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Behind the record breaking Q2 revenue of Alibaba cloud, the cloud opening mode is reshaping

2020-11-06 20:17:28 Intelligent relativity

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writing | Wei Qi Yang

source | Intelligent relativity (ID:aixdlun)

11 month 5 Sunday night , Alibaba group released 2021 Second quarter results .

Results show that , Alibaba Group Q2 income 1550.59 RMB 100 million , Year-on-year growth 30%, Among them, the quarterly revenue of Cloud Computing 149 One hundred million yuan , Year-on-year increase to 60%. In global cloud computing 3A Camp , Alibaba cloud grows to Amazon cloud 29% Increasing speed 2 times , And a big lead over Microsoft Azure Of 48%.

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We noticed that , Behind Alibaba cloud's continuous development , It's not just the winner take all feature of cloud computing , The bigger reason is that during the quarter , Ali Yun in 9 In June, the cloud habitat conference announced that it was upgraded to 2.0 Time , adopt “ Cloud and nail are integrated ” and “ Cloud in one ” Strategy changes the effect of differentiation advantage formed by cloud computing form .

The bright financial report is Alibaba cloud The result of morphological evolution

Market data shows , Last year , Alibaba cloud ranks first in the Asia Pacific market , Market share has soared , Close to the sum of Amazon and Microsoft . Besides , In the Chinese market , Alibaba cloud ranks first , Market share has been rising year on year for many consecutive quarters , It reflects strong growth above the market .

The information disclosed in this financial report shows that , Alicloud is passing by from 1.0 Era to 2.0 After the evolution of the times , Its competitive advantage is still further strengthened .

We know it's not just 1.0 Alibaba cloud of the times , The time is now , The use of cloud computing products for many cloud computing services is complex , The cloud is more like a “DOS The computer of the system ”, You need to master a set of complex code instructions to run .

Although in the past 10 Year time , Almost all the super App All born on the cloud , Artificial intelligence 、 Mobile collaboration and other technologies have been greatly popularized in the cloud , Cloud has also become the carrier of the times and the symbol of digital development , However, for the capabilities of cloud computing and the goals of cloud computing giants , It's not enough , Especially on the user side , Enterprises should not only solve IT The question of resources , But also to solve the problem of intelligent application 、 The problem of data and mobility .

High technical threshold 、 Cloud services with narrow application scope have become a stumbling block in the development of cloud computing , Cloud computing giants need a more complete breakthrough if they want to complete the second breakthrough 、 Easier to use platform .

Regarding this , Alicloud's solution is for Feitian cloud “ supercomputer ”, Install the digital native operating system , It's like Windows Let the computer into every household , The upgraded cloud makes it easier for people to interact with Cloud Computing , Let the cloud spread to more enterprises 、 More people .

meanwhile , Alibaba released the first cloud computer shadowless and the first logistics robot “ Little donkey ”, Bring cloud change to the terminal .

Zhang Jianfeng thinks , Cloud integration and cloud nailing integration are important components of digital native operating system . These two strategies will change the way people use the cloud 、 Changing the way applications are developed , Created a new form of Cloud Computing .

We can see clearly , In this form , Cloud infrastructure and digital native operating systems work together , The cloud is evolving into a “Windows The computer of the system ”, It greatly reduces the threshold for enterprises and users to use cloud .

From Alibaba cloud in Q2 In terms of the quarterly market performance , Alibaba cloud 2.0 The upgrade of the times has played a very good effect .

Out of the differentiated Alibaba cloud Building a “ Concretion ” Cloud computing form

Cloud computing is illusory , For many ordinary people , It's hard to understand. , But through a long period of time, Alibaba cloud has imperceptibly influenced “ education ”, Has formed in the user's mind “ Nailing is cloud computing ” The cognitive , Now through the cloud nail integration and cloud integration strategy , Encapsulate cloud services in App In applications and smart terminals , Make the cloud ubiquitous in a concrete form , Let everyone use the cloud , Everyone can use , This also constitutes the differentiation advantage of Alibaba cloud from its friends .

that , How does alicloud accomplish “ Concretion ” What about the evolution of cloud computing ?

1、 Deep foundation , Deeper : The deeper the bottom , Will have stronger application surface

No matter how the form of cloud computing changes , Technical capabilities related to user experience are always the first .

It's like building a house , The deeper the foundation is , The more solid the building above the surface , Corresponding to cloud computing , It includes hardware infrastructure like the data center , It also includes the operating system 、AI Technological breakthroughs are within “ Soft power ”.

Alibaba cloud has a self-developed cloud operating system like Feitian , On chip 、 The server 、 Switch 、 Network and other fields of self-study efforts are still increasing , In order to continue to extend the flying cloud operating system down to achieve the purpose of defining hardware , Alibaba in this year 9 The cloud native technology committee was established in June , From the top-level design to promote the comprehensive cloud of Ali economy , Enabling enterprises to carry out cloud native transformation .

Whether it's Hangzhou data center, the world's largest liquid cooling data center put into use , Or Ali voice AI China's top market share , And mathematical programming solver breaking world records this year , All of them are fruits of Alibaba cloud's deep ploughing .

2、 Low threshold , Lower it a little bit : Easy to use and easy to develop is the precondition of technology inclusive

After deep foundation , Cloud computing can do more , But how to enable users to quickly access the corresponding cloud services based on their own needs , Or tell the user ,” I have a better solution ”, To be a cloud computing vendor, you need to face the problem .

The consensus we should reach is , The core of technology inclusion is not just to provide a ready-made product , It requires the product to expand rapidly , Various functions can be configured individually , Combine at will .

Let's take a look at one of the important components of Alibaba cloud's digital native operating system .

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Nail as a smart mobile office super application , Everyone is familiar , Its basic functions are easy to use , But in order to satisfy different enterprises' internal management 、 Different demands on business process, etc , Cloud nail integration enables enterprises to pass “ Drag and drop ” The way to build your own enterprise application , When all enterprises innovate and speed up , After being more agile , The efficiency of social collaboration has also been improved .

For example, FAW Group of China has built it based on cloud nailing “ faw Easy” Digital platform , Will be telecommuting 、 train 、 meeting 、 task management 、 Production planning 、 Equipment transformation and other work and business processes are all digital , There are more than 7000 FAW employees working on the platform .

Another example is Yuexiu real estate under the support of cloud nail integration , Complete the enterprise staff 、 Business system 、 After digital transformation such as internal application , Building a unified capability Center , It realizes the data driven process concatenation .

After the threshold of cloud services has been greatly lowered , With nails as the carrier , Cloud services complete the technology inclusive by moistening things silently , At the same time, it also forms in the user's mind “ Nail is cloud ” The cognitive .

3、 More scenes , More : The depth of scene penetration is the embodiment of cloud service value

Another component of alicloud's digital native operating system is cloud integration , It's the ability of cloud computing to reverse the transformation of the terminal , Let everything have the power of clouds .

Publishing cloud computers from alicloud “ No shadow ” And logistics robot little man donkey's water test to see , The deeper significance behind cloud integration lies in the exploration of cloud computing penetration scenarios , In the process , In the user's mind, all kinds of intelligent terminals and cloud have been marked with equal sign .

So what is the core of scene penetration ?

From the exploration of Alibaba cloud , solve the problem , Producing value is the first principle .

Like Alibaba cloud in the Chengdu Ring Expressway pilot project , Develop a video intelligent analysis platform “ Wisdom and insight ”, Through intelligent high-speed digital engine , The annual average congestion rate of Chengdu ring expressway has decreased 15%, The operational workload has dropped 20%; Shandong Port “ Smart port ” In the project , Help the port to realize the real-time dispatching of container trucks 、 Truck autopilot 、 The gantry crane follows the track automatically 、 Traceability of bulk goods 、 Blockchain Finance 、 And multimodal transport logistics services , Improve work efficiency 30%.

Besides , In the field of industrial Internet , Alibaba cloud helps Feihe group 、 Luzhou Lao Jiao 、 Mobil and other enterprises are upgrading their digital intelligence , The final result is to improve the operational efficiency of the enterprise .

“ Concretion ” It's not just the shape of cloud computing that's changing , And the way to look at Alibaba cloud

On the whole , Alibaba cloud through cloud nail integration and cloud integration , Greatly reduce the threshold of using cloud , Make the shape of the cloud “ Concretion ” Evolution , Behind it is a new ecological reconstruction .

So we can see , Zhejiang Province has more than 100 Ten thousand civil servants are working on the nail , Set the 1000 Multiple applications , More than 10 million electron streams are generated every day , And these streams were originally made over the phone 、 The form of mail works in the flow of public services . Alibaba also has more than 10 million messages flowing on the nail every day , Click on the nail application center in your mobile phone , Become managing a business 、 A new way to manage a city .

Beyond this , Enterprise applications on nails have risen rapidly to 60 m , There are more than 20 Ten thousand enterprise application developers help enterprises customize their own applications on the nail development platform . at present , The number of nail users has broken through 3 Billion , The number of enterprise organizations has broken through 1500 Thousands of families , These entities are nailed to this “ operating system ” Convenient use of alicloud Services , It's beyond the usual “ Mobile office ” perhaps “ social contact ” Concept .

This financial report shows high revenue , It is the business value shown by Alibaba cloud as a business in Alibaba economy , It can be regarded as Alibaba cloud's A Noodles , This is also the capital that alicloud is proud of .

But through the digital native operating system , In the cloud nail integration and cloud integration at the same time , In the cloud computing industry, it is composed of differentiated cloud computing forms B Noodles , This has become the core of Alibaba cloud's competitive advantage , This is the combination of Alibaba cloud's complete forms .

Standing in the historical torrent of industrial digital transformation , Ali Yun Yi “ Concretion ” The shape of the market has opened up more space for the market , And for the Ali economy , It is a bigger imagination space and future than e-commerce .

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