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�o�T�FNeoclouds size up enterprise opportunities�iCIO Dive�j��1�FRegulatory risks push cloud leaders to alter infrastructure plans�iCIO Dive�j��2�FNeoclouds helped drive Q3 cloud market surge�iChannel Dive�j��3�F4 tips for evaluating cloud AI providers�iCIO Dive�j��4�FTen Trends That Shaped the Cloud Market in 2024�iIDC�j��5�FThe evolution of neoclouds and their next moves�iMckinsey & Company�j��6�FCoreWeave Expands Agreement with OpenAI by up to $6.�iCoreWeave�j��7�F5 channel trends for 2026�iChannel Dive�j,这一点在夫子中也有详细论述
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这个判断在整个VC圈子里正在成为共识。Bain Capital Ventures的合伙人说了一句很有意思的话:投资物理世界的AI改造,过去十年一直是"大家觉得有道理但没人真的信",到了2025年突然变成了所有人都在谈的事。数据印证了这个转变——2025年机器人领域的VC投资同比增长69%,达到222亿美元,预计2026年还会再翻一倍。