Core Insights - GoTo Group, Indonesia's largest internet technology company, has successfully migrated its cloud services to Tencent Cloud and Alibaba Cloud, marking a significant milestone in its cloud migration strategy [1][3][5] - The migration involved a multi-cloud strategy, with Tencent Cloud handling the more complex Gojek operations and Alibaba Cloud managing GoTo Financial and big data projects [3][4] - The migration aimed for minimal user disruption, utilizing hot migration technology to ensure data continuity and operational efficiency during the transition [7][8] Group 1: Migration Details - GoTo Group initiated a global tender for cloud migration, selecting Tencent Cloud and Alibaba Cloud as partners after a comprehensive evaluation of capabilities [3][4] - The migration process took 8 months of preparation and was completed in just under 5 hours, showcasing the efficiency of the collaboration between Gojek and Tencent Cloud [7][8] - GoTo Group's CTO highlighted the complexity of migrating Gojek's existing systems, which had been using Google Cloud, to Tencent Cloud [4][5] Group 2: Strategic Goals - Post-migration, GoTo Group expects to reduce operational costs by over 50% and aims to continue optimizing its cloud infrastructure in collaboration with Tencent Cloud [8] - The migration is part of a broader strategy to enhance product development speed and reduce operational risks associated with high user transaction volumes [6][7] - GoTo Group's CEO emphasized the importance of ensuring a world-class infrastructure before expanding into other markets, focusing on meeting local user demands first [8] Group 3: Market Expansion and Investment - Tencent Cloud has committed to investing $500 million in Indonesia by 2030, which includes the establishment of a new data center to support local operations [9] - Alibaba Cloud has trained nearly 400,000 cloud computing and AI professionals in Indonesia, with plans to double this number by 2033 [9] - The overall cloud migration trend in Indonesia is driven by companies seeking to adopt multi-cloud strategies for cost reduction and efficiency improvements [8][9]

东南亚头部科技企业GoTo集团正将旗下基础设施从西方云全量迁移至中国云。 6月6日，GoTo宣布旗下金融业务GoTo Financial从北美的云厂商迁移到阿里云。未来，阿里云将支撑印 尼国民级支付工具GoPay，服务超2000万当地用户。此次云迁移于2024年10月启动，GoTo全量迁移完成 后，将是阿里云在印尼市场最重要的客户之一。 值得注意的是，GoTo集团是东南亚最大的互联网科技公司之一，业务覆盖本地生活，包括打车、外 卖，还有金融（金融支付、金融服务）等。2022年4月11日，GoTo于印尼证券交易所挂牌上市。 为什么GoTo要选择复杂度如此高的全量云迁移？中国云厂商为何能突围？ 近日，《每日经济新闻》记者独家专访了GoTo集团CEO（首席执行官）Patrick Walujo和GoTo集团CTO （首席技术官）William Xiong，了解这场全量云迁移背后的现实考量以及中国云厂商出海得以突围的关 键因素。 每经记者｜叶晓丹 每经编辑｜魏官红 全球范围内，一场复杂的云迁移正在上演。 Patrick Walujo介绍："之所以做这么彻底的云迁移，一方面是考量到GoTo的系统是很久之前建成的，的 确需 ...

印尼科技巨头GoTo集团宣布，其金融服务业务GoTo Financial的基础设施已成功部署于阿里云。未来， 阿里云将支撑印尼头部数字钱包GoPay，服务超2000万当地用户。 ...

证券研究报告 多元金融 东南亚：金融科技下一站 华泰研究 2025 年 6 月 03 日│中国内地 专题研究 东南亚金融科技具备较强发展潜力 支付、信贷、保险和虚拟资产作为金融科技的四大方向，在东南亚的发展潜 力巨大。东南亚人口 6.3 亿，40 岁以下人口占比在 60%以上，2023 年整体 GDP 增速约 4%，其中大部分国家约 5%，数字基础设施建设正逐步铺开， 政策环境相对友好，为金融科技发展提供了良好的宏观环境。数字支付有望 逐步取代目前仍然流行的现金，东南亚现金支付比例为 44%，远高于中国 的 5.8%；互联网信贷余额由 2022 年 480 亿美元增长至 2024 年 710 亿美 元，但 1.8%的渗透率远不及 17 年中国的 3.2%。当地贷款产品定价高且风 险相对可控，保障了互联网信贷公司的盈利；保险科技行业的发展相对早期， 行业渗透率仍然较低；虚拟资产在东南亚普及度高，监管环境相对友好。 数字支付渗透率不断提升 数字支付有望取代现金。24 年东南亚仍有 44%的交易以现金形式完成，而 中国仅有 5.8%（2023），主要受制于支付网络不完善，但东南亚消费者的 支付习惯正逐步线上化。首先 ...