With the fierce battle of cloud computing, can Alibaba Cloud compare with AWS?

The battle for the cloud computing market has been fierce. Amazon's AWS cloud service has always been China's leading scalable cloud computing platform, providing users with a series of secure, scalable, and low-cost cloud computing platforms. . The leader of the cloud computing market, here, Aliyun also wants to stand side by side.

Recently, Gartner released the 2016 global public cloud market report, showing that Alibaba Cloud infrastructure service growth rate reached 126.5%, surpassing Google Cloud platform for the first time in the global market share, ranking among the top three in the world. Alibaba Cloud expects the international IaaS field 3A pattern for the first time. appear. Although compared with Amazon's 44% market share, Alibaba Cloud 3% and Google Cloud's 2.7% market share is only a few percent change, but still reflects the changing global IaaS sector.

At present, the IaaS field is definitely not the final market structure. In the field of cloud computing, which is fiercely competitive in 2017, there are hundreds of battles. First, Huawei announced the establishment of the cloud BU department and announced that it would become one of the five clouds in the world; Baidu is pursuing the development of the technology route of Google Cloud and vigorously promoting the ABC strategy; Amazon AWS actively expands the domestic market and the new market after the recent launch of the new LOGO. Big brand promotion; Google Cloud acquired BiTIum, a cloud identity management company, to enhance its cloud computing capabilities and Microsoft's competitive intentions.

With the fierce battle of cloud computing, can Alibaba Cloud compare with AWS?

Looking back at the world's major cloud computing market in 2017, competition is still the main theme, and two of them have caused many cloud computing vendors to follow up collectively:

Fight for layout data center

In September, Bloomberg reported that Alibaba Cloud is selecting a location for its European data center, and London and Sweden are currently on the potential list. Building a data center in Europe, Alibaba Cloud aims to enhance its ability to compete with Amazon in the European cloud computing services market. In fact, in the past year, Alibaba Cloud has not stopped building data centers overseas. In 2016, Alibaba Cloud launched four new data centers in Europe, Australia, the Middle East and Japan.

The reason why the construction of overseas data centers is strengthened is that, in the words of Alibaba Cloud President Hu Xiaoming, the overseas business is growing faster than the local business. At present, Alibaba Cloud has opened 31 Availability Zones in 14 regions around the world, deploying more than 200 flying data centers for customers around the world.

In the past year, Tencent Cloud has also rapidly expanded its overseas data center nodes and currently operates 34 Availability Zones worldwide, covering 5 continents. Tencent Cloud claims to have become the most widely deployed Chinese cloud service provider in the global cloud computing infrastructure.

Similarly, AWS is continuing to lay out and strengthen its layout in the hinterland-domestic market of domestic cloud computing vendors such as Alibaba Cloud. The current AWS global infrastructure consists of 44 Availability Zones in 16 regions around the world, and three AWS regions (8 Availability Zones) will open in France, China and Sweden in 2017 and 2018. In the domestic market, a data center with a capacity of 15,000 cabinets is being built in the Fangshan area, and Shanghai is building a T4 standard data center.

Press the second renewal fee to start the price war

The payment methods of cloud services are mainly divided into pay-per-use, bidding instances (directed invitations), package weeks, monthly subscriptions, and annual subscriptions. Unexpectedly, in 2017, billing per second became a hot spot. The second-per-second fee imposed by Amazon EC2, the Amazon AWS cloud server hosting service, prompted Google to follow suit and recently announced a per-second billing on Google Compute Engine, Container Engine, Cloud Dataproc, and App Engine. Alibaba Cloud, which is unwilling to lag behind, announced on September 29, 2017 that it will upgrade the pay-per-use model of ECS cloud servers in all service regions worldwide to per-second billing, including “entry-level” and “enterprise” ECS product lines. .

From metering to per-second billing, it is convenient for users to use computing power flexibly, but in recent days, cloud computing vendors have intensive actions, which is actually another way to start price wars. In March 2013, the first-time billing of Qingyun founder Huang Yunsong believes that more cloud computing vendors are expected to follow up and implement billing in seconds.

Can Alibaba Cloud compare with AWS?

The fierce competition in the market, from the perspective of commercialization, is aimed at gaining market share. The report released by Gartner reveals the global cloud computing market landscape. A report from IDC reveals the pattern of domestic cloud computing.

IDC's "China Public Cloud Market Tracking Report, Second Half of 2016" report shows that Alibaba Cloud has accounted for 41% of China's IaaS market and has a leading position in the domestic market. But the report also suggests that Alibaba Cloud's hidden worry is that Alibaba Cloud's dominance in the domestic cloud computing market is declining year by year. It is estimated that by 2020, Tencent Cloud's market share will reach 27%. Some analysts believe that Alibaba Cloud will be side by side with Huawei Cloud and Tencent Cloud to form a relatively stable three-strong hegemony.

Alibaba Cloud, which has obvious leading position in the domestic market, is naturally not satisfied with becoming the top three in China. In the context of entering the top three in the world, Alibaba Cloud may have set the goal to be the world's leading AWS. It can be seen that Alibaba Cloud has made rapid progress in other areas in addition to the overseas layout data center in the past year.

Killing in the government cloud and enterprise cloud battlefield

At the Yunqi Conference in Hangzhou last October, the Hangzhou City Data Brain officially opened. Hu Xiaoming has stated that Alibaba Cloud and the government will cooperate on two levels. First of all, in terms of government affairs cloud, Alibaba Cloud and its partners have already provided services for the government cloud platform in Zhejiang, Guangdong, Jiangsu, Guizhou and Ningxia. In addition, it provides urban brain services. It is currently in use in Xuzhou and Suzhou. More cities will participate in the future, but Alibaba Cloud will not be involved at the small city level.

Also in the government cloud market, Tencent Cloud's offensive firepower is also very fierce, Xiamen government affairs cloud 0.01 yuan won the bid and other cases can be reflected. Including Inspur Cloud benefited from the good foundation of government relations in the past, and also gained in the government cloud market.

Another broad application area of ​​cloud computing is enterprise cloud (non-Internet enterprise users). For example, in the implementation of the “100,000 new cloud enterprises” program launched in Zhejiang Province in 2017, Alibaba Cloud participated deeply, “plan” in Hangzhou 2 More than 7,000 enterprises on the cloud are more to use Alibaba Cloud. Not only the cloud computing platform, Alibaba Cloud will also promote the role of the ET industrial brain in enterprise production.

Released a database running more than Oracle

In the traditional database, under the cyclical growth of enterprise data capacity, the disadvantages of small capacity, slow expansion of storage space and insufficient performance are becoming more and more obvious. In September, Alibaba Cloud released the self-developed commercial relational database POLARDB. Alibaba Cloud announced that its performance is six times that of MySQL, and it is fully backward compatible with MySQL5.6. And at the end of September, Ali announced that it would lead the European startup MariaDB with a total of 22.9 million euros (about 27 million US dollars). MariaDB's best-known business is a product that can replace MySQL. This product has 12 million users worldwide.

The new form of distributed database is conducive to promoting more and more enterprises to put data on the cloud. Alibaba Cloud's investment in European local database service providers is also conducive to increasing the trust of local companies in their cloud services.

Strategic layout hybrid cloud

Hybrid cloud can avoid the data security and instability of public cloud, and provide a pool of public cloud resources for enterprises, which is welcomed by many enterprises in the moment. At the ZStack & Alibaba Cloud Hybrid Cloud launch in August, Alibaba Cloud introduced its proprietary cloud & hybrid cloud family layout: Apsara Stack Enterprise is a full-stack cloud platform, and Apsara Stack Insight is a hybrid cloud of big data. A proprietary cloud offering from the same technology as the public cloud. ZStack for Alibaba Cloud and Apsara Stack Agility are deeply integrated eco-products.

Gartner predicts that by 2020 90% of organizations will use hybrid cloud management infrastructure. Of course, Alibaba Cloud's layout in the hybrid cloud field is more of a defensive battle.

Cloud security enhances corporate protection capability

In the public cloud considerations of enterprises, security issues have always been the top concerns of customers. One of the most "brilliant" events of Alibaba Cloud in the first half of the year was the large-scale DDoS attack and collision-caused attack by three Internet game companies, namely, leisure and entertainment, Wuhan Youyou and Shenzhen Qunle, which suffered the most 690G peak attack of domestic attack traffic. , caused direct losses of more than 5 million yuan to the enterprise. With the help of Alibaba Cloud's situational awareness and network traceability, the company finally helped the police successfully arrested six suspects.

Another incident is that Alibaba Cloud recently released the industry's first enterprise cloud security architecture, building a security protection system in 11 dimensions of business, operations and data. It also displays a situational awareness system based on neural network to help customers intelligently analyze black cases.

Gartner predicts that the infrastructure-as-a-service (IaaS) market will grow by 38.6% in 2017 and reach $34.6 billion by the end of the year. It can be said that the domestic and foreign cloud computing market is still experiencing explosive growth. On the other hand, in the huge growth space of the market, it also shows that in the next few years, Alibaba Cloud, which is constantly attacking, will have the opportunity to shoulder AWS (in terms of market share, it is no longer just a fraction).

At present, in addition to constantly improving products and entering different markets, Alibaba Cloud will be able to globalize its opportunities for AWS. Alibaba Cloud is emphasizing the sea-going plan in 2017, and the continuously built overseas data center will support its business expansion. How long will Alibaba Cloud achieve AWS dreams in a long period of time?

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