【CNMO科技消息】12月9日，据《科创板日报》报道，华为2012实验室已经成立基础大模型部，专注 于推进基座模型开发。 据CNMO了解，华为2012实验室的名字来源于华为创始人任正非观看完《2012》电影后，认为未来数字 世界的信息爆炸会像电影中末日的洪水一样，华为要想在未来生存就得构造属于自己的"诺亚方舟"。于 是，由数十个研究室组成的2012实验室承载了通信技术、云计算、音频视频分析、人工智能、机器学习 等最前沿技术，主要面向未来5-10年的研究方向。 今年10月，华为常务董事、产品投资委员会主任、终端BG董事长余承东在社交媒体发布"全球顶尖AI人 才招募令"，面向全球招募具备卓越学术背景和创新精神的年轻科研人才，拥有原创性科研成果的候选 人将被优先考虑。 所有对未来的想象都是保守的 AGI将是超越想象的革命 我们正在打造世界一流的Al战队 构建领先世界的大模型,攀登 AGI 的巅峰 没有退路,就是胜利之路 这是一场定义时代、改变世界的战役 如果你 眼里有光芒 心中有信念 坚信做难事必有所得 那么,来吧! 加入我们! 在时代的决战场上 铸就不朽功勋! 践们期待这样的你 学术先锋 岗位覆盖AI算法、大模型 ...

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 ...

传了一年多的华为云组织架构调整，终于尘埃落定。 2025年11月，华为云启动重大组织架构调整，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总裁周跃峰担任华为云CEO。 同时，华为云研发体系整体并入ICT基础设施业务体系，成立五大云研发产品线，包括"基础设施云服务"、"Data&AI云服务"、"数据库云服务"、"安全云 服务"、"HCS"。 而在此轮调整之前，今年8月，华为云已经经历了一轮业务的调整。 彼时张平安在内部发布通知，宣布对云BU下层组织进行大范围撤销与合并，重点围绕产品部、公有云服务部及研发部等核心团队，涉及数十个下层部门 与组织。 调整后，华为云将聚焦"3+2+1"业务：包括通算、智算、存储三大基础业务，AIPaaS和数据库两大平台业务，以及安全业务，彻底剥离非核心板块，为后 续架构整合扫清障碍。 结合两次调整，可以看到，华为云已经完成了一次自下而上的变革调整。 从底层业务聚焦，核心业务"合并同类项"，到上层管理人员的变动，及研发体系合并，背后是其整合集团资源，强化AI时代，华为云与ICT底层硬件资源 协同作战的能力。 华为常务董事、华为云董事长张平安 更为重要的一点在于 ...

钛媒体App获悉，在华为云近日举办的2025年中国合作伙伴政策发布大会上，华为云新任CEO周跃峰首度以新身份亮相，在常规介绍生态伙伴策略之余，也 回应了近期的组织变化方向。 周跃峰2008年加入华为，历任无线网络欧洲产品管理部沃达丰创新研究中心主任、无线小蜂窝产品线总裁等职。2020 年出任华为公司副总裁、数据存储产 品线总裁。 本次调整，华为云将研发部门切换到了华为ICT组织，并成立了5个领域的云研发产品线——基础设施云服务、Data&AI云服务、数据库云服务、安全云服务 和HCS。钛媒体App独家获悉，周跃峰同时负责五大产品线的投资和人事管理。 周跃峰此前任数据存储产品线总裁，执掌存储业务期间，他带领团队推出全球首款融合架构高端全闪存存储，提出"采-存-管"理念，推动华为存储登顶中国 第一、跻身全球第四。 华为云有意让其加强AI产品的创新和规模化，虽然业务形态和规模不同，但他过往的成功经验，被认为能让华为云在AI时代有更积极的市场表现。综合今 年以来华为的人事调整和组织变化，可以看出，华为云正在AI时代求变，以打造面向未来的云业务形态。 AI时代，如何创造新增量 据钛媒体App了解，华为公司对华为云有盈利 ...

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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]

Core Insights - Huawei aims to transform the perception of industrial internet from a "showpiece" to a productivity-enhancing tool by integrating AI into core production processes [1][2] - The shift from traditional experience-based operations to data-driven approaches is highlighted as a key value in the digital transformation of heavy industries [2] Group 1: Breakthroughs in Core Production Systems - AI applications in industrial sectors have historically been limited to auxiliary roles, but Huawei is now pushing AI into core processes, exemplified by advancements in steel production [2] - Huawei's AI-driven temperature control in blast furnaces can save approximately 10 million RMB annually, showcasing the financial benefits of this transition [2] Group 2: Efficiency and Cost Reduction - Huawei's AI model significantly reduces analysis time in the aluminum alloy sector from 3-5 minutes to under 10 seconds, achieving over 90% efficiency improvement with 99.5% accuracy [3] - In extreme conditions, autonomous mining trucks in Inner Mongolia have improved transportation efficiency by 20%, saving about 15,000 tons of fuel annually, equivalent to around 100 million RMB [3] Group 3: Addressing Fragmentation and Safety - The oil and gas mining industry faces challenges with fragmented systems; Huawei's unified architecture has improved data collection rates from below 60% to over 90% [4] - AI technology has enhanced safety measures, achieving a 94.1% identification rate for hazards in special operations, significantly improving upon traditional methods [4] Group 4: Ecosystem and Implementation Methodology - Huawei's strategy involves a dual-driven model of "partners + Huawei" to deepen AI integration within industry practices [5] - Collaborations with leading companies like Baowu Steel have transformed AI from auxiliary systems to core production intelligence engines, indicating a shift towards scalable implementation across the industry [6] Group 5: Future Outlook - By 2025, Huawei aims to transition from pilot projects to large-scale implementation across the entire industrial chain, making AI an essential tool rather than a luxury [6]

Core Insights - China's ambition in AI is focused on practical applications, such as improving manufacturing processes, contrasting with the more theoretical aspirations seen in the U.S. [1] - The Chinese government is actively promoting AI integration into various sectors to enhance productivity and maintain competitive advantages in the global market [3][4] Industry Transformation - AI is driving a significant transformation in China's manufacturing and export sectors, with factories utilizing AI for decision-making and operational efficiency [1] - The implementation of AI has led to substantial reductions in production times, such as a clothing company reducing sample-making time by over 70% [1] - The emergence of "dark factories" in China, which operate with minimal human intervention, exemplifies the shift towards fully automated production environments [1] Robotics and Automation - China installed 295,000 industrial robots last year, nearly nine times the number in the U.S., and is projected to have over 2 million industrial robots by 2024 [3] - Companies like Baowu Steel are embracing smart technologies, with Baosteel achieving significant operational efficiency through AI-driven processes [4] Case Studies - Midea Group's factories utilize AI to optimize production, with robots and AI systems managing operations autonomously, resulting in a nearly 40% increase in employee income from 2015 to 2024 [7] - Bosideng, a clothing brand, has successfully reduced its sample production cycle from 100 days to 27 days using AI, while also cutting development costs by 60% [7] AI Development Amid Sanctions - Despite U.S. sanctions, Chinese companies are making strides in AI, with Huawei playing a crucial role in AI industrialization by deploying its models in factories [8] - AI applications in industries such as cement production have shown significant improvements in efficiency and cost savings, with predictions of substantial annual savings if trends continue [8] Port Automation - The automation of ports, such as Tianjin Port, is critical for maintaining China's manufacturing dominance, with advanced AI systems significantly reducing planning times and increasing operational efficiency [10] - In contrast, U.S. ports face challenges in automation due to labor union restrictions, highlighting a competitive disadvantage for American ports [10]

Core Insights - China's ambition in AI is focused on practical applications, such as improving manufacturing processes, contrasting with the more theoretical aspirations seen in the U.S. [1] - The Chinese government is actively promoting AI integration into various sectors to enhance productivity and maintain competitive advantages in the global market [3][4] Industry Transformation - AI is driving a significant transformation in China's manufacturing and export sectors, with factories utilizing AI for decision-making and operational efficiency [1] - The implementation of AI has led to substantial reductions in production times, such as a clothing company reducing sample-making time by over 70% [1] - The concept of "black factories" is emerging, where operations can run autonomously with minimal human intervention [1] Robotics and Automation - China installed 295,000 industrial robots last year, nearly nine times more than the U.S., and is projected to have over 2 million industrial robots by 2024 [3] - Major companies like Baowu Steel are adopting AI-driven strategies to enhance operational efficiency, with Baosteel achieving significant reductions in operator intervention times [4] Scale and Competitive Advantage - China's scale in AI ambition is highlighted by companies like Midea, which has integrated AI into its manufacturing processes, enhancing productivity and efficiency [5][6] - Midea's use of AI has resulted in a nearly 40% increase in employee income from 2015 to 2024, showcasing the economic benefits of AI integration [6] AI in Various Sectors - Companies like Bosideng are leveraging AI to accelerate product development, significantly reducing production cycles and costs [6] - Huawei is playing a crucial role in AI industrialization, collaborating with companies to enhance production processes and reduce energy consumption [7] Port Automation - The automation of ports, such as Tianjin Port, is critical for solidifying China's manufacturing dominance, with a high degree of automation achieved compared to U.S. ports [10] - Tianjin Port's collaboration with Huawei has led to significant improvements in operational efficiency, reducing planning times from 24 hours to 10 minutes [10]