.6,"AMZU":0.6},"content_text":"当下，AI大模型正处于从生成式AI走向代理式AI的关键时刻。在此背景下，腾讯、阿里等厂商不惜大发红包以争夺用户。在大模型厂商红包大战尚未分出胜负之际，算力租赁厂商却成为当下实实在在的赢家。正如服饰品牌李维斯的故事那般，最终赢家不是在加州挖金子的矿工，而是卖牛仔裤的李维斯。在这一轮大模型红包大战中，算力租赁赚得盆满钵满。近日，云服务商优刻得宣布涨价。在被问及具体哪些产品涨价时，优刻得相关工作人员告诉《每日经济新闻》记者（以下简称每经记者），“全线产品（都会上涨），具体会根据客户资源使用情况给出方案。”红包大战带来对AI基础设施的巨大需求2015年除夕，微信支付凭借摇一摇抢红包，迅速爆发。而这一波，腾讯元宝发红包之后，阿里巴巴、百度、字节跳动也纷纷下场。红包大战，也使得对AI基础设施的需求大增。近日，国内云服务厂商优刻得宣布，因全球供应链波动持续加剧，核心硬件采购等基础设施成本出现显著、结构性的上涨，经过慎重评估，公司决定自2026年3月1日起，对续签及新签用户的全线产品与服务进行价格上浮调整。涨价缘由是硬件成本提升，还是推理侧需求过于旺盛而导致供不应求？优刻得上述工作人员回复称：“两方面（原因）都有，主要是硬件成本上升，近期需求也在增加。当前的价格调整，也是行业从‘资源出租’向‘能力服务’转变的体现。”不仅仅是国内厂商在涨价。1月23日，全球云计算巨头亚马逊云科技宣布对其面向大模型训练的EC2机器学习容量块实施约15%的价格上调，这是AWS（亚马逊云计算服务）约20年来首次打破“只降不涨”的定价传统。机器学习容量块是AWS为应对高性能GPU（图形处理器）等稀缺计算资源供需失衡所推出的定制化服务模式，用户可提前预订指定型号的GPU实例，确保关键算力资源的稳定供给。开源证券认为，AWS作为亚马逊核心的公有云平台，此次涨价一方面再次确认了全球AI算力需求端的高景气度，另一方面从供给角度来看，AI云产业链资源稀缺性或日益凸显。Agent拉动推理需求呈指数级上涨对于公有云涨价，云服务商派欧云（PPIO）工作人员告诉每经记者，主要原因是推理需求的爆发式增长，其中Agent（智能体）的需求是主要增长因素；其次推理成本的上涨动力还来自服务质量的持续提高，高SLA（服务等级协议）、低时延、长上下文、多模态等服务会产生支付溢价。如果说红包大战带来的是用户人数增加从而带来算力需求提升，那么Agent的盛行，对推理算力需求的提升则更为庞大。优刻得上述工作人员表示：“算力需求已从训练驱动的单一模式，转变为训练+推理双轮驱动且推理占比不断上升的新模式。Agent的实时交互、多轮推理、工具调用与自主规划等能力，使得单次任务所需的推理次数呈指数级上升。”PPIO工作人员也对每经记者表示：“Agent的广泛应用放大了Token（词元）的消耗，进而推高算力需求，一方面Agent推理上下文逐渐增加到200K以上，另一方面由于计算复杂度与上下文长度是平方关系，长上下文对算力的需求呈指数级增长。据我们估算，Agent场景下单用户的Token消耗量是普通Chat的10倍至50倍，此外Agent对内存的需求也在持续增加，主要体现在Agent工具的数据记忆需求。”值得注意的是，AI推理不仅有云端，也有边缘侧、端侧设备。那么，即时性的要求是否会助推边缘侧、端侧AI推理需求增长？对此，PPIO工作人员表示：“至于边缘和端侧，我认为会增加部署，但会是“云—边—端协同”的混合架构：实时性强、隐私要求高、网络不稳定的场景会下沉到端和边缘，用小模型或本地推理保证响应；而需要最强通用能力、快速迭代的大模型能力，仍会集中在云端。关键不在把所有算力搬到端上，而在把任务链路切分得更合理。”优刻得工作人员也表示：“我们会根据客户的需求来部署我们的产品和资源。根据不同业务场景对延迟、成本、合规性的差异化要求，灵活调度云端、边缘与端侧算力资源。”封面图片来源：每经媒资库","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":1,"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 AppleWebKit/537.36 (KHTML, like Gecko; compatible; ClaudeBot/1.0; +claudebot@anthropic.com)","isDev":false,"isTTM":false,"tenantId":"TBCN","deviceId":"web-server-community-laohu8-v3","version":"4.42.0","shortVersion":"4.42.0","platform":"web","vendor":"web","appName":"laohu8","isIOS":false,"isAndroid":false,"isTiger":false,"isTHS":false,"isWeiXin":false,"isWeiXinMini":false,"isWeiBo":false,"isQQ":false,"isBaiduSwan":false,"isBaiduBox":false,"isDingTalk":false,"isToutiao":false,"isOnePlus":false,"isHuaWei":false,"isXiaomi":false,"isXiaomiWebView":false,"isOppo":false,"isVivo":false,"isSamsung":false,"isMobile":false},"href":"/m/news/2610592505","isCrawlerRequest":true}