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 ...

Core Viewpoint - Huawei Cloud has made significant advancements in AI computing power, positioning itself as a key player in the industry amidst growing demand for computational resources driven by AI applications [1][4]. Group 1: Technological Advancements - The CloudMatrix384 super node, launched in April 2025, has evolved to enhance its capabilities, addressing the ongoing "computing power anxiety" in the AI industry [3][6]. - Huawei Cloud's AI server planning includes an upgrade of CloudMatrix specifications from 384 cards to a future capacity of 8192 cards, enabling the formation of massive AI clusters [5][19]. - The introduction of the EMS elastic memory storage service significantly reduces latency during multi-turn dialogues, enhancing overall performance [5][19]. Group 2: Market Positioning - Huawei Cloud's "computing power black land" concept provides fertile ground for enterprises and developers to innovate in AI, supported by a robust ecosystem of technological advancements [7][28]. - The strategy of combining intelligent computing (Tokens service) and general computing (Kunpeng cloud services) allows Huawei Cloud to meet diverse industry needs [9][11]. Group 3: Tokens Service - The Tokens service, based on the CloudMatrix384 super node, offers a new billing model that charges based on actual token consumption, significantly lowering AI inference costs [14][16]. - The daily average token consumption in China surged from 100 billion to over 30 trillion within a year and a half, indicating a dramatic increase in demand for AI computational resources [15]. Group 4: Industry Applications - Huawei Cloud's infrastructure supports various applications, including high-precision scientific research and AI-driven internet applications, demonstrating its versatility and capability to handle complex tasks [21][23]. - The collaboration with national research institutions, such as the Chinese Academy of Sciences, highlights Huawei Cloud's commitment to providing reliable and high-performance computing resources for advanced scientific models [25].

Core Viewpoint - Huawei Cloud is undergoing significant organizational restructuring and strategic focus to enhance its competitiveness in the AI era, with a particular emphasis on its "computing power black land" strategy, which is crucial for the company's future and its position in the AI landscape [2][29]. Group 1: Organizational Changes - A large-scale organizational adjustment is taking place within Huawei Cloud, involving the merger and restructuring of multiple core departments, indicating a strategic contraction as the company aims to address its ongoing losses [2][4][12]. - The restructuring has led to the removal of over 20 products since June, with significant impacts on key teams, affecting potentially thousands of employees [4][9]. - The focus of Huawei Cloud's business layout has shifted to "3+2+1," which includes core areas such as general computing, intelligent computing, and storage, alongside AI PaaS and security [7][12]. Group 2: Strategic Focus on AI and Computing Power - Huawei Cloud is betting heavily on computing power and AI, with plans to build a robust AI-native cloud infrastructure that includes AI databases and development tools [12][18]. - The company aims to leverage its Ascend chips and the Pangu model to create a competitive edge in the AI market, with a significant increase in the number of clients using its AI cloud services [18][23]. - The introduction of a new billing model based on "Tokens" allows clients to pay only for the computing power they use, lowering barriers for small and medium enterprises to access AI services [21][23]. Group 3: Market Position and Challenges - Despite achieving a revenue of 38.523 billion yuan in 2024, Huawei Cloud remains in a loss-making position, facing intense competition from rivals like Alibaba Cloud [9][24]. - The Chinese computing power market is characterized by both surplus and shortage, leading to aggressive pricing strategies among competitors, which Huawei Cloud must navigate to maintain its market share [4][24]. - Huawei Cloud's credibility has been challenged due to allegations regarding the originality of its Pangu model, which could impact client trust and procurement decisions [24][25]. Group 4: Future Outlook - The success of Huawei Cloud's "black land" strategy is critical for its long-term viability and profitability, as it seeks to transform AI demand into sustainable revenue [27][28]. - The company has established a global presence, serving over 170 countries and regions, which supports its strategic initiatives in the AI domain [29].

Core Viewpoint - The importance of chips is acknowledged, but the ability to provide the required computational results for customers is emphasized as more critical [1] Group 1: Huawei Cloud's Developments - Huawei Cloud is undergoing significant organizational restructuring, with a focus on enhancing computational power through its Ascend AI cloud services and Tokens services [1] - The CloudMatrix384 super node, launched in April, integrates 384 Ascend NPUs and 192 Kunpeng CPUs, achieving a computational scale of 300 PFlops [2] - The Tokens service has been integrated with the CloudMatrix384 super node, achieving a maximum of 2400 TPS and 50 ms latency, surpassing industry standards [2][3] Group 2: Performance and Growth Metrics - Huawei Cloud's overall computational capacity has increased by nearly 250% compared to the previous year, with the number of Ascend AI cloud service customers rising from 321 to 1714 [5] - The CloudMatrix384 super node can support training of large models, with the capability to connect 432 super nodes to form a 160,000-card AI cluster [2] - The deployment of over 40 CloudMatrix384 super nodes in Guizhou is part of a strategy to create a national computational network [5] Group 3: Market Position and Strategic Focus - Huawei Cloud ranks second in China's cloud service market with an 18% share, while Alibaba Cloud holds a 33% share [6] - The market demand is shifting from "cloud adoption" to "AI integration," prompting Huawei Cloud to streamline its operations and focus on maximizing the advantages of its Ascend AI and Pangu model combinations [6][7] - The organizational restructuring aims to concentrate resources on core areas that can leverage AI capabilities effectively [6][7]

Core Insights - The China International Big Data Industry Expo highlighted Huawei's commitment to building a "computing black land" to meet the exponential growth in computing power demand over the next decade [1][3] - Huawei Cloud's overall computing power 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] Group 1: Computing Infrastructure - Huawei Cloud is developing a national computing network centered around key hubs in Gui'an, Ulanqab, Hohhot, and Wuhu to support global AI computing needs [3] - The CloudMatrix384 super node, deployed in Gui'an, is the largest of its kind, serving as a benchmark for the East Data West Computing project [3][4] - Huawei Cloud's supercomputing capabilities can reach 300 PFlops, and it can support training of large models with up to 1300 concurrent applications [4] Group 2: AI Services and Data Management - Huawei Cloud emphasizes the importance of high-quality datasets for AI model effectiveness and is working on creating AI-native data platforms [5] - The Tokens service from Huawei Cloud demonstrates significant performance advantages, achieving 2400 TPS with a latency of 50ms [5] - Huawei Cloud supports various mainstream open-source large models, enhancing their performance on the Ascend cloud [5] Group 3: Market Position and Strategy - Huawei Cloud has achieved leading market shares in key sectors such as government, industry, finance, and automotive, and has maintained a record of zero major incidents for 756 days [6] - The company advocates for an AI-native mindset to fully leverage AI's potential, emphasizing the need for businesses to adapt their applications, data, processes, and personnel around AI [6]

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]