TSIA :2026 AI经济学如何颠覆科技巨头研究报告(英文版)(13页).pdf

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TSIA :2026 AI经济学如何颠覆科技巨头研究报告(英文版)(13页).pdf

1、George HumphreyHow AI Economics Is Disrupting the Biggest Names in TechKey TakeawaysTable of ContentsIncumbents at Risk:What Worked Yesterday Wont Work Tomorrow4Why AI Is the Ultimate Disruptor5The Profitability Gap:Newcomers vs.Incumbents7The New Rules of Value Engineering15The Services-Led Future

2、of AI8From LAER to DARE:The New Engagement Model13Compete or Concede18FAQ19TSIAs Complete Ecosystem20The Irreversible Impact on Offers and Operations16Heres the trap:Companies are slashing services teams to fund AI transformation.But AI doesnt reduce the need for servicesit multiplies it exponential

3、ly.Every dollar cut from services today becomes ten dollars of unrealized AI value tomorrow.But heres what most executives miss:AI shifts accountability from the customer to the vendor.In the old model,you sold software,and the customer did the work.In the AI model,the AI does the work,which means y

4、ou own the outcome.Action,accountability,and results become your job.That job is services.Serviceless AI is a myth.The Era of Tech Services is here.And the companies that win will be the ones that move nowbefore the market sets the anchors without them.AI is not eliminating services;its redefining t

5、hem.AI introduces unprecedented complexity across infrastructure,integration,and application layers.That complexity must be designed,managed,and optimized.Services are the new multiplier of AI value,not a casualty of it.Incumbent business models are collapsing under AI Economics.SaaS-era financial f

6、rameworks,focused on recurring revenue and feature adoption,cant sustain AI-driven operations.Profitability in this new era depends on mastering outcome ownership,not license volume.The future belongs to service organizations that dare to rebuild.AI demands new delivery models,new metrics,and new op

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