In the era of Cloud2.0, can operators grasp the general trend of the cloud?

In 2017, the concept of Cloud 2.0 emerged as a pivotal milestone in the evolution of cloud computing. This year marked the beginning of a new phase where cloud service providers introduced their own interpretations of what Cloud 2.0 meant, sparking renewed interest and innovation in the industry. Let’s explore this transformation through the insights of industry leaders. According to Hu Xiaoming, President of Alibaba Cloud, the Cloud 1.0 era was characterized by the migration of IT infrastructure, services, and data to the cloud. However, he emphasized that the true Cloud 2.0 era had just begun, driven by data and artificial intelligence. This shift signaled a move from basic cloud adoption to more intelligent and integrated solutions. At the Huawei Connect Conference, CEO Hu Houkun described Cloud 2.0 as the "industry cloud" era. Unlike Cloud 1.0, which was primarily used by internet companies, Cloud 2.0 is now focused on enterprise digital transformation. Companies across various sectors are exploring how to leverage cloud technology for better efficiency, scalability, and innovation. Zhang Yaqin, President of Baidu, highlighted at the Baidu Yunzhi Summit that advancements in AI, big data, and supercomputing have propelled cloud computing into a new stage. The convergence of AI, Big Data, and Cloud Computing—referred to as ABC—has become the hallmark of Cloud 2.0. Although perspectives on Cloud 2.0 vary, one thing is clear: cloud computing has become a fundamental pillar of enterprise digital transformation. As it continues to evolve, it will drive changes across industries, reshaping both technology and business models. While internet companies and IT vendors are central players in the cloud ecosystem, there's an often-overlooked participant: the telecom operator. With giants like AT&T and Verizon stepping back from public cloud services, some have questioned the relevance of operators in the Cloud 2.0 era. But is their role limited to just providing network infrastructure? The author believes that shifts in user demand, service models, and market competition could open new opportunities for operators, especially in regions like China and Europe. Traditional enterprises, with their complex IT landscapes, require more than just online solutions. A blended approach of online and offline services is becoming essential. Operators, with their strong presence in government and enterprise markets, have unique advantages. They possess extensive customer relationships, well-established service systems, and deep experience in ICT integration. While internet-based cloud providers are expanding their enterprise offerings, operators remain competitive in B2B environments. To fully capitalize on these opportunities, operators must enhance their capabilities and adapt to the changing landscape. This requires internal transformation and a focus on continuous learning, much like AT&T’s strategy of retraining employees in IT and cloud technologies. Another key opportunity lies in the demand for diverse ICT services. Enterprises are seeking “cloud + X” solutions that combine cloud computing with other services like IoT, networking, and communication. Operators, with their core network strengths, can offer integrated services that meet these evolving needs. For example, China Telecom has launched “Cloud Netcom” in Guangdong, offering flexible and secure cloud dedicated line services. This model highlights the potential for operators to provide converged services that go beyond traditional cloud offerings. Finally, the trend toward multi-cloud strategies presents another area where operators can play a significant role. Enterprises are increasingly adopting multiple cloud providers, and hybrid cloud architectures are becoming the norm. Operators can support this by offering seamless connectivity between private and public clouds, along with integrated management tools and localized services. In a multi-cloud world, a neutral and reliable operator cloud service can be a valuable choice for enterprises. Many large companies in China, such as 12306 and Geely, have already adopted a multi-cloud approach, using both Alibaba Cloud and Tianyi Cloud to support different business needs. As the Cloud 2.0 era continues to unfold, the role of operators remains vital. Their ability to combine cloud, network, and other services positions them well to meet the growing demands of enterprises in a rapidly changing digital landscape.

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