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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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Spatial Intelligence: What It Is, How It Works, Where It Delivers Value
Spatial intelligence is the ability to understand a physical or virtual space, and how it changes over time, well enough to reason about the likelihood...
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Did IDC’s 50-50 Marketplace Prediction Hold?
In October 2024, IDC’s FutureScape: Worldwide Future of Industry Ecosystems 2025 Predictions forecast that by 2026, 50% of marketplaces would expand community capabilities, using fair-value...
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AI Is Short of Capacity, Not Demand
Talk of an AI correction usually starts with a change in investor sentiment. Coupled with rocky macroeconomic headwinds, this impacts company valuations, thereby straining financing...
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AI需求增长之后，数据中心的竞争力如何衡量？
对于数据中心的分析，应该从市场定义与供需底层逻辑切入，延伸至区域布局、项目交付、AI 负载适配、算电协同等多个专题方向。衡量数据中心竞争力，需要把设施条件放回客户的业务和部署场景中。
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The US Robotics Ban Hits Humanoids Hardest and Sends Volume to Europe
The US robotics ban puts humanoid revenue 58% below baseline by 2030, per IDC. See category impacts, where volume shifts, and how to respond.
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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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AI Orchestration: Are Your Employees Ready?
Agentic AI is changing what employees do all day. As agents take on much of the work, employees are left to scope the task, write...
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Cybersecurity Fundamentals Still Come First: Know What You Own and Who Owns It
If your most critical systems went down tomorrow because of a cyber attack, how long would it take to get running again? And when did...
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The Enterprise AI Deal Has Changed. Here’s What Vendors Need to Prove.
AI spending is arriving before the business case. In IDC’s 2026 Worldwide AI Economics and Cost of Ownership Survey, 69% of organizations said there is...
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