企业对新云端的需求：推动因素、采用模式和使用案例优先级

本报告深入探讨了新云端市场，详细分析了新云端服务用例，洞察了计算价值链中当前的需求动态，并预测了人工智慧伺服器的出货量以及新云端供应商的收入。

关键问题解答

• 哪些结构性变化正在推动企业对新云端服务的兴趣？
• 新云端在基础设施、经济性和合规性上有哪些差异化优势？
• 采用新云端服务面临哪些障碍？提供者如何克服这些障碍？
• 哪些产业已经够成熟，可以采用新云端服务？原因是什么？

目录

主要发现

主要预测

主要参与者与生态系

背景描述

新云端服务供应商的需求推动因素

目前对新云端的需求

新云端服务的企业用例

各产业新云采用成熟度

不断变化的IT合作伙伴选择标准

企业采用的障碍

对新云端提供者的关键建议

Actionable Benefits:

• Reframe enterprise cloud strategy by understanding how emerging infrastructure models challenge legacy paradigms.
• Identify market inflection points where neoclouds can disrupt entrenched hyperscaler dominance.
• Align product and go-to-market strategies with evolving enterprise priorities around Artificial Intelligence (AI), compliance, and sovereignty.
• Anticipate procurement shifts and Information Technology (IT) partnership criteria that will shape future enterprise buying behavior.

Critical Questions Answered:

• What structural shifts are driving enterprise interest in neocloud services?
• How do neoclouds differentiate in infrastructure, economics, and compliance?
• What are the barriers to adoption-and how can providers overcome them?
• What enterprise verticals are mature enough for neocloud services and why?

Research Highlights:

• Detailed analysis of enterprise use cases for neocloud services across AI, compliance, sustainability, and federated learning-illustrating where neoclouds can deliver differentiated value.
• Insight into current demand dynamics within the compute value chain, showing how hyperscalers and silicon vendors are shaping early neocloud adoption.
• Forecast of AI server shipments and revenue attributed to neocloud providers, offering a quantitative view of market growth and infrastructure investment.
• Vertical maturity assessment to help neocloud providers prioritize go-to-market efforts based on workload fit, compliance barriers, and procurement agility.

Who Should Read This?

• Neocloud providers seeking to build sustainable enterprise demand and differentiate beyond developer-centric offerings.
• Silicon vendors evaluating neoclouds as a viable channel to market and understanding Graphics Processing Unit-as-a-Service (GPUaaS) economics.
• System integrators and managed service providers looking to align with emerging infrastructure models and compliance needs.

TABLE OF CONTENTS

Key Findings

Key Forecasts

Key Companies and Ecosystems

Setting the Scene

Demand Drivers for Neocloud Service Providers

Current Demand for Neoclouds

Enterprise Use Cases for Neocloud Services

Neocloud Adoption Maturity Across Enterprise Verticals

Shifting IT Partnership Selection Criteria

Barriers to Enterprise Adoption

Key Recommendations for Neocloud Providers