In the last half of 2018, Baidu announced a new round of technical architecture adjustment, in which ABC Intelligent Cloud Division upgraded to Intelligent Cloud Business Group (ACG), which also carries artificial intelligence To B business and cloud business.

Just over a month ago, Tencent announced a major restructuring. The newly established cloud and smart industry business group (CSIG) once became the focus of hot discussion, and also brought the cloud computing business to an unprecedented height.

After the Double 11 in 2018, Ali also ushered in major structural adjustments. Aliyun upgraded to Alibaba Cloud Intelligence, Ali Chief Technology Officer Zhang Jianfeng also served as the president of the business group, and the weight of Yunhe AI ​​was further enhanced.

At this point, the three giants in the Chinese Internet world have completely completed the structural adjustment, and the status of cloud computing has been further enhanced, and the enterprise-level AI and cloud business have been assigned to the same business group. On the cloud computing track, BAT will once again begin face-to-face direct contests.

Blue sea market

Since Amazon launched AWS in 2006, the birth of cloud computing has been 12 years old, and players of all sizes have flocked to it, but they are still defined as the blue ocean market.

According to Bain Consulting's forecast, the global cloud computing market will reach $390 billion in 2020. The corresponding two figures are: In the third quarter of Amazon's 2018 financial report, the revenue attributable to AWS was 6.68 billion US dollars; in 2017, the size of China's cloud service market was 69.8 billion yuan, still far from the global scale in 2020. Two orders of magnitude.

From another perspective, the current focus of cloud computing vendors is the IaaS market, while the PaaS and SaaS markets have shown more fierce growth. According to IDC data, the 2017 PaaS market is about 10 billion US dollars, accounting for 13.6% of the entire cloud computing industry chain, but achieved a year-on-year growth of 50.2%. At the SaaS level, the US enterprise-level SaaS has already ushered in a harvest period, and the Chinese market is bound to have new opportunities after the melee.

Looking back at the layout of BAT, these giants in the C-end market want to be the leader in the B-end market. Especially after entering 2018, the voices of autonomous driving, smart city, and industrial Internet are getting higher and higher, and the response of BAT is rare and rapid.

Taking the intelligent transportation field as an example, Baidu took the lead in laying out the new ideas of “car-way coordination”, followed by Ali, Tencent, Huawei, etc., and built smart cars in the fields of autonomous driving and car networking. In the wireless communication, sensing detection and other aspects of intelligent roads, and all data acquisition, analysis and processing, machine learning, etc. are based on cloud computing, and constantly consolidate the infrastructure properties of cloud computing in the industry Internet.

At present, BAT has invested billions or even billions in cloud computing business. Of course, it is not willing to see that cloud business only contributes a few thousandths of revenue. On the one hand, it raises the internal level of cloud computing. On the other hand, in the industry Internet, the swords are frequently vying for the upcoming blue ocean market, which can be said to be the common choice of Internet giants such as Baidu, Tencent and Ali.

AI is still a chance for Baidu

When the news of Baidu's restructuring was announced, Baidu Cloud was holding an eco-partnership conference. After hearing this news, some partners said that “Baidu should become the leader of enterprise intelligent transformation”. This evaluation does not seem to be surprising. In the cloud computing industry where giants are everywhere, artificial intelligence is the core advantage of Baidu Cloud's differentiation and opening up the market.

The integration of cloud computing and artificial intelligence is inevitable. Deep learning consumes a lot of computing resources. For example, NVIDIA's artificial intelligence chips developed for enterprises are priced at thousands of dollars. Even if it is only a team of dozens, it is purchasing power every year. The cost is not less than several hundred thousand dollars, coupled with the lack of good algorithm models and data, as well as the constraints on the talent pool, artificial intelligence has long been in the stage of trot slow.

The emergence of cloud services has made Pratt & Whitney AI possible. For example, Baidu Cloud has opened API interfaces such as speech recognition, image recognition, universal text recognition, face detection, and speech synthesis. Developers only need to apply for these interfaces. Realizing artificial intelligence-related applications in products does not require a huge computing power base, does not require independent research and development of algorithm models, and does not require huge data reserves to improve recognition accuracy.

As the basis for promoting artificial intelligence, cloud computing can easily bring the awareness of “AI strong and cloud strong” to the outside world.

Among the many cloud computing giants, Baidu is one of the few players who put AI in C position. It seems that it is not difficult to understand why Baidu has been emphasizing "ABC Strategy": Baidu is the earliest giant in China to deploy artificial intelligence. The comprehensive capabilities of visual, voice, semantic understanding, and deep learning have unparalleled advantages. Baidu Cloud brings these leading AI capabilities to the enterprise market, creates ABC's trinity service model, and then empowers all industries to achieve enterprise intelligence. It is a path that works.

From the perspective of Baidu Cloud, cloud computing has entered the contest of AI's comprehensive strength, which is precisely the best time for the shortcomings of the company. In fact, it is not only Baidu who wants to accelerate the integration of AI and cloud computing. Alibaba Cloud has determined the new direction of cloud computing + IoT + artificial intelligence at Yunqi Conference, and began to hope for artificial intelligence and the Internet of Things to expand business boundaries; Huawei The cloud put forward the concept of “Inclusive AI” and exported image recognition, video analysis, image search and other services in the form of cloud services. Even Tencent Cloud, which has a slow half-laying layout, launched AI as early as last year. Service products...

Cloud computing is standing on a new turning point. In the past, it was the scale and price to win. The cloud centered on computing will be the intelligent cloud driven by artificial intelligence. Baidu clearly saw this indispensable opportunity. Baidu, which is ahead of other players in the AI ​​layout, naturally can better grasp this opportunity.

How does BAT stand up to court?

An established fact, Alibaba Cloud, which took the lead in stealing, is in a leading position in market share, but now the three giants have completed structural adjustments, and they have not raised the height of cloud computing to the same level. It is a foregone conclusion that BAT will compete on the same stage.

For Tencent and Baidu, one question that still needs to be considered is how to fight against Alibaba Cloud in the context of market share is not dominant.

At the big industrial level, BAT is still struggling. For example, after Shanghai proposed the goal of building a “smart city”, Ali, Tencent and Baidu successively took root in Shanghai and signed a series of strategic cooperation related to AI, covering transportation. Urban governance, industrial intelligence, and smart life. At least in the confrontation of the industrial Internet, BAT has its own advantages, and they are also the first to get tickets, and then the protagonist of the singing is precisely cloud computing.

At present, Baidu Cloud and Tencent Cloud have found a different entry point.

As mentioned above, AI is Baidu's innate advantage. In fact, as early as 2016, Baidu Cloud proposed the ABC strategy and continued to land in the first, second and third industries. For example, Baidu Cloud and Sinochem Agricultural Cooperation have realized intelligent scheduling of production equipment, forecasting product output and quality, and improving planting efficiency; Baidu Yun and Baowu Group have cooperated to reduce the false alarm rate and greatly improve the operation efficiency. Achieving the intelligence of production... The chemical reactions brought about by the trinity of artificial intelligence, big data and cloud computing are constantly erupting.

Tencent's cloud and smart industry business group integrates industry solutions such as Tencent Cloud, Internet Plus, Smart Retail, Education, Healthcare, Security and LBS, and is actively building its own differentiated advantages. For example, in Tencent Cloud's smart retail solution, in addition to cloud computing infrastructure, including WeChat public platform, WeChat payment, small program, Tencent social advertising, pan-entertainment IP and enterprise WeChat, etc., use the advantages of ToC market to feed back To B The layout of the business does not work.

Of course, the referees in this game are still large and small enterprise customers. In the "RightScale 2018 State of the Cloud Report" report released by RightScale, 81% of the respondents were cloudy, 21% used multiple public clouds, 10% used multiple private clouds, and the proportion of hybrid clouds was 51. %.

Unlike the consumer market, enterprise customers are more cautious in the choice of services, and it is normal to place eggs in multiple baskets. From this perspective, Baidu and Tencent have no shortage of possibilities with Ali.

Every structural adjustment of the giants is a positive signal of the evolution of the Internet. Cloud computing, which has been defined by the "Blue Ocean" for many years, may have reached a critical point in the outbreak, and the next competition will become increasingly unsettled.

Author: Alter

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