BYOC: Strategic Choices Along the AI Compute Ownership Spectrum

IF 6.1 2区管理学 Q1 BUSINESS

California Management Review Pub Date : 2026-05-12 DOI:10.1177/00081256261449804

Anup Srivastava, Vijay Govindarajan, Luminita Enache

引用次数: 0

Abstract

For almost two decades, digital leaders grew as asset-light firms, scaling on software, data, and talent. The arrival of generative AI changed that logic. Compute and energy are now production inputs, not background utilities. They demand chips, cooling, sites, grids, and permits, and therefore massive capital and operating capabilities. Yet ownership of those assets is not a one-size-fits-all solution. Firms can choose from a continuum: on-demand cloud, committed cloud capacity, dedicated servers, leased data center space, hybrid core-plus-cloud, or full ownership. In this new landscape, how should AI-driven firms, from mid-sized adopters to hyperscalers, secure capacity and what must leaders do next?

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BYOC：沿着AI计算所有权范围的战略选择

近二十年来，数字行业的领军企业都是轻资产公司，依靠软件、数据和人才不断壮大。生成式人工智能的出现改变了这种逻辑。计算和能源现在是生产投入，而不是后台公用事业。它们需要芯片、冷却、场地、电网和许可证，因此需要大量资金和运营能力。然而，这些资产的所有权并不是一个放之四海而皆准的解决方案。企业可以从以下连续体中进行选择：按需云、承诺云容量、专用服务器、租用数据中心空间、混合核心+云或完全所有权。在这种新形势下，由人工智能驱动的公司，从中型采用者到超大规模企业，应该如何确保容量，领导者下一步必须做什么？

本文章由计算机程序翻译，如有差异，请以英文原文为准。

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来源期刊

California Management Review Multiple-

CiteScore

18.40

自引率

3.00%

发文量

期刊介绍： California Management Review (CMR) serves as a vital link between academia and management practice, offering leading-edge research with practical applications. Edited at UC Berkeley’s Haas School of Business, CMR covers a wide range of management topics, including innovation, strategy, sustainable practices, and human resources. CMR ranks among the top management journals globally, distributing articles through outlets like Harvard Business School Publishing and SAGE Publishing. Focused on bridging academia and practice, CMR ensures that all articles are based on rigorous academic research while providing actionable insights for managers. In addition to regular issues, CMR publishes special issues and sections on relevant topics, often guest-edited by leading faculty. Recent special issues have covered dynamic capabilities, city innovation, big data, and intellectual property management.