Global cloud computing competition for China plans to kill 5 clouds in the world

At the 2010 China (Shenzhen) IT Leaders Summit, Li Yanhong said that cloud computing is a new bottle of old wine. Ma Huateng said that cloud computing is a hydropower coal, but it is a matter of the future Avatar era. Only Ma Yun said that we are full of confidence and hope for cloud computing, and that Alibaba will starve to death without cloud computing.

This story was re-introduced in 2017, when the cloud computing boom began. Compared with Amazon, which started cloud computing in 2006, it can be said that the awakening of corporate strategy is sooner or later, and it determines the global cloud computing market today. As can be seen from the figure below, only Alibaba Cloud, which targets Amazon AWS, entered the “Gartner 2016 Public Cloud Market” report.

According to Gartner's October 2015 Global Public Cloud Service Revenue Forecast Report, global public cloud service revenues in 2017 will reach $260.2 billion, an increase of 18.5% from $219.6 billion last year. By 2020, Global public cloud service revenue will grow to $411.4 billion. Judging from the vast market of public cloud services, there is still huge room for growth, regardless of the internationally leading Amazon AWS or the domestic Alibaba Cloud revenue scale.

Global cloud computing competition China plans to kill 5 clouds in the world

Dr. Zhang Hongjiang, the former CEO of Jinshan Cloud, once mentioned that the intensification of cloud computing will lead to only 5-10 public cloud enterprises in the market. 2017 is the latest point of entry for this market, so we can see that Huawei suddenly decided to join the public cloud in 2017, and that Huawei Cloud will become the final five clouds; earlier, Morgan Bank’s report also AWS, Microsoft Azure, and Alibaba Cloud are the concepts of "3A" in the international cloud computing field. Alibaba Cloud hopes to stabilize the top three positions in the market. It can be said that domestic cloud computing vendors have not satisfied the domestic market, and hope to become the final five clouds after the cloud computing market is determined.

In 2017, the international cloud computing vendors' domestic layout is also worthy of attention. AWS Beijing, which was operated by Halo New Network, eventually obtained a cloud computing business license, and AWS Ningxia District also announced the opening of the district in late 2017. At the 2017 Microsoft Technology and Ecology Conference in December, Microsoft CEO Satya? Nadella announced that the scale of cloud computing of Microsoft Azure operated by 21Vianet in China will be tripled in the next six months. Products such as Azure Stack hybrid cloud solution and SQL Server 2017 will also be launched in China. Foreign cloud computing vendors have entered the domestic siege, and the market competition in Greater China is extremely fierce. Strong enemies are waiting, and want to be the world's five clouds, leaving little time for the Chinese cloud.

Greater China market is the core of competition

As the world's second largest economy, it is the largest developing country that is emerging. Greater China is a key focus area for cloud computing vendors. Gartner's 2016 global public cloud market report shows that the public cloud market worldwide maintained rapid growth in 2016, with a 31% increase in 2016 and a market size of US$22.1 billion. According to IDC statistics, the size of China's public cloud market reached 14.76 billion yuan in 2016. In recent years, the growth rate has remained at a high level of 35%-55%, significantly higher than the global growth rate. Greater China can be said that Chinese cloud computing companies must seize the market. And how to seize the Chinese market, the following three measures are critical:

Improve PaaS strategy

One of the advantages of China Cloud is to better understand local enterprises, how can cloud computing better serve local enterprises? Helping them in business is the key to the cloud.

Wang Honglin, the founder of 佰邦达科技, believes that at present, whether it is an Internet company or an industrial economy, PaaS is more important than IaaS at this point in time, because PaaS is the core of the digital business IT framework. Wu Kai, chief operating officer of Yuntu Teng, also mentioned that the PaaS field, which had been tepid in the past, also completely solved the elastic adaptation of the upper layer application to the infrastructure, and suddenly became the fastest growing cloud platform technology direction. Here Alibaba Cloud's application and micro-service PaaS platform EDAS, Tencent Cloud strategic investment Lingque cloud, Qingyun's AppCenter2.0 are the key to improving the platform's business capabilities.

Seizing the government cloud is the priority

In March 2017, Tencent Cloud won the bid for Xiamen Government Affairs Cloud with 0.01 yuan, and China Telecom won the bid for Liaoyang Government Affairs Cloud Project with 0.01 yuan, which opened the prelude to fierce competition in the government cloud market. According to the data of the China Government Procurement Network, in 2016 and 2017, there were a total of 131 government cloud bidding projects in the country. The inspurs won the first place in 31, and the rest were 20 telecommunications, 15 mobile, and 14 Unicom.

According to IDC data, in 2016, China's government cloud market infrastructure investment scale is close to 10 billion yuan, and will grow at a rapid rate of nearly 20% in the next five years. By 2020, China's government cloud IaaS layer will be The investment will exceed 16 billion yuan. The government cloud market has become another new outbreak. The Internet departments such as Tencent Cloud and Alibaba Cloud are competing fiercely with traditional IT service providers such as Inspur Cloud and Huawei Cloud.

The future of industrial clouds is emerging

Another area of ​​rapid growth is the industrial cloud sector.

In December of this year, Tencent Cloud and the Ningbo Municipal Government announced Tencent's first industrial cloud platform at the “World Internet” conference in Wuzhen. Earlier in November, Alibaba Cloud announced that it will build an Alibaba Cloud Industrial Internet Cloud Platform in Guangdong, and set the National Industrial Cloud Headquarters in Guangzhou. In the future, the ET industrial brain will continue to integrate with the Guangdong manufacturing industry.

Prior to this, Alibaba Cloud and Teng Xuyun jointly launched "Xugong Industrial Cloud" and "Root Cloud" respectively, and are now personally heading to the front to seize the market. When participating in the 2017 Baidu Cloud Conference, Yiou saw the traditional industrial enterprise Shougang in its customer case. On-site Baidu executives also mentioned that Baidu Cloud will provide services in the fields of logistics, industry and finance in the future.

Under the background of the “Made in China 2025 Plan”, the industrial transformation brought by the industrial cloud to the trillion manufacturing industry is the reason why various cloud computing companies cannot ignore it.

One Belt and One Road to actively expand the international market

At the earliest, Alibaba Cloud took the lead in launching a big leap forward in foreign data center deployments. However, when the business was not able to follow up, there was no practical effect in using data center enclosures overseas. Later, Tencent Cloud, from Sydney to London to Silicon Valley, has now opened 17 free zones in Tencent, with 36 global availability zones. Now Aliyun is hoping to catch up and prepare to open its Indian data center in September 2018. Bloomberg reported that Alibaba is considering building a new data center in Europe.

In addition, Qingyun recently released news of its second district of Guangdong and Asia Pacific 2 and promoted the cloud service strategy. Qingyun mentioned that on the one hand, he is serving overseas companies such as Internet finance; on the other hand, he is also recruiting local people to provide cloud services for local enterprises. UCloud Ji Yuhua also mentioned in an interview with Yiou that UCloud went out to serve Chinese Internet companies overseas. For example, games, e-commerce and financial interconnections are more common in Southeast Asia, the United States and Europe. The second is China. Central enterprises in the "Belt and Road", to provide external services, the current UCloud has served hundreds of companies.

Why do cloud meter manufacturers want to deploy data centers overseas? Because there is a data center, cloud computing business can be expanded to where. Qingyun founder Huang Yunsong believes that there are several markets in the Belt and Road strategy that deserve attention: "I think there are three major gold markets in the world, including the Chinese mainland market, the Indian market and the Southeast Asian market. India has 1.2 billion, China has 1.4 billion, and Southeast Asia is nearly 1 billion. They are all in the population of 1 billion. With the help of the “One Belt, One Road” policy dividend, each of them has stepped up their efforts to seize overseas business and become the only way for Chinese cloud enterprises to go global.

The combination of AI and big data ability is the characteristic breakthrough path of Chinese cloud computing

Li Feifei, a Google-based chief scientist and a tenured professor of computer science at Stanford, mentioned at the Google Developer Day in Shanghai on December 13 that "China has long since awakened in the world of AI." China has indeed awakened, not only in the AI ​​application level, but also in the infrastructure layer, the ability to integrate AI is also a place where the Chinese cloud does not fall behind.

From Ma Huateng, the future is the AI's strategy of processing big data on the cloud computing platform, the ABC strategy proposed by Baidu, and the AI ​​characteristic strategy proposed by Mei Tuanyun. Domestic cloud computing has outstanding capabilities in AI and big data. This article will analyze several clouds that promote AI capabilities and analyze the development paths of several smart clouds.

Google Cloud is AI first

Li Jia, director of Google Cloud AI and machine learning R&D, once introduced Google’s strategy in AI and machine learning. It starts with four aspects: First, computing power. At the Google I/O conference in June this year, Google just announced Google. Cloud's TPU II. The second is big data, Google Cloud shares a lot of public data, including data on gene combinations. The third is the algorithm, Google provides them with the application API prepared. The fourth strategy is talent, comprehensively promote the upgrade of its AI capabilities.

Baidu cloud is a fusion of ABC

Baidu, which identified "the next scene of the Internet is AI", also proposed the integration strategy of ABC (A is AI, B is Big Data, C is Cloud) on Baidu. The BC-STACK framework is the core product to support Baidu Cloud ABC capabilities. At present, it has Baidu 60 AI platform capabilities, 9 open source open big data service capabilities, and Baidu Cloud's basic cloud services. In addition, Baidu Cloud released the FPGA-based cloud computing acceleration chip XPU, and Baidu ABC integrated machine jointly developed with Inspur, which is also in the forefront in the combination of software and hardware.

Meituan Cloud provides AI capabilities for developers

In the past, Yiouyun wrote that the US Mission Cloud should use the AI+ open strategy to achieve the vision of “building the most open artificial intelligence platform”. This is also the post-issued beauty group cloud, breaking through the cloud computing enterprise's approach. Meituan Cloud not only introduced Intel's strategic cooperation at the computing resource level, but also launched the FPGA cloud host. It also launched the deep learning platform DLS, which will be open to developers free of charge and help developers train AI models.

Tencent Cloud focuses on online AI capability output

In 2017, Tencent Cloud's AI capabilities were once unveiled. Tencent Cloud has three major capabilities: computer vision, intelligent speech recognition, and natural language processing. At present, Tencent Cloud has provided 25 kinds of AI services around these three capabilities, including 8 application services, 15 platform services, and 2 framework services.

Tencent currently includes Tencent AI Lab (Tencent Artificial Intelligence Lab), Tencent U-Lab, WeChat Intelligent Voice Team and Tencent Cloud. The first three teams export AI technology such as algorithm research to Tencent Cloud, and Tencent Cloud combines The demand of the market, joint collaboration and packaging of AI technology to the whole society.

Alibaba Cloud's AI capabilities are deepening into the industry

Alibaba Cloud's AI capability is reflected in its product "Artificial Intelligence ET". ET integrates Alibaba's voice, image, face, and natural language understanding. In 2017, Alibaba launched the “Industrial AI” program such as ET Brain in various scenarios such as city, industry, retail, finance, automobile, and home, and served all walks of life through Alibaba Cloud. The ability to penetrate the industry's Alibaba Cloud AI is worthy of attention.

Holding the China region, expanding the Belt and Road market, and combining new technologies are the key to the Chinese cloud's ultimate goal of becoming the world's five clouds. This is also the historical opportunity of the Chinese cloud. In the era of cloud computing, can Chinese companies that fail to make a difference in the IT era defeat IBM and Oracle, and AWS and Azure to seize the market globally?

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