Core Viewpoint - The article emphasizes the necessity for integrated data systems in the AI era, highlighting that fragmented data can hinder AI performance and lead to inefficiencies. The focus is on creating an "AI-native integrated" database that supports real-time analysis and intelligent applications [1][6][10]. Group 1: AI Native Database Development - OceanBase launched its first AI-native hybrid search database, "seekdb," which allows developers to build knowledge bases and AI applications with just three lines of code, enabling efficient handling of multi-modal data retrieval at a scale of billions [2][4]. - The CEO of OceanBase stated that "seekdb" is not merely an addition of traditional database functions but a restructured database specifically designed for the AI era, aiming to be a real-time entry layer for large models and private data integration [4][10]. Group 2: Challenges in AI Implementation - A recent MIT study revealed that 95% of enterprises did not see measurable returns after implementing generative AI, primarily due to fragmented multi-modal data and complex system linkages, which hindered the models' ability to understand business contexts [7]. - Traditional fragmented systems are inadequate for AI demands, as they complicate cross-system queries and real-time responses, necessitating a shift towards integrated data management systems [7][8]. Group 3: OceanBase's Strategic Response - OceanBase's strategy involves a deep integration of four core capabilities: unified multi-modal data management, multi-workload support, native AI function capabilities, and hybrid multi-cloud deployment, all aimed at creating a modern data architecture that supports AI [10][11]. - The company aims to ensure that its database can handle various data types and workloads simultaneously, providing a seamless experience for developers and businesses [11][12]. Group 4: Market Performance and Growth - Since its commercialization in 2020, OceanBase has reported over 4,000 global customers, with an average annual growth rate exceeding 100% for five consecutive years, indicating strong market demand [15][18]. - The company has expanded its cloud services across major platforms like Alibaba Cloud, AWS, and Azure, supporting a "one architecture, global operation" model for Chinese enterprises [16][21]. Group 5: Ecosystem and Collaboration - OceanBase emphasizes the importance of ecosystem growth, with over 70% of its revenue coming from partners and an annual growth rate of 80% in the private cloud sector [21][22]. - The company collaborates with over 350 ISVs to create standardized solutions across various industries, enhancing its market presence and operational efficiency [22][23].

Core Insights - OceanBase emphasizes the importance of stability and correctness in its technology path, stating that efficiency alone is insufficient for critical business applications [1] - The company has surpassed 4,000 clients in five years of commercialization, with an annual growth rate exceeding 100% [1] - OceanBase is transitioning from a "technology follower" to an "architecture leader" in the context of AI and globalization [1] Group 1: Engineering Capability - OceanBase's growth is fundamentally linked to its engineering capabilities, particularly in sectors with high stability requirements like finance and government [2] - The company has experienced three waves of development: technology emergence driven by the internet, productization spurred by domestic demand, and architectural restructuring due to AI and globalization [2] - The compression of the database maturity cycle has been described as reducing a ten-year process to two or three years [2] Group 2: Unique Engineering Culture - Over 50% of OceanBase's code is dedicated to fault tolerance and exception handling, showcasing its commitment to reliability [4] - The company avoids direct operating system calls, opting instead to interact directly with hardware, which increases R&D costs but enhances reliability [4] - The true barrier in foundational software lies in unseen investments, which OceanBase has accumulated through comprehensive engineering capabilities [4] Group 3: AI and Database Paradigm Shift - OceanBase is not pursuing a single vector database but is developing an AI-native database that supports multi-modal mixed search capabilities [5] - The integration of various data processing capabilities is essential for future enterprise needs, moving away from multiple databases to a unified platform [5] - The launch of the open-source AI-native database, seekdb, aims to innovate while maintaining the stability of the core product [5] Group 4: Globalization Strategy - OceanBase's overseas revenue currently accounts for about 10%, with a target to increase this to 20% next year [6] - The company is adapting its global strategy to address challenges in different markets, focusing on brand messaging, service systems, and organizational structure [6] - OceanBase has successfully served over 50 overseas clients, including fintech companies in Southeast Asia, demonstrating its ability to adapt to local needs [7] Group 5: Market Positioning and Challenges - The transition from "product output" to "ecosystem integration" is a key strategy for OceanBase in its international expansion [7] - Competing with top global database vendors in North America and Europe requires not only technical capabilities but also a robust global support system and brand recognition [7] - OceanBase's journey from its origins in Alipay's core system to facing new challenges in AI and globalization reflects its evolution in the database market [8]

Core Insights - OceanBase launched its first AI database, OceanBase seekdb, at the 2025 annual conference, enabling developers to build AI applications with just three lines of code [1] - The product supports unified mixed search for vector, full-text, scalar, and spatial geographic data, integrating AI reasoning with data processing [1] - OceanBase's "Data×AI" strategy is reflected in seekdb, which can be used independently or integrated into the newly released OceanBase 4.4 version [1] Product Features - Seekdb allows for efficient handling of multi-modal data retrieval at a scale of billions, achieving a "plug-and-play" AI data foundation [1] - The new version integrates TP, AP, and AI capabilities into a single kernel, offering distributed scalability, multi-cloud deployment, and high availability [1] - The commercial LTS version is set to launch on February 2, 2026 [1] Industry Applications - OceanBase's mixed search capabilities have been successfully implemented across various industries, including telecommunications and finance [2] - China Unicom utilized mixed search to build a unified AI knowledge base, addressing document permission management and efficient retrieval challenges [2] - Ant Group's Baibaoxiang leveraged mixed search for real-time online search, enhancing information accuracy and response efficiency [2] Company Growth - Since its commercialization in 2020, OceanBase has surpassed 4,000 global customers, with an average annual growth rate exceeding 100% for five consecutive years [2] - The technology has penetrated over ten sectors, including finance, government, telecommunications, retail, manufacturing, and the internet, serving 16 countries and regions [2]

Core Insights - The article discusses the launch of OceanBase's first AI database, seekdb, which allows developers to create AI applications with minimal coding, indicating a significant increase in database demand and new requirements for data management [1][6][12] - OceanBase aims to integrate AI and data management, focusing on global expansion and open-source contributions to enhance its market presence [1][8][10] Group 1: AI and Database Evolution - AI is democratizing technology, enabling non-computer science professionals to develop applications and use databases, leading to a substantial increase in database users [3][5] - The concept of hybrid search is identified as a critical turning point for databases, requiring them to support both human and AI interactions [1][3] Group 2: Product Launch and Features - The seekdb database supports unified hybrid search across various data types, including vector, text, scalar, and spatial data, and is compatible with over 30 mainstream AI frameworks [5][12] - The product is open-sourced under the Apache 2.0 license, allowing global developers to freely use, modify, and extend it, which aligns with OceanBase's strategy to foster a more developer-friendly environment [6][12] Group 3: Globalization and Market Strategy - OceanBase has surpassed 4,000 global customers since its commercialization in 2020, with an annual growth rate exceeding 100% for five consecutive years [8] - The company is focusing on localizing its technology and services to better integrate into international markets, emphasizing the importance of adapting to local needs [9][10] Group 4: Future Outlook and Challenges - The development of AI technologies is seen as cyclical, with expectations of both peaks and troughs, but ultimately leading to mature applications that will transform the software ecosystem [2][6] - OceanBase recognizes the need for a robust infrastructure to support the scaling of AI applications, highlighting the importance of simultaneous advancements in various technological areas [7][10]

Core Insights - Artificial Intelligence (AI) is accelerating across various industries, with a significant advancement in database technology through the launch of OceanBase's AI-native database, seekdb, which allows developers to build AI applications with minimal coding [1][2] - OceanBase aims to redefine database functionality for the AI era, positioning seekdb as a real-time entry layer for integrating large models with private data [1][2] Product Features - Seekdb supports unified mixed search for vector, full-text, scalar, and spatial geographic data, integrating AI inference with data processing [1][2] - The product is designed for easy deployment, requiring only 1 CPU core and 2GB of memory, and can be installed with a single command, significantly lowering the engineering barrier for AI applications [2] - Seekdb is compatible with over 30 mainstream AI frameworks, including Hugging Face and LangChain, enhancing its versatility [2] Market Context - According to Gartner, spending on databases supporting generative AI is projected to reach $218 billion by 2028, accounting for 74% of the market [2] - A study by MIT indicates that over 95% of enterprise AI projects fail due to fragmented multimodal data and complex system linkages, highlighting the need for solutions like seekdb [2] Company Performance - OceanBase reported that it has surpassed 4,000 global customers, achieving an average annual growth rate of over 100% for five consecutive years [3] - The company has established a strong presence across various sectors, including finance, government, telecommunications, retail, manufacturing, and the internet, serving 16 countries and regions [3] Future Outlook - OceanBase is preparing for a potential public listing, capitalizing on the current wave of AI opportunities, following its previous successes in domestic upgrades and cloud expansion [4]

Core Insights - OceanBase has surpassed 4,000 global customers since its commercialization in 2020, achieving an average annual growth rate of over 100% for five consecutive years [1] - The technology has penetrated over ten sectors including finance, government, telecommunications, retail, manufacturing, and the internet, with services covering 16 countries and regions, over 60 locations, and more than 240 available zones [1] - In the past year, the number of proprietary cloud customers for OceanBase has increased by 50%, primarily driven by the demand for stability and consistency in core systems rather than edge applications [1] Industry Developments - OceanBase has a strong foothold in the financial sector, with the "Hundred Banks Plan" achieving significant milestones in 2025, serving all policy banks and 5 out of 6 major state-owned banks, covering over 100 banks with assets exceeding 100 billion [2] - The company supports over 190 core systems and more than 1,000 critical business operations, marking a global breakthrough with international financial institutions such as HSBC and Sumitomo Mitsui adopting its services [2] - In the non-bank sector, OceanBase has deepened its penetration, with 75% of leading insurance groups, 80% of top brokerages, and 60% of major fund companies deploying OceanBase, with over half using it for core systems [2] - According to IDC reports, OceanBase has maintained its position as the leader in the local deployment market for distributed financial databases in China for two consecutive years [2]

Core Insights - OceanBase has launched its first AI database, seekdb, marking a transition from "storing data" to "understanding data" [1][2] - The new database supports unified mixed search for vector, full-text, scalar, and spatial geographic data, integrating AI reasoning with data processing [1] - OceanBase has over 4,000 global customers since its commercialization in 2020, with an average annual growth rate exceeding 100% for five consecutive years [1] Company Developments - seekdb is designed specifically for the AI era, distinguishing itself from traditional databases by being able to "understand" data semantics [2] - The product is compatible with over 30 mainstream AI frameworks, including Hugging Face and LangChain, positioning it as an "AI-native data entry" [1] - OceanBase's technology has penetrated various sectors, including finance, government, telecommunications, retail, manufacturing, and the internet, covering 16 countries and regions [1] Industry Context - The CEO of OceanBase, Yang Bing, emphasizes that the real bottleneck in AI is not the models but the data, particularly in high-sensitivity scenarios like finance and government [1] - Traditional architectures that rely on multiple systems for data integration are seen as complex and inefficient, leading to potential risks in permissions and delays [1]

Core Insights - OceanBase has surpassed 4,000 global customers since its commercialization in 2020, achieving an average annual growth rate of over 100% for five consecutive years [1] - The company's technology is deeply integrated across various sectors including finance, government, telecommunications, retail, manufacturing, and the internet, covering 16 countries and regions [1] - The growth is driven by a dual strategy of "private cloud + public cloud" and is rooted in 15 years of technological development and engineering capabilities [1] Private Cloud Growth - OceanBase's private cloud customer base has grown by 50% in the past year, primarily driven by the demand for stability and consistency in core systems [2] - The company has made significant inroads into the financial sector, with the "Hundred Banks Plan" achieving milestones in 2025, serving all policy banks and over 100 banks with assets exceeding 100 billion [2] - OceanBase has maintained its position as the leading distributed database in China for three consecutive years, according to IDC reports [2] Benchmark Cases - Notable implementations include Ping An Group's full-stack deployment across banking, insurance, and funds, and Cathay Securities' upgrade of over 100 systems to OceanBase, significantly enhancing batch processing performance [3] - OceanBase has also made strides in the public sector, with one-third of provincial human resources systems in China now utilizing its services [3] - The company has established a strong presence in high-reliability scenarios such as transportation, energy, and healthcare [3] Public Cloud Revenue - Public cloud revenue now accounts for 30% of OceanBase's total revenue, with an average annual growth rate of 115% over the past three years [4] - The public cloud's core advantage lies in its "multi-cloud native" capabilities, allowing for seamless operation across major cloud infrastructures without requiring application modifications [4] International Expansion - OceanBase's vector database capabilities have ranked among the top ten globally, with significant international achievements including partnerships with local fintech companies in Southeast Asia [5] - The company has served over 50 overseas clients, receiving recognition from Gartner for two consecutive years [5] Ecosystem Growth - The growth of OceanBase is fundamentally driven by its ecosystem, with partners contributing over 70% of private cloud revenue and experiencing an 80% annual growth rate [6] - The public cloud ecosystem is also expanding, with partner revenue surpassing 30% and a 300% annual growth rate [6] Service Capability Enhancement - In 2025, OceanBase plans to increase the number of senior experts and service ecosystem specialists by 30% and 50%, respectively, to improve response and resolution efficiency [7] - The establishment of service centers in Malaysia, Europe, and North America aims to provide comprehensive support for global clients [7] Future Direction - OceanBase is embarking on a new paradigm of "Data×AI," integrating transaction processing, analytical processing, and AI capabilities into a single core [8] - The company aims to become a smart data entry point in the AI era, focusing on comprehensive integration of architecture, storage, and load [8] - OceanBase has a history of overcoming extreme challenges and is committed to becoming a world-class database provider, emphasizing correctness, stability, and performance [8]

Core Insights - OceanBase has surpassed 4,000 global customers since its commercialization in 2020, achieving an average annual growth rate of over 100% for five consecutive years [1] - The company's technology is utilized across more than ten sectors, including finance, government, telecommunications, retail, manufacturing, and the internet, covering 16 countries and regions, over 60 areas, and more than 240 availability zones [1] - The growth is driven by a dual strategy of "private cloud + public cloud," with private cloud customers increasing by 50% in the past year, primarily from core systems with stringent stability and consistency requirements [1][2] - OceanBase has maintained the top position in the Chinese market for local deployment distributed databases for three consecutive years and is the leader in the local deployment market for distributed finance in China [1] Public Cloud Growth - OB Cloud has seen an average annual customer growth of 115% over the past three years, with revenue contribution reaching 30% [1][2] - The core advantage of OB Cloud lies in its "multi-cloud native" capabilities, enabling OLTP and storage separation based on object storage, ensuring business continuity through cross-availability zone disaster recovery and automatic switching [2] International Expansion - OceanBase's vector database capabilities have entered the global top ten in DB-Engines, with 16 papers accepted at major database conferences in 2025 [2] - In Southeast Asia, OB Cloud has served local fintech companies such as Indonesia's DANA and Singapore's Atome, enhancing peak load capacity by ten times for GoTo's risk control engine [2] Data and AI Integration - OceanBase has launched a new paradigm of "Data×AI," integrating transaction processing, analytical processing, and AI capabilities into a single core with the release of version 4.4 [3] - The company has open-sourced its first AI-native hybrid search database, seekdb, which supports unified retrieval of vector, full-text, scalar, and GIS data, compatible with over 30 mainstream AI frameworks [3][4] - The strategic focus is on creating an integrated data foundation for the future, emphasizing the fusion of architecture, storage, and load, while increasing global open-source investment [3][4] Future Directions - The company aims to support both humans and intelligent agents within a single database, driving real-time and trustworthy intelligence from the data source [4] - The open-sourcing of seekdb and the launch of the new domain oceanbase.ai are key steps in promoting the industry's transition to an "intelligent native" architecture [4]

Core Insights - OceanBase has surpassed 4,000 global customers since its commercialization in 2020, with an average annual growth rate exceeding 100% over the past five years [2] - The company aims to build a world-class database, focusing on infrastructure and expanding its presence in various sectors including finance, government, telecommunications, retail, manufacturing, and the internet [2][5] - OceanBase's proprietary cloud customer base has grown by 50% in the past year, primarily driven by demand from core systems requiring high stability and consistency [2] Financial Sector Developments - The "Hundred Banks Plan" achieved significant milestones in 2025, serving all policy banks and over 100 banks with assets exceeding 100 billion, supporting more than 190 core systems and 1,000 key businesses [3] - International financial institutions such as HSBC and Sumitomo Mitsui have adopted OceanBase, while 75% of leading insurance groups and 80% of top brokerages have deployed it for core systems [3] Government and Enterprise Sector Expansion - OceanBase has made strides in the government sector, with one-third of provincial human resources systems in China now utilizing its services [3] - The company has established a strong presence in telecommunications, with deployments across major operators and significant upgrades in core systems [3] Cloud Services Growth - OceanBase's public cloud (OB Cloud) has seen an average annual growth rate of 115% over the past three years, with revenue contribution reaching 30% [4] - OB Cloud's advantages include multi-cloud native capabilities, enabling seamless operation across major cloud infrastructures without requiring application modifications [4] AI Integration and Future Strategy - OceanBase has launched a new paradigm of "Data×AI," integrating transaction processing, analytical processing, and AI capabilities into a single core [5] - The company aims to deepen its "Data×AI" strategy, focusing on comprehensive integration of architecture, storage, and load, while increasing global open-source investments [5]