Ikota yokugcina ikubeke kwacaca lokho I-Alibaba ayisaqondwa kuphela njengesiqhwaga se-e-commerceInkampani yaseShayina iphendulela izintambo i-cloud computing kanye nobuhlakani bokwenziwaeziye zaba injini yangempela yama-akhawunti abo, nakuba ngezindleko zokubeka inzuzo nokugeleza kwemali ngaphansi kwengcindezi.
Ngenkathi ibhizinisi lemakethe yendabuko liqhubeka nokuba ngaphansi kwe impi yentengo eqinile emakethe yaseShayinaI-Cloud computing kanye nezinsizakalo ezihlobene ne-AI ziqhube izibalo zemali engenayo ezeqa obekulindelekile. Kodwa-ke, okubi ukwehla okukhulu kwenzuzo kanye nokwenyuka okukhulu kwezindleko ezinkulu, njengoba abatshalizimali baseYurophu beqapha ngokucophelela yonke into ehlobene nomnotho wedijithali waseChina.
I-Cloud computing kanye ne-AI kuthatha inkundla emiphumeleni ye-Alibaba
Engxenyeni yezimali ephela ngoSepthemba, I-Alibaba izuze cishe ama-yuan ayizigidi eziyizinkulungwane ezingama-247.800Lokhu kumelela ukukhula konyaka nonyaka okucishe kube ngu-5%, okungaphezudlwana kwezibikezelo zabahlaziyi. Okuningi kwalokhu kuthuthukiswa kungabangelwa ukusebenza okuqinile kwengxenye yamafu, manje osekuyiyona nto egxile kakhulu emakethe.
Isigaba se-Cloud Intelligence Group siqophe a 34% ukwenyuka kwemali engenayo...kuya cishe kuma-yuan ayizigidi eziyizinkulungwane ezingama-39.800, isibalo esidlule izilinganiso zokuvumelana. Leli zinga lokukhula beliphezulu kunekota edlule futhi liqinisekisa ukuthi isidingo samandla ekhompuyutha kanye nezinsizakalo ze-AI eChina iyaqhubeka nokukhula ngesivinini.
Umthelela awukhawulelwanga kumugqa ophansi. Amasheya e-Alibaba, adayiswa eNew York, aqale asabela ngezinzuzo ezingaphezu kuka-4% ekuhwebeni kwangaphambili kwemakethe, okubonisa lokho. Abatshalizimali babona i-cloud computing kanye ne-AI njengendawo eyinhloko yokuthengisa yenkampani esikhathini esimaphakathi., ngisho nokuhweba nge-inthanethi okungokwesiko.
Ngaleso sikhathi, imboni yezohwebo eChina nayo yashintsha imisipha yayo: Imali engenayo ye-e-commerce yasekhaya ithuthuke cishe ngo-16%.isiza ukusimamisa ukukhula kwenkampani emhlabeni jikelele naphezu kwengcindezi yokuncintisana evela ezimbangini ezifana ne-JD.com ne-Meituan.
Ukutshalwa kwezimali okukhulu kwingqalasizinda yamafu namamodeli e-AI
I-catalyst enkulu yalolu shintsho kuphrofayela ukuzibophezela ku ingqalasizinda yobunikazi, okuhlanganisa izikhungo zedatha ezikwazi ukusekela amamodeli amakhulu e-AI akhiqizayo kanye nezicelo ezithuthukisiwe zamabhizinisi nabathengi. Abaphathi be-Alibaba bakubeke kwacaca ukuthi into ebaluleke kakhulu ekuqiniseni isikhundla sayo njengomhlinzeki wezinsizakalo zamafu kanye nobuchwepheshe bezobunhloli bokwenziwa.
Ngokusho kwedatha ebikwe emakethe, ezindaweni ezine zokugcina inkampani inakho itshale cishe ama-yuan ayizigidi eziyizinkulungwane eziyi-120.000 ku-AI nengqalasizinda yamafuLokhu kuyingxenye yohlelo olubanzi olubona ngeso lengqondo ama-yuan ayizigidi eziyizinkulungwane ezingama-380.000 phakathi neminyaka emithathu. Lesi sibalo sibeka i-Alibaba njengomunye wabadlali abanikezela ngemali enkulu kakhulu ezikhungweni zedatha nehardware eqondene ne-AI ngaphakathi kweChina.
Isikhulu esiphezulu u-Eddie Wu ukugcizelele ukuthi Imali engenayo evela emikhiqizweni exhumene ngokuqondile nobuhlakani bokwenziwa ibilokhu ikhula ngenani lamadijithi amathathu ezindaweni eziyisishiyagalolunye zilandelana.Lokhu kuqinisa umbono wokuthi sisekhona isikhala sokwenza imali ngalezi zinhlobo zamasevisi phakathi kwamakhasimende ezinkampani nabathuthukisi.
E-Europe, lapho izinkampani eziningi eziphakathi nendawo zihlola ezinye izindlela zezinkampani ezinkulu Abahlinzeki bamafu base-USLezi zinhlobo zokutshalwa kwezimali zilandelwa ngentshisekelo ethile, kusukela I-Alibaba Cloud ifuna ukuzuza ukuvelela njengozakwethu wezobuchwepheshe emikhakheni efana nezitolo, ezokuthutha, nezinsizakalo zezezimali.Kodwa-ke, uhlaka lokulawula lwaseYurophu lwedatha nobukhosi bedijithali njengamanje lukhawulela isivinini ama-giants aseShayina angakhula ngaso esifundeni.
Qwen, isicelo sika-Alibaba sokuncintisana nama-chatbots amakhulu
Omunye wamaphrojekthi ahamba phambili alelisu ngu Qwen, uhlelo lokusebenza lwe-Alibaba lwezingxoxo lwe-AIIdizayinelwe ukuqhudelana namamodeli afana ne-ChatGPT emakethe yase-China, inkampani yethule kabusha lolu hlelo lokusebenza ngenhloso yokuluguqula lube umenzeli we-AI okwazi ukuphatha imisebenzi yansuku zonke kuyo yonke i-ecosystem yeqembu.
Ezinsukwini zayo zokuqala zokutholakala okuvamile, uQwen Ifinyelele cishe kubasebenzisi abayizigidi eziyi-10Ingenye yezinsizakalo ze-AI ezethulwa ngokushesha kakhulu ezweni. Umgomo oshiwo ka-Alibaba uwukuhlomisa kancane kancane uhlelo lokusebenza ngezici ezifana nokuthenga e-Taobao, ukubhuka kohambo, amamephu, nezinsiza zemfundo, ukuze abasebenzisi bakwazi. ukuxazulula izidingo eziningi ngaphandle kokushiya imvelo yenkampani.
Isu libandakanya ukuhlanganisa i-Qwen nefu lika-Alibaba, ukuze izinkampani esezivele zisebenzisa ingqalasizinda yayo zikwazi hlanganisa amakhono olimi kanye nokukhiqiza kwe-AI emikhiqizweni yayo. Ngalokhu, iqembu lihlose ukuzihlukanisa nabanye abahlinzeki bamafu abasathembele kakhulu kumamodeli ezinkampani zangaphandle.
Nokho, isimo sokuncintisana sishubile. Uma kungekho iziqhwaga zase-US ezifana ne-OpenAI noma i-Google, ezivinjelwe eChina, U-Alibaba ubhekene nezinkanyezi zasendaweni ezifana noDoubao (ByteDance) noma u-Yuanbao (Tencent)abaphinde bahlanganise abasizi be-AI ezinhlelweni zabo zokusebenza ezinhle nezinkundla zokuxhumana.
Imali engenayo iyakhuphuka, inzuzo iyehla: ithegi yentengo ye-AI
Olunye uhlangothi lwalokhu kunwetshwa inzuzo. Nakuba inani lemali engenayo selingcono, Inzuzo yonke ye-Alibaba edalwe ngabaninimasheya yehle ngaphezu kwama-50%. Uma kuqhathaniswa nesikhathi esifanayo ngonyaka odlule, ukusetshenziswa kwemali kwehle kwafinyelela cishe kuma-yuan ayizigidi eziyizinkulungwane ezingama-20.990. Lokhu kwehla kuchazwa kokubili ukwanda kokusetshenziswa kwemali kwe-AI kanye nemizamo yokuphromotha ekuhwebeni okusheshayo.
Inkampani iye yavuma a ukwehla okukhulu kwenzuzo yokusebenza, nge-oda lama-85%Lokhu kucindezele imali etholwayo ngesheya ngalinye, eye yasilela kakhulu kulokho okulindelwe yimakethe. Abahlaziyi bakhomba kubashayeli bezindleko ezinkulu ezintathu: izaphulelo ezinamandla zokuheha abasebenzisi, ukwanda okunamandla ekuthuthukisweni kobuchwepheshe be-AI, kanye ukwanda okukhulu kwezindleko zokuthengisa nezokuthengisa.
Esikhathini esihlanganisiwe sesigamu sonyaka, iqembu lamaShayina liqophe a inzuzo ephelele edalwe yinkampani engaphezudlwana kuka-64.000 billion yuan6% ngaphansi konyaka odlule, kanti imali engenayo ikhula kancane cishe ku-3%. I-takeaway eyisisekelo ukuthi, nakuba ifu ne-AI kuqhuba ukukhula, Ibhizinisi elisele alinikezi okwamanje umcamelo owanele wokwamukela izindleko zalolu shintsho.
Lokhu kudonsisana kubonakala nasekungeneni kwemali. Isikhulu Esiphezulu Kwezezimali u-Toby Xu uchaze ukuthi ukuhamba kwemali kwamahhala kwehliswe kakhulu Uma kuqhathaniswa nonyaka odlule, lokhu kungenxa yenhlanganisela yokutshalwa kwezimali kwingqalasizinda yamafu nokugxila ekuhwebeni okusheshayo. Ngakho-ke inkampani yamukela ukunethezeka kwezezimali kwesikhashana esifushane ukuze ihlanganise isikhundla sayo sobuchwepheshe.
I-E-commerce kanye nokulethwa okusheshayo: ukukhula ngamamajini acindezelwe
Ngale kwefu, i Ibhizinisi le-e-commerce lika-Alibaba lihlala linamandla Futhi, empeleni, imali engenayo iyaqhubeka nokukhula, e-China nakwamanye amazwe. Emakethe yasekhaya, leli qembu libike ukukhula okunamadijithi amabili acishe abe ngu-16%, kuyilapho amapulatifomu omhlaba ebona ukukhuphuka kwemali engenayo cishe ngo-10%.
I-Taobao, imakethe yayo eyinhloko yabathengi e-China, ikwazile Phinda uthole abasebenzisi ngokuhlanganiswa kwamasevisi okulethwa okusheshayo Umuzwa ophucuzeke kakhulu ngaphakathi kohlelo lokusebenza. Lokhu kuthuthukiswa, nokho, akuzi ngaphandle kwentengo: izimfuno zesigaba sezohwebo ezihamba ngokushesha ukutshalwa kwezimali kwempahla kanye noxhaso lokuthumela olunqamula emaphethelweni.
Uhulumeni waseShayina, uyazi ngezaphulelo ezikhulayo kanye nokukhushulwa phakathi kwamapulatifomu, usanda kugcizelela lokho inhloso yokunqanda impi yentengo kwezohwebo lwedijithaliEzinkampanini ezifana ne-Alibaba, lo mlayezo uyisikhumbuzo sokuthi ukuphishekela isabelo semakethe akukwazi ukuncika unomphela ekunikeleni inzuzo.
Ngokombono wabatshalizimali baseYurophu, abajwayele ukuhlolisisa amandla ezinkampani ezinkulu zobuchwepheshe ukwenza ukheshi ngendlela eqhubekayoUmbuzo omkhulu ukuthi i-Alibaba izokwazi yini ukusimamisa imingcele yebhizinisi layo lendabuko ngenkathi igcina izinga lamanje lokutshalwa kwezimali ku-AI namafu.
Imikhawulo yezobuchwepheshe kanye nomjaho wama-chips wobunikazi
Ukuthunyelwa ngezinga elikhulu kobuhlakani bokwenziwa e-China akunazo izithiyo. Imikhawulo yase-US ekuthunyelweni kwama-chips e-Nvidia athuthukile Bakhawulela ukufinyelela kwezinkampani zobuchwepheshe zaseShayina esizukulwaneni sakamuva sama-accelerator e-AI. Kulo mongo, izixazululo zasekhaya namanje azinikezi ukusebenza okufanayo.
Ukunqoba lokhu kuncika, i-Alibaba iqinise indima yayo Iyunithi ye-semiconductor ye-T-Headngenhloso yokuthuthukisa amaphrosesa nama-accelerator azowavumela ukuthi asekele umnikelo wawo wamafu ngaphandle kokuthembela kubahlinzeki bangaphandle ngaphezu kwalokho okudingeka kakhulu. Inkampani ifisa ukwakha i- i-suite ephelele ehlanganisa amamodeli e-AI, ingqalasizinda yesikhungo sedatha, nezingxenyekazi zekhompuyutha zobunikazi.
Ngaleso sikhathi, amanye amaqembu amakhulu afana neHuawei alandela isu elifanayo, elilindele a ukuncintisana okukhulu nasemkhakheni wama-chips asekhayaLo mzamo wokwakha iketango lobuchwepheshe elizimele liwukhiye ekwandeni kwefu le-Alibaba, e-China nakwezinye izimakethe lapho ifuna ukuthola isabelo semakethe ngokumelene nama-hyperscalers ase-US.
Umholi we-AI waseShayina ngaphansi kokuhlolwa kwemakethe
Ngale miphumela yakamuva, i-Alibaba ihlanganisa isithombe sayo njengomunye we abadlali ababalulekile kwezobuhlakani bokwenziwa ngaphakathi kweChinaNaphezu kokuntengantenga kwenzuzo yayo, ingxenye yayo yamafu ikhula kakhulu, i-EBITA ehlotshaniswa ne-Cloud Intelligence ithuthuka cishe ngo-35%, futhi umkhawulo webhizinisi uhlala kumazinga anempilo.
Ngesikhathi esifanayo, inkampani iyaqhubeka nokubambana nayo ukungabaza mayelana nokusimama kwemodeli esekelwe ekutshalweni kwezimali okukhulu kangakaLokhu kuyiqiniso kokubili ngokwengqalasizinda kanye nokutholwa komsebenzisi. Ukwehla okukhulu kwenzuzo kanye nokwehla kwamandla emali kusho ukuthi imakethe isalokhu iqaphe kakhulu noma yiziphi izimpawu zokuziphatha ngendlela yokusebenzisa imali ezindaweni ezizayo.
Kubatshalizimali eYurophu naseSpain abalandela ukuvela komnotho wedijithali waseShayina, i-Alibaba iziveza njengesibonelo: umdondoshiya we-ecommerce phakathi nenguquko ebheke ekubeni, ngaphezu kwakho konke, umhlinzeki wobuchwepheshe bamafu kanye ne-AIImpumelelo yalolu shintsho izoncika emandleni ayo okugcina umfutho wefu, isheshise ukwenza imali ngezinsizakalo zayo zezobunhloli zokwenziwa, futhi, ngesikhathi esifanayo, ithole umkhawulo ebhizinisini layo eliyinhloko.
Isithombe esipendwe yile miphumela yekota ngesenkampani eqhubekela phambili ngokuzimisela ebheke kwikusasa elibuswa yi-AI kanye nefu, kodwa okusafanele ihlanganise izingxenye zezimali zalolo shintsho: Ukwandisa ngokusobala imali engenayo, inzuzo enengcindezi, umzamo wokutshala izimali oyingqopha-mlando, kanye nesimo sangaphakathi esinokuncintisana njengoba kudingeka njenganoma iyiphi imakethe yezobuchwepheshe yomhlaba..
