环球问策：撬开全球操作系统传统格局 中国“云+AI”路线会是一场豪赌吗？

Core Insights - The cessation of CentOS support serves as a wake-up call and a turning point for the development of domestic operating systems in China, with a clear community vision to promote an ecosystem rather than engage in low-level competition [1] - The Longxin operating system has surpassed 10 million installations, capturing nearly 50% of the domestic server operating system market, indicating a strong willingness among enterprise users to migrate to this system [1] - The shift from being a "follower" to a "definer" in the operating system landscape is being debated, particularly in the context of cloud computing and AI reshaping technology [1] Group 1: Open Source and Community Structure - The understanding of open source in China has historically oscillated between viewing it as a free resource or a utopian solution, highlighting the need for a supportive ecosystem [2] - The Longxin community comprises 24 governing units and over 1,000 ecosystem partners, covering the entire industry chain from chips to cloud vendors, fostering a collaborative environment [2][4] - The community's governance model differs from foreign counterparts, focusing on efficiency and commercial interests, which has led to the successful incubation of 14 derivative versions and nearly 4,800 hardware compatibility certifications [5] Group 2: AI and Operating System Evolution - The role of operating systems is evolving from resource management to being a critical factor in the success of AI applications, necessitating a balance between different computing philosophies [6][7] - Longxin's strategy emphasizes a model-centric approach, where the operating system facilitates collaboration among various processing units, akin to a conductor in an orchestra [7] - The community aims to build an open AI engine ecosystem through initiatives like the "Longteng Plan 3.0," which seeks to integrate over 1,000 industry, academic, and research forces [7] Group 3: International Standards and Community Influence - Longxin community members are increasingly participating in international standard-setting bodies, marking a shift from being mere contributors to co-creators of standards [9][10] - The community's governance and technical direction must be driven by models, allowing for a redefinition of system interfaces and behaviors in the AI era [10][11] - The challenge remains to transition from being participants in defining standards to leading the definition process, which requires a robust ecosystem and user adoption [11][12]