Two months ago, a Notice on the Change of Cloud BU Organization issued by Huawei founder Ren Zhengfei opened the new veil of Huawei's cloud business: Cloud BU formally relocated to become a layer of organization under the Huawei Group, and as a strategic business , It is not light burden on its body, Huawei insiders say is 'three years to catch up with Ali, among the world's top five cloud'.
How to catch up? Where is the chance? Huawei, which is late in the cloud market, is challenging the power of 'Elephant' Ali? In recent months, the dispute has been with Huawei's president Zheng Yelai, even inside, Huawei cloud 'do not touch the data' strategy is appropriate, you know, data value is the largest cloud computing market today, the cake.
Zheng Yelai said in an exclusive interview with CBN recently that the second competition in the cloud computing market has just begun. Almost all of today's Internet applications are in the cloud, but the digital transformation of government and enterprises has just begun , This is Huawei's opportunity.In this process, Huawei never think of competitors who, when to do the first few.
More than a dozen days ago, Xu Zhijun, Huawei's rotating CEO, said at an industry conference: 'Huawei Cloud previously said that it would not touch the data and did not touch the application before adding another' no ' On the Huawei does not invest in integrators or application developers, not to develop a bunch of 'pro-son', not to let their sons and partners to compete.
It can be seen that this is Huawei's intention to put on the 'gesture' that is willing to sacrifice some interests, in exchange for more partners to follow, the benefits are obvious, Huawei's presence in the cloud market after the assembly team can quickly climb.
IDC China's public cloud IaaS market share data show that the domestic market, Aliyun and Tencent cloud are ranked in front of Huawei cloud, Ali cloud market share of more than 40% .In other words, Ali cloud is the current Huawei facing a strong rival, while the surface For the "turbulent" market, Huawei seems to have been half a beat slow.
For why I'm late, Zheng Ye said that this is because Huawei has always wanted to control the business boundaries, the founder Ren Zhengfei do not want Huawei too greedy.
'But what is the consensus we all have today? If Huawei does not do cloud services, we do not have a base for consumer businesses around the world and for the global carriers' businesses, and we invest so much in IT , Is going from the local to the leading road, but this market space has been a step by step integration of public cloud.If we do not do cloud services, so many years of return on investment on a less legged, so we have reached a consensus, we must do, Must go to vote, and is right now. I told the team now there is no limit for Huawei cloud. "Zheng Ye to the first financial reporter said.
He said that the business model of cloud services is not just about technology and product changes, but more importantly involves a series of processes, including Huawei's own changes in business, law, wealth and taxation. Therefore, the company decided to place Cloud BU directly on Huawei Group management, on the one hand help to quickly mobilize resources, on the other hand is also conducive to promoting its own change, so that Huawei really from a pure product and solution providers into a can provide both products and solutions, but also Provider of cloud services.
For the entire cloud market, Huawei's judgment is that the second competition has just begun. The industrial structure will be partially stabilized in the next three years and some manufacturers will withdraw from service within three to five years. 'This is a natural process. Of the companies should be free to compete in the global market to gain a relative competitive advantage in customer choice to make their own business and I do not recommend learning the Internet to play, to promote public sentiment, and even some moral abduction. Zheng Ye told reporters.
Huawei's 'three noes' strategy is more of a challenge to the cloud computing world dominated by Internet companies than 'do-anything' Internet companies.
Zheng Yelai believes that for enterprises, the data is the core asset of the enterprise. With the awakening of data sovereignty and the soundness of relevant laws and regulations, whether data can protect the sovereignty of data and the privacy of users will become the users' choice of cloud service provider Huawei Cloud abides by the business boundaries, respects the data sovereignty of enterprises and users, and does not use commercial data to make customer's money.
'A lot of employees inside Huawei are also brainwashed. They say that the Internet is not just playing with data. How could it not process data?' Zheng Yelai told reporters that when an entity accumulates data, whether it is using third-party tools or Third-party capabilities to process the results of these data, including the consequent business value resulting from those results, should belong to the entity itself.
'For example, just like I bought a rough room, looking for someone to renovate it, it should still be mine.Let's follow me to rent out the house and receive the rent for mine too.And not because I ask you to help me with the decoration This is the data sovereignty. "Zheng Yelai told reporters that for enterprises, the data is the lifeblood of business survival and development, some of today The biggest concern for enterprise customers in using cloud services is their own data security concerns. In particular, cloud service providers may also operate similar competitive services and obtain unfair competitive advantages through these data. Therefore, it is proposed from the outset that no Touch Data 'to highlight Huawei's respect for the data sovereignty of enterprises.
Zheng Yelai said that in the next five to ten years, the entire cloud industry will continue to grow with the advancement of artificial intelligence, big data and video. It is estimated that there will be an increase of 5% to 10% every year. On the success or failure of heroes, Too early