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华为云业务架构大调整?回应:将更多资源投入到AI产业和算力产业
Hua Er Jie Jian Wen·2025-08-25 13:33

Core Viewpoint - Huawei Cloud is undergoing significant organizational restructuring to focus resources on AI and computing power industries, while optimizing its cloud services through hardware-software collaboration and architectural innovation [1][2]. Group 1: Organizational Changes - On August 22, Huawei Cloud CEO announced a large-scale reorganization involving the merger and elimination of numerous lower-level departments, particularly in core teams such as product, public cloud services, and R&D, potentially affecting thousands of employees [1]. - Analysts view this restructuring as a "de facto layoff" and a strategic abandonment of non-core and peripheral businesses, indicating a long-term shift rather than a temporary contraction [1]. Group 2: Focus on AI and Computing - Huawei Cloud plans to invest more resources in the intelligent computing cloud sector, specifically in Ascend Cloud, Pangu large model, and digital intelligence integration, while also supporting the development of the Ascend CANN ecosystem [1]. - The company aims to deepen its involvement in the Pangu large model, assisting various industries in utilizing large models effectively and promoting AI applications on the Ascend platform [1]. Group 3: Financial Context - Since June, Huawei Cloud has been gradually discontinuing nearly twenty services and products, including basic enterprise services like email and domain registration, as part of a strategy to streamline operations [2]. - The restructuring is seen as a dual effort to concentrate resources on AI and to reduce expenses, with the goal of achieving profitability for Huawei Cloud, which has been struggling with losses [2].