IDC：AI应用指数级裂变 新型云厂商重构Agentic基础设施

Core Insights - The adoption of generative AI and agents is driving significant growth in AI infrastructure, transforming the technology stack into a dynamic, interconnected ecosystem [1] - By the end of 2029, the number of consumers using generative AI applications is expected to exceed 5.7 billion, with a compound annual growth rate (CAGR) of 13.2% from 2024 [2][3] - The enterprise market is expanding generative AI across various departments, necessitating high-performance infrastructure to support diverse application scenarios [3] AI Infrastructure Market Dynamics - New entrants are increasingly entering the AI infrastructure market, with public cloud providers offering scalable, integrated AI services, while edge and hybrid cloud providers facilitate real-time processing [4] - AI-native cloud providers focus on high-performance GPU clusters to meet training and inference needs, while telecom companies leverage their network infrastructure to support edge AI deployments [4] Recommendations for AI Infrastructure Buyers - Buyers should prioritize geographically proximate dedicated AI infrastructure to handle latency-sensitive workloads and ensure compliance with data sovereignty laws [7] - Careful vendor selection is crucial, emphasizing flexibility in deployment models and the ability to dynamically scale services based on business needs [7] - Strong security and compliance practices should be a core consideration when choosing suppliers, ensuring they meet industry and regional requirements for sensitive AI data [7] Recommended Vendors - Major full-stack cloud providers like Amazon Web Services and Google Cloud have gained favor among AI application companies in the Asia-Pacific market [8] - IDC highlights CoreWeave and GMI Cloud as recommended new cloud and AI-native cloud vendors [8]