Core Viewpoint - OceanBase is fully embracing AI and has outlined its strategic direction towards integrating data and AI capabilities, aiming to evolve from an integrated database to an integrated data foundation [3][4][21]. Group 1: AI Strategy and Product Development - At the third developer conference, OceanBase launched PowerRAG, a product designed for rapid development of AI applications, facilitating the entire process from data layer to application layer [2][3]. - The company is committed to building a Data×AI capability, which signifies a strategic evolution towards an integrated data foundation in the AI era [3][21]. - OceanBase's CEO announced a comprehensive entry into the AI era, including organizational upgrades and the establishment of new departments focused on AI [4][12]. Group 2: Data Infrastructure Challenges and Innovations - The explosive growth of data driven by AI technologies is reshaping the data ecosystem, with IDC predicting that new data generation will reach 393.9ZB, predominantly in unstructured formats [5]. - Traditional data infrastructures face unprecedented challenges, including storage capacity issues and inefficiencies in data management, necessitating the development of new data infrastructures for the AI era [5][9]. - OceanBase has been recognized for its robust data handling capabilities, having supported critical systems for major clients like Alipay and consistently breaking database performance records [10][11]. Group 3: AI Application and Market Positioning - OceanBase is actively exploring how to leverage its data processing and analysis capabilities to support AI applications, positioning itself as a key player in the evolving AI landscape [12][15]. - The company aims to create a comprehensive layout for AI, integrating various data storage and processing models to enhance its competitive edge [13][22]. - OceanBase's innovations in data infrastructure are expected to drive significant advancements in the database industry and the AI application ecosystem [23][24]. Group 4: Future Directions and Ecosystem Impact - The transition to an AI-driven data foundation is characterized by a shift from passive storage to active empowerment, enabling the development of innovative AI applications [23][25]. - OceanBase's integrated data foundation will support multi-modal data storage and hybrid load processing, addressing the complex demands of AI applications [26][27]. - The company's efforts are anticipated to lower the barriers for enterprises to develop AI applications, contributing to the widespread adoption of AI technologies [27][28].

Core Insights - OceanBase is evolving from an integrated database to an integrated data foundation, focusing on Data×AI capabilities to address new data challenges in the AI era [1][2][4] - The company launched PowerRAG, an AI-driven application product that provides ready-to-use RAG (Retrieval-Augmented Generation) application development capabilities [1][5][7] - OceanBase introduced a new "shared storage" product that integrates object storage with transactional databases, significantly reducing storage costs by up to 50% for TP loads [9][10] AI Strategy and Product Development - OceanBase aims to support mixed workloads (TP/AP/AI) through a unified engine, enhancing SQL and AI hybrid retrieval capabilities [2][4] - The PowerRAG service streamlines the application development process by connecting data, platform, interface, and application layers, facilitating rapid development of various AI applications [5][7] - The company is committed to continuous breakthroughs in application and platform layers to solidify its position as an integrated data foundation in the AI era [5][7] Performance and Infrastructure - OceanBase has achieved leading performance in vector capabilities, essential for supporting AI applications, and is continuously optimizing vector retrieval algorithms [8][9] - The latest version of OceanBase enhances mixed retrieval performance through advanced execution strategies and self-developed vector algorithm libraries [9] Shared Storage Innovation - The "shared storage" product represents a significant architectural upgrade, allowing for deep integration of object storage with transactional databases, thus improving cloud data storage elasticity [9][10] - This innovation positions OceanBase's cloud database, OB Cloud, as the first multi-cloud native database to support object storage in TP scenarios, catering to various business applications [10]