沙利文报告：2025上半年百度智能云领跑中国自研GPU云市场_老虎社区_美港股上老虎

沙利文报告：2025上半年百度智能云领跑中国自研GPU云市场

ITBEAR科技资讯01-05

国际知名咨询机构沙利文最新发布的《2025年中国GPU云市场研究报告》显示，在2025年上半年中国自研GPU云市场中，百度智能云以40.4%的份额占据领先地位。该机构指出，这一市场正经历从基础功能向全栈服务能力的转型，头部厂商通过整合芯片研发、集群调度与云服务交付形成差异化优势。报告明确界定自研GPU云的定义：厂商需基于自主开发的AI加速芯片构建万卡级智能计算集群，并通过公有云、专有云或混合云模式...

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2025","themeId":null,"isJumpTheme":false,"ttsUrl":null,"symbols_score_info":{"89888":0.6,"BIDU":1.93,"09888":1.93},"content_text":"国际知名咨询机构沙利文最新发布的《2025年中国GPU云市场研究报告》显示，在2025年上半年中国自研GPU云市场中，百度智能云以40.4%的份额占据领先地位。该机构指出，这一市场正经历从基础功能向全栈服务能力的转型，头部厂商通过整合芯片研发、集群调度与云服务交付形成差异化优势。报告明确界定自研GPU云的定义：厂商需基于自主开发的AI加速芯片构建万卡级智能计算集群，并通过公有云、专有云或混合云模式提供端到端AI算力服务。这种市场形态要求厂商同时具备硬件研发、大规模集群运维及商业化服务能力，形成\"芯片-集群-云服务\"的完整闭环。研究显示，国内GPU云市场已进入高质量发展阶段，竞争焦点从单纯硬件性能比拼转向全栈技术整合能力。具备软硬件协同优化和规模化运营经验的厂商，正在重塑行业格局。百度智能云在产品技术、算力规模及行业落地等方面展现出的综合实力，成为其领跑市场的关键因素。在近日举办的\"百度世界2025大会\"上，百度智能云推出新一代昆仑芯架构及超节点计算产品。公司宣布将保持每年迭代更新昆仑芯系列的节奏，其中面向大规模推理场景的M100芯片计划于2026年商用，针对超大规模多模态模型训练的M300芯片预计2027年面世。这一产品路线图凸显了百度在AI算力领域的长期投入决心。行业观察人士指出，随着AI应用场景的深化，市场对算力服务的需求正从通用型向专业化、定制化方向演变。能够提供从芯片到云服务全链条解决方案的厂商，将在未来竞争中占据更有利位置。百度智能云的技术布局与市场表现，为行业提供了重要参考样本。","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":[],"hasMoreComments":false,"newsSizeData":{"likeSize":0,"commentSize":0,"repostSize":0,"favoriteSize":0,"likeStatus":false,"favoriteStatus":false},"isCrawlerRequest":true}