Core Insights - The article emphasizes the need for integrated data systems in the AI era, highlighting that fragmented data can lead to inefficiencies and a lack of understanding in AI models, akin to "brain damage" in humans [1][3] - OceanBase has launched its first AI-native hybrid search database, seekdb, which aims to provide a unified platform for managing diverse data types and workloads, thus addressing the challenges posed by fragmented data systems [1][6] Group 1: OceanBase's Strategic Response - OceanBase's strategy focuses on achieving "AI-native integration" by enhancing its core capabilities to support AI workloads while maintaining high reliability and consistency [1][6] - The seekdb database is designed to be lightweight and easy to deploy, requiring minimal resources (1 CPU core and 2GB RAM) and allowing developers to quickly build AI applications with just three lines of code [1][8][9] - The database supports a variety of data types, including vector, scalar, text, JSON, and GIS, enabling seamless mixed retrieval and analysis [8][9] Group 2: Market Context and Challenges - The article notes that 95% of enterprises have not seen measurable returns from their investments in generative AI, primarily due to fragmented data and complex system architectures [3][4] - Traditional database systems struggle to meet the demands of AI applications, necessitating a shift towards integrated and responsive data infrastructures [4][6] - Major database vendors are increasingly focusing on integrating various data capabilities to create "universal" databases suitable for the AI era [4][6] Group 3: OceanBase's Growth and Market Position - Since its commercialization in 2020, OceanBase has seen significant growth, with over 4,000 global customers and an average annual growth rate exceeding 100% [11][14] - The company has established a strong presence across multiple sectors, including finance, government, and retail, and has expanded its cloud services to major platforms like Alibaba Cloud, AWS, and Azure [11][14][18] - OceanBase's collaborative ecosystem has contributed to its growth, with over 350 ISVs and a significant increase in revenue from partnerships [18][20]

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 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]

Group 1 - The demand for cloud databases has surged due to the need to handle massive amounts of unstructured data in generative AI applications [1][2] - OceanBase's cloud database product, OB Cloud, has served over 200 leading retail enterprises in various sectors, including apparel, food service, fast-moving consumer goods, and direct-to-consumer [1] - The retail industry is shifting from broad traffic operations to deep user value exploration, with over 90% of enterprises believing AI will significantly enhance productivity [1] Group 2 - OceanBase, founded in 2010, launched its integrated cloud database platform OB Cloud in 2022, aiming to assist various industries in transitioning to a digital intelligence era [2] - OB Cloud utilizes technologies like vector fusion queries to enable deep understanding of unstructured data such as images, videos, and text comments, facilitating features like image search and intelligent product recommendations [2] - The "Integrated Cloud Database White Paper" released at the conference emphasizes the transition of integrated cloud databases from "cost centers" to "growth engines," highlighting the need for companies to focus on six dimensions for technology selection [2]

Core Insights - The retail industry is undergoing a transformation where data infrastructure is shifting from a "cost center" to a "growth engine" [1] - Over 90% of enterprises believe that generative AI will enhance productivity, but traditional architectures face challenges such as data latency and system fragmentation [1][3] - A robust data foundation is essential for supporting real-time decision-making and AI applications in retail [4] Group 1: Industry Trends - Retail has moved from extensive traffic operations to deep user value exploration, with AI integrated across the entire supply chain [1] - The need for a data foundation that can handle "pulse-like surges" in traffic and serve as a "real-time decision engine" is critical [3][4] - The competition in retail is fundamentally about the capabilities of the data foundation, emphasizing the importance of ecosystem collaboration [5] Group 2: Technological Advancements - OceanBase's HTAP foundation has enabled companies like Haidilao to streamline their membership operations and achieve personalized recommendations [3] - The OB Cloud platform has reduced scaling time by 90% for companies like Pop Mart, allowing them to handle a hundredfold increase in traffic with high availability [3] - OB Cloud is focusing on deep integration of AI with databases, enhancing the understanding of unstructured data such as images and text [4] Group 3: Market Impact - OceanBase has served over 200 leading retail clients across various sectors, demonstrating the scalability of its solutions [4] - The global expansion of OB Cloud has reached over 50 regions, with a customer growth rate of 130%, showcasing the adaptability of Chinese technology [5] - The future of retail efficiency and innovation may be redefined as more companies adopt these transformative technologies [5]

Core Insights - The retail industry is facing dual challenges of fluctuating traffic and AI transformation, necessitating a stable and efficient data foundation for success [1][3] - OceanBase Cloud (OB Cloud) aims to deepen its presence in the new retail sector by providing integrated cloud database solutions [1][4] Industry Trends - The retail sector is shifting from broad traffic operations to deep user value exploration, with over 90% of companies believing that generative AI will enhance productivity [3] - Traditional architectures face issues such as data latency and system fragmentation, hindering real-time decision-making and AI innovation [3] Company Developments - OB Cloud has developed four core capabilities to address retail challenges: integration of transaction and analysis, multi-model data fusion, vectorized query for AI applications, and multi-cloud native deployment [4] - The platform has demonstrated significant performance improvements, such as a 90% reduction in scaling time for high traffic scenarios and a 45% increase in real-time computing power for member systems [4][5] Case Studies - Haidilao utilized OB Cloud to manage high concurrency in its membership system, achieving stable operations that support over 80% of its total revenue [4][6] - The integration of OB Cloud in Haidilao's inventory system allows for real-time stock calculations and proactive decision-making, reducing response time from days to minutes [5] AI Integration - OB Cloud is focusing on deep integration of AI with databases, enhancing capabilities to understand unstructured data such as images and text [6] - The platform enables features like visual search and intelligent recommendation systems, improving customer experience and operational efficiency [6] Market Position - OB Cloud has served over 200 leading retail enterprises, including Li Ning and Haidilao, and is becoming a key infrastructure for the digital transformation of the retail industry [6][7] - The company has established a global presence across more than 50 regions, with a customer growth rate of 130% [7] Research Insights - A white paper released at the conference highlights the transition of integrated cloud databases from cost centers to growth engines, emphasizing the need for businesses to focus on architecture design and AI capabilities [7]

Core Insights - The first "2025 Retail Data Foundation Innovation Conference" was held in Shanghai, co-hosted by OceanBase, IT Dongfanghui, and EFCIO, where the "Integrated Cloud Database White Paper" was released, marking the first systematic exposition of integrated cloud database value in the retail industry [1] - The white paper emphasizes that in the era of "second-level decision-making" and "centimeter-level insights," integrated cloud databases are transitioning from being a "cost center" to a "growth engine" [1] - Retail enterprises are encouraged to focus on six dimensions for technology selection: architecture design, cost-effectiveness balance, high availability, IT integration capability, security compliance, and AI-native capabilities to establish a solid foundation for the new retail integrated data base in the AI era [1] Industry Challenges - The retail industry is facing dual challenges of pulse-like traffic shocks and AI transformation, necessitating a stable, efficient data foundation that supports AI applications as a key to success [2] - Over 90% of surveyed enterprises believe that generative AI will enhance productivity, yet traditional architectures suffer from data delays, system fragmentation, and resource redundancy, hindering real-time decision-making and AI innovation applications [2] - The retail sector's next competitive round is fundamentally about the capability of the data foundation, which requires a new generation of technology base that meets "full-time response, full-domain coverage, full-end adaptation, and full-staff collaboration" [2]

Group 1 - The core viewpoint of the article highlights the increasing demand for cloud databases driven by the need to process vast amounts of unstructured data in generative artificial intelligence applications [1] - OceanBase's cloud database product, OB Cloud, has served over 200 leading retail enterprises, including Li Ning, Anta, Haidilao, and Pop Mart, covering various retail sectors such as footwear, dining, fast-moving consumer goods, and DTC [1] - The retail industry is shifting from extensive traffic operations to deep user value exploration, with over 90% of enterprises believing that generative AI will enhance productivity [1] Group 2 - OceanBase, a fully self-developed distributed database founded in 2010, launched the integrated cloud database platform OB Cloud in 2022 to support various industries in their digital transformation [2] - The integrated cloud database is transitioning from a "cost center" to a "growth engine," capable of handling traffic surges during events like promotions and live broadcasts through linear scaling [2] - The next round of competition in the retail industry is fundamentally about the capability of the "data foundation," emphasizing the importance of ecosystem collaboration for success [2]