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思略特:2025电信业如何借势超大规模云服务商浪潮:新型合作模式或颠覆行业格局报告(中译版)(20页).pdf

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1、How telecoms can ride the hyperscaler waveNew partnership models could be a game changerContactsDubaiWissam AbdelsamadPartner+971-56-397- Gaurav PagariaPrincipal+971-50-288-Ankita SarkarSenior manager+971-56-688-Strategy&|How telecoms can ride the hyperscaler wave1ABOUT THE AUTHORSWissam Abdelsamad

2、is a partner with Strategy&Middle East,part of the PwC network,and a member of the technology,media,telecommunications,and digital practice in the Middle East.He has served major telecom operators and IT companies in the region for 15 years.He has led large-scale transformation programs across vario

3、us B2B information and communications technology(ICT)domains,including growth strategies and go-to-market planning,governance and operating model design,marketing and sales planning,and digital solutions design and implementation.His recent engagements have focused on driving digital transformation

4、at the city and municipal level,particularly through data monetization and publicprivate partnerships.Additionally,he brings experience in the business and shared services space,supporting outsourcing providers and public entities in building business process outsourcing and shared service center ca

5、pabilities.Gaurav Pagaria is a principal with Strategy&Middle East and a core member of the technology,media,telecommunications,and digital practice.He has more than 12 years of experience spanning strategy consulting and financial services,partnering with telecom operators,hyperscalers and technolo

6、gy majors,outsourcing service providers,and sovereign wealth funds across the Middle East,Southeast Asia,India,and Europe.He advises ICT players on building scalable B2B digital businesses and transforming legacy models,with a focus on cloud,the internet of things(IoT),cybersecurity,and data monetiz

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根据文章内容,本文主要讨论了电信运营商与超大规模云服务提供商(hyperscalers)的合作机会。文章指出,hyperscalers如AWS、Google和Microsoft在数字创新方面处于领先地位,并在中东地区进行了超过200亿美元的投资。电信运营商有机会从数字化转型促进者转变为领导者,与hyperscalers合作至关重要。文章提出了四种合作模式:客户-供应商关系、共同上市合作、集成价值主张和联合创新。电信运营商可以通过选择技术领域、确定合作模式、选择合作伙伴的三步法来制定与hyperscalers的有效合作策略。文章还讨论了合作中可能存在的风险,如对hyperscalers技术的过度依赖、客户所有权的丧失等。最后,文章强调,电信运营商与hyperscalers的合作对双方都代表着重大的转型机会,可以共同创造满足企业和消费者需求的强大解决方案。
如何选择合适的超大规模合作伙伴? 电信公司如何与超大规模公司合作? 电信公司如何避免过度依赖超大规模技术?
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