2024年基础设施和运营领导力前瞻

Investment Rating - The report does not explicitly provide an investment rating for the industry. Core Insights - By 2027, over 75% of Fortune 1000 companies will establish formal infrastructure platform departments, up from less than 20% in 2023 [2]. - Infrastructure and Operations (I&O) leaders must adapt to platform approaches and embrace new technologies like Generative AI (GenAI) to enhance operational efficiency and employee capabilities [3]. - There is a significant mismatch between current services provided by I&O leaders and the evolving customer demands, with only 37% of leaders indicating their services can meet future needs [10]. Summary by Sections Demand Challenges - New technologies, trends, technical debt, increased innovation rates, and rising business demands are driving challenges in demand for infrastructure and operations [5]. Supply Constraints - Limited resources (personnel, time, budget), skill shortages, legacy management, and increasing complexity contribute to an imbalance between supply and demand [6]. Key Trends Impacting I&O Leaders - Generative AI is expected to transform the relationship between humans and machines, creating new work models that enhance agility, adaptability, and composability within I&O departments [8]. - Generative AI will also enhance employee capabilities, improving work efficiency and addressing the skills gap in a competitive talent market [9]. Strategic Focus Areas for I&O Leaders - Managing technical debt is identified as a major challenge, with 33% of I&O leaders citing it as a top concern [12]. - Actions to improve resilience include minimizing new service debt and addressing existing service debt, which enhances reliability and recoverability [13].