企業對新雲端的需求：推動因素、採用模式和使用案例優先級

本報告深入探討了新雲端市場，詳細分析了新雲端服務用例，洞察了計算價值鏈中當前的需求動態，並預測了人工智慧伺服器的出貨量以及新雲端供應商的收入。

關鍵問題解答

• 哪些結構性變化正在推動企業對新雲端服務的興趣？
• 新雲端在基礎設施、經濟性和合規性上有哪些差異化優勢？
• 採用新雲端服務面臨哪些障礙？提供者如何克服這些障礙？
• 哪些產業已經夠成熟，可以採用新雲端服務？原因是什麼？

目錄

主要發現

主要預測

主要參與者與生態系

背景描述

新雲端服務供應商的需求推動因素

目前對新雲端的需求

新雲端服務的企業用例

各產業新雲採用成熟度

不斷變化的IT合作夥伴選擇標準

企業採用的障礙

對新雲端提供者的關鍵建議

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