云安全不容忽视。
日前，关于阿里云故障一事引发业界关注。此次故障因涉及的产品线和区域之广被业内称为历史级故障。包括钉钉、阿里云盘、饿了么等多个阿里系App出现无法访问或服务异常的情况，由阿里云提供服务支持的部分科技平台也无法正常使用，受影响的地域包括北上广深、孟买、硅谷、迪拜、吉隆坡等。而根据市场份额情况，目前中国80%的科技企业和一半的大模型公司都跑在阿里云上，此次故障的波及面可想而知。 数字化转型网www.szhzxw.cn
故障原因是什么？对阿里云以及整体云计算市场有何影响？
一、故障原因
关于此次故障，截至记者发稿时来自阿里云的官方公告是,” 北京时间11月12日 17:44起，阿里云监控发现云产品控制台访问及API调用出现异常，阿里云工程师正在紧急介入排查。”根据更新的最新进展，截至12日21:11 ，受影响云产品均已恢复，因故障影响部分云产品的数据(如监控、账单等)可能存在延迟推送情况，不影响业务运行。 数字化转型网www.szhzxw.cn
在网络论坛和社交媒体上对于此次阿里云故障也广有讨论，例如“”阿里云这一两年走了好多人，内部转岗/外部离职，人员动荡，系统就别想稳定”，“阿里目前的技术水平饱受质疑，这一波故障，大概率是存储层的问题。”
对此，通信产业报全媒体采访了多位业内专家，“目前这些都只是猜测，具体原因要看阿里云公布。” 某业内人士表示，出现这样级别的故障，一定是系统性的问题，对于生产核心业务系统要做多云级别的高可用。 数字化转型网www.szhzxw.cn
二、负面影响大
具体原因没有详细公告，但这次重大事故，对阿里云未来的市场开拓，负面影响非常大。野村综研(上海)数字化能力中心总监陶旭骏表示，在客户面上，阿里云相比华为云和其他纯国资的云服务，已经有一些不利因素。政府和国企央企市场是云市场的非常重要的客户群，而且他们对安全性和稳定性的要求是压倒成本和性能的。而且比如钉钉等应用，也会在开拓企业市场时受到挑战。
根据11月2日，国际数据公司（IDC）最新发布的《中国公有云服务市场（2023上半年）跟踪》报告显示，阿里云、华为云、中国电信、腾讯云和AWS为IaaS市场排名前五，市场份额总和为72.4%；PaaS方面，阿里云、腾讯云、AWS、华为云和中国电信排名前五，市场份额总和66.9%。但2016-2023财年阿里云增速开始明显下滑，增长率分别为：137.53%、120.7%、100.96%、84.48%、61.99%、50.24%、24.03、3.53%。运营商阵营服务商在IaaS领域的强势发力和公有云新兴服务商的快速成长正在悄然影响市场格局。
在2023云栖大会上，阿里巴巴集团董事会主席蔡崇信在会上表示，要打造一朵AI时代最开放的云。AI将成为各行各业的新型生产力，并对算力提出更高要求。从底层算力到AI平台再到模型服务，阿里巴巴加大研发投入，推动阿里云进行全面的技术升级和创新。 数字化转型网www.szhzxw.cn
蔡崇信用几个“第一”概括了阿里云的历程与理念：“从2009年阿里云计算写下第一行代码开始，阿里巴巴就希望让计算成为像水和电一样的公共服务，成就更多开发者和企业。阿里巴巴是全球第一家把自身所有业务都搬上云的大型互联网公司。从PC时代到移动互联网时代，再到AI时代，阿里巴巴对‘客户第一’的坚守始终不变。” 数字化转型网www.szhzxw.cn
而此次阿里云的系统故障让上述宣言变得颇有戏剧性。信息通信专家苏敏坚表示，从用户的角度，阿里云不再是高性能、高可用的代名词了，经此一役，普通用户对阿里云的迷信很可能将破灭，此事之后，阿里云将经历一波用户流失潮。
三、增速下滑的公有云市场
从整个公有云市场发展的角度，在公有云增速放缓，推特下云的大背景下，是否会引发行业前景的悲观。2023年上半年中国公有云服务整体市场规模(IaaS/PaaS/SaaS)为190.1亿美元。其中IaaS市场规模为112.9亿美元，同比增速13.2%；PaaS市场规模为32.9亿美元，同比增速为26.3%。从IaaS+PaaS市场来看，2023上半年同比增长15.9%，为近三年来同比增速新低。 数字化转型网www.szhzxw.cn
业内人士向通信产业报全媒体表示，不能夸大公有云的事故，就不考虑公有云，公有云本身带来按需弹性丰富的服务，减少短期预投入成本，根据系统的要求和公有云故障概率选择上云用云的策略。
翻译：
What happened to Ariyun? Influence geometry?
Cloud security cannot be ignored.
A few days ago, the failure of Ali Cloud caused concern in the industry. The failure is known in the industry as a historical failure due to the wide range of product lines and regions involved. Including Dingding, Ali Cloud disk, Ele. me and other Ali apps are unable to access or abnormal services, some of the technology platforms provided by Ali Cloud services can not be used normally, affected regions include Beijing, Shanghai, Guangzhou and Shenzhen, Mumbai, Silicon Valley, Dubai, Kuala Lumpur, etc. According to the market share situation, 80% of China’s technology companies and half of the large model companies are running on Ali Cloud, the scope of the failure can be imagined.
What is the cause of the failure? What is the impact on Alibaba Cloud and the overall cloud computing market? 数字化转型网www.szhzxw.cn
First, the cause of the failure
Regarding the failure, as of press time, the official announcement from Ali Cloud was, “Since 17:44 Beijing time on November 12, Ali Cloud monitoring found abnormal access to the cloud product console and API call, and Ali Cloud engineers are urgently involved in the investigation.” According to the latest progress of the update, as of 21:11 on the 12th, the affected cloud products have been restored, and the data (such as monitoring, billing, etc.) of some cloud products affected by the fault may be delayed, which does not affect the business operation. 数字化转型网www.szhzxw.cn
In network forums and social media for the failure of Ali Cloud is also widely discussed, such as “Ali cloud has gone a lot of people in the past two years, internal transfer/external resignation, personnel unrest, the system will not want to be stable”, “Ali’s current technical level has been questioned, this wave of failure, high probability is the problem of the storage layer.”
In this regard, the communication industry news all media interviewed a number of industry experts, “At present, these are just guesses, the specific reasons to see Ali Cloud announcement.” An industry source said that such a level of failure must be a systemic problem, for the production of core business systems to do multi-cloud level high availability. 数字化转型网www.szhzxw.cn
Second, the negative impact is great
The specific reasons are not announced in detail, but this major accident has a very large negative impact on the future market development of Ali Cloud. Tao Xujun, director of Nomura Comprehensive Research (Shanghai) digital Capability Center, said that on the customer front, Alibaba Cloud has some disadvantages compared with Huawei Cloud and other pure state-funded cloud services. The government and state-owned enterprises market is a very important customer base of the cloud market, and their requirements for security and stability are more than cost and performance. And applications such as Nail Nail will also be challenged in opening up the enterprise market.
According to the latest “China Public Cloud Service Market (first half of 2023) Tracking” report released by International Data Corporation (IDC) on November 2, Alibaba Cloud, Huawei Cloud, China Telecom, Tencent Cloud and AWS ranked the top five in the IaaS market, with a combined market share of 72.4%; In terms of PaaS, Alibaba Cloud, Tencent Cloud, AWS, Huawei Cloud and China Telecom ranked the top five, with a combined market share of 66.9%. However, the growth rate of Alibaba Cloud in 2016-2023 fiscal year began to decline significantly, with growth rates of 137.53%, 120.7%, 100.96%, 84.48%, 61.99%, 50.24%, 24.03, 3.53%. The strong strength of operator camp service providers in the field of IaaS and the rapid growth of public cloud emerging service providers are quietly affecting the market pattern.
At the 2023 Cloud Conference, Tsai Chongxin, chairman of the Board of directors of Alibaba Group, said at the meeting that it is necessary to create the most open cloud in the AI era. AI will become a new type of productivity in all walks of life and put higher requirements on computing power. From the underlying computing power to the AI platform to the model service, Alibaba has increased investment in research and development to promote comprehensive technological upgrading and innovation of Alibaba Cloud.
Tsai Chongxin summarized the history and philosophy of Alibaba Cloud with several “firsts” : “Since Alibaba Cloud Computing wrote the first line of code in 2009, Alibaba hopes to make computing a public service like water and electricity, and achieve more developers and enterprises.” Alibaba is the first major Internet company in the world to move all of its business to the cloud. From the PC era to the mobile Internet era, and then to the AI era, Alibaba’s adherence to ‘customer first’ has always remained unchanged.” 数字化转型网www.szhzxw.cn
The Ali Cloud system failure has made the above declaration quite dramatic. Information communication expert Su Minjian said that from the user’s point of view, Ali cloud is no longer a synonym for high performance and high availability, after this battle, ordinary users of Ali Cloud superstition is likely to burst, after this, Ali Cloud will experience a wave of user loss.
Third, the public cloud market with declining growth
From the perspective of the development of the entire public cloud market, in the context of the slowdown of public cloud growth and the cloud under Twitter, will it cause pessimism in the industry prospects? In the first half of 2023, the overall market size of public cloud services in China (IaaS/PaaS/SaaS) was $19.01 billion. Among them, the IaaS market size was $11.29 billion, a year-on-year growth rate of 13.2%; The PaaS market size was $3.29 billion, with a year-on-year growth rate of 26.3%. From the perspective of IaaS+PaaS market, the first half of 2023 increased by 15.9% year-on-year, which is the lowest year-on-year growth rate in nearly three years.
Industry insiders told the Communications industry News that public cloud accidents can not be exaggerated, do not consider public cloud, public cloud itself brings on-demand elastic rich services, reduce short-term pre-investment costs, according to the system requirements and public cloud failure probability to choose the cloud with the cloud strategy. 数字化转型网www.szhzxw.cn
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