2024 年资料中心服务业的成长机会

人工智慧大趋势推动资料中心服务成长机会并推动产业转型

人工智慧 (AI) 的采用在各行业领域和功能用例中迅速增加，并对企业创造和交付价值的方式产生重大影响。生成式人工智慧正在加速人们对人工智慧的变革性影响以及利用人工智慧技术创造商业价值的潜力的认识。随着人工智慧采用的增加，工作负载对自身数位基础设施的要求也越来越高，以支持业务成果。

资料中心服务供应商正在见证全球和区域主机代管环境中的激烈竞争。虽然人工智慧革命为传统基础设施和资料中心建设带来了独特的挑战，但它也为收益成长开闢了新的途径，并为创造更大的客户价值和推动策略差异化提供了机会。主机代管服务供应商设计的设施不仅要提供足够的空间和电力，还要符合成长策略和设计技术。人工智慧的加速进步将推动资料中心产业的创新，并要求服务供应商对其现有设施和规划的数位基础设施进行现代化改造。在不断变化的技术环境中，支援人工智慧架构以进行有效模型学习和推理的灵活、客製化的基础设施将至关重要。本研究描述了人工智慧采用的全球格局及其对资料中心主机代管产业的影响。

目录

改变资料中心主机代管服务产业

• 为什么成长如此困难？
• The Strategic Imperative 8（TM）
• 关键策略要务对资料中心服务业的影响

成长发电机

• 公司认识到人工智慧/机器学习在实现业务优先事项方面的重要性
• 提高业务效率是企业人工智慧投资的关键驱动力
• 企业人工智慧部署正超越概念验证阶段

成长机会分析

• AI主导资料中心产业转型
• 策略与服务
• 规模
• 地方
• 设计：超高密度主机代管功能
• 设计：液冷技术
• 永续性

成长发电机

• 生长促进因子
• 成长抑制因素

一家采取行动的公司

• Digital Realty
• Empyrion Digital
• Equinix
• ST Telemedia Global Datacentres

成长机会宇宙

• 成长机会一：人工智慧超大规模资料中心
• 成长机会2：支持AI推理的边缘资料中心

附录：调查受访者详细资料

• 研究目的和调查方法
• 调查受访者概况

最佳实践意识

弗罗斯特雷达

下一步

The AI Megatrend Drives Growth Opportunities for Data Center Services and Drives Industry Transformation

Artificial intelligence (AI) adoption is increasing rapidly across industry segments and functional use cases, significantly impacting the way businesses create and deliver value. Generative AI has accelerated the awareness of the transformative impact of AI and the potential of leveraging the technology to create business value. As AI adoption continues, workloads also demand significantly unique digital infrastructure to support business outcomes.

Data center service providers have been witnessing intense competition in the global and regional colocation landscape. While the AI revolution is creating unique challenges for legacy infrastructure and data center builds, it is also opening up new revenue growth avenues and opportunities to create greater customer value and drive strategic differentiation. Colocation service providers must not only provide adequate space and power but also design facilities aligned with growth strategies and design technologies. Accelerating AI advancements will drive innovation in the data center industry, and service providers must reinvent existing facilities and planned digital infrastructure. Flexible and customized infrastructure that supports AI architectures for effective model training and inferencing will be essential in the changing technological landscape. This study discusses the global state of AI adoption and its impact on the data center colocation industry.

Table of Contents

Transformation in the Data Center Colocation Services Industry

• Why is it Increasingly Difficult to Grow?
• The Strategic Imperative 8™
• Impact of the Top 3 Strategic Imperatives on the Data Center Services Industry

Growth Generator

• Enterprises Recognize the Importance of AI/ML in Achieving Business Priorities
• Improving Operational Efficiency is a Key Driver for Enterprise AI Investments
• Enterprise AI Deployments are Moving Beyond the Proof-of-Concept Stage

Growth Opportunity Analytics

• AI-driven Data Center Industry Transformation
• Strategy & Services
• Scale
• Location
• Design: Ultra-High-Density Colocation Capabilities
• Design: Liquid Cooling Technologies
• Sustainability

Growth Generator

• Growth Drivers
• Growth Restraints

Companies To Action

• Digital Realty
• Empyrion Digital
• Equinix
• ST Telemedia Global Datacentres

Growth Opportunity Universe

• Growth Opportunity 1: Hyperscale AI-ready Data Centers
• Growth Opportunity 2: Edge Data Centers to Support AI Inferencing

Appendix: Survey Respondent Details

• Research Objectives and Methodology
• Survey Respondent Profile

Best Practices Recognition

• Best Practices Recognition

Frost Radar

• Frost Radar

Next Steps

• Benefits and Impacts of Growth Opportunities
• Next Steps
• Take the Next Step
• List of Exhibits
• Legal Disclaimer