Hello and welcome to this program. Today we are focusing on the development of American
technology companies in China and the topic of green technology revolution.
In recent years, cloud computing has become an emerging buzzword in the Internet industry.
The concept of cloud computing has been around since the 1970s. However, it is not until recent
years, with the development of the Internet and the continuous progress of science and technology,
that the term cloud computing really "out of the circle",
and various services based on cloud computing can truly achieve exponential growth and development.
From the current development of cloud computing, as a new network application concept, insiders
call it a new innovation in the information age besides the Internet and computers.
According to the "2020 China Cloud Computing Market Development Report" jointly released by
Skyjoo.com and Bit.com, China's cloud computing market has achieved quite good development
in recent years. In 2020, relevant technologies in China's cloud computing field have been
emerging and widely applied. Alibaba, Huawei and Tencent
are in a three-way battle Recently, IDC officially
released the "China Public Cloud Service Market Tracking Report for the first half of 2021".
Data from the report show that the market size of China's public cloud IaaS+PaaS in the first eight
years of 2021 reached $9.546 billion (about 61.08 billion yuan). That's up 48.6% from $6.45 billion
in the same period last year. In terms of vendor rankings,
in the first half of 2021, Alibaba Cloud, Huawei Cloud and Tencent Cloud have achieved a three-way
hegemony in China's public cloud IaaS+PaaS market, ranking the top three with 37.9%,
11.2% and 10.9% market shares respectively, occupying a total of 60% market share.
Us tech giant Amazon took 7.5 percent of the Chinese market,
lagging behind alibaba, Huawei and Tencent. In the field of cloud computing services, Amazon,
an American technology company, has been doing quite well due to its early entry. Amazon launched
web services, or cloud computing, in 2006. After years of development,
Amazon's cloud computing business is now well-established enough to be a priority.
Many in the industry have even suggested that Amazon spin off its huge cloud computing service.
But Amazon says spinning off the business would be difficult; Amazon, on the other hand, has no plans
to spin off its cloud computing business anytime soon, since cloud computing is a tiny business
compared to amazon's huge revenues. Of course, cloud revenue is tiny
compared to Amazon's overall revenue, but that doesn't deny amazon's strong global growth.
However, according to the relevant data released by major institutions, Amazon has suffered a
failure in the Chinese market. With Alibaba, Huawei and Tencent among them, Amazon's share
of the Chinese market is just 7.5 percent. Previously, Wang Jian, Chief technology officer
of Alibaba, said that when Alibaba first started its Aliyun business,
there were two companies that were models for Alibaba, one was Google and the other was Amazon.
Now, in the domestic cloud computing market, Ali Cloud is the dominant company, and Tencent Cloud
and Huawei Cloud form a three-way confrontation. Amazon and Google, the former industry hegemon,
are gradually falling from the altar in the current Chinese cloud computing market.
It is worth mentioning that in the revolution of cloud computing,
China's cloud computing market has made continuous efforts to become the world's
fastest growing market. According to the relevant report released by IDC,
the overall scale of global cloud computing business in 2020 was USD 312.42 billion,
and the scale of China's public cloud service market was USD 19.38 billion, with the highest
growth rate among all regions in the world. In terms of the current development scale and
prospects of the entire cloud service market, the Chinese market maintains a high growth rate,
and alibaba, Tencent and Huawei occupy an absolute share, which is of positive significance to the
development of China's cloud computing market. In addition, industry insiders said that in the
future, the PaaS market will become the focus of cloud computing head players,
if domestic technology giants Ali, Tencent and Huawei can provide users with more PaaS services,
will further help China's cloud computing business in the global market.
In fact, the green theme embodies every aspect of this year's Singles' Day.
At the front end, users are more likely to feel the promotion support of green home appliances,
green logistics and "green zero account period" in the store. In the cloud computing link, which
they cannot directly touch, the carbon reduction effect achieved by Ant Group through technological
innovation is also reflected in every order. It is understood that Ant Group also invited
the Central Joint Certification Center (CEC) to specially calculate the carbon
emission reduction data during the Double 11. Data show that during this year's Double 11,
ant Group effectively reduced the number of servers invested in double 11 through
large-scale application of green computing. After the application of this technology,
it saved 640,000 KWH of electricity in 11 days, equivalent to the annual electricity consumption
of 820 residents. The reduction of 394 tons of carbon dioxide emissions is equivalent to 30,000
fuel-efficient cars not traveling for a day. Ant Group, which is responsible for ensuring
the stability of payment, used to joke inside the team that "engineers should drink Red Bull
to survive the flood peak" every November 11. A statue of Lord Guan was placed in
the middle of the workbench, and several programmers sat around guarding the computer.
"Worshiping Lord Guan and beating the flood peak" was the unique sense of humor of this group when
facing challenges, and also conveyed the pressure they faced during the Double 11 years ago.
In recent years, Ant Group has independently developed a series of core technologies,
such as Oceanbase, Three places and five centers Multi-active structure, SOFAStack,
Ant Chain, and intelligent risk control engine AlphaRisk. These technologies have further
improved the work efficiency of ant team while ensuring stable services. Now, the application
of "green computing" technology has further improved the efficiency of computing resources.
It is understood that this year's Double 11 is the first large-scale application of "green computing"
by Ant Group, and the research and development of relevant technology has been started several years
ago. In 2019, all ant Group businesses began to enter the cloud era, and began to systematically
explore technologies to improve the efficiency of computing power resources, and gradually
apply these three technologies to daily scenes. Cloud computing facilitates social operations
and generates energy consumption. Therefore, Ni Junjun, chief technology officer of Ant Group,
believes that in the cloud era, we should not only pursue the efficiency of computing,
but also evaluate the energy consumption of computing and simultaneously explore how to
achieve "green computing" in cloud computing. With this social responsibility, ant Group has
realized computing power sharing through offline hybrid deployment technology, cloud
native time-sharing scheduling technology and AI elastic capacity resource scheduling technology,
relying on open source technology related to Google and other technology giants, so as to
reduce the carbon emissions of data centers. Today, Ant's server utilization has more than
tripled compared to the same period in 2019. This means that each payment an ant user makes
consumes less computing power than before. At the moment, the carnival of Singles' Day
has come to an end, and the bottom line of Ant Group is to withstand the flood peak,
while reducing the carbon emission of each order is another challenge it proposes voluntarily.
When it comes to "green computing," the current focus is on initiatives to reduce
data center PUE.PUE is generated mainly to reflect the energy consumption of data
center infrastructure. However, under the "dual carbon" target, PUE has various limitations and
cannot comprehensively evaluate the green energy saving situation of data center. For example,
PUE cannot reflect the actual power consumption or the energy consumption ratio of each
sub-module in infrastructure and IT equipment. In addition to reducing data center PUE, "green
computing" actually involves allocating computing resources wisely. At present this approach has not
been widely practiced. However, several technical teams of Ant Group have explored a set of resource
scheduling technology system in the last two years. The three core technologies include: hybrid
deployment in offline, time-sharing scheduling in cloud native, and AI elastic capacity.
Image in offline mixed deployment technology, it is similar to a shipping company itself have 10
trucks, double during 11 capacity is insufficient, can only buy more trucks to meet demand before,
but now through scientific deployment of delivery system, the company can borrow the car,
or even to misappropriate other buses, cars together delivery, to avoid the
problem of double after 11 resource waste. The cloud native time-sharing scheduling
technology flexibly allocates the same resource to different activities according to the time period,
so as to solve the problem of insufficient resources. For example, some idle server resources
give way to ant Forest at 7am, to takeout payment at noon, and to fund management at 3pm.
In simple terms, AI elastic capacity technology is to use artificial intelligence
instead of human judgment to complete the expansion and contraction of the server.
The practice of several large global technology companies has shown that rational allocation
of computing resources is indeed an effective way to achieve "green computing". For example,
Google's server utilization rate has reached 60% after technological innovation. The latest
calculation by the Central Joint Certification Center also confirms that ant Group has achieved
significant carbon reduction after applying this technology system. While that is still a gap with
the likes of Google, He Zhengyu, head of Ant's trusted native technology division, recently said
he hoped to increase ant's server utilization to more than 60 percent in the next few years.
In the era of digital economy, big data has become an important means of production and
computing power has become a new productive force. In the past, in the stage of rapid
expansion of the industry, most enterprises rely on the extensive way to increase the server to
solve the demand for computing power, and now enter the stock market, refined operation has
gradually become the mainstream to maintain growth and continue to tap potential.
On September 22, 2020, at the 75th Session of the United Nations General Assembly,
China explicitly proposed the goal of "carbon peak" by 2030 and "carbon neutral" by 2060. On
March 12, 2021, Ant Group also announced its carbon neutrality target, promising to achieve
carbon neutrality in operating emissions (range 1 and 2) starting from this year and net zero
emissions by 2030, and regularly disclosing its progress in carbon neutrality from 2021.
Ant group serves hundreds of millions of users, crunchinghuge amounts of data every minute, and
will produce billions of lines of code each year. The massive data samples and scenes themselves
are the experimental fields of technological innovation. And through their own practice, ant
Group some self-developed technology is also open source. For example, strong isolation technology
of Kata secure Containers, the core technology of offline hybrid deployment realized by Ant Group,
is shown on the official website of its Kata Containers that users include Alibaba,
Baidu, Huawei, IBM, AMD and other companies. The year 2021 is known as the first year of
carbon neutrality. In the process of the whole society moving towards carbon neutrality,
Internet technology enterprises, with their unique industry size and technological advantages,
shoulder the green mission of their own decarbonization development and enabling
all industries to save energy and reduce carbon. Ant Group has taken a solid step in this process,
but in reality, more enterprises can only keep going unswervingly to
maintain the long-term survival and healthy development of enterprises and society.
That's all for this episode, thanks for watching, and we'll see you next time!