Omdia观察：电信运营商达成Hyperscaler合作的考虑因素

C114通信网10-29

C114讯 10月10日消息（艾斯）来自市场研究公司Omdia的最新报告写到，随着电信运营商运营模式的不断演进发展，对云服务合作伙伴的选择已经成为一项关键决策。Omdia战略与监管首席分析师Stephen Myers写到，这一问题的核心在于是决定采用以主要hyperscaler云合作伙伴为中心的模式，还是采用混合搭配可选供应商能力的模式。正如Omdia的《Hyperscaler和电信合作伙伴追踪—...

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Considerations for telecom operators to reach Hyperscaler tie-up","themeId":null,"isJumpTheme":false,"ttsUrl":null,"symbols_score_info":{"VOD":0.9,"JD":0.8},"content_text":"C114讯 10月10日消息（艾斯）来自市场研究公司Omdia的最新报告写到，随着电信运营商运营模式的不断演进发展，对云服务合作伙伴的选择已经成为一项关键决策。Omdia战略与监管首席分析师Stephen Myers写到，这一问题的核心在于是决定采用以主要hyperscaler云合作伙伴为中心的模式，还是采用混合搭配可选供应商能力的模式。正如Omdia的《Hyperscaler和电信合作伙伴追踪——2024年上半年》报告所示，这两种方式都是有效的选择方案，并被广泛采用，而且有诸多因素会影响选择。All in one还是采用多样化方案领先的电信运营商在与hyperscaler合作为其客户开发云服务产品并推动自己的数字化转型时，采取了不同的路径。这些合作伙伴关系可以超越标准的供应商关系，其中hyperscaler寻求本地连接和渠道合作伙伴，而电信运营商则寻求通过云和AI解决方案来改变其运营模式。由于客户的需求要求供应商提供各种混合云解决方案，电信运营商需要与所有主要云平台建立供应商关系——事实上，超过40%的公司在混合云和多云配置中使用三个或更多数量的云。相反，电信运营商自身的内部转型可能会推动其与一家提供商统一解决方案，并将这种关系延伸到其他领域。澳洲电讯（Telstra）和沃达丰（Vodafone）就是hyperscaler合作伙伴战略差异化的例子。Telstra于2022年与微软建立了广泛的合作伙伴关系，旨在实现：·微软成为Telstra新城际光纤网络的主要租户，获得了其在在澳大利亚扩展AI基础设施时所需的网络容量。·Telstra将使用Azure作为其主要云平台，该运营商将90%的应用转移到公有云。·Telstra推出了一套利用Azure、365和Teams的数字解决方案，同时与微软共同开发新的解决方案。·Telstra开发了端到端的微软实践，以支持客户的数字化转型。沃达丰不想做单一押注，而是希望维持hyperscaler之间的竞争张力，并将需求与优化结果的能力相匹配。沃达丰指出，云服务的成本确实因供应商而异，可获得的折扣可能会极大地影响总支出。2023年8月，沃达丰表示，其公有云使用被分为三分之一使用AWS，三分之一使用GCP（谷歌云平台），还有三分之一是OCI和Azure的混合。除了云平台之外，获得一系列AI解决方案正成为越来越重要的考虑因素。近年来，沃达丰宣布与云供应商的多个合作伙伴关系，其中包括：·微软投资了一个新的独立物联网业务，该业务包含沃达丰的托管物联网平台，这是2024年1月发布的广泛合作伙伴关系公告的一部分。·沃达丰和AWS利用AWS Wavelengths在欧洲推出首个分布式MEC解决方案。·沃达丰与GCP合作，共同构建集成数据平台并开发分析功能，以支持在全球范围内同时为沃达丰客户推出新的数字产品和服务。选择合作伙伴战略的标准图1概述了电信运营商在决定其希望与一家主要hyperscaler供应商合作的程度，以及保留多供应商灵活性时可能考虑的一些因素。这些因素需要在电信运营商更广泛的战略（基础设施重点、科技型公司演进等）、客户概况和运营规模的背景下考虑。图1：确定电信运营商hyperscaler合作伙伴战略时的考虑因素。资料来源：Omdia。","kind":null,"is_publish_news":true,"is_publish_highlight":false,"is_publish_live":false,"is_publish_wemedia":null,"editions":null,"column":"","sentiment":"0","news_tag":"Company Corporation","news_rank":0,"symbols":[],"gpt_button":0},"commentList":[],"isCommentEnd":true,"newsSizeData":{"likeSize":0,"commentSize":0,"repostSize":0,"favoriteSize":0,"likeStatus":false,"favoriteStatus":false},"APP":{"userAgent":"Mozilla/5.0 AppleWebKit/537.36 (KHTML, like Gecko; compatible; ClaudeBot/1.0; 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