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谷歌员工持续动荡:云计算业务艰难,信息科技新闻_高鹰生殖中心

来源: 新华社
04:17:58

爱的奇迹谷歌员工持续动荡:云计算业务艰难,信息科技新闻

华东理工大学

    本报记者杨庆庆在北京报道,令人惊讶的是,作为国际科技巨头的领导者,谷歌最近上演了一场高管纷纷撤离的场面。11月17日,北京时间,谷歌宣布,托马斯库里安,前甲骨文执行官,将加入谷歌云11月26日,并接管作为首席执行官在2019年初。戴安·格林(Diane Greene)在托马斯·库里安(ThomasKu.)接手谷歌后,将离职。消息一传出,公众就大吵大闹。就在两个月前,戴安·格林在谷歌云的官方博客上亲自宣布,谷歌云的首席科学家李飞飞将辞去谷歌云人工智能负责人和谷歌人工智能中心负责人的职务,李飞飞将在离开后回到斯坦福大学。如今,离开谷歌的人成了Diane Green本人。然而,舆论的声音不仅集中在Diane Green的离去,更是最后一根稻草。Just two days before the departure announcement, Quantum Bit exclusively reported that Li Jia, director of research and development at Google Cloud AI and President of Google AI China Center, had left the company. 这不是一个反映:谷歌云是怎么回事?”If the departure of Li Feifei and Li Jia, both teachers and students, can not explain much, then Diane Green's departure is more or less a symbolic end." "Google's decline in the cloud market is already evident," an industry insider told 21st century economic reporters, who did not want to be named在第四位,Diane Green是VMware和BeBoP的联合创始人。After Google bought Bebop for $380 million in stock in 2015, she went to Google to take charge of Google's cloud platform and application division. During the three years of Google Cloud, Diane Green made Google Cloud more independent from its parent company and attracted a large number of customers, including Twitter and Target. With the rise of artificial intelligence boom, Diane Green began to use artificial intelligence as a business feature, and drew up such cafes as Li Feifei, Li Jia, and Andrew Moore, Li Feifei's successor after his departure. 从那时起,谷歌云平台将其资源集中在人工智能和机器学习上。Including the integration of sales, marketing, Google Cloud Platform (GCP) and Google Apps/G Suite into the current Google cloud business, the establishment of cloud machine learning and cloud computing group, the acquisition of API management company Apigee, machine learning contest and code sharing platform Kaggle, cloud learning platform Qwiklabs and several other start-ups have established vertical organizations in the Google industry, including health, financial services, energy, manufacturing and so on. 然而,这些举措并没有让谷歌云走出包围圈。At present, Google Cloud is far behind Amazon, the world's largest cloud computing market, and Microsoft, the runner-up, and it is difficult to narrow the gap in the short term. According to Synergy Research, a third-party research institute, Google ranks fourth in market share, behind IBM, with a single-digit market share. 不仅市场份额难以被击败,而且谷歌云的增长也非常有问题。According to the latest data released by Canalys, a market research company, global spending on cloud infrastructure services reached $21 billion in the third quarter of 2018, up 46% from the same quarter of 2017. In terms of growth rate, Microsoft Azure and Aliyun grew 76% and 90% respectively, while Google Cloud did not disclose the growth rate of cloud business in its latest quarterly earnings report. "Google has failed to win simple, boring businesses that Amazon has taken away directly," says Marbel Lopez, a Lopez research firm. "他们在创新方面做得很好,但是他们缺少基本的东西。“机会渺茫?What Marbel Lopez calls "simple and boring business" actually refers to the most basic storage and hosting of cloud services, which has always promoted the dominance of Amazon AWS. “创新领域”指的是谷歌的AI能力。然而,大多数企业没有购买谷歌云“创新”单一。The current AI cloud service market is not mature enough, and there are not many AI deployments." Tu Zhiyuan, an analyst at Saidi Consulting Electronic Information Industry Research Center, commented to the 21st Century Economic Reporter. "我认为亚马逊AWS仍然是最好的使用。If I start a business, Amazon is my first choice." A technical engineer sighed to the economic news reporter in twenty-first Century. 他的公司总部设在美国,是一家初创公司,在中国大陆也有业务。据他说,公司目前在全球使用两个云服务提供商,一个是Amazon AWS,另一个是谷歌云。之所以选择谷歌云,主要是因为它便宜。Amazon has more than 1/4 of AWS in terms of performance and quantity." The engineer told the twenty-first Century economic news reporter. 但是谷歌的经验有很多不便之处。例如,谷歌云暂时无法在中国大陆上市。企业对云服务的需求主要是简单、方便和便宜,“他说。Behind this, first is the reliability of cloud services, not always accidents, secondly is security, mainly data security." Compared with these requirements, AI capability is not the most important thing in the current cloud service. 事实上,工程师工作的公司,尽管使用谷歌云,不使用它的人工智能工具。这不适合我们的应用场景。”他坦率地对二十一世纪的经济报告说。Tu Zhiyuan told 21st Century Economic Reporters that Google's differentiated advantage is indeed in its AI capabilities, but the current AI cloud service market needs further development. "谷歌的AI背后有自己的TPU支持,而谷歌绝对是AI能力的领导者。只是公司在云服务中不需要AI。这种需求至少需要3年的时间。”一方面,企业可能不支付账单。另一方面,谷歌云不得不放弃军令。In the first half of this year, Google's involvement in the U.S. military Maven project to assist in the study of AI UAVs was exposed, triggering a wave of protests and resignations among its employees. In an open letter issued by the International Commission on Robot Weapons Control (ICRAC), the two Google CEOs and Diane Green and Li Feifei were pointed at, demanding that Google suspend its cooperation with the Ministry of Defense. "With its cooperation with the U.S. military, Google originally wanted to expand its cloud AI business, but it ended up issuing the seven principles of AI and promising not to build AI weapons because of strong opposition from all sides," said the industry source who said he would not be named. "但是随着100亿美元的军事云计算合作,它已经不可能再插上。Sufficiently, Google's subsequent market competition is bound to be affected, and will undoubtedly further encourage Amazon and Microsoft, which are already strong in the cloud market.

ben bao ji zhe yang qing qing zai bei jing bao dao, ling ren jing ya de shi, zuo wei guo ji ke ji ju tou de ling dao zhe, gu ge zui jin shang yan le yi chang gao guan fen fen che li de chang mian. 11 yue 17 ri, bei jing shi jian, gu ge xuan bu, tuo ma si ku li an, qian jia gu wen zhi xing guan, jiang jia ru gu ge yun 11 yue 26 ri, bing jie guan zuo wei shou xi zhi xing guan zai 2019 nian chu. dai an ge lin Diane Greene zai tuo ma si ku li an ThomasKu. jie shou gu ge hou, jiang li zhi. xiao xi yi chuan chu, gong zhong jiu da chao da nao. jiu zai liang ge yue qian, dai an ge lin zai gu ge yun de guan fang bo ke shang qin zi xuan bu, gu ge yun de shou xi ke xue jia li fei fei jiang ci qu gu ge yun ren gong zhi neng fu ze ren he gu ge ren gong zhi neng zhong xin fu ze ren de zhi wu, li fei fei jiang zai li kai hou hui dao si tan fu da xue. ru jin, li kai gu ge de ren cheng le Diane Green ben ren. ran er, yu lun de sheng yin bu jin ji zhong zai Diane Green de li qu, geng shi zui hou yi gen dao cao. Just two days before the departure announcement, Quantum Bit exclusively reported that Li Jia, director of research and development at Google Cloud AI and President of Google AI China Center, had left the company. zhe bu shi yi ge fan ying: gu ge yun shi zen me hui shi?" If the departure of Li Feifei and Li Jia, both teachers and students, can not explain much, then Diane Green' s departure is more or less a symbolic end." " Google' s decline in the cloud market is already evident," an industry insider told 21st century economic reporters, who did not want to be named zai di si wei, Diane Green shi VMware he BeBoP de lian he chuang shi ren. After Google bought Bebop for 380 million in stock in 2015, she went to Google to take charge of Google' s cloud platform and application division. During the three years of Google Cloud, Diane Green made Google Cloud more independent from its parent company and attracted a large number of customers, including Twitter and Target. With the rise of artificial intelligence boom, Diane Green began to use artificial intelligence as a business feature, and drew up such cafes as Li Feifei, Li Jia, and Andrew Moore, Li Feifei' s successor after his departure. cong na shi qi, gu ge yun ping tai jiang qi zi yuan ji zhong zai ren gong zhi neng he ji qi xue xi shang. Including the integration of sales, marketing, Google Cloud Platform GCP and Google Apps G Suite into the current Google cloud business, the establishment of cloud machine learning and cloud computing group, the acquisition of API management company Apigee, machine learning contest and code sharing platform Kaggle, cloud learning platform Qwiklabs and several other startups have established vertical organizations in the Google industry, including health, financial services, energy, manufacturing and so on. ran er, zhei xie ju cuo bing mei you rang gu ge yun zou chu bao wei quan. At present, Google Cloud is far behind Amazon, the world' s largest cloud computing market, and Microsoft, the runnerup, and it is difficult to narrow the gap in the short term. According to Synergy Research, a thirdparty research institute, Google ranks fourth in market share, behind IBM, with a singledigit market share. bu jin shi chang fen e nan yi bei ji bai, er qie gu ge yun de zeng zhang ye fei chang you wen ti. According to the latest data released by Canalys, a market research company, global spending on cloud infrastructure services reached 21 billion in the third quarter of 2018, up 46 from the same quarter of 2017. In terms of growth rate, Microsoft Azure and Aliyun grew 76 and 90 respectively, while Google Cloud did not disclose the growth rate of cloud business in its latest quarterly earnings report. " Google has failed to win simple, boring businesses that Amazon has taken away directly," says Marbel Lopez, a Lopez research firm. " ta men zai chuang xin fang mian zuo de hen hao, dan shi ta men que shao ji ben de dong xi." ji hui miao mang? What Marbel Lopez calls " simple and boring business" actually refers to the most basic storage and hosting of cloud services, which has always promoted the dominance of Amazon AWS. " chuang xin ling yu" zhi de shi gu ge de AI neng li. ran er, da duo shu qi ye mei you gou mai gu ge yun" chuang xin" dan yi. The current AI cloud service market is not mature enough, and there are not many AI deployments." Tu Zhiyuan, an analyst at Saidi Consulting Electronic Information Industry Research Center, commented to the 21st Century Economic Reporter. " wo ren wei ya ma xun AWS reng ran shi zui hao de shi yong. If I start a business, Amazon is my first choice." A technical engineer sighed to the economic news reporter in twentyfirst Century. ta de gong si zong bu she zai mei guo, shi yi jia chu chuang gong si, zai zhong guo da lu ye you ye wu. ju ta shuo, gong si mu qian zai quan qiu shi yong liang ge yun fu wu ti gong shang, yi ge shi Amazon AWS, ling yi ge shi gu ge yun. zhi suo yi xuan ze gu ge yun, zhu yao shi yin wei ta pian yi. Amazon has more than 1 4 of AWS in terms of performance and quantity." The engineer told the twentyfirst Century economic news reporter. dan shi gu ge de jing yan you hen duo bu bian zhi chu. li ru, gu ge yun zan shi wu fa zai zhong guo da lu shang shi. qi ye dui yun fu wu de xu qiu zhu yao shi jian dan fang bian he pian yi," ta shuo. Behind this, first is the reliability of cloud services, not always accidents, secondly is security, mainly data security." Compared with these requirements, AI capability is not the most important thing in the current cloud service. shi shi shang, gong cheng shi gong zuo de gong si, jin guan shi yong gu ge yun, bu shi yong ta de ren gong zhi neng gong ju. zhe bu shi he wo men de ying yong chang jing." ta tan shuai di dui er shi yi shi ji de jing ji bao gao shuo. Tu Zhiyuan told 21st Century Economic Reporters that Google' s differentiated advantage is indeed in its AI capabilities, but the current AI cloud service market needs further development. " gu ge de AI bei hou you zi ji de TPU zhi chi, er gu ge jue dui shi AI neng li de ling dao zhe. zhi shi gong si zai yun fu wu zhong bu xu yao AI. zhe zhong xu qiu zhi shao xu yao 3 nian de shi jian." yi fang mian, qi ye ke neng bu zhi fu zhang dan. ling yi fang mian, gu ge yun bu de bu fang qi jun ling. In the first half of this year, Google' s involvement in the U. S. military Maven project to assist in the study of AI UAVs was exposed, triggering a wave of protests and resignations among its employees. In an open letter issued by the International Commission on Robot Weapons Control ICRAC, the two Google CEOs and Diane Green and Li Feifei were pointed at, demanding that Google suspend its cooperation with the Ministry of Defense. " With its cooperation with the U. S. military, Google originally wanted to expand its cloud AI business, but it ended up issuing the seven principles of AI and promising not to build AI weapons because of strong opposition from all sides," said the industry source who said he would not be named. " dan shi sui zhe 100 yi mei yuan de jun shi yun ji suan he zuo, ta yi jing bu ke neng zai cha shang. Sufficiently, Google' s subsequent market competition is bound to be affected, and will undoubtedly further encourage Amazon and Microsoft, which are already strong in the cloud market.

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裁员34万市值大跌,从代工之王跌落的富士康该不该怪苹果?

    在中国制造业企业当中有一个庞然大物,这就是苹果手机的最重要代工企业富士康,这个雇员达到百万人的超级制造业巨头曾经号称一个公司占据了整个中国GDP出口的3.9%,进口的3.6%,其6月份上市的时候,也曾经一你猜你猜你猜猜猜_高鹰生殖中心度成为中国市值最高的大盘股。

      然而时过境迁,当年风头无两的富士康现在也显得非常不如意了,传出了裁员自救、削减200亿开支的计划,大家都在问超级巨头富士康到底怎么了?这个锅该不该苹果背?

    

    

    

    

    

    下载APP 阅读本文更深度报道一、富士康的多事之秋

      曾经,我们就专门就富士康上市之后仅仅几天就打开涨停板,之后不断下跌来谈论富士康所面临的劳动密集型企业的潜在危机。然而,时间不到半年,我们已经不需要再纠结富士康是不是打开涨停板了,而是富士康如何渡过当前的难关。

      根据《时间财经》的消息显示,继6月底富士康科技集团在中国台湾地区裁员数千人,近期包括富士康在内的母公司鸿海集团计划裁员共计34万人,对外鸿海集团的一致口径是“费用检视”。

      根据鸿海集团内部的一份备忘录显示,鸿海认为2019年将会是充满竞争和挑战的一年,为了应对竞争与挑战鸿海准备削减200亿元人民币(约29亿美元)的成本,其中60亿元会用在削减iPhone业务,并且计划再裁减10%的非技术人员。

      作为苹果公司的所谓“御用”制造商,这些年来随着苹果的高速发展,富士康也是赚的盆满钵满,虽然我们一直在诟病富士康所采用的没有人情味的生产模式和业务发展状态像极了卓别林的老电影《摩登时代》,但是我们必须要承认拥有百万劳动大军的富士康是非常成功的企业巨头,其制造业能力的确不容小觑。然而,就是庞然大物的富士康却要裁员34万,削减200亿成本,其究竟发生了什么?

      根据媒体的报道显示,今年9月份,苹果发布了三款新品iPhone手机,旗舰机型iPhoneXS的价格更是刷新了史上最贵,被称为最昂贵的苹果手机,于是整个苹果产业链都乐观的估计,2018年将会是苹果销量最好的一年。基于这样的判断和预期,以富士康为代表的苹果产业链重要企业都在为预想而来高生产订单做着准备,以应对即将到来的生产旺季,特别是对十月份上市的iPhoneXR给予重望。

      根据此前《界面》的报道显示,富士康郑州园区为iPhoneXR准备了27条生产线,富士康深圳的观澜园区的12条生产线也随时做好了组装iPhoneXR的准备,据不完全统计,富士康为iPhoneXR准备了多达60条生产线,可以说富士康是不惜一切代价ALL IN了iPhoneXR。

      然而,让富士康始料不及的是,由于苹果产品的创新过于有限,定价又过高,直接导致了消费者需求异常疲软,上市不足一个月,三款手机甚至出现了1000元以上的降价,不仅在苹果的历史上绝无仅有,更让苹果的生产链企业大失所望。

      最终,苹果不得不调整iPhoneXR的生产订单,在原计划上减产约500万部,这个相当于富士康一个星期的满负荷产能,受此影响最近一段时间苹果供应链各大企业全部股价暴跌,富士康更是首当其冲。那么富士莉亚迪桑38分38秒_高鹰生殖中心康当前的问题该不该怪苹果呢?

    

    

    

    

    

    二、富士康的锅该苹果背吗?

      很多人在看到上面情况的时候,相信都会有些惋惜,这种纯粹“城门失火殃及池鱼”的情况的确是让人非常无奈。从直接的角度来看,富士康出现这样的问题的确是苹果的锅,苹果在这方面算是难辞其咎,但是,我们仔细想想虽然直接原因在于苹果,富士康自身也同样负有不可推卸的责任,为什么会这么说呢?

      一是苹果销售不佳的情况其实早就出现了。在我们之前分析苹果的时候就曾经说过,自从乔布斯过世之后,苹果其实就已经进入了一个创新的瓶颈期,对于库克来说这是一个非常擅长守成,也非常善于供应链管理的企业家,如果换做其他任何一家公司,苹果当前的表现都可谓之相当惊艳,在乔布斯过世之后,库克甚至带领苹果冲上了万亿美元市值的宝座,这样的表现可谓可圈可点。只可惜,库克接手的是苹果公司,这是一家依靠创新不断驱动前进的企业,乔布斯的现实扭曲力场已经让苹果csol导弹基地上山_高鹰生殖中心公司定型了,一旦苹果公司给大家带不来足够的创新的话,必然会难以维持当前的市场地位。

    2018年一季度,iPhoneX的生产订单就曾经被削减了2000万台,已经让富士康大伤元气了,然而富士康却依旧没有吸取教训,这是富士康混沌魔石碎片什么用_高鹰生殖中心自身的第一个问题。

      二是企业发展过度依赖单一订单。富士康的成功可以说直接源自于苹果公司,作为苹果的最重要代工企业,富士康正是由于给苹果代工赚取了第一桶金,并不断地发展壮大,成为了如今的制造业巨无霸。然而,在富士康最辉煌的时候,富士康却并没有意识到鸡蛋都放到一个篮子里的危险,如果苹果发展的很好,富士康自然可以顺风顺水分得苹果高速发展的羹,如果苹果出现问题呢?

      富士康把自身的业务发展完全依赖于苹果的弊端就会逐渐显现出来,富士康当前就面临着单一订单企业的困境了。其实,作为富士康创始人的郭台铭是一位非常精明的企业家,所以我们有充分的理由相信他肯定会意识到这样的问题。

      然而长期依赖于苹果的成功让富士康已经形成了路径依赖,如果想要彻底改变的话,需要巨大的勇气,很显然富士康还没有足够的勇气,这是富士康自身的第二个问题。

      三是全部押注苹果的危机加剧。其实前面两个问题如果不能避免的话,第三个问题则是富士康自身的问题了,富士康太过于依赖苹果,以至于对于苹果有着盲目的自信,一方面,过分相信苹果的市场影响力和销售预期,所以投入梦幻修仙96pk_高鹰生殖中心了太多的资源用于苹果生产线的准备,最终这些生产线不仅没能实现大规模生产,反而大量业务不饱和甚至出现了生产资源浪费,这些生产线还很多是单一化生产线难以被用于生产其他的产品,最终成为了富士康极大的负担。

  &nininline_高鹰生殖中心bsp;   另一方面,富士康在美国威斯康辛投资建设了巨大的生产基地,据说能够创造1.3万个工作岗位,然而这一切的基础都是苹果的生产良好,据媒体报道,这些生产基地要到2046年才能收回成本,一旦苹果出现问题这些都将成为富士康难以处理的烫手山芋。

      在赌场的博弈当中,有一种操作手法叫做ALL IN,也就是我们常说的孤注一掷,这样的结果有可能大赢也有可能满盘皆输,无疑富士康现在第三个问题就是把把ALL IN苹果的苦果了。

      对于个人投资者来说,富士康的上市公司工业富联截至2018年11月23日收盘,股价只剩下了11.81元每股,暴跌了5%,较6月份上市的开盘价已经破发多时,远低于开盘价位,这样暴跌的股价实在是让人震惊。这个时候的投资者们估计最好别把筹码放于个股之中,当前的市场操作更应该以被动操作为主,与其买电子类个股不如考虑指数类基金代之,例如天弘指数基金当中的中证电子指数基金往往会比直接投资股票来的更加安全,尽量减少主动操作,降低不必要的主动性风险才是当前市场动荡格局之下的投资的第一要务。

      对于富士康来说,富士康毕竟是“瘦死的骆驼比马大”,虽然受到了苹果的影响,但是还有着转型的资本,这就需要富士康有没有勇气进行战略的调整,尽快摆脱对苹果的单一依赖,否则将有可能面对更大的问题。

      富士康裁员省钱真的会有用吗?大家怎么看呢?

    

    

    

    

      

    

        本文首发于微信公众号:江瀚视野观察。文章内容属作者个人观点,不代表网立场。投资者据此操作,风险请自担。

    

     (责任编辑:宋政 HN002)

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