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人工智能行业深度报告：海外大厂主导AI商业化浪潮，行业应用已至爆发前夕-20230828-浙商证券-49页
□近期海外大厂先后发布财务报告，以微软、谷歌、Meta和亚马逊为代表，海外AI大厂在大模型、云计算、搜索及广告、生产力工具等赛道积极拥抱AI商业化浪潮，发力布局AI大模型应用及产品服务，正在主导新一轮的AI产业变革。我们认为随着海外大厂在人工智能基础设施、模型算法和应用产品布局的不断推进，AI+行业应用有望迎来爆发。 □云计算：AI商业化推动云计算市场加速成长，亚马逊、微软、谷歌三强争霸 根据T4
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