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服务器开始按”柜”交付：接得住，才是数据中心的竞争力
机柜，正在从机房里的物理容器，变成算力采购的交付单元。这一变化的影响并不止于采购环节。当整柜成为交付单元，服务器厂商交付的是一套已集成的系统，数据中心承接的也不再是若干台设备，而是一组对供电、冷却和接口条件有明确要求的负载。
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Compute, Power, and Trust Together Will Decide Asia/Pacific’s AI Infrastructure Race
AI hardware spending in Asia/Pacific excluding Japan will reach US$265.4B by 2030. Plan compute, power and trust together to decide where inference runs.
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IDC首发《中国AI安全技术发展路线图，2026》：23项AI安全技术加速落地，智能体安全成为核心战场
IDC预测，到2030年中国AI安全市场规模将达到340亿元，未来五年复合增长率超过50%。
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Muse 火了，国内 Agent 差在哪：个人助理Agent的能力门槛与生态壁垒
IDC 的评估显示，国内主流智能体产品在记忆和常规端到端任务上表现已经不错，差距更多体现在生态壁垒和跨平台协同上。
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IDC首份中国大模型应用防火墙技术评估报告出炉，15家厂商入选，行业平均能力仍集中在基础防护
目前中国大模型应用防火墙产品技术仍处在发展初期，多数产品能力主要聚焦在输入输出防护、内容安全检测、敏感信息识别和防护等基础检测与防护能力上，对于复杂AI应用场景的安全治理能力仍存在诸多不足。
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