新云端：投资软体和託管服务以获得竞争优势

本报告考察了新云端供应商的格局，并对新云端供应商进行了分类，分析了其不断演变的商业模式、案例研究，以及对收购、合作、内部开发和开源整合等策略的适用性进行了分析。

实际收益：

• 帮助新云端供应商找到 "向上发展" 的路径，并透过投资软体和託管服务来提高获利能力。
• 对领先的新云端公司进行比较分析，有助于您制定竞争定位、合作伙伴关係和收购策略。
• 优先投资于高价值服务层，尤其是在企业扩大采用人工智慧的情况下。

关键问题解答：

• 在饱和的GPU基础架构市场中，新云端供应商如何脱颖而出？
• 哪些託管服务能提供最高的开发者和企业用户留存率？
• 为了实现软体和服务的获利性扩展，供应商应该采用自建、收购还是合作策略？

研究亮点：

• 将新型云端供应商分为三个层级，并分析其各自商业模式的演变。
• 透过对实际新型云端公司的案例研究，揭示策略趋势。
• 聚焦整个软体和託管服务生态系统，专注于策略投资、开源整合和生态系统合作。
• 提出一套结合收购、合作、内部开发和开源整合的策略方案。

目录

第一章：主要发现

第二章：主要预测

第三章：主要参与者

第四章：影响新云端策略决策的市场趋势

• 自主人工智慧
• 新的基础设施范式
• 代理人工智慧
• 各行业不断成长的企业需求

第五章：新云堆迭

• 概述
• 託管服务投资的推动因素
• 供应商应该收购、合作还是开发託管服务？

Actionable Benefits:

• Identify pathways for neocloud providers to move “up the stack” and increase margins through software and managed services investment.
• Benchmark against leading neoclouds to inform competitive positioning, partnership, and acquisition strategies.
• Prioritize investment in high-impact service layers that align with evolving customer needs, especially in enterprise Artificial Intelligence (AI) adoption.

Critical Questions Answered:

• How can neocloud providers differentiate in a saturated Graphics Processing Unit (GPU) infrastructure market?
• Which managed services will generate the greatest developer and enterprise stickiness?
• What build, buy, or partner strategies should vendors pursue to scale software and services profitably?

Research Highlights:

• Identifies three tiers of neocloud providers and their evolving business models.
• Highlighted neocloud case studies that reflect c
• Provides detailed analysis of entire neocloud stack with emphasis on software and managed service ecosystem, strategic investments in managed services, open-source integration, and ecosystem partnerships.
• Strategic playbook: mix of acquisitions, partnerships, in-house development, and open-source integration.

Who Should Read This?

• Strategy and corporate development executives at cloud and AI infrastructure providers assessing Mergers and Acquisitions (M&A) or partnership strategies.
• Product and platform leaders at neoclouds, hyperscalers, and AI service vendors seeking to expand software and services.
• Sales & product leads across neocloud supply chain (GPUs, servers, Machine Learning Operations (MLOps), power/cooling) aiming to develop an understanding of the market and expand business relationships.

TABLE OF CONTENTS

1 KEY FINDINGS

2 KEY FORECASTS

3 KEY COMPANIES

4 MARKET TRENDS INFLUENCING NEOCLOUD STRATEGIC DECISIONS

• 4.1. SOVEREIGN AI
• 4.2. NEW INFRASTRUCTURE PARADIGMS
• 4.3. AGENTIC AI
• 4.4. ENTERPRISE VERTICAL EXPECTATIONS

5 NEOCLOUD STACK

• 5.1. OVERVIEW
• 5.2. WHAT IS DRIVING INVESTMENT IN MANAGED SERVICES
• 5.3. SHOULD VENDORS BUY PARTNER OR BUILD MANAGED SERVICES