2022 is a special year for cloud computing.
This year, the average annual growth rate of my country's cloud computing industry exceeded 30%, and the global market share reached 14.6%. , Cloud application extension; this year, the new infrastructure and the east-to-west computing project have been fully rolled out, and cloud computing, as the "base" of the digital economy, has become more and more significant in enabling the development of industries. After some "turbulence", China's cloud computing industry is brewing a great change.
In this context, the China Academy of Information and Communications Technology (hereinafter referred to as "CAICT") will officially release the "White Paper on Cloud Computing (2023)" (hereinafter referred to as "White Paper"), which is also the ninth consecutive release of a cloud computing white paper. This white paper focuses on the new developments and changes in the cloud computing industry over the past year or so, summarizes and sorts out the development characteristics of cloud computing policies, markets, technologies, applications, etc. at home and abroad, and looks forward to future development.
Highlight 1: Systematically sorting out the development and new trends of global cloud computing
The "White Paper" pointed out that on a global scale, major economies such as the United States, the European Union, the United Kingdom, and Australia have accelerated their cloud computing strategies from different perspectives. The United States applies cloud computing to related fields to ensure its leading position in the economy, military, and technology. The European Union emphasizes the development of digital sovereignty. In regions such as the Asia-Pacific and the Middle East, countries have released plans to actively promote the in-depth application of cloud computing in the field of government affairs.
As the cloud market enters a stage of steady growth, industry giants further expand their leading advantages. In 2022, the global cloud computing market size will be US$491 billion, with a growth rate of 19%. It is expected that the market will maintain steady growth under the stimulation of demand for large models and computing power. By 2026, the global cloud computing market will exceed US$1 trillion. The advantages of the first echelon of cloud computing led by AWS and Microsoft are more obvious.
In contrast, my country's cloud computing market is still in a period of rapid development. According to statistics from the China Academy of Information and Communications Technology, the scale of my country's cloud computing market will reach 455 billion yuan in 2022. Among them, the public cloud market increased by 40.93% to 325.6 billion yuan, and the private cloud market increased by 25.3% to 129.4 billion yuan. It is estimated that the overall market size of my country's cloud computing will exceed one trillion yuan in 2025. Operators represented by Tianyi Cloud, China Mobile Cloud and China Unicom Cloud will lead a new round of market growth.
Highlight 2 fully demonstrates the evolution path and new features of cloud computing technology
The "White Paper" shows that the rapid development of large artificial intelligence models has triggered a two-way change in the use of digital applications and the supply of computing power resources. Computing power resources present the characteristics of computing heterogeneity and computing network integration, and digital applications present the characteristics of distributed, multi-modal, and ultra-large-scale. Cloud computing accelerates the evolution to a systematized, engineered and innovative operating system for large-scale distributed applications.
In response to the new trend of cloud computing, the "White Paper" pointed out that the focus of future cloud computing is not only to improve the research and operation efficiency of single-point applications, but also to exert the central management and control capabilities for large-scale distributed application coordination, distribution, and deployment. With the maturity of cloud computing technology, it is no longer limited to the cloudification of computing power resources, but also extends to the cloudification of multi-dimensional resources such as network and storage. The access, scheduling and distribution of computing power resources have a new role in promoting. In terms of access, cloud computing management capabilities continue to strengthen, making it possible to provide diverse computing power resources; in terms of scheduling, cloud computing orchestration capabilities continue to upgrade, making it possible to schedule computing power resources across regions and architectures; in terms of distribution, The declarative deployment method of cloud computing promotes new changes in the distribution mode of computing power resources.
Cloud computing bridges the technological cognition gap in the digital world, provides a unified foundation for digital application innovation, and elevates the value of digital technology to applications to a new level. It is mainly reflected in three aspects: in terms of application paradigm, cloud computing supports the reshaping of applications from chaos to standardization; in terms of engineering models, cloud computing boosts the breakthrough of applications from single-point innovation to systematic innovation; Computing magnifies the value of ecological cooperation to promote the sustainable evolution of applications.
Highlight 3 Prospect Cloud Computing Births a New Paradigm of Computing Service
Regarding how cloud computing will keep pace with the development of the times in the future, the "White Paper" pointed out that with the development of artificial intelligence large-scale models and full-truth interconnection, the industry has continuously demanded diverse heterogeneous computing power and high-quality deterministic networks. With the continuous promotion of cloud computing, the development of computing power services has accelerated, and a new paradigm has been derived in terms of architecture, capabilities, and models.
At the architecture level, cloud computing supports the transition of computing power services from computing-centric to data-centric, and promotes the formation of a new architecture for computing power services, which is reflected in three aspects: in terms of scheduling objects, task-oriented scheduling gradually replaces resource-oriented scheduling, The user's computing needs will run through the computing power service; second, in terms of capability structure, computing power management and computing are decoupled, and the flexibility is further improved, forming a situation of mutual complementarity and common development; third, in terms of industrial structure, the computing power service ecology is further enriched , The proportion of equipment manufacturers such as data processing chips has increased, injecting new momentum into the development of computing power services.
At the capability level, cloud computing continues to drive the innovation and development of computing power services. In terms of perception and access, cloud computing boosts the ubiquitous access of heterogeneous computing power and accelerates the evolution of computing power grid integration; in terms of routing and forwarding, cloud computing breaks the boundary between networks and applications, supports programmable networks, and realizes accurate measurement of computing power routing ; In terms of integrated scheduling, cloud computing shields the difference in infrastructure structure, and promotes computing power services to realize a single resource scheduling leap to cross-resource collaborative scheduling.
At the model level, cloud computing reconstructs a new model of computing service supply and demand. With the development of cloud computing, resource providers and users gradually have new demands. Resource providers pay more attention to how to make full use of computing power resources, while resource users pay more attention to obtaining the optimal computing power under multiple demands. manpower resources. Against this background, a brand-new computing power trading model emerged as the times require.
Finally, the "White Paper" looks forward to the future development path and value model of cloud computing. The "White Paper" pointed out that with the deepening of the cloud computing layout in major countries around the world, cloud computing will experience a top-down strategic deepening in the future. The globalization of cloud computing will be accelerated in multiple dimensions such as globalization, and the cloud computing market will open a second growth curve.
In terms of development, cloud computing will "start with the end in mind" and pay more attention to the actual level of empowerment for users. Cloud computing, as a new way to open up the use of computing power downwards and a key technology to realize the modernization of application capabilities upwards, will play a stronger and deeper role in social development. At the same time, it will deeply integrate computing power services to promote the high-quality development of the digital economy.
