2024 年資料中心服務業的成長機會

人工智慧大趨勢推動資料中心服務成長機會並推動產業轉型

人工智慧 (AI) 的採用在各行業領域和功能用例中迅速增加，並對企業創造和交付價值的方式產生重大影響。生成式人工智慧正在加速人們對人工智慧的變革性影響以及利用人工智慧技術創造商業價值的潛力的認知。隨著人工智慧採用的增加，工作負載對自身數位基礎設施的要求也越來越高，以支持業務成果。

資料中心服務供應商正在見證全球和區域主機代管環境中的激烈競爭。雖然人工智慧革命為傳統基礎設施和資料中心建設帶來了獨特的挑戰，但它也為收益成長開闢了新的途徑，並為創造更大的客戶價值和推動策略差異化提供了機會。主機代管服務供應商設計的設施不僅要提供足夠的空間和電力，還要符合成長策略和設計技術。人工智慧的加速進步將推動資料中心產業的創新，並要求服務供應商對其現有設施和規劃的數位基礎設施進行現代化改造。在不斷變化的技術環境中，支援人工智慧架構以進行有效模型學習和推理的靈活、客製化的基礎設施將至關重要。本研究描述了人工智慧採用的全球格局及其對資料中心主機代管產業的影響。

目錄

改變資料中心主機代管服務產業

• 為什麼成長如此困難？
• The Strategic Imperative 8（TM）
• 關鍵策略要務對資料中心服務業的影響

成長發電機

• 公司認知到人工智慧/機器學習在實現業務優先事項方面的重要性
• 提高業務效率是企業人工智慧投資的關鍵驅動力
• 企業人工智慧部署正超越概念驗證階段

成長機會分析

• AI主導資料中心產業轉型
• 策略與服務
• 規模
• 地方
• 設計：超高密度主機代管功能
• 設計：液冷技術
• 永續性

成長發電機

• 生長促進因子
• 成長抑制因素

一家採取行動的公司

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

成長機會宇宙

• 成長機會一：人工智慧超大規模資料中心
• 成長機會2：支持AI推理的邊緣資料中心

附錄：調查受訪者詳細資料

• 研究目的和調查方法
• 調查受訪者概況

最佳實踐意識

弗羅斯特雷達

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