阿里云收入同比增18%,AI应用扩展至多行业成主要驱动力

业绩会速递05-15

1. 阿里云收入增长加速至同比18%,主要由强劲的AI相关需求驱动。
2. AI相关产品收入连续七个季度保持三位数同比增长。
3. 云计算应用正从数字原生行业扩展到制造业和养殖业等传统行业。
4. 许多企业为利用AI能力将工作负载迁移至云端,通常使用开源模型并进行企业特定需求的微调。
5. 阿里巴巴通过阿里云和百炼等平台看到GPU计算和AI层服务需求增加。
6. 公司预计AI将在未来几个季度继续成为阿里云加速收入增长的关键驱动力。
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