2025 年技术报告-人工智能领导者正在扩展他们的优势.docxVIP

TechnologyReport2025

AIleadersareextendingtheiredge.

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TechnologyReport2025

Contents

AILeadersAreExtendingTheirEdge 2

ValueEvolution 3

WillAIDisruptTech’sMostValuableCompanies? 4

SovereignTech,FragmentedWorld 9

DealsRisein2025,ButEasyWinsMayBeOver 15

StrategicBattlegrounds 21

WillAgenticAIDisruptSaaS? 22

HowCanWeMeetAI’sInsatiableDemandforComputePower? 31

HumanoidRobots:FromDemostoDeployment 35

QuantumComputingMovesfromTheoreticaltoInevitable 41

OperationalTransformations 47

StateoftheArtofAgenticAITransformation 48

AIIsTransformingProductivity,butSalesRemainsaNewFrontier 55

FromPilotstoPayoff:GenerativeAIinSoftwareDevelopment 62

BuildingtheFoundationforAgenticAI 68

Value

Evolution

WillAIDisruptTech’sMostValuableCompanies? 4

SovereignTech,FragmentedWorld 9

DealsRisein2025,ButEasyWinsMayBeOver 15

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VALUE

VALUEEVOLUTION

WillAIDisruptTech’sMostValuableCompanies?

Hyperscalersandothermarketleadershaveadaptedwelltotechnologyshifts,butgenerativeAIposesnewchallenges.

ByDavidCrawford,MatthewCrupi,andAdamHaller

AtaGlance

Today’stechgiantshaveprovenunusuallyresistant,co-optingdisruptionthroughself-reinvention.

AIcouldchangethat,asitintroducesmorelayersofcompetitionacrossinfrastructure,models,applications,devices,search,andbrowsers.

Incumbentsaredoublingdown,investingheavilyinAItostayahead,whilefast-movingchallengersgaintractionandfunding.

Geopolitics,regulation,quantum,andagenticAIadduncertainty,makingadaptabilitycriticalateveryturn.

InBain’s2024TechnologyReport,wenotedtheremarkableresilienceoftoday’smostvaluabletechnologycompaniesandtheirabilitytoco-optdisruption(seethechapter“HowTechLeadersCommercialize

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