아시아태평양의 AI 최적화 클라우드 인프라 : AI 네이티브 프로바이더의 부상

This IDC Perspective analyzes the new characteristics of the AI infrastructure market in the era of the GenAI application explosion. As AI applications are being deployed at scale, organizations now require dedicated infrastructure specifically optimized for AI workloads with high efficiency, reliability, and security. The research also investigated the portfolios and market advancements of cloud providers, including established ones, such as Amazon Web Services, Google Cloud Platform, and Alibaba Cloud, as well as emerging players CoreWeave and GMI Cloud. For the forthcoming agentic AI era, new types of cloud providers, namely GMI Cloud and CoreWeave, merit particular attention"IDC predicts that by 2028, medium- to large-scale organizations will have at least hundreds of AI agents in operation, whereas the number of individual users of consumer-grade AI agents will reach 5.8 billion," says Yanxia Lu, research director, IDC China. Lu adds, "To meet the future of multiagent collaboration, enterprises need to reconstruct AI infrastructure to become high-performance, highly reliable, and highly efficient. Dedicated AI infrastructure that satisfies the need for efficient, large-scale training and operation of AI workloads will drive the rapid growth of this market."GenAI and agents are reshaping AI infrastructure, transforming linear stacks into dynamic ecosystems while expanding established roles and creating space for new providers with cost and supply advantages," says Deepika Giri, associate VP, IDC Asia/Pacific.

Executive Snapshot

Situation Overview

• GenAI Application Trends
  • Consumer Market GenAI Usage
  • Enterprise GenAI Deployment
• Purpose-Built AI Infrastructure Accelerating the Implementation of Applications
  • Rising AI Infra Demands from Training to Inferencing
• Sovereign and Hybrid Cloud Models: Navigating GenAI Compliance in Asia/Pacific
• Powering GenAI with Secure Foundations
• Rearchitecting Infrastructure for the AI and Agent Era
• Current Status of Enterprise AI Infrastructure Ecosystem
• AI-Native Clouds: The Future of Secure and Scalable GenAI Infrastructure
• Balancing Primary and AI-Native Cloud Platforms to Accelerate GenAI Deployment
• Key Considerations for AI Infrastructure Selection
• Vendors Activities
  • Hyperscalers
    • AWS
    • GCP
    • Alibaba Cloud
  • AI-Native Cloud Providers
    • CoreWeave
    • GMI Cloud
    • Lambda Labs
    • Nebius
    • YTL AI Cloud

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• Synopsis