腾讯集团副总裁、政企业务总裁李强表示，大模型浪潮是全球范围内云计算最重要的增长引擎，大模型训练带来庞大的GPU算力需求，过去两年推动了行业增长。但在2024年，基础大模型训练的需求增长出现了逐步放缓的趋势。长期看，大模型行业化应用将更多带来推理相关的计算需求，预计应用爆发将带来大量推理需求，为云厂商带来明显的红利。

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