Jeffery报告预测AI到2030年可以将全球IT服务收入削减20%。 Jefferies report predicts AI could slash global IT services revenue by 20% by 2030.

Jefferies的一份新报告警告说,到2030年,AI可能会造成全球信息技术服务收入下降20%,对应用程序管理和BPO等高利润率服务的影响最大。 A new report by Jefferies warns that AI could cause a 20% drop in global IT services revenue by 2030, impacting high-margin services like application management and BPO the most. 报告列举了三个主要原因:公司由于AI进步而推迟信息技术投资;AI生产率提高使现有的信息技术服务收入减少约五分之一;客户没有看到过去技术支出的回报。 The report cites three main reasons: companies delaying IT investments due to AI advancements, AI productivity gains reducing existing IT service revenues by about one-fifth, and clients not seeing returns on past technology spending. 尽管面临短期挑战,中等规模的信息技术公司被认为更适合增长和市场份额。 Despite the near-term challenges, mid-sized IT firms are seen as better positioned for growth and market share.