Cloud computing: A magical hand to reshape the traditional IT industry

Huang Shanghai Report What does cloud computing mean for traditional IT companies? "The transformation of business models and new opportunities.　　"In an upscale office building on Huaihai Road in Shanghai," said Zhang Zhenlen, a VM Ware technology director for Greater China. Not long ago, Zhang Zhenlen led his team from Pudong to move here, the staff is increasing. This change seems to be a sign of the thriving business they are engaged in.　　Although already the world's largest provider of virtualization solutions, VM Ware looks like an emerging company. Everything is due to cloud computing, the most fashionable term known as "it communism". Virtualization technology can help enterprises with higher efficiency, lower cost to the "cloud."　　For VM Ware, this means bigger markets and more business opportunities. VM Ware is not the only beneficiary of cloud computing. Although the concept of "cloud computing" is still a smoke and mirrors, for those in the IT industry, the following facts have no doubt: large-scale data computing and storage has become a trend, businesses and individuals based on "cloud services" demand has begun to appear.　　For enterprises in need, cloud computing brings not only the upgrading of IT technology, but also the innovation of organization and operation mode. This change, but also in the profound impact of the entire IT industry chain.　　A new change has begun.　　Where does the demand come from? Located in Pudong Zhangjiang High-tech Park, "No. 1th Shop" is a business E-commerce company, providing from mineral water, plum sugar to mobile phones, computers and other daily necessities, 2010 sales revenue of 805 million yuan.　　Based on the huge data processing needs of E-commerce, the company recently built a "private cloud" inside. The so-called "private cloud", simply speaking, is the enterprise's own data center.　　The concept is the "public cloud", currently includes Google, Amazon and other services provided by the cloud, is a simple personal-level public cloud services. 1th Store Chairman Gege to interview, said that the characteristics of E-commerce determines the enterprise must have a strong data meter, storage backstage.　　Store 1th Private cloud, not only solve the enterprise internal data processing needs, but also transformed into a "cloud application" service for the 1th store suppliers to provide order Processing, warehousing, product display, customer relationship management and a series of services. "The biggest benefit of cloud computing is that it improves server efficiency and saves costs for businesses." "Private Cloud" and "public cloud" represent two levels of demand, says Zhang Zhenlen. One is for the enterprise internal data processing requirements, the other is for the enterprise external public data processing needs. "The private cloud is like a company's own generator, and the public cloud is the grid."　　Zhang said that, like the different stages of electric power development, the two needs complement each other. Global revenue from public cloud computing services will grow at 5 times times the rate of traditional it, according to IDC's data and forecasts. Revenue for public cloud computing services is expected to reach $55.5 billion trillion in 2014, and 2009The number is only 16 billion dollars. So the annual compound growth rate of this calculation reached 27.4%.　　In the same period, the growth rate of traditional IT products is expected to be 5%. However, China still lacks large public cloud services. The main reason, Zhang Zhenlen says, is security.　　Large enterprises dare not rashly put trade secrets on the external public cloud.　　In addition, because the private cloud can make the enterprise to launch the business quickly, therefore it construction is no longer the cost burden of the enterprise, but can with the business Close union, became the enterprise strategic resources, is welcomed by the enterprise. In this case, cloud computing development is mainly the private cloud built by some large enterprises. Domestic large internet companies, including Tencent and Alibaba, have started to set up cloud computing centers. Tilera Asia's president, Xiaodong, said in an interview that corporate data security, multimedia video industry, network companies and so on will become the future of cloud computing demand important areas.　　Tilera is a Silicon Valley chip company that provides multi-core processing chips for cloud computing. The lack of public cloud in the industrial chain is an opportunity for traditional telecom operators. Because the public cloud requires a large infrastructure, the IDC (Internet Data Center) owned by telecoms operators can provide a platform for cloud computing and telecoms operators have the capital strength to invest in the public cloud. On the other hand, telecom operators, through the public cloud for enterprises and individuals to provide professional cloud services for operators to open up traditional telecommunications and value-added services outside the new blue sea.　　But the challenge is clear, as traditional CT service providers lack experience in the operation of IT services.　　And for the traditional IT industry, cloud computing has been the beginning of the industrial Revolution, leading IT vendors will accompany the cloud to gain market share and change. "I think the software industry is the most affected."　　"Security, storage, and various software applications will face challenges, but they are also the beneficiaries of cloud computing," Zhang Zhenlen said. In the PC era, software vendors develop software and then sell to customers to earn money. But in the era of cloud computing, this business model will no longer work.　　So the most successful companies, such as Microsoft, Oracle and Adobe, will face the biggest challenges in the era of stand-alone computing mode. Microsoft has responded. The company unveiled Windows Azure, which is considered the most important product for 16 years after Windows NT. In a letter to consumers, Microsoft CEO Steve Ballmer said that Microsoft had been proposing a "Software + services" Model a few years ago. The model is now further implemented in "cloud computing", where Microsoft is no longer using software to make money, but to make money from software installation, storage, upgrades and maintenance. Other companies have followed suit.　　If this pattern can make sense, it will be a way for Microsoft and even traditional software companies. Compared with the software industry, the impact of traditional hardware manufacturers may be less obvious. There is a view that cloud computing is not a new technology, its essence is the change of IT organization structure and management mode, for traditional hardware vendors, the current equipment hasDue to the need for cloud computing, cloud computing does not have a transformative impact on hardware vendors. Interestingly, hardware makers are now worried. When cloud computing replaces the traditional data center, the market strategy of the manufacturer and the IT organization of the user enterprise will change greatly.　　Since cloud computing is an organic whole, virtualization software, servers, storage, networks, cloud management software, and application delivery devices interact in all aspects, which means that companies in several major links need to work together to build a formed cloud, which is a huge challenge for hardware vendors. "Traditional equipment suppliers do ' one-time ', but in the era of cloud computing, they may assume more operational roles."　　"Xiaodong analysis, the future of hardware manufacturers will be the profit model with the software manufacturers more and more convergence, that is not rely on the hardware products themselves, but rely on services to make money." Many hardware vendors are aware of this trend. Traditional telecom Equipment Shanghua for the recent introduction of cloud computing strategy.　　The domestic server provider Shuguang has also set up a data center, which plans to profit from leasing services that provide cloud computing.　　Emerging business opportunities as traditional telecoms and it industries face change, cloud computing also brings new business opportunities. Tilera Company is just one example. Tilera was founded only 5 years ago, and one of its founders was Professor Anant Agavar of MIT. The company was initially inconspicuous.　　However, the company's multi-core processing chip has broken the Intel monopoly-led X86 structure, emphasizing that the functionality and power dissipation of processing are particularly applicable to cloud computing. "Traditional CPU processing is good at large task processing, but in the era of cloud computing, such as mail, Internet, storage and other applications, is a typical small task, the advantage of multi-core processing is more efficient and more resource-saving than the traditional Intel x86 CPU."　　"Xiaodong said. As a result, Tilera has developed rapidly over the past two years. The company has received investment from major international companies such as TSMC and Quanta, and has recently set up offices in Beijing and Shanghai.　　In the domestic, including Tencent, Baidu and other enterprises of the data center, has begun to try Tilera provided by the processor chip. In addition to the new opportunities upstream, cloud computing itself also breeds business opportunities. Cloud computing architecture and services are based on three levels of deployment: underlying infrastructure (IaaS), platform-level services (PaaS), and software-level services (SaaS). In view of the current development situation, the domestic cloud computing construction, mainly based on IaaS infrastructure platform construction, lack of application. Many people in the industry believe that there is no application level of services, cloud computing for users is "cloud".　　Really like Amazon to provide rental services such as cloud storage, there are few in China, but this is the market development space. Zhang Zhenlen that PAAs and SaaS have the biggest growth space imaginable. The future of the great new company, is likely to be born from this field.