Giants are deploying distributed clouds one after another, and a new cloud war is about to start

With the frequent actions of giants, a new cloud war is about to start

It is undeniable that distributed cloud services are setting off an upsurge in China.

In 2020, the sudden attack of the epidemic has accelerated the digitalization process of enterprises, and the digital transformation of government and enterprise units has become a rigid need of the times. However, compared with general Internet companies, government and enterprise organizations have higher requirements for security, agility, innovation, and collaboration.

Under market opportunities, distributed cloud emerged as the times require, becoming a “special medicine” to solve the cloud service needs of government and enterprise units.

In order to seize the government-enterprise market, in 2021, cloud service giants such as Huawei Cloud and Inspur Cloud will adjust their business sectors, launch distributed cloud service businesses, and seize the distributed cloud market.

Giants are all around, and behind this large-scale business transformation, whether distributed cloud services will become the next-generation cloud computing highland has become an unsolved mystery.

01. The epidemic accelerates the cloud migration of government and enterprise customers

There are indications that the government and enterprise cloud seems to be becoming the next blue ocean market for cloud computing.

From a market perspective, since the official establishment of Alibaba Cloud in 2009 , the domestic cloud computing market has been expanding continuously for more than 10 years.

It Orange 2020 China Enterprise Service Report shows that in 2021, the scale of China’s cloud basic resource enterprise service market will exceed 400 billion, and basic cloud services will continue to grow by 40% in the future. The continuous growth trend means that the cloud market industry has great potential in the future.

Among them, the performance of government and enterprise cloud is particularly outstanding.

According to research data from the CCID Consulting Report, in 2020, China’s government cloud market will reach 65.36 billion yuan, a year-on-year increase of 42.3%, far exceeding the international growth level of 9.2% in the same period.

The main reason behind this is that the sudden attack of the epidemic has accelerated the pace of government and enterprise migration to the cloud, making the fiery situation directly detonate the secondary market of cloud computing.

However, although the government and enterprise market space is vast, the corresponding service model has not been established and perfected.

For example , government and enterprise units have problems such as numerous branches, diverse operation models, complex business forms, and extremely high security requirements. However, the original business model forms such as public cloud, private cloud, and hybrid cloud cannot meet the needs of manufacturers.

Therefore, how to smoothly and securely provide services to government and enterprise units without excessively increasing server costs has become the key to their decision on how to go to the cloud.

Faced with more refined market demands, cloud computing has given birth to a new business model- a cloud form compatible with different local clouds, different clients, and the entire ICT industry chain-distributed cloud.

Gartner, the world’s leading information technology research and consulting company, defines distributed cloud as: the distribution of public cloud services (usually including necessary hardware and software) to different physical locations (that is, the edge) , and the ownership, operation, governance, and Updates and development are still the responsibility of the original public cloud provider.

This kind of distributed cloud has obvious advantages in solving customers’ cloud computing resources close to the physical location where data and business activities occur.

Compared to public cloud, distributed cloud has a lower latency, so that data can reside locally; compared to private cloud distributed cloud can be further reduced cost data.

Compared with hybrid cloud, distributed cloud is responsible for all nodes by cloud service providers. Enterprises do not need to purchase servers and storage to build a private cloud environment. At the same time, they can also use the full-stack paas capabilities on public clouds, which greatly reduces The cost of using the cloud.

The advantages of flexibility and agility quickly attracted the attention of government and enterprise units.

Gartner predicts that by 2025, more than 50% of organizations will use distributed clouds in locations of their choosing to achieve transformational business models.

As far as cloud computing is concerned, the government and enterprise market has always been a battlefield for military strategists. Therefore, it is foreseeable that distributed cloud services are opening up a new era of cloud computing.

02. Giants seize the distributed cloud track

As veteran players of cloud computing, Huawei Cloud, Inspur Cloud, and Alibaba Cloud also sniffed business opportunities for the first time and entered the game one after another to complete the next generation of cloud computing.

On April 8, at the Huawei Cloud TechWave Global Technology Summit, Huawei Cloud CTO Zhang Yuxin released a full range of distributed cloud product portfolios , and further consolidated the basic concept of distributed cloud × cloud native, and quickly became the number one in the distributed cloud market. gun.

Subsequently, on May 14, Inspur Cloud released its new business strategy “1231” and at the same time launched the “Distributed Cloud+” action plan. Xiao Xue, Chairman and CEO of Inspur Cloud, said that this is the first official press conference of Inspur Cloud since 2017. The high-profile posture shows the importance of distributed cloud.

Alibaba Cloud is not far behind. At the Alibaba Cloud Beijing Summit held on May 28 , Zhang Jianfeng, President of Alibaba Cloud Intelligence, stated straightforwardly: “Alibaba Cloud is ready to fully serve the government and enterprise markets.”

For cloud computing vendors, distributed cloud means an industry reshuffle. If it can occupy more shares in the new sector, the market share will be re-planned, and the winner will have more say in the future. .

As a result, a war without gunpowder smoke gradually kicked off in the contest.

Huawei Cloud took the lead in deploying from a product perspective.

Judging from the architecture diagram of the distributed cloud released by Huawei Cloud, the distributed cloud product portfolio of Huawei Cloud mainly includes the central region, exclusive regions, intelligent edge cloud IEC/intelligent edge small station IES, and intelligent edge platform IEF.

Not to be outdone, Langchaoyun directly rose to a strategic height.

Through 1 unified architecture, 2 key areas, 3 integration capabilities, and 1 security system, Inspur Cloud provides users with full-stack cloud services integrating cloud and network edge-end integration, cloud-digital intelligence integration, and construction, management, and operation integration , and build zero trust Cloud data security system to create a new generation of hybrid cloud.

At the same time, based on the “1231” business strategy of Inspur Cloud and the capabilities of distributed cloud, Inspur Cloud also launched the “Distributed Cloud+” action plan-1+2+N+ ecology.

Alibaba Cloud, Tencent Cloud, Baidu Smart Cloud, etc. are also eyeing each other, and they have begun to restructure their business structures in the distributed cloud part and reach cooperation with the outside world. For example, Alibaba Cloud helped Bank of Nanjing build the country’s first distributed core business system; Tencent Cloud and China Information announced the launch of a “financial distributed core” joint solution.

In addition to the formation of cloud computing giants, the response of the investment market also shows the huge potential of distributed cloud services. Recently, distributed cloud computing company PPIO completed a Pre-A round of tens of millions of dollars in financing. The investment team includes Blue Run Ventures, Boiling Point Capital, Huaye Tiancheng Capital, and Yuanwang Capital. Among them, Blue Run Ventures has also invested in star companies such as Ideal Cars and Monster Charging .

With the giants’ grabbing for beaches and the involvement of capital, in the first half of 2021, the entire distributed cloud service market will be filled with smoke.

03. Opportunities and challenges of distributed cloud

The giants’ battle for the beach is in full swing, and the external environment continues to fuel the flames. Driven by policies, the pace of distributed cloud services for government and enterprises will also accelerate.

This year’s two sessions report pointed out that the construction of digital government is an important foundation for the development of digital China and digital economy. Industry insiders believe that the digital government is included in the report of the two sessions for the first time, reflecting the acceleration of the government’s digital transformation.

The “Cloud Computing Development White Paper (2020)” of China Academy of Information and Communications Technology also pointed out: In the future, cloud computing will still usher in the next golden decade and enter a period of inclusive development. Gartner, the world’s leading information technology research and consulting company, also lists distributed cloud services as one of the top ten technology trends in 2020 and 2021. Distributed cloud will become a new form of cloud computing.

However, although the distributed cloud track is very crowded and the market has high expectations, this does not mean that it is free of threats and challenges.

First of all, although distributed cloud is dedicated to solving the configuration and location problems of different cloud resources, under the new model, distributed cloud network management has become a new problem. How to effectively integrate the multi-cloud model requires cloud service vendors to continuously deepen and make breakthroughs based on the distributed cloud model.

Secondly, the difficulty of operation and maintenance and security risks brought by the multi-cloud model will also increase simultaneously, which is an inevitable risk of distributed cloud. The coordination between heterogeneous machines and networks, the widespread failure of node scale, etc. will increase the difficulty of operation and maintenance of distributed cloud and the safety risk factor.

Finally, how to make stubborn government and enterprise customers accept distributed cloud is another major challenge faced by distributed cloud. “ToB Industry Headlines” found that some traditional government and corporate customers have low acceptance of public cloud, private cloud and hybrid cloud. In this case, how to convince them of the security and convenience of distributed cloud? It will take some time.

Judging from the current situation, regardless of the scenario and the needs, the multi-dimensional adaptation of distributed cloud to enterprise digitization will further promote the comprehensive cloudification of enterprises. Therefore, distributed cloud will be in the future. It will be accepted by the industry.

There is no doubt that under favorable policies and market conditions, the outbreak of government cloud will bring a new blue ocean to the Chinese cloud market, and distributed cloud services also seem destined to become the main trend of the next generation of cloud computing. With the frequent actions of the giants, a new cloud war is about to start.

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