Shulou(Shulou.com)11/24 Report--

On the evening of May 18, Alibaba Group Chairman and CEO, and Aliyun Intelligent Group Chairman and CEO Zhang Yong said at the earnings call that Aliyun Intelligent Group would be completely spun off from Ali Group and listed in the next 12 months. He said that reviewing the 14-year development process of Aliyun and the broad future of cloud computing brought about by the rapid development of the AI model at this time, he saw the huge market potential and was full of confidence in the future development of Aliyun.

He believes that the arrival of the intelligent era has brought two new historical opportunities for Aliyun: first, the emergence and wide application of artificial intelligence large models and various industry / proprietary models have put forward new requirements for computing power. Aliyun is the industry's leading cloud computing company that provides super-large-scale, high-performance computing services based on public cloud, based on this technological advantage. Aliyun is supporting the huge computing needs of model development companies and entrepreneurs. Second, on the basis of IaaS and PaaS services, a new "model as a service" (MaaS) is being formed. Aliyun not only provides the basic large model of its own research and development, but also provides models and services for customers, partners and developers based on the basic large model.

According to the financial report, Aliyun Intelligent's total revenue in fiscal year 2023 was 77.203 billion yuan, and the adjusted EBITA profit was 1.422 billion yuan, an increase of 24% over the same period last year, making a profit for two consecutive years.

Recently, Aliyun has launched a series of brand-new products and price policies, including the demonstration of the achievements and industry exploration of the AI model, the launch of price reduction and free trial programs for core products, and a substantial increase in partner commission rates. Zhang Yong said that this will further expand the number of public cloud customers and the scale of cloud use, and lead to the growth of high-performance computing power required for all kinds of AI model training and services, so as to build a healthier and more sustainable growth momentum for Aliyun's long-term development.

According to reports, after Tongyi Qianqian opened the invitation test, 200000 customers have applied for a trial of the Qianqian model. Recently, Aliyun launched the Tongyi Thousand ask partner Program to jointly create an industry-specific model, and plans to launch cloud products and enterprise solutions based on the Tongyi model.

Zhang Yong said that the emergence of the big model has also brought new intelligent opportunities for various businesses within the Alibaba Group. Starting from the comprehensive intelligence of the nails, all Ali's consumer business is worth redoing with the big model. He also revealed that Tongyi Qianqian, as a big language model, is only a member of the Tongyi pre-training model family, and Ali Yun "will soon release more other pre-training models of the Tongyi series."

Recently, Aliyun has significantly reduced the prices of core products. Since May 7, the prices of computing, storage and other products have been reduced by up to 50%. At the same time, free trial products have been opened, which has grown to more than 80 models. Aliyun announced a new ecological partnership policy, which expanded the market size of partners by five times and greatly increased the partner commission rate.

Big model, price reduction and ecological new policy, three core measures will have a positive effect on Aliyun in the future. Market data show that according to Gartner 2022 global cloud computing IaaS market ranking, Aliyun ranked third in the world and first in the Asia-Pacific market. Aliyun operates 86 availability zones in 28 geographic regions around the world, serving more than 4 million customers worldwide.

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