今年以来，腾讯云、阿里云、百度智能云等主要云计算厂商密集上调算力产品价格，部分服务涨幅超过30%1。这一轮涨价反映了生成式AI应用的爆发式增长与芯片产能紧张之间的矛盾。截至今年3月，我国日均Token调用量已超过140万亿，相比2024年初的1000亿增长了1000多倍1。与此同时，高端芯片交付周期长、产能受限，供给端面临明显约束。
算力价格上升正沿产业链向上下游传导，引发行业分化1。上游硬件企业因芯片需求旺盛而获益最大，中游算力租赁企业承压最大——算力成本占其运营支出的七八成1，利润空间明显压缩，下游AI应用企业的开发成本随之抬升。从需求端看，2025年我国用于人工智能训练和推理的数据总量为199.48艾字节，其中推理数据量首次超过训练数据量，达101.34艾字节1，预示未来推理算力需求与训练算力需求的比例或将达到3:1甚至更高1。推理需求的快速增长进一步加剧了算力供给压力。为应对算力需求的长期增长，今年4月我国将算力网纳入国家"六张网"建设，目前已围绕国家算力枢纽节点建成超70条算力大通道1。
Major cloud computing providers in China have undertaken significant price increases for computing power services this year, with some offerings rising by more than 30 percent 1. The surge reflects a fundamental mismatch between soaring demand driven by generative AI applications and constrained supply, as high-end chip production faces capacity bottlenecks and extended delivery timelines 1.
The scale of AI demand has become unprecedented. Daily token invocation volume in China exceeded 140 trillion as of March this year, representing a thousandfold increase from 1 trillion at the start of 2024, and growing more than 40 percent in just three months compared to 100 trillion at the end of 2025 1. Data consumption for AI training and inference reached 199.48 exabytes in 2025, with inference data surpassing training data at 101.34 exabytes for the first time 1. Looking ahead, the ratio of inference computing power demand to training computing power demand may reach 3:1 or higher 1.
The price increases are reverberating across the entire value chain with divergent effects 1. Upstream hardware companies benefit most, while mid-stream computing power rental enterprises face margin compression as computing costs consume seven to eight tenths of their operational expenses 1. Downstream AI application companies confront mounting costs, intensifying sector stratification 1. On August 17, DeepSeek's API pricing adjustments took effect 1. To support growing computing infrastructure needs, the computing power network was formally incorporated into China's national "six networks" construction initiative in April this year, with over 70 computing power corridors already established around national computing hubs 1.
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