Cloud computing, a solo or an alliance?

Known as the It "water and electricity" of the cloud computing increasingly won the favor of the Giants, in the small-time and Ali a ride after the dust, Tencent, Jinshan (together with millet (rolling information)) officially decided to enter the field at the end of this year. "Cloud computing, is to get the money to smash!" 1 billion dollars is not, do not play ... "in the eyes of Jinshan chairman Lei Cloud computing seating" not only the top five. And in the money atmosphere, alliances or alone, become millet, Ali are the biggest difference.

Lei "Three Little Partners"


"All in Cloud" This is the Jin Shanyun three-year strategy, and in order to ensure the results of the strategy, lei out of the 1 billion dollar capital to the table determination, "Today's Internet is unable to keep, can only go forward." Want to not be squeezed out by the Giants, it is more than ruthless, dare to burn money to survive.


cloud services from the cost of a large scale, at present many companies spend 5% to 10% of the turnover of cloud services investment. It is because of the huge infrastructure investment and management costs, let Lei believe that the third party independent cloud services company will rise step by step.


in the ecological chain of millet, the role of clouds is becoming more important. At present, Jin Shanyun for Millet provides 70% of the cloud services, as "sleeping on the top of the Millet brother" is a small Mi Yun important support. At the same time, cloud business is also Jinshan's strategic core, all in cloud strategy is to increase investment in the way to achieve long-term development.


Jinshan The first goal of this round of investment is to target the weak infrastructure level within its own system. "Professional things to find professional people to do." "Lei that there is no need to devote a lot of energy and time to build a data center to do their own cloud. Therefore, millet, Jinshan joint investment of 220 million U.S. dollars in the century interconnection, making it an important partner to provide infrastructure support.


for the above alliances layout, Lei image metaphor: "Millet is the application layer, Jinshan is the middle tier, the century interconnection is the foundation layer, the mentality of the three are open." "In fact, the century interconnection was previously the largest agent of Microsoft, IBM Cloud computing business in China."


International analyst Cailiri pointed out that Jinshan, millet, Century interconnection between the cooperation is based on infrastructure, lei the cloud is to the overall strategy to achieve a closed loop, but in the underlying infrastructure has a short board. Delivering areas that are not good to partners and focusing on their areas of expertise is a big help to clear the barriers to developing cloud computing business.


Bat Singles single Fight


At present, China's cloud computing ecosystem is at the stage of rapid evolution, IDC has just released a 2015-year technology Development Trend report shows that next year, the market size of cloud computing will reach 118 billion U.S. dollars, and forecast that China will be born in three or four years, one to two cloud computing leader, become Amazon and Google rivals, This may be born from bat.


Aliyun continued the Taobao model, out of their own needs and into the cloud computing, early start, the integration of ecological circle is relatively good. Aliyun is good at IaaS (infrastructure as a service) and is helping developers to deploy their businesses cheaply and easily. Because of early start, rich experience, Aliyun product line is very rich, at all levels have layout, and the domestic market is basically built.


as Lei said, "Aliyun a Ride of Dust", Taobao user protection and the support of the cat, coupled with the recruitment of enterprise-class, Government-class users to do a good job, so that it becomes the domestic cloud services market as the "one elder brother." As of June this year, the number of clients in Ali Cloud computing services has exceeded 1.4 million.


Baidu Cloud infrastructure aspects of the work done very early, the layout of several data centers, the server size also reached hundreds of thousands of units. But Baidu Cloud's advantage manifests in the personal cloud service aspect, currently has 200 million users.


Baidu Cloud uses the mobile phone ROM system and mobile application developer platform to occupy a certain market share, focusing on cloud storage, lbs PAAs (Platform as service). Baidu Cloud is now the goal is based on technical advantages to the development of intelligent applications, at the same time exerting the enterprise-level users.


Tencent Cloud started late, mainly through the application of treasure, wide-point, open platform, Tencent games and other advantages of platform resources to build the cloud ecology. Rely on a large user groups, with the help of micro-letter and development platform, access to many applications and game development enterprises.


this year, Tencent Cloud will be half open cloud service platform completely open, and play low prices and service cards, trying to catch up with the Aliyun, and set the target of two years to connect millions of enterprises, visible its attention to the cloud business.


Cloud computing skills difficult to practice


in fact, the domestic cloud services enterprises not only millet, Jinshan and bat, with the government, industry market demand for cloud services continues to grow, Microsoft, IBM, such as the slow but has been the Chinese market attention, the domestic Internet companies, operators, Server Operators are also very active. Qingyun, China Telecom sky-wing cloud services companies have a certain market competitiveness.


Lei that "cloud services have a huge advantage, it is not a company, there must be 35 to live." We do not have to do first, but we must stay in the top three, the top five ", this is he to Jin Shanyun set the task."


In addition to the Allied business model, in the business implementation, Lei to build millet seven mantra "focus, Ultimate, Word-of-mouth, fast" is also placed in Jinshan cloud computing, compared to the previous shift of the Golden Hill, this time into the cloud computing "high-profile, decisive."


a line of industry insiders said, hit the weak infrastructure level is indeed an inevitable choice, but the technology is strong enough to be able to run further protection. Jin Shanyun's next step should be to strengthen technical input, avoid security vulnerabilities, and improve the user experience.


"Jin Shanyun current main business is the game cloud, although many game entrepreneurs, when the field is also faced with iterations too fast, and the industry began to go downhill risk, Jin Shanyun need to dig more stable customers, such as Ali keen on the financial and administrative areas. said the industry insiders.


Cailiri that the 1 billion dollar capital investment will also make the entire cloud computing market more intense competition. Lei Department of Cloud computing business based on the development of millet mobile phone hardware, they have a certain from the Jinshan software itself technology precipitation and millet user accumulation, but for the first three, the top five goals, at this stage is not a good implementation. At the same time, the development of millet seriously affected the development of Jin Shanyun, to see how much millet in the future market and development space.


"In fact, Millet advocated the association model imitation threshold is not high, other big money giants can easily follow up, and infrastructure investment after more important is to let the equipment fully run, this is the competition is the source and long-term competitiveness, such as Baidu has nearly millions search customers, into cloud computing customers have a huge advantage, The same is true for Taobao, according to other analysts.