Provider clusters and cloud adoption: dual pathways of competitive discipline and knowledge brokerage

作者：Fei Ren, Ainiao Wang, Yuhui Huo, Gennian Tang · 发表于：Journal of Knowledge Management · 年份：2026 · DOI：10.1108/jkm-01-2026-0069 · 研究领域：Outsourcing and Supply Chain Management、Innovation and Knowledge Management、Technology Adoption and User Behaviour

Purpose This study aims to examine whether local agglomeration of cloud service providers is associated with manufacturing firms’ public cloud adoption. The authors argue that provider clusters matter through two related pathways: stronger local competition that lowers adoption frictions, and denser local knowledge environments that support managerial sensemaking around cloud technologies. Design/methodology/approach The authors combine city-level registration records of cloud service providers with panel data on listed manufacturing firms in China. Firm-level public cloud adoption is identified from annual-report disclosures on major events. Cloud-related discussion intensity in Management Discussion and Analysis (MD&A) is used as an indirect indicator of managerial attention and cloud-oriented sensemaking. The authors estimate high-dimensional fixed-effects models, use alternative agglomeration measures and address endogeneity with instrumental-variable designs. The authors also examine whether provider agglomeration strengthens the productivity effect of cloud adoption. Findings Local provider agglomeration is positively associated with manufacturing firms’ public cloud adoption. The effect is stronger when local provider ecosystems move from thin markets to denser clusters and among firms that are more financially constrained. Provider agglomeration is also positively associated with cloud-related discussion in MD&A, consistent with greater managerial attention to...