Huawei Launches New AI Data Storage Product to Facilitate Deep Integration of Large Models
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The 43rd GITEX Global was held in Dubai from October 16 to 20. As one of the world's largest technology exhibitions, it has always brought together the most innovative companies and industry insights. During the event, Huawei showcased its storage innovation technologies and leading capabilities under the theme of 'New Data, New Applications, New Resilience.'
In line with the exhibition's slogan, 'The Year to Imagine AI in Everything,' Huawei proposed 'New Data Paradigm Unleashes New AI Momentum' and launched its high-performance AI knowledge base storage product, OceanStor A310, for the first time. This product provides the optimal storage solution for foundational model training and industry-specific model training.
In the era of large AI models, data determines the intelligence level of AI. Data storage has become a critical infrastructure for large AI models. Huawei's data storage will continue to innovate, building new data paradigms to unleash the power of artificial intelligence.
According to China Securities Journal, as AI applications continue to develop and become more widespread, the demand for storage and computing for large-scale models is becoming increasingly urgent. Huawei's OceanStor A310 will provide users with a more powerful, efficient, and scalable storage solution.
On the corporate front, China Securities Journal reported that Tianyuan Dike has established a long-term partnership with Huawei Cloud. As a member of the Huawei Cloud ecosystem, the company has collaborated in areas such as cloud infrastructure, cloud management, cloud billing, and video cloud. Its subsidiary, Jinhuawei, acts as a distributor for Huawei's OceanStor storage products.
Yihualu has engaged in multi-layered cooperation with Huawei in the storage sector. Huawei has integrated the company's Blu-ray storage into its OceanStor distributed storage, launching a distributed storage tiering solution under Huawei's full brand.
Cloud computing is a core technology of the digital era, playing a vital role in enabling the coordinated development of various complex services. As a digital infrastructure, cloud computing has evolved over the years and gradually become a core competitive advantage for nations and enterprises. It features resource pooling, on-demand allocation, rapid elasticity, broad network access, and measurable services.
Cloud Computing Market Share 2023
This year, new-generation information technologies represented by cloud computing have developed rapidly, not only fostering emerging industries but also invigorating traditional industries. Data from the Ministry of Industry and Information Technology shows that in the first half of this year, the cloud computing market exceeded 260 billion yuan, with a year-on-year growth of over 40%. Major domestic telecom and internet companies have significantly increased their investments in the 'cloud' industry.
The China Academy of Information and Communications Technology (CAICT) released the 2023 'Cloud Computing White Paper,' predicting that China's cloud computing market will exceed 610 billion yuan by the end of this year. The rapid development of the 'cloud' industry has led many communication and technology companies to focus on the 'cloud' as a new growth driver.
CAICT data indicates that with the acceleration of digital transformation and the continuous maturity of cloud technologies, China's cloud market will remain in a phase of rapid growth. It is projected that the overall market size will surpass one trillion yuan by 2025.
Cloud Computing Market Research Report
China is the world's second-largest cloud services market and one of the fastest-growing markets. After decades of development, cloud computing has evolved from a conceptual stage to widespread adoption. The explosive growth in demand for remote work and online education, especially since the pandemic, has further accelerated the rapid development of China's cloud computing market.
Cloud computing is typically divided into three service types: Infrastructure as a Service (IaaS), Platform as a Service (PaaS), and Software as a Service (SaaS). IaaS provides users with virtualized computing resources, while PaaS offers developers a platform to build applications and services via the global internet.
SaaS provides users with complete and directly accessible software applications that run on cloud infrastructure and can be accessed through various client devices.
In the cloud computing industry chain, cloud service providers develop cloud products and offer corresponding services. The upstream industry consists of infrastructure providers who sell equipment such as servers, routers, and switches to IDC manufacturers or directly to cloud service providers. The downstream of cloud computing serves traditional industries and individual users, including internet, government, and financial sectors.
Regarding market share, according to statistics from the China Academy of Information and Communications Technology, Alibaba Cloud, China Telecom Cloud, Tencent Cloud, Huawei Cloud, and China Mobile Cloud occupy the top five positions in China's public cloud IaaS market, with shares of 34.3%, 14%, 11.2%, 10%, and 8.4% respectively. In the public cloud PaaS sector, Alibaba Cloud, Huawei Cloud, Tencent Cloud, and Baidu Cloud are the leaders.
As a leading player in China's cloud computing industry, Alibaba Cloud offers hundreds of cloud products and services, broadly categorized into elastic computing, databases, storage, networking, big data, artificial intelligence, cloud security, internet middleware, cloud analytics, management and monitoring, application services, video services, mobile services, cloud communication, domain and website services, and industry-specific solutions.
From a technological development perspective, Alibaba Cloud's "City Brain" overall architecture comprises four major platforms: application support platform, intelligent platform, data resource platform, and integrated computing platform.
In terms of practical applications, Alibaba Cloud City Brain has been implemented in cities and countries such as Hangzhou, Suzhou, Shanghai, Quzhou, Macau, and Malaysia, covering areas like transportation, public safety, municipal construction, and urban planning. It is currently one of the largest AI public systems globally.
Cloud Computing Industry Profit Model
The business models of cloud computing providers include offering computing power service rentals, storage space service rentals, and comprehensive solution rentals for users while charging fees, with profits coming from the difference between revenue and costs.
In recent years, as the cloud computing market has expanded, cloud computing has become a significant revenue driver for some internet giants. However, it's important to note that cloud services are still in the popularization phase.
Whether it's data center construction, hardware resources, or R&D personnel, the initial investment is enormous. Even with strong cash flow support from major internet companies, achieving profitability in the short term remains challenging. But as a strategic battleground, these giants are willing to invest heavily to capture market share first.
According to the China Research Puhua Industry Research Institute's report "2023-2028 China Cloud Computing Industry Competition Analysis and Development Prospects Forecast Report", from an industry perspective, China's current primary cloud computing users are concentrated in internet, finance, and government sectors.
Among these, internet-related industries remain the mainstream application sector for cloud computing, accounting for about one-third of usage. Driven by policies, China's government cloud has achieved high growth in recent years, accounting for approximately 29%.
Looking at market segments, the global SaaS market size in 2022 was $181.6 billion (44.8% share), PaaS was $109.4 billion (27.0%), and IaaS was $114.3 billion (28.2%).
According to CAICT statistics, China's cloud computing market reached 455 billion yuan in 2022, growing 40.91% from 2021. Compared to the global growth rate of 19%, China's cloud computing market is still in a rapid development phase, with the overall market size expected to exceed one trillion yuan by 2025.
From an enterprise size perspective, central state-owned enterprises are the main force in developing Digital China, while small and medium-sized enterprises, with their diverse types and large numbers, are key to the overall cloud adoption process.
From the perspective of industry competition, Beijing demonstrates the strongest competitiveness, occupying nearly half of the cloud computing market share, primarily benefiting from its policy support, technological innovation, and talent concentration advantages.
The industry exhibits a 'one superpower with multiple strong competitors' pattern led by Alibaba Cloud, which maintains leading positions across public cloud, private cloud, and hybrid cloud sectors with over 40% market share. Other major competitors include Tencent Cloud, Huawei Cloud, Baidu AI Cloud, JD Cloud, and Amazon Web Services.
Regarding development prospects, the cloud computing industry still possesses enormous growth potential. By the end of 2023, China's cloud computing market size is projected to reach 682.98 billion yuan, with an annual compound growth rate of 21.8%.
Within this, the public cloud market is expected to reach 418.99 billion yuan (61.4% share), while the private cloud market will reach 263.99 billion yuan (38.6% share).
By service type, the IaaS market is projected at 296.31 billion yuan (43.4%), PaaS at 153.99 billion yuan (22.5%), and SaaS at 232.68 billion yuan (34.1%).
Cloud computing industry research reports aim to analyze future policy directions and regulatory trends from a national economic development strategy perspective, explore market potential, and provide comprehensive market analysis covering industry scale, structure, regional distribution, competition, and profitability through in-depth studies of key market segments.