新雲端：投資軟體和託管服務以獲得競爭優勢

本報告考察了新雲端供應商的格局，並對新雲端供應商進行了分類，分析了其不斷演變的商業模式、案例研究，以及對收購、合作、內部開發和開源整合等策略的適用性進行了分析。

實際收益：

• 幫助新雲端供應商找到 "向上發展" 的路徑，並透過投資軟體和託管服務來提高獲利能力。
• 對領先的新雲端公司進行比較分析，有助於您制定競爭定位、合作夥伴關係和收購策略。
• 優先投資於高價值服務層，尤其是在企業擴大採用人工智慧的情況下。

關鍵問題解答：

• 在飽和的GPU基礎架構市場中，新雲端供應商如何脫穎而出？
• 哪些託管服務能提供最高的開發者和企業用戶留存率？
• 為了實現軟體和服務的獲利性擴展，供應商應該採用自建、收購還是合作策略？

研究亮點：

• 將新型雲端供應商分為三個層級，並分析其各自商業模式的演變。
• 透過對實際新型雲端公司的案例研究，揭示策略趨勢。
• 聚焦整個軟體和託管服務生態系統，專注於策略投資、開源整合和生態系統合作。
• 提出一套結合收購、合作、內部開發和開源整合的策略方案。

目錄

第一章：主要發現

第二章：主要預測

第三章：主要參與者

第四章：影響新雲端策略決策的市場趨勢

• 自主人工智慧
• 新的基礎設施範式
• 代理人工智慧
• 各行業不斷成長的企業需求

第五章：新雲堆疊

• 概述
• 託管服務投資的推動因素
• 供應商應該收購、合作還是開發託管服務？

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