“专职阿里云，张勇再出征。”
6月20日，阿里巴巴控股集团董事会主席兼CEO张勇通过全员信宣布，阿里的自我变革正顺利平稳推进，1+6+N的全新业务集群基本成型，各业务集团董事会已开始运行，多个业务的上市和融资计划也已开展，控股集团将主要承担创新孵化大本营角色，整个阿里巴巴正以全新姿态奔向未来。
阿里云智能集团完全分拆已经启动，正处于向上发展的最关键时期，必须全身心投入。同时为了适应未来发展规范和要求，其个人不宜再同时担任两家公司董事长与CEO职务。
全员信显示，经阿里巴巴控股集团董事会同意，张勇将于今年9月10日卸任阿里巴巴控股集团董事会主席兼CEO职务，此后将专职担任阿里云智能集团董事长兼CEO，专注阿里云的发展，持续提升阿里云的行业竞争力与全球竞争力。集团执行副主席蔡崇信将出任阿里巴巴控股集团董事会主席；吴泳铭出任阿里巴巴控股集团CEO，同时继续兼任淘天集团董事长。
在兼任阿里云董事长兼CEO的170余天里，张勇用实干、坚韧、再创业的激情，带领着阿里云重新出发。
从发起阿里云最大规模降价，到发布大模型“通义千问”、再到主导阿里云从阿里集团完全分拆。一系列业务布局与公司治理变革，为阿里云锚定未来20年战略新起点，为阿里云成长为世界一流的科技公司迈出重要一步。
而随着阿里云分拆启动，引入外部战投工作的开始，张勇的专职投入，不论对当下阿里云平稳顺利跨过分拆、融资、上市的关键阶段，还是后续提升阿里云的行业竞争力与全球竞争力，都至关重要。
眼下，阿里云正面临全球AI大模型飞速发展带来的广阔未来，有着拥有巨大的市场潜力和全新的历史机会，比任何时候都更需要兼具企业家视野和创业者心态的强大领导者。
一、关键的阿里云，关键的二次创业期
2023年5月18日，阿里巴巴宣布未来12个月，阿里云将从阿里集团完全分拆并完成上市。
研究与咨询机构Gartner发布的2022年全球云计算IaaS市场排名显示，阿里云全球排名第三，亚太市场排名第一。Canalys中国云计算市场调研报告数据则显示，2022年，阿里云的市场份额占比达36%。
财报显示，阿里云在2023财年总收入为772.03亿元，经调整EBITA利润为14.22亿元，同比增长24%，连续两年实现盈利，是国内唯一实现连续盈利的云服务商。
在潜力巨大的中国云计算市场，阿里云长期保持市场份额的绝对领先，是商业化最成功的云厂商。不过，阿里云也面临着国内外众多云厂商的激烈竞争。
在张勇看来，智能化时代正在为阿里云带来两个全新的历史机会。第一，人工智能大模型和各类行业/专属模型的出现和广泛应用，对算力提出了全新要求。第二，在IaaS和PaaS服务基础上，阿里云正在形成全新的“模型即服务”（MaaS），阿里云提供自身研发的基础大模型之外，还在基于基础大模型，为客户、合作伙伴和开发者提供模型和服务。
阿里云面向未来开启了二次创业——从阿里集团完全分拆，并计划在未来12个月内完成上市。完全分拆在阿里内并无先例，也足以说明阿里云面向未来独立发展的前景：
“未来，阿里云智能集团可以更独立面向市场，进一步强化业务战略，优化组织和运营……我们有机会共同打造一家世界级的科技公司。”张勇在5月18日对阿里云的全员信中写道。
二、激流勇进，阿里云锚定未来20年增长战略
2022年12月29日，阿里巴巴宣布组织变革，张勇兼任阿里云智能总裁。
“云在战略上太重要，时间窗口太宝贵，无论国际国内，数字化智能化都处于高速井喷期，抓住时代机遇非常重要。”一次内部分享会上，张勇解释了为什么来管云。
“怎么干，还是围绕两个命题：第一，云是一个技术驱动的业务，技术上如何保持先进性，以客观、求真务实的态度去面向全球；第二，保证内部操作系统也就是经营管理的先进性。这两件事情要同时发生，才能有乘数效应。”
张勇带给阿里云的，是技术的先进性和管理的先进性。这在阿里云面临的全新发展前景面前，变得更加重要。
随着23年初生成式AI趋势大火，张勇说的“窗口和机遇”愈加凸显：作为支撑AI运算的基础设施，阿里云“算力”优势明显；自研大模型和丰富的应用场景，还为阿里云打造本土AI大模型提供了底气。
在23财年12月季度业绩电话会上，在被问及云业务策略时，张勇表示，一是要重视公有云的发展扩大规模效应；二是要抓住AI和产业发展热潮，并将其转化成对算力增长的实际成果。
今年4月份的云峰会上，阿里云开行业之先河，率先宣布阿里云核心产品价格全线下调15%至50%，存储产品价格最高降幅达50%，以此扩大公共云的用户基数和规模。同时，阿里云发布自研大模型“通义千问”，张勇说：“从阿里巴巴开始，所有行业、所有应用、所有软件、所有服务，都值得基于大模型的能力重做一遍。”
自此，阿里云基本奠定了面相未来双向进阶的发展路径：向下用算力降价扩大云服务基本盘，向上用AI大模型寻找增长市场。一边夯实基础，守住市场份额；一边打破天花板，将云计算与大模型深度粘合，阿里云也能发挥自己的核心技术优势。
“今天我们处在‘人工智能新一代技术与产业全面拥抱’的全新技术领域，这是未来10年、20年的重大历史关口。”张勇说。
专职阿里云，张勇再出征，以全新身份奔向未来，让市场满怀期待。不仅是跟随其创业的阿里云员工，行业人士也表示，一旦成功上市，阿里云将会提供一个全球范围内云服务商独立发展的全新样本。
而面对阿里云历史性的发展机遇与可预见的挑战，他必须All in。
祝福张勇。
翻译：
“Full-time Ali Cloud, Zhang Yong again.”
On June 20, Zhang Yong, Chairman and CEO of the Board of directors of Alibaba Holding Group, announced through the letter of all members that the self-transformation of Alibaba is progressing smoothly and steadily, the new business cluster of 1+6+N has basically taken shape, the board of directors of each business group has started operation, and the listing and financing plans of several businesses have been carried out. The holding group will mainly assume the role of innovation incubation base. The whole of Alibaba is heading into the future with a new attitude.
The complete spin-off of Ali Cloud Intelligence Group has been launched and is in the most critical period of upward development, which must be fully invested. At the same time, in order to adapt to future development norms and requirements, it is not appropriate for him to serve as the chairman and CEO of the two companies at the same time.
The letter shows that with the consent of the board of directors of Alibaba Holding Group, Zhang Yong will step down as chairman and CEO of Alibaba Holding Group on September 10 this year, and will then serve as chairman and CEO of Ali Cloud Intelligence Group full-time, focusing on the development of Ali Cloud and continuously improving the industry competitiveness and global competitiveness of Ali Cloud. Joe Tsai, executive vice chairman of Alibaba Group, will become chairman of the board of Alibaba Holding Group. Wu Yongming became CEO of Alibaba Holding Group, while continuing to serve as chairman of Taotian Group.
In the more than 170 days of concurrently serving as chairman and CEO of Ali Cloud, Zhang Yong led Ali Cloud to start again with his hard work, tenacity and passion for entrepreneurship.
From the launch of Ali Cloud’s largest price reduction, to the release of a large model “Tongyi thousand questions”, and then to the complete separation of Ali Cloud from Ali Group. A series of business layout and corporate governance changes have anchored a new strategic starting point for Alibaba Cloud in the next 20 years and taken an important step for Alibaba Cloud to grow into a world-class technology company.
With the spinoff of Alibaba Cloud and the beginning of the introduction of external investment, Zhang Yong’s full-time investment is crucial to the smooth and smooth transition of Alibaba Cloud through the key stage of breakup, financing and listing, or the subsequent enhancement of Alibaba Cloud’s industry competitiveness and global competitiveness.
At present, Ali Cloud is facing a broad future brought about by the rapid development of global AI large models, with huge market potential and new historical opportunities, and more than ever, it needs strong leaders with entrepreneurial vision and entrepreneurial mentality.
First, the key Ali Cloud, the key second entrepreneurship period
On May 18, 2023, Alibaba announced that in the next 12 months. Alibaba Cloud will be completely separated from Alibaba Group and completed the listing.
According to the 2022 Global Cloud IaaS market ranking released by research and consulting firm Gartner, Alibaba Cloud ranks third globally and first in the Asia-Pacific market. Canalys China cloud computing market research report data shows that in 2022, Alibaba Cloud’s market share accounted for 36%.
According to the financial report, Ali Cloud’s total revenue in the 2023 fiscal year was 77.203 billion yuan, and adjusted EBITA profit was 1.422 billion yuan, an increase of 24%, and it achieved profit for two consecutive years, which is the only cloud service provider in China to achieve continuous profit.
In the huge potential of China’s cloud computing market, Alibaba Cloud has maintained an absolute market share for a long time and is the most successful cloud vendor in commercialization. However, Alibaba Cloud also faces fierce competition from many cloud vendors at home and abroad.
In Zhang Yong’s view, the era of intelligence is bringing two new historical opportunities for Alibaba Cloud.
First, the emergence and wide application of large AI models and various industry/exclusive models have put forward new requirements for computing power. Second, on the basis of IaaS and PaaS services, Alibaba Cloud is forming a new “model as a service” (MaaS), Alibaba Cloud provides its own research and development of the basic large model. But also based on the basic large model, to provide customers, partners and developers with models and services.
Alibaba Cloud has started a second venture for the future – a complete spin-off from Alibaba Group, and plans to complete the listing within the next 12 months. The complete split has no precedent in Ali. And it is enough to show the prospect of Ali Cloud for future independent development:
“In the future, Alibaba Cloud Intelligence Group can face the market more independently. Further strengthen its business strategy, optimize its organization and operations… We have the opportunity to build a world-class technology company together.” Mr. Zhang wrote in a May 18 letter to all employees of Alibaba Cloud.
Second, rushing forward, Ali Cloud anchors the growth strategy for the next 20 years
On December 29, 2022, Alibaba announced organizational changes, and Zhang Yong served as the president of Alibaba Cloud Intelligence.
“The cloud is too important in strategy, the time window is too precious, both international and domestic, digital intelligence is in a high-speed blowout period. It is very important to seize the opportunities of The Times.” At an internal sharing meeting, Zhang Yong explained why he came to Guan Yun.
“How to do it, or around two propositions: first, cloud is a technology-driven business. How to maintain advanced technology, with an objective, truth-seeking and pragmatic attitude to the world. Second, to ensure that the internal operating system is the advanced nature of management. Those two things have to happen at the same time to have a multiplier effect.”
What Zhang Yong brings to Ali Cloud is the advanced nature of technology and management.
This becomes even more important in the face of the new development prospects facing Alibaba Cloud.
With the fire of generative AI trend in early 23. The “window and opportunity” said by Zhang Yong became more prominent:. As the infrastructure supporting AI computing, Alibaba Cloud has obvious advantages in “computing power”; Self-developed large models and rich application scenarios also provide confidence for Ali Cloud to build local AI large models.
In the December 23 fiscal year quarterly results call, when asked about the cloud business strategy, Zhang Yong said that one is to pay attention to the development of public cloud to expand the scale effect; The second is to seize the AI and industrial development boom and transform it into actual results of computing power growth.
At the Cloud Summit in April this year, Ali Cloud was the first in the industry to announce that the price of Ali Cloud core products was reduced by 15% to 50% across the board. And the price of storage products was reduced by up to 50%, in order to expand the user base and scale of public cloud. At the same time, Alibaba Cloud released a self-developed large-scale model “Tongyi thousand questions”, Zhang Yong said: “Starting from Alibaba, all industries, all applications, all software, all services, are worth redoing based on the ability of the large model.”
Since then, Ali Cloud has basically laid the future two-way advanced development path of the face:
Down the price reduction of computing power to expand the basic disk of cloud services. And up the growth market with AI large models. On the one hand, consolidate the foundation and hold the market share. While breaking the ceiling and deeply bonding cloud computing with large models, Aricloud can also play its core technical advantages.
“Today we are in the new technology field of ‘full embrace of the new generation of artificial intelligence technology and industry’, which is a major historical threshold in the next 10 or 20 years.” Zhang Yong said.
Full-time Ali Cloud, Zhang Yong again to go to the future with a new identity. So that the market is full of expectations. Not only the Ali Cloud employees who follow its entrepreneurship. But also industry insiders said that once it is successfully listed, Ali Cloud will provide a new sample of the independent development of cloud service providers around the world.
in the face of Ariyun’s historic development opportunities and foreseeable challenges, he must All in.
Best wishes to Zhang Yong.
本文由数字化转型网（www.szhzxw.cn）转载而成，来源于雷锋网；编辑/翻译：数字化转型网宁檬树。
免责声明: 本网站(http://www.szhzxw.cn/)内容主要来自原创、合作媒体供稿和第三方投稿，凡在本网站出现的信息，均仅供参考。本网站将尽力确保所提供信息的准确性及可靠性，但不保证有关资料的准确性及可靠性，读者在使用前请进一步核实，并对任何自主决定的行为负责。本网站对有关资料所引致的错误、不确或遗漏，概不负任何法律责任。
本网站刊载的所有内容(包括但不仅限文字、图片、LOGO、音频、视频、软件、程序等) 版权归原作者所有。任何单位或个人认为本网站中的内容可能涉嫌侵犯其知识产权或存在不实内容时，请及时通知本站，予以删除。
