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封面
市场调查报告书
商品编码
1867365

云端基础设施的未来：新云端供应商对运算价值链的影响

The Future of Cloud Infrastructure: The Impact of Neocloud Providers on the Compute Value Chain
出版日期: | 出版商: ABI Research | 英文 12 Pages | 商品交期: 最快1-2个工作天内

价格
简介目录

实际优势：

  • 了解新云端的自主赋能、人工智慧 (AI) 优先架构如何提供与超大规模资料中心改造方案相比的差异化价值。
  • 追踪新云端如何改变上游（半导体、OEM）、中游（託管）和下游（企业级 AI）领域的格局。
  • 使产品和服务与欧洲的特定区域推动因素和自主需求、北美的超大规模资料中心外包以及亚太地区的政府主导的 AI 计划保持一致。
  • 监控对超大规模资料中心的不满（例如资料传输费用、合规性挑战）如何推动对新云端替代解决方案的需求。

关键问题解答：

  • 人工智慧伺服器向新云端的出货量在不同地区有何差异？造成这些差异的推动因素是什么？
  • 新云端在提供人工智慧基础架构方面，相较于超大规模资料中心，有哪些结构性优势？
  • 区域因素如何推动新云端的普及？服务提供者应该如何因应？
  • 新云端如何影响运算供应链的上下游动态？
  • 哪些财务和营运模式决定了新云端的可持续性和规模？

研究亮点：

  • 到 2030 年，依地区划分的新型云端供应商 AI 伺服器出货收入的详细预测
  • 领先的新型云端供应商在规模、生态系统差异化和财务韧性方面的比较分析
  • 深入了解新型云端如何在嵌入超大规模云端生态系统的同时，支援自主运作对延迟敏感的企业工作负载
  • 风险评估（图形处理器 (GPU) 短缺、资本支出 (CAPEX) 强度、价格压力）和韧性策略（例如，与超大规模云端供应商合作、资产支援融资）

本报告的目标受众

  • GPUaaS（图形处理器即服务）供应商，希望扩展其云端运算产品（GPU）即服务，将其整合到企业工作流程中，并基于合规性和效能实现差异化。
  • 晶片供应商伺服器 OEM 厂商正寻求摆脱与超大规模资料中心营运商的大规模交易，转而与新兴的新型云端买家建立合作关係。
  • 託管服务提供者和资料中心合作伙伴正在评估各种机会，以支援部署主权就绪、AI 优化的基础设施。
  • 企业资讯科技 (IT) 领导者和 AI 策略家正在寻求替代超大规模资料中心营运商的方案，以满足受监管、低延迟或特定工作负载的需求。

目录

第一章：主要发现

第二章：主要预测

第三章：主要参与者与生态系

第四章：市场背景与新型云端策略定位

第五章：对计算价值链的策略影响

第六章：定义新云端供应商的长期成功

简介目录
Product Code: AN-6487

Actionable Benefits:

  • Understand how neoclouds’ sovereign-ready, Artificial Intelligence (AI)-first architectures offer differentiated value compared to hyperscaler retrofits.
  • Track how neoclouds are reshaping upstream (silicon, Original Equipment Manufacturer (OEM)), midstream (colocation), and downstream (enterprise AI) dynamics.
  • Tailor offerings to region-specific drivers & sovereignty mandates in Europe, hyperscaler outsourcing in North America, and government-backed AI initiatives in Asia-Pacific.
  • Monitor how hyperscaler dissatisfaction (e.g., egress fees, compliance gaps) is driving demand for neocloud alternatives.

Critical Questions Answered:

  • How does the sale of AI server shipments to neoclouds differ by region and what is driving these variations?
  • How are neoclouds structurally positioned to outperform hyperscalers in AI infrastructure delivery?
  • What regional factors are driving neocloud adoption and how should providers respond?
  • How do neoclouds influence upstream and downstream dynamics in the compute supply chain?
  • What financial and operational models will determine neocloud sustainability and scale?

Research Highlights:

  • Detailed forecast of the revenue from AI server shipments to neocloud providers by region through 2030.
  • Comparative analysis of scale, ecosystem differentiation, and financial resilience across leading neocloud providers
  • Insight into how neoclouds embed within hyperscaler ecosystems, while enabling sovereign and latency-sensitive enterprise workloads.
  • Evaluation of risks (Graphics Processing Unit (GPU) scarcity, Capital Expenditure (CAPEX) intensity, pricing pressure), and resilience strategies (e.g., hyperscaler partnerships, asset-backed financing).

Who Should Read This?

  • Neocloud providers seeking to scale Graphics Processing Unit-as-a-Service (GPUaaS) offerings, embed in enterprise workflows, and differentiate through compliance and performance.
  • Silicon vendors and server OEMs looking to diversify beyond hyperscaler mega-deals and engage with emerging neocloud buyers.
  • Colocation operators and data center partners evaluating opportunities to support sovereign-ready, AI-optimized infrastructure deployments.
  • Enterprise Information Technology (IT) leaders and AI strategists exploring alternatives to hyperscaler lock-in for regulated, latency-sensitive, or domain-specific workloads.

TABLE OF CONTENTS

1 KEY FINDINGS

2 KEY FORECASTS

3 KEY COMPANIES AND ECOSYSTEMS

4 MARKET CONTEXT AND STRATEGIC POSITIONING OF NEOCLOUDS

5 STRATEGIC IMPLICATIONS FOR THE COMPUTE VALUE CHAIN

6 DEFINING LONG-TERM SUCCESS FOR NEOCLOUD PROVIDERS