Against the backdrop of artificial intelligence accelerating towards a higher level of integration with advanced intelligence and deep learning, severe challenges are posed to underlying infrastructure, deeply forcing cloud computing architectures to undergo disruptive upgrades. The AI full-stack cloud is based on user usage and ecological development choices, with strong market potential. It provides users with a complete AI capability stack through infrastructure and service capabilities, ranging from underlying computing power, AI frameworks, AI development platforms, model training/retrieval, data management, MaaS (Model as a Service), to upper-layer application development and security operations and maintenance. It is provided to users in service form, eliminating the need for users to build complex hardware or start from scratch constructing AI capabilities.
The 'AI Full-stack Cloud Value Impact Matrix' is authored by Frost & Sullivan (Frost & Sullivan, hereinafter referred to as 'Frost & Sullivan') andLeadLeo Research InstituteInitiated jointly with the China Academy of Information and Communications Technology (referred to as 'CAICT'), based on data extraction and competitiveness analysis of AI full-stack cloud enterprises in China; combined with the capabilities of industry, academia, and research experts, a multi-dimensional and in-depth analysis of China's AI full-stack cloud enterprises is conducted from aspects such as infrastructure capabilities, technical maturity, influence, and sustainability of development models.Since the launch of the 'Cloud Computing Value Impact Matrix', the China Academy of Information and Communications Technology has successively researched and released the 'Hybrid Cloud Value Impact Matrix 2023', 'Value Impact Matrix for the Supply Capability of Cloud Service Providers for Central and State-owned Enterprises', 'Intelligent Computing Cloud Ecosystem Value Impact Matrix', and '2025 Large Model Cloud Value Impact Matrix', effectively promoting industrial connection and collaboration.
Matrix result
Research Background
●Cloud computing isSolid foundation for AI development
2025, Agentic The development of AI has driven a paradigm shift in the field of artificial intelligence, with AgenticAIAlso known as proxyAI, which appears at the Generative After AI (Generative AI), in Physical Before AI (Embodied AI), Agentic AI has the capability to automatically adapt and make decisions using various technologies, Agile The key feature of AI is its ability to perceive and understand context, answer or solve problems through reasoning, and take action after making plans.Butagentic AI has not changed the AI technology paradigm. Compared to the output of traditional large language models, when the Token generation speed is the same, the computing power requirement is more than ten times higher. The current demand for computing power has just begun to unlock the gates for massive applications. High-density computing infrastructure continues to pose challenges in various aspects such as power supply, cooling, large-scale parallel computing, and scalability of AI infrastructure.
To support running high-demand applications in the cloudAITasks of the workloadAI cloud needs to combine performance, advanced networking, flexibility, security, and scalability to meet customers' demands forAIWorkload and New AgentsThe reasoning and training requirements of the application.
With the development of cloud computing, cloud services have gradually shifted from traditional computing and storage resource provisioning to providing higher-valueThe evolution of AI cloud services. AI cloud services not only provide underlying computing power support but also integrate capabilities such as model training, inference platforms, and Model as a Service (MaaS), promoting the implementation of artificial intelligence technology in various industries. The full-stack AI cloud services focus on out-of-the-box use, full-stack integration, and flexible expansion, aiming to lower the threshold for AI usage.
Research Content and Value
AI full-stack cloud services are becoming the key engine driving the intelligent upgrade of enterprises. They not only meet diverse business needs but also significantly improve the efficiency and value of AI applications.
●Enhance flexibility and cost-effectiveness
· The platform supports on-demand resource scaling and flexible service customization to meet the needs of enterprises of different scales. Users only need to pay for the computing resources they actually use and can dynamically adjust resource allocation according to business growth, effectively controlling costs while maintaining the high-performance operation of the system.
●Simplify and AccelerateAI application development
· By providing out-of-the-box tools and services, full-stackThe AI cloud platform greatly simplifies the construction process of AI applications.
· From data preparation, model training to deployment and launch, users do not need to worry about underlying infrastructure management. They can focus on business logic implementation, significantly shortening the product time to market.
●Security and compliance assurance
·The provider is responsible for ensuring that the platform's security and data protection measures comply with industry standards and legal requirements, allowing users to handle sensitive information with confidence.
· Continuous technical updates and maintenance ensure that the system is always in the latest state, enhancing the overall security protection capabilities.
Matrix advancement process
To systematically and accurately present the AI full-stack cloud value influence matrix, the process will rely on rigorous research and evaluation mechanisms, covering the entire lifecycle from enterprise participation to result release. The specific steps include:
Time planning
Project startup :March 2026
Manufacturer registration and technical evaluation :May 2026
Release (anticipated) :Official release and interpretation in July 2026
Participation Method
The solicitation period starts today and endsOn April 30th, we sincerely invite enterprises related to the industry to participate. Enterprises interested in participating can register with their business contacts. Please feel free to inquire.
Interested enterprises are welcome to sign up.
Contact number:021-5407-5836
Contact email:PR@frostchina.com
