" 出海东南亚，不是比拼资金和规模，而是比拼本地化团队和客户 结构。 " 作者丨 刘伊伦 编辑丨 包永刚 在菲律宾首都马尼拉，一座机柜数量超过3600台的融合智算中心矗立于其核心地带，这是当地城区最大的 智算中心之一，也是博大数据这家中国IDC厂商出海的起点。 为什么选择菲律宾？ "东南亚是智算中心出海的必争之地，而菲律宾是出海的第一站。首先，菲律宾是人口大国，数字化转型 正在加速，各个产业都在高速增长；其次，政府积极推动数字经济建设， 规划在未来几年接入20–30条 海底电缆，这将带动数据中心产业的规模实现5-10倍的增长 ，并且中国有大量企业级客户驻点在菲律 宾，包括中兴、华为、比亚迪、极兔以及TCL等，为智算中心的发展提供了坚实的市场基础。"博大数据 CEO张永健告诉雷峰网。 数据中心厂商要寻找新的增长曲线，"出海"是一个重要的途径。资本市场的逻辑也在推着他们向前：在东 南亚建设数据中心， 投资回报率普遍比国内高出2%-3% ，这意味着数据中心厂商能呈现出一个更好的 回报故事。 与此同时，东南亚的政策环境也在悄然改变。过去3-5年，各国纷纷加快基础设施建设，提升电力与水资 源供给，并通过政策引导，吸引中 ...

Group 1 - The core viewpoint emphasizes the increasing importance of data infrastructure in driving business innovation and ensuring compliance in the context of digital transformation accelerated by AI and cloud technologies [1] - According to Gartner, global public cloud service end-user spending is projected to reach $723.4 billion by 2025, reflecting a 21.5% increase from 2024, with IaaS and PaaS expected to grow by 24.8% and 21.6% respectively [1] - The rise of data privacy and security regulations, such as China's PIPL and Europe's GDPR, is significantly impacting multinational companies' data strategies, making data localization a critical issue [1] Group 2 - Pfizer's digital delivery head in China highlighted the necessity of a highly scalable, secure, and stable cloud infrastructure as a fundamental consensus for modern data strategies [2] - The challenges of cross-border data transmission and management have become a "lifeline" for companies operating in specific markets due to increasing data sovereignty awareness and regulatory developments [2] - Pfizer recognizes that data localization is not only a regulatory requirement but also essential for stable development in the Chinese market, allowing better adaptation to rapid market changes [2] Group 3 - Pfizer's core needs for data infrastructure include the necessity for global collaboration, agility to respond to market changes, and strong compliance capabilities [3] - The partnership with Amazon Web Services enables Pfizer to build a comprehensive digital ecosystem, enhancing decision-making and business operations through AI capabilities [3] - Pfizer's collaboration with Amazon in biopharmaceutical R&D has led to significant cost savings, estimated between $750 million and $1 billion annually, by leveraging data analysis and machine learning [4] Group 4 - Pfizer aims for a modern data strategy that integrates various aspects, including personnel, technology, and processes, to drive business innovation and process reengineering [4] - Continuous investment in data infrastructure and strategy, combined with AI empowerment, is expected to enhance R&D efficiency, reduce operational costs, and improve market responsiveness for pharmaceutical companies [5] - This approach is anticipated to serve as a reference for other multinational companies looking to implement data strategies in China [5]

Core Insights - The article emphasizes the importance of building a professional data team to drive digital transformation in the pharmaceutical industry, highlighting the need for compliance, growth, and efficiency as key dimensions for success [1] Group 1: Data Strategy and Infrastructure - Pfizer's modern data strategy relies on cloud infrastructure for flexibility and security, with a "lake-house" architecture being crucial for breaking down data silos and enabling end-to-end data flow from R&D to marketing [3] - The collaboration with Amazon Web Services (AWS) is strategic, providing necessary compliance capabilities and agility to adapt to the fast-changing Chinese market [3][4] Group 2: Cost Efficiency and Resource Management - The cloud platform allows for significant efficiency improvements, enabling service deployment in minutes compared to traditional IT setups that take weeks or months [5] - AWS's pay-as-you-go model helps eliminate resource waste, transforming IT departments from cost centers into business accelerators [6][8] Group 3: AI Integration in Pharmaceutical Operations - The rise of Agentic AI is reshaping the pharmaceutical industry, allowing for the integration of AI into core business processes, thus improving operational efficiency [9] - Pfizer is focusing on two main applications: a smart content engine for personalized medical knowledge distribution and a process execution system that automates routine tasks, freeing up human resources for higher-value decision-making [9][10] Group 4: Data Localization and Compliance - Pfizer is proactively addressing global data compliance challenges by establishing a localized cloud data infrastructure in China, turning compliance into a competitive advantage [11] - The company recognizes the need for a comprehensive intelligent compliance system that spans the entire value chain, emphasizing the importance of algorithm optimization and data governance [11]