以下文章来源于全天候科技 ，作者全天候科技 全天候科技 . 为优质内容而生，帮助投资者理解科技。 全球AI竞赛如火如荼之际，只有具有极强战斗力的组织才能不被挤下牌桌。今年以来，作为中国头部云厂商之 一，华为云内部也在持续推动一场大变革。 经过战线收缩、内部反腐后，最近华为云又有了大动作。 华尔街见闻获悉，11月底，华为云进行了组织调整，将华为云研发组织切换到ICT(信息与通信)组织下，并成 立"基础设施云服务""Data&AI云服务""数据库云服务""安全云服务""HCS" 5个领域的云研发产品线。 伴随着组织调整，华为常务董事、原华为云CEO张平安任华为云董事长，原华为数据存储产品线（属于ICT部 门）总裁周跃峰担任华为云CEO。 华为将其业务划分为五个经营分部：ICT基础设施业务、终端业务、云计算业务、数字能源业务和智能汽车解决 方案业务。 显然，这一次调整是华为集团层面的调整。华为云是华为核心技术走向产业的"前台窗口"，此番将研发组织调整 到ICT组织，意味着华为云将进一步专注商业化。 张平安也曾在9月份的公开会议上表示，面对未来十年算力需求的数万倍增长，华为云将坚定不移地打造算力黑 土地，通过昇腾AI ...

2025年11月末，华为云的一系列组织调整引发ICT行业广泛关注：原CEO张平安升任董事长，周跃峰接任CEO，同时将云研发体系整体并入华为ICT业务 群，五大云产品线同步成立。 表面看是人事与架构的变动，实际上释放出一个清晰信号：华为云从"业务攻坚期"迈向"生态深耕期"。 回溯张平安掌舵华为云的四年，恰好是中国云计算从"规模扩张"转向"价值深耕"的关键阶段。这四年里，他带领团队完成了"基础设施筑底-核心技术破壁- 行业生态普惠"的三重跨越，将"算力黑土地"的战略构想变为现实。 "黑土地"的概念源于华为创始人任正非在2017年的一封内部邮件：我们实质是通过聚焦ICT基础设施和智能终端，提供一块信息化、自动化、智能化的"黑 土地"，这块"黑土地"上可以种"玉米"、"大豆"、"高粱"、"花生"、"土豆"……。是让各个伙伴的内容、应用、云在上面生长，形成共同的力量面向客户。 这也是华为内部对云业务的战略构想，做智能世界的"黑土地"。 显然，这个"黑土地"的"土壤"首当其冲是"算力基础设施"。过去四年，张平安带领华为云团队实现了"算力基础设施筑底"，其主导的以贵安、乌兰察布& 和林格尔、芜湖为核心的三大算力枢纽，实现了 ...

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]

Core Insights - The demand for computing power is expected to grow exponentially in the next decade, potentially by tens of thousands of times, driven by advancements in AI and large models [3][4] - Huawei Cloud is committed to building a "computing power black land" to support this demand, leveraging its connectivity technology and data center resources [3][5] Group 1: Computing Power Infrastructure - Huawei Cloud aims to create a national computing power network centered around key hubs in Gui'an, Ulanqab, Hohhot, and Wuhu, establishing itself as a global AI computing power provider [3][4] - The overall computing power scale of Huawei Cloud has increased by nearly 250% compared to the same period last year, with the number of clients using Ascend AI cloud services rising from 321 to 1714 [3][4] - The CloudMatrix384 super node, deployed in Gui'an, can achieve a computing power scale of 300 PFlops, and can be expanded to form a 160,000-card AI cluster for training large models [4] Group 2: AI Services and Data Management - High-quality datasets are crucial for AI model effectiveness, and Huawei Cloud is working to create an AI-native data foundation that supports knowledge extraction and preparation for large models [5][6] - The Tokens service from Huawei Cloud demonstrates significant performance advantages in high-throughput scenarios, achieving 2400 TPS with a latency of 50ms [5] - Huawei Cloud has established a strong presence in key domestic industries, ranking first in sectors such as government, industry, finance, and automotive [6] Group 3: Strategic Vision and Innovation - Huawei Cloud emphasizes the importance of adopting an AI-native mindset to fully leverage AI's potential and drive innovation in business models [6] - The company has maintained a record of zero major incidents for 756 days, highlighting its commitment to security, stability, and continuous innovation [6]