All over the world to build Cloud computing center business prospects

For now, cloud computing is one of the hottest technology concepts. In the relevant ministries a note last year, local government daxing Cloud computing Center construction, investment at a cost of 40 billion or 50 billion yuan.

In late June, Hua Sheng Tiancheng (600410,sh) non-public offering a shares of more than 500 million yuan in the application through the SFC audit, become the first "cloud computing" concept of financing a A-share enterprises. After it, there are waves of information (000977,SZ), Coastal Energy (000695,SZ), CLP (600764,SH) and other enterprises hold the concept of queuing financing.

Behind the frenetic investment, is the commercial prospects of cloud computing clear?

Complete industry chain appeal

"Customers need cloud computing, and if we don't do cloud computing, we'll die in the future." "Ma Yun (micro-blog) in public to say that Ali Group to do cloud computing needs. 2009, Alibaba announced the establishment of "Aliyun", focusing on cloud computing research and development.

Aliyun's positioning is to provide small and medium-sized enterprises with cloud storage, cloud computing and cloud services, that is to help customers achieve with upstream and downstream partners interoperability services.

In addition to the Internet companies such as Ali, the restructuring of the cloud computing industry is also the transformation of the telecoms sector.

Since this year, Huawei has been exerting its force on smartphone Terminal Services. The terminal will be an important part of Huawei's "cloud-tube-end" strategy, said President Ren. From the "single telecommunications equipment provider" to "Modern integrated information Services solutions provider", Huawei will be from the telecom operators behind the front desk.

This is certainly a test for Huawei. From research and development to management to the market, Huawei has always stressed that terminal deployment is a "cloud management end" strategy is an important component, but the Apple profit model before, how Huawei will overtake?

Huawei says it is focusing on building a cloud platform that delivers efficient virtualization, efficient operations management, and openness. "The most important thing in the cloud industry chain is the platform, the platform is strong, and a variety of applications can run on it." ”

The status of terminal business is rising, but Huawei has not given up its carrier business. "In the course of the cloud platform, we have been emphasizing the need to bind telecom operators to innovate, otherwise our cloud will not survive." We are based on the needs of telecom operators to do cloud platform, cloud applications. "In the cloud computing conference, Ren stressed Huawei's cloud computing strategy.

Cloud Computing Center building heats up

Not only companies, but also local governments ' enthusiasm for cloud computing is soaring. Last November, the Ministry of Industry and the National Development and Reform Commission issued a joint "on the implementation of cloud computing Services Innovation pilot Demonstration Work notice", circled the Beijing, Shanghai, Shenzhen, Hangzhou, Wuxi 5 cities as the cloud computing pilot city, the cities began to build cloud computing Blueprint: Shanghai proposed "Sea of Clouds Plan" Ready in the next 3 years to cultivate 10 annual operating income of billions of cloud computing enterprises, to create "Asia-Pacific Cloud Computing Center", Beijing put forward "Xiangyun plan", and strive to 2015, the formation of 200 billion industrial scale, built "Asia's largest production base of cloud server."

Chongqing, outside of the "pilot", also proposed in January this year to build the country's largest cloud computing hub and create a "global data development and processing center". In April this year, Chongqing's Jiang River new district opened "China's largest cloud computing experimental area"-the River International Cloud Computing Center, the total investment of 40 billion yuan, the construction planning period of 5 years, will eventually reach the Chi scale.

Only more than 10 days later, the project was built by another project to overtake-Jiangjin area cloud computing industry base project. The project covers an area of 15 square kilometers with a total investment of 50 billion yuan.

"They are a way of internationalization, a focus on the domestic." The River International Cloud Computing Center, mainly engaged in large-scale offshore data, and Jiangjin cloud computing industry base engaged in data processing on the shore. Chongqing Mayor Huang This statement two bases division of labor.

The industrial chain is still Ituge

The business outlook for these government-led cloud platforms is to connect companies that provide cloud services. But so far, these cloud platforms do not see a clear profit outlook.

Recently, Microsoft officially launched the OFFICE365 Cloud computing Office software set in 40 markets around the world, but mainland China is not listed in the above market. According to media reports, a Microsoft engineer said the main reason is that Microsoft does not have its own data center in China.

Frost&sullivan chief Advisor Wang Yuquan said, according to the relevant regulations, foreign large enterprises in China to carry out telecommunications and data services, must pass the National Bureau of Information Inspection, "Cloud computing data center is not necessarily occupy very large venues, The domestic cost of such venues is not attractive to foreign companies at all. "Wang Yuquan believes that Chongqing, the" cloud zone "will eventually be targeted at domestic enterprises, but now all over the cloud computing platform is under construction, overcapacity is self-evident.

For example, Ali group under the cloud computing subsidiary, chose to set up a platform, "in terms of cost, to Aliyun cluster procurement and equipment and bandwidth use, purchase is a big short-term investment, but independent construction can be effective management, and safe and controllable." Alibaba PR director Yang Leilei to reporters.

Compared with Microsoft's cautious, June 28, Hewlett-Packard's global president and CEO, Apotheker, went to Tianjin to sign a memorandum of understanding with the local government on cloud computing, while the company's Cloud Computing Solutions Center was operating in the development zone.

"As they are hardware vendors, the fear of data security is much smaller, and the construction of cloud computing platforms across China is a good opportunity for them to sell their equipment." "Wang Yuquan said.

In Wang Yuquan's view, if the commercialization of the industry is high enough, the Government to guide can accelerate the establishment of industry standards, but in the initial stage of the industry by the government guidance, there will be overcapacity, the second is a serious lack of commercial degree.

"Large-scale cloud computing centers built on the name of industrial real estate to develop cloud computing, the road will not go too long to find a typical application, find business model, from the user layer to truly drive the development of the industry, this model is the King of cloud development." "In the 2011 edition of the white Paper on cloud industry development in China," said Sadie.

(Responsible editor: Lu Guang)