《经济学人》精读33：Great cloud of China

Chinese tech companies plan to steal American cloud firms’ thunder

Alibaba aims at matching or surpassing Amazon Web Services by 2019

Jan 18th 2018 | SHANGHAI

WHICH of the world’s tech giants boasts the fastest-growing computing cloud? Many would guess either Amazon or Google, which operate the world’s largest networks of data centres, but the correct answer is Alibaba. In 2016 the cloud-computing business of the Chinese e-commerce behemoth grew by 126%, to $675m. Growth is unlikely to slow soon.Simon Hu, president of Alibaba Cloud, wants it to “match or surpass” Amazon Web Services (AWS) by 2019.

That is a stretch: AWS is estimated to have generated revenues of about $17bn in 2017. But Alibaba’s cloud (known locally as Aliyun) is one of a thriving group: China’s cloud-computing industry as a whole is growing rapidly. Even more intriguing than its speedy expansion is the fact that China’s cloud is different to that of Western firms in important ways.

behemoth: 这个单词前面精读文章有学到, something very big and powerful

intriguing: 这个也是前面学过， extremely interesting: fascinating

阿里巴巴的云服务将有望在2019年与亚马逊云服务持平或者赶超亚马逊，而且更有意思的是，中国的云服务在很多重要地方和西方国家的不同

The technology that China’s cloud-computing providers use is not so dissimilar. Indeed, the fact that Western tech firms have released much of the necessary code as open-source software made it easier for them to get going. “That brought us to the same starting-line,” says Xilun Chen, the chief executive of EasyStack, which builds clouds for many Chinese firms.

What varies is how the technology isused—a result of the respective roots of cloud computing. In the West the first customers were startups and only later, bigger firms. In China the cloud grew out of consumer services, including Taobao, Alibaba’s e-commerce marketplace, and the online games offered by Tencent, the second-biggest online firm. As a result, many cloud services are not yet ready for complex, mainstream corporate applications, says Evan Zeng of Gartner, a research firm.

因为西方的那些科技公司已经把必要的代码作为一种开源软件，所以中国公司起步就简单地多，大家就处于同一起跑线了。

As these services develop, however, there is huge potential. In the West almost all firms have long had sophisticated inhouse information-technology systems, which many are hesitant to abandon. In contrast, the IT of most Chinese companies is underdeveloped. “They can jump directly to the cloud,” says Ji Xinhua, the founder and chief executive of UCloud, a smaller but fast-growing cloud provider.

Another divergence stems from regulation.Whereas in the West organisations such as government agencies and financial firms often share data centres with other customers, in China there are separate “industry clouds”. Banks, for instance, are encouraged to sign up for services provided by outfits such as CIB FinTech, a spin-off from China’s Industrial Bank, because it reflects the latest regulations and makes things“more convenient” for regulators, in the words of its boss, Chong Chen.

西方大部分公司原本就有自己的一套信息技术系统，很难抛弃它们，而中国公司不一样，很多在IT方面都是不成熟或者是空白的，所以中国公司转向云服务是比较容易的

diverge: to split and move out in different directions from a single point

divergence between dialects

there is a wide divergence of opinion between the parties

And whereas AWS, Microsoft and Google already rule the Western roost, the eventual cloud leaders in China are as yet unknown. Alibaba, China Telecom and Tencent are ahead (see chart), but that could change, says Mr Zeng. Huawei, a maker of telecoms gear, has ambitious plans. Smaller players, such as UCloud, may catch up.

Whichever firm ends up leading, Chinese and Western cloud providers are bound to run into each other—though not so much in their home countries as in such places as Europe and India. AWS and its main rivals have been busy building data centres abroad for some time, including in China. But Alibaba and Tencent are catching up. Alibaba, for example, operates a dozen computing plants abroad and will open another one this month in India, near Mumbai. “We have taken on Amazon on all fronts,” says Alibaba’s Mr Hu.

国外是google 和微软是领头羊，已经奠定了王者的位置，但国内的行业翘楚则还没有确定，阿里巴巴，腾讯和中国联通处于领先位置，但华为和Ucloud也有可能后来居上。

阿里巴巴在各个战线都要和亚马逊拼一把！

On the face of it, Western clouds should be able to stay ahead. They are still far bigger and have a technological edge, for instance in specialised chips to crunch reams of data for artificial-intelligence services. The reluctance to use Chinese technology is growing, and not just in America. But the Chinese competitors have some advantages of their own. They can rely on a huge home market in which foreign rivals are unlikely to make much headway, not least because of regulation. Laws force foreign cloud firms to have a Chinese-owned partner to operate local datacentres. This adds complexity and puts them at a disadvantage. What is more, many subsidiaries of Chinese firms in other countries are likely to opt for a Chinese cloud.

And then there is geopolitics. Alibaba, in particular, will make a special effort, because it sees its cloud as part of China’s Belt and Road Initiative, President Xi Jinping’s ambitious infrastructure plan to connect his country with other parts of Asia, Europe and Africa. Mr Hu recently said that it is this initiative which made him confident that his firm will be able to surpass AWS. Perhaps, one day, the plan will be renamed “One Belt, One Road, One Cloud”.

国外公司有它们的优势，规模更大，技术更强有优势，譬如特殊的芯片处理海量的信息。还有部分企业比较犹豫用中国的云服务公司

但中国的公司也有它的优势：占据着国内巨大的市场，国外公司很难进入，法律法规也使外资公司必须和中国公司搭档才能提供服务，其他国家的中国分公司也倾向于选择中国云服务商

make headway: to move forward or make progress

总结：云服务争斗风起云涌，一带一路一云才是王道

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Results

Lexile®Measure: 1100L - 1200L

Mean Sentence Length: 16.00

Mean Log Word Frequency: 3.19

Word Count: 736

这篇文章的蓝思值是在1100-1200L， 适合英语专业大二的水平学习，是经济学人里普通难度

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