华为云回应组织架构调整 将更多资源投入AI相关产业

Core Viewpoint - Huawei Cloud is undergoing significant organizational optimization and personnel adjustments to enhance its cloud services and focus more on AI and computing industries [1][2][3] Group 1: Organizational Changes - Huawei Cloud is restructuring its R&D organization to improve collaboration between software and hardware, aiming to provide more advanced and valuable cloud services [1] - The restructuring involves the consolidation and elimination of several lower-level departments, potentially affecting over a thousand employees [1] - The new focus will be on the "3+2+1 business" model, which includes three main areas: general computing, intelligent computing, and storage, along with two additional services: AIPaaS and databases, and one primary focus on security [1] Group 2: Historical Context - Since June 2023, Huawei Cloud has been gradually discontinuing nearly twenty services and products, indicating a strategic "slimming down" of its business [2] - In 2021, Huawei made significant adjustments to its cloud business, appointing Zhang Pingan as the president of Cloud BU and restructuring its reporting lines [2] - The 2022 internal restructuring merged various business groups into a unified ICT infrastructure business, highlighting the importance of Huawei Cloud within the company [2] Group 3: Financial Performance - In 2024, Huawei Cloud reported sales revenue of 68.8 billion yuan, representing a year-on-year growth of 24.4%, with overseas public cloud revenue increasing by over 50% [3] - The Ascend AI cloud services experienced a sixfold growth, indicating strong demand for AI-related offerings [3] - Despite the growth, there are indications that Huawei Cloud is currently operating at a loss, with a core goal for 2025 to achieve profitability [3]