This article is from WeChat public account: Xizhi ’s Internet Watch (ID: hear_and_tell) , author: ash

1. The landscape of clouds has never changed

Welcome to the era of cloud computing giants!

The Internet has been in the air for decades, and today has come across the long river of history. There is an era’s tone in an era. The voice of “Open Source is eating the world” is still in the ear. A new era has come by accident. The strongest voice of this era is called cloud computing.

The digital transformation of traditional enterprises, the construction of a digital economy, the overall cloud-on-trend trend, and the need for a large amount of computing power to support artificial intelligence technology. The needs of these times are intertwined, arousing the wave of cloud computing among the crowd.

In 2017 and 18, the cloud computing market can be described as full bloom, with major manufacturers and various categories of “cloud” you singing. If you went to the booth area and sponsor back panel of the offline conference held by the technical community in those two years, you will see very intuitively, “everyone drinking water, all say cloud computing.”

Over time, the technical term for media hype is no longer cloud computing, or artificial intelligence, or blockchain. But behind these new traffic darlings, you can always see cloud computing as an infrastructure. The way propped up the foundation of the development of the Internet. But the difference is that the cloud computing player group is much less .

Recently, I have seen that Meituan Cloud and Suning Cloud have announced the closure of the public cloud business. This is a big splash in the Chinese public cloud market, but from the perspective of the overall market size, Just a splash.

The “Matthew Effect” of the cloud computing market continues to stand out. In this infrastructure, technology accumulation, ecosystem construction, and capital investment are indispensable , market share continues to head Business concentration. The China Public Cloud Service Market (first half of 2019) tracking report released by IDC shows that the overall market size of China’s public cloud services in the first half of 2019 (IaaS / PaaS / SaaS) reached 5.42 billion U.S. dollars, and the concentration of the public cloud market has further increased. The top 10 vendors now account for over 90% market share. Looking at the world, since 2017, the global cloud computing market has formed a 3A pattern. (Amazon AWS, Microsoft Azure, and Alibaba Cloud) At present, 3A has occupied the market 70% share.

In this market that is dominated by the crowd, head manufacturers are getting better and better, no matter in the domestic or global environment. According to a British research agency Canalys report, Q1 of Q4 2019, Alibaba Cloud, the number one public cloud market in China, rose again month-on-month, from 45% to 46.4%, a solid step in the direction of “half walled mountains”. In the U.S. market, Amazon has not been substantially threatened by Microsoft, and Microsoft’s $ 10 billion contract with the Pentagon was also urgently suspended.

The cloud world is like this. The middle and tail manufacturers have a fast metabolism, and the head manufacturers are as stable as a rock.

2. What kind of cloud service does the market want?

To demonstrate such a problem, let us first look at the law of historical development.

2002, cloudThe founder of computing, Amazon, launched Amazon Web Service for the first time, now known as AWS. At that time, no one knew what cloud computing was and what kind of change it would cause. In 2006, AWS launched the Elastic Compute Cloud (Elastic Compute Cloud / EC2) . In the same year, Google CEO Eric Schmidt in the search engine The concept of “cloud computing” (Cloud Computing) was first proposed at the conference. Cloud computing as a noun concept has officially appeared, and cloud computing as a technology model has also started rapid changes.

In the more than ten-year history of cloud computing, there has been a “wonder” called OpenStack. The strange thing about it is that it is an open source cloud computing platform. Behind it, there are Rackspace and NASA, the latter of which is a “doing nothing business” NASA has thrown a lot of money on cloud computing, and then suddenly realized that this should not be their own thing, so together with Rackspace Open sourced the code, which is now the OpenStack platform.

Today, OpenStack has gone through a ten-year process, and it has gone from countless fans to countless fans today, and even NASA has abandoned it and chose AWS. The fundamental reason is that doing cloud computing in an open source way cannot form a scale effect. The top five cloud vendors in the world, from Amazon AWS, Microsoft Azure, Alibaba Cloud, Google GCP, etc. are all self-developed.

Why do you research the cloud yourself?

The reason is simple. Giant companies need to be completely autonomous and controllable in order not to be constrained in the fierce market competition. There are usually two paths outside the self-developed cloud, and these two paths have their own disadvantages:

  • One is to cooperate with traditional database companies such as Oracle to open up business and data, but also cannot Adapt to the rapid iteration, continuous delivery, R & D model, and operation and maintenance needs of Internet companies.

    • The second is to choose an open source solution, but different open source solutions are only applicable to specific business scenarios. “, The technical direction is not uniform.

      Many companies understand the advantages of self-developed cloud, but it is difficult to take a key step because of various cost and risk options. Only these leading cloud vendors have enough capital investment, technical strength, and risk tolerance to do the strength of building a complete self-developed cloud from the bottom. In the domestic market, only Alibaba Cloud has a self-developed cloud operating system, and other clouds are all open source modifications.

      Apart from self-research on the software level, the same is true on the hardware level. Manufacturers such as Amazon, Google, and Ali have also launched self-research work on chips and servers to allow the underlying hardware capabilities to perfectly adapt to the software requirements of the upper layers and enhance their core competitiveness.

      In the circle of cloud computing, it’s not just technology that fights. The gap in technology is not enough to be the only criterion for enterprises to choose cloud services. Behind this, there are many factors such as product integrity, service capabilities, community ecology, and brand operation. Among them, the integrity of the product is also a core issue of market concern.

      In terms of product integrity, Amazon and Alibaba Cloud have the most complete series. After enterprises choose to go to the cloud, their basic needs can be met, and other clouds are generally not replaced. Furthermore, Alibaba put the core system on the cloud for the first time in 2019 and launched the first “Double 11 on the cloud”. The influence of this word of mouth and publicity effect can be said to be a killer level. What is behind this is the confidence that the cloud giants have released to the industry: I myself go to the cloud. My cloud can meet my massive data and business demands. What are you waiting for?

      3. Epidemic situation While pressing the pause button, the accelerator was pressed

      Historical opportunities always come by accident. In the New Crown epidemic, while pressing the pause button to the world, it also pressed the accelerator button to some industries.

      Some data show that 90% of China’s manufacturing factories have not implemented digital management, and the industrial Internet market has a large scale but no leading companies and best practices have emerged. On the contrary, due to the impact of the epidemic, factories have been shut down and manufacturing has stalled. Behind this, cloud computing needs to be empowered.

      China’s online education has also been tepidUnder the Black Swan incident, the suspension of schools and education institutions closed the learning scene and forced them to go online, but it also greatly advanced the development of the online education industry. The urgent expansion pinned in the face of high concurrent traffic, and the investor’s active approach to online education entrepreneurs, all reflected the industry’s welcome to a wave of dividends. Behind this, the support of cloud computing is required.

      Whether it is the digital transformation of traditional enterprises, or the country ’s policy of building a digital economy, or the concept of new infrastructure and industrial Internet, cloud computing that has become water and electricity is indispensable.

      It will not be another Nokia that beats Nokia. The law of history tells us that the pattern of cloud computing has formed, and the four super clouds will work together to divide up more than 75% of the global market share. They are self-developed clouds. They are a complete cloud of products. They are clouds that are perfectly integrated with the industry.

      This article is from WeChat public account: Xizhi ’s Internet Watch (ID: hear_and_tell) , author: ash