2023127_艾瑞咨询_云服务行业动态及热点研究月报 - 2023年11月（34页）.pdf
-2023 11 2023.12 iResearch Inc.1 SaaS 2023 10/IaaS PaaS SaaS PaaS AI 11 re:lnvent 11 SaaS 9 5 CDN 1 AutoPaaS AutoPaaS PaaS UI API 1 2 5G+4 12 AI 17 60+WPS AI+Agent SaaS ChatDev AI LLM AI AIGC 2024 Q2 276.48 EBITA 3.87 14.09 2023 ToB 520 16%34%.ToB re:lnvent Serverless AIGC AI AWS Marketplace 2 3.1.1.4.4.5.6.7().7()IAAS.9()PAAS.11()SAAS.13().16.17().17().18().20().22().23().26().26().26().27.28 AUTOPAAS.28.30.30.31.32.32.32.32 4 1 2023 1-11-IT 2023.12 iResearch.I 11 SaaS 9 5 1 CDN 1 00111224557814108SDNCMPSDSCDN RPA SaaS 5 2 2023 1-11-IT 2023.12 iResearch.I 2023 1 11 SaaS 11 SaaS 2 A 3 B 2 C 1 1 5 CDN A 7%57%75%17%100%100%29%14%20%25%60%38%37%21%80%25%12%50%100%14%40%14%100%50%29%29%38%20%CMPCDNSDS RPA SaaS/A B C C 6 2023.11.01 2023.11.09 5G+2023.11.16 1 5G 5G 5G 5G+2 5G TSN APL PON IPv6 2023.12 iResearch.I 7()11 4 11 2 2023 2024 4 12 11 6 7 12 60 2 12 2000 3 100PF 11 6 10 19872.7 950 8kW 12kW 36kW 64kW MDC 350 PFlops 500GB/s Linpack 60%AI 2024 3 11 11 230 5 180MW 7.2 220MW 8 8.8 PUE 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