华为云押注“算力黑土地”

Core Insights - The global AI competition is intensifying, with computing power being the central battleground, referred to as the "new oil" of the future [2][3] - Huawei Cloud is shifting its strategy to focus on building a robust and autonomous computing power foundation, termed "computing black land," rather than competing in the general cloud market [2][4] - The demand for AI computing power and large model inference is growing exponentially, while traditional cloud business growth is slowing [2][5] Huawei Cloud's Strategic Shift - Huawei Cloud is undergoing significant internal restructuring to focus on AI and computing power, consolidating multiple departments and eliminating non-core strategic units [4][5] - The new focus will be on a "3+2+1" business model, which includes three areas: general computing, intelligent computing, and storage; two areas: AI PaaS and databases; and one area: security [5] - The restructuring aims to enhance competitiveness through software-hardware synergy and architectural innovation [5][6] Product Development and Innovations - Huawei Cloud has launched the CloudMatrix384 super node, which integrates 384 Ascend NPUs and 192 Kunpeng CPUs, achieving a computing power scale of 300 PFlops [6][7] - The Tokens service, based on a model-as-a-service (MaaS) framework, has been integrated with the CloudMatrix384 super node, offering high throughput and low latency [7][8] - Huawei Cloud's overall computing power has increased by nearly 250% year-on-year, with the number of clients using Ascend AI cloud services rising from 321 to 1714 [10] Market Position and Future Outlook - Huawei Cloud is positioned as a key player in the AI and computing power landscape, with a strategic goal to support the intelligent transformation across various industries [11][12] - Despite the growth in computing power, Huawei Cloud's profitability remains under pressure, with cloud computing revenue of approximately 38.52 billion yuan, a year-on-year increase of only 8.5% [17] - Huawei Cloud ranks second in China's cloud service market with an 18% share, significantly behind Alibaba Cloud's 33% [17]