Core Insights - Oracle has secured a significant cloud service contract expected to generate $30 billion in revenue over the next year, leading to a surge in its stock price to an all-time high, reflecting a historic transformation in the global IT industry centered around computing power [1] - The IT industry is entering a concentrated upgrade cycle, with a notable investment opportunity in device updates, particularly in the commercial PC market, which is anticipated to recover by 2025 [2][3] - The rise of AI applications is increasing the performance requirements for individual computers, resulting in higher procurement costs and a shortened effective lifecycle for devices [3] Industry Trends - The current upgrade cycle is driven by technological changes, with a shift towards private deployments of AI models to better control computing and bandwidth costs while enhancing data security [2] - The DaaS (Device as a Service) model is emerging as a solution to the cost challenges associated with IT procurement and localized computing power, allowing companies to convert hardware assets into subscription services [5][6] - DaaS companies are playing a crucial role in managing the entire lifecycle of devices, including procurement, leasing, maintenance, and recycling, thus addressing the environmental pressures associated with old equipment disposal [8][11] Environmental Considerations - The global push for sustainable development, as seen in initiatives like the Paris Agreement, is prompting companies to rethink their traditional procurement and disposal models [7][8] - DaaS providers are actively participating in the establishment of industry standards for the recycling and repurposing of electronic equipment, contributing to a circular economy [11] Future Outlook - The demand for computing power is expected to grow exponentially, positioning DaaS as a foundational infrastructure for the emerging "computing economy" [17] - DaaS companies, particularly those with comprehensive capabilities, are anticipated to play a vital role in enhancing overall equipment utilization efficiency and lowering the barriers to technology adoption [17][18] - The DaaS market in China is projected to grow at a compound annual growth rate of over 30%, potentially exceeding 100 billion yuan by 2025 [17]

2025年被视为"AI Agent商业化元年"，全球IT行业正经历AI算力需求驱动的价值重估。标普预测2025年全球IT行业增速将达9%，远超全球GDP的3%，而 腾讯、阿里等巨头千亿级算力基建投入，也印证着新一轮IT设备革新周期已至。 东兴证券等机构中期策略指出，AI Agent正重塑计算机行业生态。然而，AI应用落地带来的算力需求暴涨，对大多数企业却是甜蜜的烦恼——IT预算捉襟 见肘，还要考虑技术迭代快、设备闲置。 因此，就像新能源汽车普及催生充电站需求，当市场聚焦AI硬件革新时，DaaS（Device as a Service，设备即服务）模式也跟着水涨船高。 那么，在算力爆炸式增长与企业ROI（投资回报率）的夹缝中，DaaS行业究竟是如何成为IT设备革新周期重要角色的？ AI普及推高算力设备需求企业如何应对？ 随着Llama、通义千问、DeepSeek等大模型迭代速度加快、能力持续提升，AI正深入各行各业。 对企业来说，数智化转型，投入产出比是核心矛盾，算力需求猛增、硬件更新快，新设备可能随着技术迭代就"过时"了。据天风证券测算：一台搭载8张 H100显卡的服务器，价格直奔200万。这种投入和迭代速度 ...