公有云服务商竞争力的中美比较

Comparative Studies on China-U.S. Public Cloud Vendors

对中美两国优秀云服务商从多个维度进行对比,研究发现:和美国相比,中国公有云市场参与者在全球竞争中处于弱势地位但提升潜力很大;和亚马逊比较,阿里巴巴的公有云业务有助于公司整体发展,但云业务本身的经营表现有待提高;在全球业务领域,公有云基础设施即服务和存储服务的能力建设上,阿里云和亚马逊云可相互借鉴。学习并借鉴美国优秀云计算企业,进一步探讨中国云计算企业在下一周期发展过程中应当关注的重点。从战略上看,中国云计算产业的快速发展及云服务商核心能力的构建对处于转型过程的大量中国企业而言具有重要意义。

This study initiates multidivisional comparison between Chinese and American cloud vendors, the findings include: even though Chinese cloud vendors are inferior to their American peers in global competition, they have a large amount of growth potential;compared with Amazon Cloud, the cloud computing business of Alibaba Corporation is beneficial to its overall development in the long run, but the Aliyun itself needs to be improved;in the global business area, Alibaba cloud and Amazon cloud can learn from each other in the capacity-building of public cloud infrastructure, i.e. services and storage services. Learning from the excellent cloud computing enterprises in the United States, this paper further discusses the key points that Chinese cloud computing enterprises should pay attention to in the next development cycle. From a strategic view, the rapid development of China’s cloud computing industry and the construction of cloud service providers’ core capabilities are of great significance to a large number of Chinese enterprises in the process of transformation.