谷歌明年将重点投资云计算业务努力赶超亚马逊和微软

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据国外媒体报道，谷歌是云计算领域的先驱，曾耗时多年建设数据中心以支持旗下搜索业务。但是，由于坐视其他公司率先推广“基础设施即服务”（IaaS），结果谷歌错失了先机

据国外媒体报道，谷歌是云计算领域的先驱，曾耗时多年建设数据中心以支持旗下搜索业务。但是，由于坐视其他公司率先推广“基础设施即服务”（IaaS），结果谷歌错失了先机。谷歌母公司Alphabet如今意欲缩小与亚马逊和微软的差距，这主要是因为它想要创建另一个可靠的营收来源，而不是仅仅依赖于广告收入。

缩小与亚马逊和微软差距

去年11月份，Alphabet请出公司董事会成员黛安·格林妮（Diane Greene）掌舵云计算业务部门。格林妮是企业云计算系统开发商VMware的联合创始人兼CEO，在她的主持下，Alphabet旗下多项业务被整合为一个名为“Google Cloud”的业务部门。

今年6月份，格林妮聘请塔利奇·沙乌卡特（Tariq Shaukat）负责发展势头不错的销售团队。沙乌卡特之前曾是拉斯维加斯娱乐公司Caesars Entertainment首席商业官，因此让他负责一家以计算机工程师为主的公司的销售团队，多少让人感到有些意外。

在硅谷，不止一人透露格林妮在并购方面具有“生杀大权”。自执掌谷歌云计算部门以来，格林妮已经完成了至少四笔重量级交易，其中包括斥资6.25亿美元收购Apigee，后者主要是为云计算应用的企业客户开发相关工具。

如今距离执掌谷歌云计算部门整整过去了一年时间，格林妮绝对有资格来展现自己的成绩。据市场研究机构Synergy Research Group估计，自2015年第二季度以来，谷歌在所谓的公有云市场（包括数据存储服务、计算服务和网络服务）的份额已经增长了一倍多，达到5%左右，但仍然远远落后于微软的12%和亚马逊的43%。

亚马逊云计算服务部门AWS去年的收入接近80亿美元，而今年则有望突破100亿美元大关。虽然Alphabet迄今并未公布Google Cloud部门的业绩，但业内人士估计该部门的销售额仅为亚马逊AWS的十分之一。

云计算成明年重点投资领域

在10月27日的财报电话会议上，谷歌CEO桑达尔·皮查伊（Sundar Pichai）表示，云计算部门将是他在2017年进行重点投资和人员扩充的“最大领域之一”。但是，加拿大皇家资本市场（RBC Capital Markets）分析师乔纳森·阿特金（Jonathan Atkin）依旧对谷歌云计算部门在格林妮带领下能取得多大成绩表示怀疑。

他说：“谷歌拥有与这个行业相关的原始基础设施，但缺乏在这一市场取得成功的内在特质。”一位不愿透露姓名的投资人也赞同这种看法：“他们不具备与首席信息官打交道的DNA。”

自创立以来，谷歌的优先战略是开发被数十亿人使用的软件，这也恰恰是谷歌长期以来忽略商业应用市场的原因。谷歌G Suite部门高官普拉巴卡·拉格哈万（Prabhakar Raghavan）曾经提出了一项吸引1000万用户的功能的想法。他说，G Suite部门工程师对这一想法的反应是“您饶了我吧”。

沙乌卡特说，此一时，彼一时：“我们在三四年以前推崇的东西，可能与我们今天所推崇的东西完全不一样了。”沙乌卡特表示，如今，与首席信息官和其他企业高管会面是他的“全职工作”。

依旧面临吸引新客户的压力

一位谷歌前员工说，谷歌目前还面临着吸引新客户的压力，因为该公司云计算业务收入大部分来自于两个客户：苹果及Snapchat母公司Snap。知情人士透露，苹果已经开发了一个名为“McQueen”的内部照片存储系统，试图逐渐结束对谷歌和亚马逊服务器的依赖。一位与Snap关系密切的投资人说，该公司有一天也有可能走上相同的道路。

谷歌和AWS近年来掀起了“价格战”，先后实施多轮降价以吸引企业客户。除了降低产品价格，谷歌还向云计算服务客户提供了一些集成人工智能的工具，比如图像识别功能。网络安全公司CEO马修·普林斯（Matthew Prince）说：“人们的一个固有观念是，谷歌的云计算服务仍然很难用。这就好像是每个人都在说标准的英语，只有谷歌在说法语一样。”

编辑：admin

标签: 谷歌明年重点投资云计算业务努力赶超亚马逊