Cloud market continues to increase cloud computing or shake the Internet market revolution
The global cloud computing market continued to grow at a high rate in 2016. According to the China Cloud Computing Industry Report, by 2020, the global cloud computing market will exceed 200 billion US dollars.
Cloud market continues to increase cloud computing or shake the Internet market revolution
The financial reports of cloud vendors are also rising. Microsoft announced that its first quarter financial report for fiscal 2017 showed that Azure revenue increased by 116% year-on-year; Amazon Q3 reported that AWS revenue reached US$3.23 billion, an increase of 55% year-on-year; Also belongs to Alibaba Cloud, the latest financial report shows that revenue growth of up to 130% year-on-year, leading the world for six consecutive quarters.
The rapid development of cloud computing is inseparable from the popularity of the Internet. The Internet has changed the user's perception of the right to use and ownership, which directly promotes the landing of the cloud. Enterprises do not even purchase hardware devices, directly based on Internet access, and purchase according to usage.
The development of cloud computing has led to a revolution in business models. When the Internet has become the infrastructure of society, cloud computing will be the next infrastructure. The disruptive effect of this is that the IT management costs of large companies have plummeted, and the threshold for entrepreneurship of small and medium-sized startups has been greatly reduced. Cloud computing will become an important variable in the second half of the global Internet. In the future, these three points deserve special attention.
Artificial intelligence will further develop
This year, artificial intelligence can be described as infinitely beautiful. It was born in the current economic downturn and received the acclaim of many investors. In the first quarter of 2016 alone, there were 143 transactions with a transaction volume of 602 million US dollars.
As early as March of this year, Li Shishi battled AlphaGo, Google Brain team leader Jeff Dean revealed at a press conference that the future will include artificial intelligence technology including AlphaGo into the cloud computing platform, becoming a more advanced cloud. Calculation.
Google’s above thinking has been recognized by many small partners in cloud computing. Amazon, Microsoft have either launched machine learning products based on their respective cloud platforms, or integrated a large number of algorithms involving machine learning and deep neural networks into cloud products.
As early as the beginning of 2016, Alibaba Cloud released the digital plus platform to integrate big data analysis into the cloud. In August, Ali launched an artificial intelligence product called ET. At the Yunqi Conference in Hangzhou last month, Alibaba Cloud further demonstrated new products combining cloud and artificial intelligence.
The cloudization of artificial intelligence algorithms such as machine learning and deep learning has become an inevitable trend in the development of the industry. More importantly, for the current machine learning and deep learning practice, data, algorithms, and computing resources are indispensable. In the future, cloud computing vendors will also compete fiercely on the above three levels, and the data battle will be Become an important battle.
Ma Yun has repeatedly pointed out that data will become a new resource in the future. It will also be the only resource in human history that will not be attenuated by exploitation. Internet companies naturally have the advantage of data. Amazon, Google, and Alibaba have been working in different fields for more than ten years. They already have a huge amount of data. This natural advantage will also form a natural moat in the field of cloud computing, as time goes by. Changes in the cloud industry pattern triggered by lack of data may continue to emerge.
Industry shuffling
An important reference indicator for whether a technology can be developed on a large scale is the price threshold, and cloud computing is no exception. In the past, subject to the level of technological development, the price of cloud computing has not reached the level of close to the people. In recent years, the major players of cloud computing, from Amazon, Google, Azure to Alibaba, have begun to reduce the price threshold of cloud products frequently. In particular, Alibaba Cloud has lowered the price by 17 times a year.
Reducing the price of cloud products on the one hand can speed up the popularization and landing of technology, on the other hand, it will speed up the reshuffle of the industry to varying degrees.
In fact, over the past decade, the decline in cloud computing prices in the US market has accelerated market consolidation. After several price cuts, the original dozen or so service companies have only survived a few. The frequent price cuts of Alibaba Cloud may bring about the shock of China's cloud computing industry or it will become a phenomenon worthy of attention in the future.
Chinese business and other country business
After Uber announced the sale of its Chinese business to Didi, a commentary from The New York Times pointed out that there are two kinds of businesses in the world, Chinese business and other countries' businesses. For the time being, Alibaba Cloud has taken an absolute leading position in China. According to a report on the domestic cloud computing field of infoQ, in addition to Alibaba Cloud entering the industrial stage, domestic manufacturers including UCloud and Qingyun are still in the growth stage.
Several figures in this financial report basically confirm this point. For example, in its earnings report, more than 35% of websites in China are served by Alibaba Cloud; secondly, the number of paying users has increased to 651,000, covering industries and industries including finance, medical care, public transportation, energy, manufacturing, government agencies, games, Multimedia, etc.; third, the number of participants in the Yunqi Conference, which has a record every year. 40,000 people attended this year's conference.
For Chinese cloud computing vendors, the global market still has no small challenges. In the public cloud space, Amazon still has an absolute leading position in IaaS and PaaS. In the private cloud market, IBM has an unassailable advantage. However, as Dr. Wang Jian, who created Alibaba Cloud, said: “There are only one and a half companies in the world who are role models for Aliyun. One is Amazon. It really practices the nature of services embodied in cloud computing. The other half is Google, it solves the problem of scale, but does not completely complete the service." Thus, Alibaba Cloud's international ambition can not be underestimated.
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