Recently, International Data Corporation (IDC) released a report on the Chinese AI public cloud services market, which is quite inspiring. The data shows that in 2023, the market size of China's AI public cloud services reached 12.61 billion yuan, a significant increase of 58.2% compared to 2022. This indicates that large models are playing an increasingly important role in driving generative AI application innovation and traditional AI application implementation.

In this report, IDC also highlighted that Baidu Smart Cloud and Alibaba Cloud are tied for the top spot in the market, with Tencent Cloud closely following, and Huawei Cloud ranking third. It is evident that as AI technology continues to mature, market competition is becoming more intense, and the gap between major cloud service providers is gradually narrowing.

image.png

The report further analyzed the computer vision public cloud services market, which reached a size of 6.06 billion yuan in 2023. Here, Tencent Cloud, Baidu Smart Cloud, and Alibaba Cloud continue to hold significant market advantages.

image.png

In the conversational AI public cloud services sector, the market size was 1.5 billion yuan, with Alibaba Cloud and Baidu Cloud continuing to lead, while Tencent Cloud is also actively expanding its market presence.

image.png

It is worth noting that the smart voice public cloud services market reached a size of 1.58 billion yuan, primarily used in scenarios such as meeting voice transcription and voice assistants. In this field, Alibaba Cloud still holds the top position, followed closely by Baidu Cloud, with Tencent Cloud gradually emerging.

image.png

image.png

Meanwhile, the markets for natural language processing and machine learning platforms are also developing continuously. The natural language processing market is dominated by Alibaba Cloud, with Huawei Cloud and Tencent Cloud following; while the machine learning platform market reached a size of 2.01 billion yuan, with Huawei Cloud again taking the top spot, followed by Alibaba Cloud.

IDC analysts pointed out that although the public cloud services in the AI field are not the main choice in the Chinese market currently, with many leading enterprises still preferring private deployment, the implementation of large models and generative AI is in its infancy, and the rapid iteration of public cloud will bring significant opportunities for AI public cloud services.

IDC states that future cloud service providers will continue to be a major driving force in the AI field through their investment and ecosystem expansion capabilities.

Key Points:

🌟 The Chinese AI public cloud services market reached 12.61 billion yuan in 2023, a growth of 58.2%!

🏆 Baidu Smart Cloud and Alibaba Cloud are tied for first place, with Tencent Cloud and Huawei Cloud closely following.

🤖 The markets for computer vision, conversational AI, and smart voice services are expanding continuously, with major players actively competing.