Right now, cloud computing is one of the hottest technologies. Last year, after the related ministries and commissions issued a notice, the construction of the Daxing Cloud Computing Center in various local governments made an investment of RMB 45 billion.
In late June, Huasheng Tiancheng (600410, SH) non-public offering of A-shares raised more than 500 million yuan through the approval of the China Securities Regulatory Commission and became the first A-share company to raise money with the concept of "cloud computing." After it, there are companies such as Inspur Information (000977, SZ), Coastal Energy (000695, SZ), and China Light and Power (600764, SH) that hold this concept to line up financing.
Behind the fanatical investment, is the prospect of commercialization of cloud computing clear?
Complete industry chain appeal
"Customers need cloud computing. If we don't do cloud computing, we will die in the future." Ma Yun expressed the needs of Ali Group to do cloud computing in public. In 2009, Alibaba announced the establishment of "Alibaba Cloud," focusing on cloud computing research and development.
Alibaba Cloud’s position is to provide cloud storage, cloud computing, and cloud services to small and medium-sized enterprises, that is, to help customers achieve interoperability with upstream and downstream partners.
Outside Internet companies such as Ali, there is also the transformation of the telecommunications industry that stirs the overall picture of the cloud computing industry.
From this year onwards, Huawei will make efforts in the smart phone terminal business. Ren Zhengfei, president of the company, stated that the terminal will be an important part of Huawei's "cloud management" strategy. From the transformation of "single telecommunications equipment provider" to "modern comprehensive information service solution provider", Huawei will come from the telecom operators to the front.
This is undoubtedly a test for Huawei. From R&D to management to the market, Huawei has always emphasized that terminal deployment is an important part of the “cloud management†strategy. However, with Apple’s profit model ahead, how will Huawei catch up?
Huawei said that at present, they are focusing on building a cloud platform that can provide efficient virtualization, efficient operation and management, and openness. "The most important thing in the cloud computing industry chain is the platform. The platform is solid and various applications can be run on it."
The status of terminal services continues to rise, but Huawei has not abandoned its carrier business. "In the process of cloud platform advancement, we have always stressed that we must bind telecom operators to innovate, otherwise our cloud will not survive. We are making cloud platforms and cloud applications according to telecom operators' needs." Published in the cloud At the meeting, Ren Zhengfei emphasized Huawei's cloud computing strategy.
The construction of cloud computing center warms up
Not only companies, local governments are also very enthusiastic about cloud computing. In November last year, the Ministry of Industry and Information Technology and the National Development and Reform Commission jointly issued the "Notice on Doing a Good Job of Pilot Demonstration in Cloud Computing Services Innovation and Development." After enclosing five cities in Beijing, Shanghai, Shenzhen, Hangzhou, and Wuxi as pilot cities for cloud computing, the cities will They have started to build a blueprint for cloud computing: Shanghai has proposed a “cloud sea plan†to prepare 10 cloud computing companies with an annual operating income of over 100 million yuan in the next three years to create an “Asia-Pacific cloud computing centerâ€; Beijing has proposed a “cloud cloud plan†and strives By 2015, an industrial scale of 200 billion yuan will be formed and the "Asia's largest super cloud server production base" will be built.
Chongqing outside the "pilot" also proposed in January this year that it should build Chongqing into the largest cloud computing center in China and create a "global data development and processing center." In April this year, the Liangjiang New Area in Chongqing opened the “Two Clouds Experimental Area in China,†the Liangjiang International Cloud Computing Center, with a total investment of 40 billion yuan. The construction planning period is 5 years and will eventually reach 100 billion scale.
Only a few days later, the above project was overtaken by another project built by the local government to surpass the Jiangjin District Cloud Computing Industry Base project. The project has a planned area of ​​15 square kilometers and a total investment of 50 billion yuan.
“They took an international approach and focused on China. The Liangjiang International Cloud Computing Center is mainly engaged in large-scale offshore data, while the Jiangjin Cloud Computing Industrial Base is engaged in onshore data processing.†Chongqing Mayor Huang Qifan expressed the division of labor between the two bases. .
The industry chain is still a hot cloud platform for government-led construction. The commercial prospects are to connect companies that provide cloud services. But so far, these cloud platforms do not see a clear profit outlook.
Recently, Microsoft officially launched Office365 cloud computing office software suite in 40 markets around the world, but China is not listed in the above market. According to media reports, an engineer at Microsoft stated that it was mainly because Microsoft did not have its own data center in China.
Frost & Sullivan's chief advisor Wang Yuquan said that according to relevant regulations, large foreign companies conducting telecommunication and data services in China must pass the information check of the national gateway office. “The cloud computing data center is not necessarily occupying a lot of space. This kind of domestic site cost It is not attractive to foreign-funded enterprises at all.†Wang Qiquan believes that Chongqing’s “Yunnan Special Economic Zone†will eventually be geared towards domestic companies. However, at present, all regions are building cloud computing platforms, and the overcapacity is self-evident.
For example, the cloud computing subsidiary of Alibaba Group chose to set up its own platform. “In terms of cost, with Alibaba Cloud’s cluster purchase volume and equipment and bandwidth usage, the purchase is short-term investment, but self-construction can do more. Effective management, and safe and controllable.†Alibaba public relations director Yang Leilei told reporters.
Compared to Microsoft's careful consideration, on June 28th, HP Global President and CEO Li Aike went to Tianjin to sign a cloud computing cooperation memorandum with the local government. At the same time, the company's cloud computing solution center was put into operation in the development zone.
"Because they are hardware manufacturers, the concerns about data security are much smaller. The construction of cloud computing platforms in various parts of China is a good opportunity for them to sell equipment," said Wang Yuquan.
In Wang Qiquan's view, if the industrialization degree of the industry is sufficiently high, government guidance can speed up the establishment of industry standards, but it will be led by the government at the initial stage of the industry. First, there will be excess capacity, and second, the degree of commercialization will be seriously insufficient.
"A large-scale cloud computing center is building cloud computing in the name of industrial real estate. This road will not take too long. It can find typical applications, find business models, and really drive the development of the industry from the user level. This model is the cloud. The king of calculations and development.†Said CCID's 2011 edition of the White Paper on China’s Cloud Computing Industry Development.
In late June, Huasheng Tiancheng (600410, SH) non-public offering of A-shares raised more than 500 million yuan through the approval of the China Securities Regulatory Commission and became the first A-share company to raise money with the concept of "cloud computing." After it, there are companies such as Inspur Information (000977, SZ), Coastal Energy (000695, SZ), and China Light and Power (600764, SH) that hold this concept to line up financing.
Behind the fanatical investment, is the prospect of commercialization of cloud computing clear?
Complete industry chain appeal
"Customers need cloud computing. If we don't do cloud computing, we will die in the future." Ma Yun expressed the needs of Ali Group to do cloud computing in public. In 2009, Alibaba announced the establishment of "Alibaba Cloud," focusing on cloud computing research and development.
Alibaba Cloud’s position is to provide cloud storage, cloud computing, and cloud services to small and medium-sized enterprises, that is, to help customers achieve interoperability with upstream and downstream partners.
Outside Internet companies such as Ali, there is also the transformation of the telecommunications industry that stirs the overall picture of the cloud computing industry.
From this year onwards, Huawei will make efforts in the smart phone terminal business. Ren Zhengfei, president of the company, stated that the terminal will be an important part of Huawei's "cloud management" strategy. From the transformation of "single telecommunications equipment provider" to "modern comprehensive information service solution provider", Huawei will come from the telecom operators to the front.
This is undoubtedly a test for Huawei. From R&D to management to the market, Huawei has always emphasized that terminal deployment is an important part of the “cloud management†strategy. However, with Apple’s profit model ahead, how will Huawei catch up?
Huawei said that at present, they are focusing on building a cloud platform that can provide efficient virtualization, efficient operation and management, and openness. "The most important thing in the cloud computing industry chain is the platform. The platform is solid and various applications can be run on it."
The status of terminal services continues to rise, but Huawei has not abandoned its carrier business. "In the process of cloud platform advancement, we have always stressed that we must bind telecom operators to innovate, otherwise our cloud will not survive. We are making cloud platforms and cloud applications according to telecom operators' needs." Published in the cloud At the meeting, Ren Zhengfei emphasized Huawei's cloud computing strategy.
The construction of cloud computing center warms up
Not only companies, local governments are also very enthusiastic about cloud computing. In November last year, the Ministry of Industry and Information Technology and the National Development and Reform Commission jointly issued the "Notice on Doing a Good Job of Pilot Demonstration in Cloud Computing Services Innovation and Development." After enclosing five cities in Beijing, Shanghai, Shenzhen, Hangzhou, and Wuxi as pilot cities for cloud computing, the cities will They have started to build a blueprint for cloud computing: Shanghai has proposed a “cloud sea plan†to prepare 10 cloud computing companies with an annual operating income of over 100 million yuan in the next three years to create an “Asia-Pacific cloud computing centerâ€; Beijing has proposed a “cloud cloud plan†and strives By 2015, an industrial scale of 200 billion yuan will be formed and the "Asia's largest super cloud server production base" will be built.
Chongqing outside the "pilot" also proposed in January this year that it should build Chongqing into the largest cloud computing center in China and create a "global data development and processing center." In April this year, the Liangjiang New Area in Chongqing opened the “Two Clouds Experimental Area in China,†the Liangjiang International Cloud Computing Center, with a total investment of 40 billion yuan. The construction planning period is 5 years and will eventually reach 100 billion scale.
Only a few days later, the above project was overtaken by another project built by the local government to surpass the Jiangjin District Cloud Computing Industry Base project. The project has a planned area of ​​15 square kilometers and a total investment of 50 billion yuan.
“They took an international approach and focused on China. The Liangjiang International Cloud Computing Center is mainly engaged in large-scale offshore data, while the Jiangjin Cloud Computing Industrial Base is engaged in onshore data processing.†Chongqing Mayor Huang Qifan expressed the division of labor between the two bases. .
The industry chain is still a hot cloud platform for government-led construction. The commercial prospects are to connect companies that provide cloud services. But so far, these cloud platforms do not see a clear profit outlook.
Recently, Microsoft officially launched Office365 cloud computing office software suite in 40 markets around the world, but China is not listed in the above market. According to media reports, an engineer at Microsoft stated that it was mainly because Microsoft did not have its own data center in China.
Frost & Sullivan's chief advisor Wang Yuquan said that according to relevant regulations, large foreign companies conducting telecommunication and data services in China must pass the information check of the national gateway office. “The cloud computing data center is not necessarily occupying a lot of space. This kind of domestic site cost It is not attractive to foreign-funded enterprises at all.†Wang Qiquan believes that Chongqing’s “Yunnan Special Economic Zone†will eventually be geared towards domestic companies. However, at present, all regions are building cloud computing platforms, and the overcapacity is self-evident.
For example, the cloud computing subsidiary of Alibaba Group chose to set up its own platform. “In terms of cost, with Alibaba Cloud’s cluster purchase volume and equipment and bandwidth usage, the purchase is short-term investment, but self-construction can do more. Effective management, and safe and controllable.†Alibaba public relations director Yang Leilei told reporters.
Compared to Microsoft's careful consideration, on June 28th, HP Global President and CEO Li Aike went to Tianjin to sign a cloud computing cooperation memorandum with the local government. At the same time, the company's cloud computing solution center was put into operation in the development zone.
"Because they are hardware manufacturers, the concerns about data security are much smaller. The construction of cloud computing platforms in various parts of China is a good opportunity for them to sell equipment," said Wang Yuquan.
In Wang Qiquan's view, if the industrialization degree of the industry is sufficiently high, government guidance can speed up the establishment of industry standards, but it will be led by the government at the initial stage of the industry. First, there will be excess capacity, and second, the degree of commercialization will be seriously insufficient.
"A large-scale cloud computing center is building cloud computing in the name of industrial real estate. This road will not take too long. It can find typical applications, find business models, and really drive the development of the industry from the user level. This model is the cloud. The king of calculations and development.†Said CCID's 2011 edition of the White Paper on China’s Cloud Computing Industry Development.
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