长跑继续，AI时代OceanBase不“追风”

Core Insights - OceanBase has officially launched its first AI-oriented product, PowerRAG, aimed at providing ready-to-use RAG application development capabilities [1] - The company is transitioning into the AI era, focusing on building a data foundation that integrates data and AI capabilities [1][3] - OceanBase's strategy includes enhancing its integrated architecture and introducing a shared storage product that combines object storage with TP databases [1][4] Company Development - OceanBase has evolved from internal technology exploration within Ant Group in 2010 to independent commercialization in 2020, and now actively explores AI applications [2] - The company aims to become a "knowledge base" for enterprises, enhancing vector capabilities and dynamic updates of internal knowledge systems [6] - OceanBase has achieved significant milestones, including over 1,200 ecosystem partners and a community user download exceeding one million [10] AI and Data Relationship - The relationship between AI and data is becoming increasingly critical, with the volume of generated data expected to reach 393.9ZB by 2028 [3] - OceanBase's strategy emphasizes the need for a robust data foundation to support AI applications, addressing challenges such as data acquisition costs and quality assessment [3][4] - The company aims to break down data silos and enhance the integration of various data types through its AI-driven solutions [6] Product Innovations - PowerRAG offers a streamlined development process for RAG applications, addressing issues like long development cycles and high maintenance costs [8] - OceanBase's shared storage product significantly improves cloud data storage elasticity, reducing storage costs by up to 50% under TP loads and to one-tenth under AP loads [9] - The introduction of BQ quantization algorithms has led to a 95% reduction in memory costs for vector scenarios, showcasing OceanBase's commitment to performance and cost efficiency [7][9] Market Opportunities - The cloud database market is projected to grow from over $20 billion in 2024 to over $50 billion by 2028, with public cloud databases expected to account for 70% of the relational database market [11] - OceanBase is positioned to leverage the increasing data demands from industries such as retail, internet, and smart manufacturing, which are experiencing significant growth [11] - The company aims to maintain its focus on data processing while integrating AI, rather than becoming a follower in the AI race [12]