wen | jiediancaijing bazhen 

damoxing“fengkou”xia，yunjisuanchangshangfenfenruchang“kejin”。

jiweiruanyun（azure ）hegugeyun（google cloud）zhihou，yamaxunqixiaawsyezaijinqifabulezijidejichudayuyanmoxingnova。

yucitongshi，xujiuweilumiandejiefu·beisuosizaibenyuezhonghuiyixian，qizaijieshoumeitifangtanshibiaoshi，ta95%dejinglidoushizairengongzhineng，“xiandairengongzhinengshiyigehengxiangdefunengceng，takeyiyongyugaishanyiqie，bingjiangchuxianzaiyiqiezhong。”

raneryouqudeyimushi，zhuchirenshuoawsmeiyouzijidedamoxingshi，beisuosilianmangshuo，“nitaimangle”。

gangadebiaoxiangbeihou，wufahushideshi，ailangchaoxia，awsyiluozailejingzhengduishouhoumian。chucizhiwai，dazhonghuaqurenshidiaozhengpinfan，yewutuijinmianlinqianlanghouhu，dourangawsbeifuzhongzhongyali。

01 大中华区人事调整频繁

jumeitibaodao，awsdazhonghuaquyihaoweichuruisongyu12yue10rineibufawen，xuanbulexinyilunde“paibingbuzhen”。

qizhong，zuiweiyinrenzhumudeshi，yuanbaidugaoguanwangbobeirenmingweichinatechyewudefuzeren，zhijiexiangchuruisonghuibao。wangbodejiarubeishiweiawszhongshijishutuanduijianshedexinhao。

cengzaibaidudanrenzhuli，zijinnian3yuejiamengawsdececilia dang（dangbibo），shengzhiweistrategy and executive engagementtuanduidefuzeren，zhuanzhuyuzhanlveguihuajigaocengkehuguanxiguanli。

ciwai，ellen sunjianghelingqiyiqifuzeops & business enablingbumen。ellenzaiawsgongzuoyiyousinian，zhiqianguanlisce gcrtuandui，zhuyaogongzuoneirongweiyuawsmeiguozongbujinxinggoutong，xieshangzhongguodadandetejiapifudengxiangguanshiyi。

l8gaoguanlixiaomangbuzaifuzepartners and startup programyewu，zhuanerdanrenchuruisongdezhanlveguwen，qiyuanyewuyouchris sojieshou。

duiyucifanguanlicengde“dahuanxue”，youyeneirenshifenxi，kenengyouzhegaoguanxinlaogengtidemude。yejiushishuo，youyixielaorenjiangtuijuerxianshenzhibianyuanhua，querdaizhideshigengduoxinxianxueyedeliuru。

yeyourenzhichu，xianzaizheiborenshidiaozheng，keyikanzuoshiquniandizuzhitixibiangedejixu，jiawsdazhonghuaquchuruisongshidai2.0ban。

ju《jiediancaijing》lejie，zai2023nian10yuechushangrenawsdazhonghuaquyihaoweihou，churuisongshaochudediyibahuobianshizhongsujiagou，zhongzhengduixing，baokuoduiyuanxian11gebufenjinxingzhongxinguizheng，zaijianhua、hebinghou，huafenchuqiche、guanggao、zhizao、lingshou、yiliaojiankang、youxi、jinrongdeng8daxingyexian，yijidui1700duorendexiaoshouduiwujinxingdagaizu。

biru，gengjiaqiangdiaoxiaoshouduiwude“xingye”daoxiang，cong“xingye”weiduzhenghe、xietongyewu；zairu，tebiejiang13getoubudakehudandulinchulai，xinchenglitop acctbumengenjin，youliangyandaidui。

zhideyitideshi，liangyanyizaijinnian6yuelikaiaws，zhuanertouxiangweiruanyunhuixia。

shishishang，yizhiyilai，awsdechanpinhejishuyanfazongbujunzaibeimei，dazhonghuaquzhuyaochengdandeshichuangshouzhongren，jituanduiawsdazhonghuaqufuzerendehexinkaopingzhibiaoyeshixiaoshouyeji。

chuanwencheng，meiguozongbujichuruisongdingxiade2024niankpishiyingshouzengsuyaobaozhuliangweishu。

lingwai，yujinnian6yue，danrenawsshouxizhixingguansannianzhijiudeadam selipskyxuanbucizhi，yougaojifuzongcaimatt garmanjieren。

02 姗姗来迟的大模型   

shixia，damoxingwuyishigeyunjisuanchangshangjingzhudejiaodian。

2022nian11yuedi，openaishoufachatgpt，cuishengrenleilishishangkanbi“iphonedansheng”dekejigeming。

gugeyunheweiruanyunjinsuiqihou，xunsushangxianzijidedamoxing，zhijinyidiedaishuci，tebieshiweiruanyun，zuoweiopenaidegudong，jinshuiloutaixiandeyue，zhanhuobushaohongli。

juyunqizibendiaoyan，weiruandicengmoxingjibenyilaiopenai，erzaijierudamoxinghou，weiruankaishiyigengdidejiagedabaochushou teams、power bi、azure dengyingyongcengchanpin。

weiruanshouxicaiwuguanaimi·hude（amy hood）cenggaosutouzizhe，suizheyuelaiyueduoderenkaishishiyong openai defuwu，openai jiangwei azure dailaishouru。

awszhidao2023nian4yuecaifabuleyikuanmingweitaitan（titan）dedayuyanmoxing，yijirengongzhinengfuwubedrock，gaifuwuyunxuqiyejiangzijideshujujierurengongzhinengsuanfalaigoujianchanpin。

duibiweiruanyunhegugeyun，awsbujinhouzhihoujue，chanpinyefanxiangpingping。

poyutongyedejingzhengyali，awsyouyu2023nian9yuetouzileanthropic，zheishiyijiashengchengshiailingyudehouqizhixiu，youopenaiyiweiqiangaoguanyu2021nianchuangli。

zhihou2023nian11yue，awszailasiweijiasijubandeniandukehudahuire:inventzhong，dachuyitao“zuhequan”：tuichuamazon q xinxingshengchengshi ai fuzhufuwu，keyibangzhuyuangongkuaisuliyonggongsideshujuhezhuanyezhishihuodewentidaan、jiejuewenti、shengchengneirongdeng，anzhaoqiyekehudeyewujinxingdingzhihua；zhezhongjieshaoleqibedrockfuwu；zhongbangliangxiangzhenduirengongzhinengyouhuadexinban trainium jisuanxinpian，xuanbuyurengongzhinengxinpianzhizaoshangyingweidakuodahezuoguanxi。

danzheixiejudonghuozheshuoxinwen，rengjiumeiyouxianqiduodashuihua。bijing，zichatgptmianshizhangdayiniandeshijiannei，rengongzhinengsaidaoyi“neijuan”chengyiguozhoule。zaizhongguo，damoxingzaojiujuanchu“baimodazhan”detianji，yingyongcengmiandekexuanxiangtaiduole。   

awsshanshanlaichi，shitoudajianbushuo，jiazhichanpinwumingxiandechayihua，“diaodui”qinglizhizhong。

rujin，awsxienovazaizhan，nengfouliwankuanglan？rengshiyigeweizhishu。

03 三方角力，用户更爱“哪朵云”？

fangyanquanqiu，yunjisuanshichangzhuyaobeiaws、gugeyunheweiruanyunsandajutouguafen。

buguo，zaidamoxing“jiaodong”xia，gejuzhengzaifashengbianhua，suiranawsyiranweichilingxiandiwei，danyuzhuiganzhedechajuzhengzaisuoxiao，youqitixianzaiyingshoushang。

shujuxianshi，2024niandisanjidu，awsshixianyingshou274.52yimeiyuan，tongbizengzhang19%；tongqi，weiruanyunhegugeyunyingshoufenbiewei240.9yimeiyuan、113.5yimeiyuan，duiyingtongbizengsufenbiewei33%、35%。

bunankanchu，weiruanyunhegugeyundechengzhangligengqiang，benpaodegengkuai，qieweiruanyunheawsdeyingshouguimoyifeichangjiejin。

shijishang，zaiaizhongsuqianxingwanyedeshidai，deyiyuopenaizhuliheziyandamoxingjiachi，weiruanyunfengtouqiangjing，dedaoyuelaiyueduokehurenke。

2023nian12yue，ruiyinfenxishidui100duojiaqiyeruanjiangoumaizhejinxingyixiangdiaochafaxian，duiyumuqianzhengzaiyunxingrengongzhinenggongzuofuzaideqiyelaishuo，you62%deshoufangzhebiaoshitamenzhengzaishiyongazuredefuwu，you52%deshoufangzhebiaoshizhengzaishiyongaws。

zheiyiweizhe，qiyehuicaiyongbuzhiyijiagongyingshangdeyunfuwu，erxiangbiaws，weiruanyunazuredeshouhuanyingchengdugenggao。

ju《jiediancaijing》lejie，jinnianlaiawsjieliandiushizijiehaiwai、sheindengdakehudebufendingdan。

buzhiyuci，51%deshoufangzhebiaoshi，tamenweilaikaizhanshengchengshirengongzhinengxiangmushi，zuiyoukenengxuanzeweiruanyunazure，jinyou29%huikaolvaws。

huanjuhuashuo，zhanweizhangshixian，azurexiangduiyuawsdeyoushikenenghuijinyibukuoda，quanqiuyunjisuanshichanghuojiangyinaidejiaruzhongxinxipai。

beisuosizhonghuiyixian，zhenzhengdetiaozhancaiganggangkaishi。