华为云又有大动作

Core Insights - Huawei Cloud is undergoing significant organizational changes to enhance its competitiveness in the AI and cloud computing sectors, with a focus on commercializing its services [2][4][10] Organizational Changes - Huawei Cloud has shifted its R&D organization under the ICT (Information and Communication Technology) division, establishing five cloud R&D product lines: Infrastructure Cloud Services, Data & AI Cloud Services, Database Cloud Services, Security Cloud Services, and HCS [2][3] - Zhang Pingan has been appointed as the chairman of Huawei Cloud, while Zhou Yuefeng has taken over as CEO, indicating a strategic leadership shift [2][3] Strategic Focus - The company aims to position Huawei Cloud as a "black land" for computing power, facilitating the growth of various applications on its platform [4][6] - Huawei Cloud plans to leverage its accumulated ICT and IT technology advantages to enhance its cloud platform's competitiveness through hardware-software synergy and system-level innovation [4][6] Market Position and Performance - Huawei Cloud's revenue from cloud computing was approximately 38.52 billion yuan in the previous year, reflecting a year-on-year growth of only 8.5%, which constitutes 4.5% of the total revenue [6] - In comparison, Alibaba Cloud reported a 34% year-on-year revenue growth in the third quarter, highlighting the competitive landscape [7] Recent Adjustments - In August, Huawei Cloud underwent another major organizational adjustment, consolidating several departments to focus more on AI and computing power, while reducing investments in non-core strategic areas [8][9] - The restructuring includes the integration of the Pangu large model department into other divisions, emphasizing a shift towards AI and intelligent computing [9][10]