202388_艾瑞咨询_云服务行业动态及热点研究月报 - 2023年7月（25页）.pdf
-2023 7 1 SaaS 2023 7 2023 AI IaaS PaaS IaaS SaaS AIGC SaaS AI SaaS LLM AI AI 7 SaaS 10 7 RPA 1 1 2 2023 3+5 RPA 2023 LLM AIGC AI AIGC AI AI SaaS AIGC 3.0 AI 2023 AI AI AI AI 2 3.1.1.4.6.7.15.21.21.22.23.23.23.23 4 1 2023 1-7-IT 2023.8 iResearch.I SaaS 7 10 2023 76 RPA 1 000111134446776 SDN SDSCMPCDN RPA SaaS 5 2 2023 1-7-IT 2023.8 iResearch.I 2023 1 7 SaaS 1-7 7 SaaS 1 A 4 B 1 C 1 3 B 1 1 RPA C+75%50%16%100%43%25%75%50%43%14%100%17%8%100%50%11%100%43%25%33%22%CDNSDS RPA SaaS 6 2023.07.13 2030 2023 2023.07.14 2023 2023.07.28 5G 2023.8 iResearch.I 7()IDC 7 5 1.55MW 16879.68 550Wp 3165 1.55MWp 7 14 2-1 7 7 16()IaaS IaaS 8 Databend Cloud 7 19 QingStor U10000 Databend 2023 7 25 2023 2023 2023 2023()PaaS PaaS AI PaaS 3+5 7 9 7 19 DevOps 9 2.03 7 26 AI+MOSS RPA RPA+AI 7 4 RPA RPA+AI RPA RPA AI 3 RPA 2023 LLM 7 16 Cyclone RPA 2023 AI RPA LLM-GPT TARS RPA AIStation 7 17 RPA AIStation 10 7 3&+GreatDB OceanStor()SaaS 7 360 AIGC CRM SaaS 7 27 YonGPT YonGPT CRM SaaS 3000 40%7 21 3000 AIGC 7 31 CRM AIGC 11 SaaS 7 8 2023 HR SaaS HCM+7 12 HR SaaS HCM+OKR HCM+SaaS WPS AI 7 6 WPS AI 2023 WPS AI WPS AI ChatGPT WPS AI WPS WPS WPS 360 8.0 7 17 360 8.0 68 360 360 360 AI Office 365 Copilot 30 7 19 7 18 ChatGPT Office 365 Copilot Office 365 12 E3 E5 Copilot 30/5/Bing Chat Enterprise 7 21 SaaS SaaS IT 2 C 7 27 2 C IT DevOps(AIOps)IT IT SaaS 7 12 CEO 2022 47%SaaS PingPong Currentz SaaS 7 20 PingPong Currentz SaaS Currentz API+SaaS 13 SUNRATE D-2 7 27 SUNRATE D-2 Sequoia Capital Southeast Asia Peak XV Partners Prosperity7 Ventures Softbank Ventures Asia SaaS AI SaaS 7 7 SaaS AI Al AI SaaS 7 2 7 AI AIGC AI 7 27 AI AIGC AI AIGC+AI THN AI 10 AI-2023()7 14 2023 7 24 2023-7 26|-7 26 15()7 7 2023 AI 7 11 AI PUE 1.25()3.0 7 7 3.0 5+N+X 1 L0 5 3.0 100 380 710 1000 2 L1 N L0 L1 3 L2 4 AI 16 7 21 AI 2023 7 28 3.0()7 4 10 AI AI/AI 3 50%10()7 13 30%5 17 7 25()7 1 AI 7 27 1 Amazon Bedrock Agents 2 Amazon EC2 P5 AI 3 Amazon OpenSearch Serverless AI 4 Amazon CodeWhisperer Amazon Glue 5 Amazon QuickSight BI 6 Amazon Entity Resolution 7 Amazon HealthScribe AI()7 13 18()7 10()7 21 14 20 5G 7 25 7 12 19()7 5 BC-Linux BC-Linux 2015 8 18 BC-Linux BC-Linux RHEL CentOS()8 7 13 2023 AI 8 8 7 18 AI()Azure Microsoft Azure 7 13 Microsoft Azure Microsoft Azure 1 2 Reserved Instance(RI),PayGo,Savings plan,Azure Credit Offer(ACO),Optional Monetary Commit(Optional MC)3 20 PayGo 4 Azure OpenAI 7 5 Azure OpenAI Azure OpenAI Service on your data OpenAI GPT GPT-4 Azure NVads A10 V5 7 3 Azure NVads A10 V5(VM)NVIDIA A10 Tensor Core GPU AMD EPYC 74F3V(Milan)CPU VM AI/1.36 DoNews wind 2.21 2022 2022 2022 2022 2022 2022 2022 2022 RTC 2022 2022 2023 2023Q3 2023 2023Q3 2023+2023Q3 2023 2023Q3 2023 SaaS 2023Q3 2023 2023Q3 2023 2023Q4 2023 2023Q4 22 23 400 026 2099 24
