Not enough.
Still have to pass the exams on Indian and Vietnamese streets first:
News on China's scientific and technological development.
- Thread starter Quickie
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Still have to pass the exams on Indian and Vietnamese streets first:
This need an evil AI system to survive
Funnily enough, all this require a lot of help from AI chips and cloud. To that end, Baidu smart cloud has announced the creation of automotive cloud.
They got 10 out of top 15 domestic automakers covered as well ass 5 out of top 10 NEV makers. The obvious missing ones in there Are BYD, SAIC, Chery and XPeng. They have FAW, Geely, Dongfeng, NIO and Li Auto
Geely is using it to do cloud calculation, big data platform and AI center and PasS layer. NIO is probably using for the auto driving as well.
The other thing that came out of their Baidu 20222 smart cloud summit is the smart city project.
Claim to have over 200 customers in their smart city project. The collective computer for cities went up from 31 EFlops in 2016 to 135 EFlops by 2020
I did a pretty look through new item for Baidu cloud vs Alibaba cloud and Tencent cloud. It seems like Baidu is a lot more focused on AI/Smart cloud than its competitors. So while it's cloud market share is not large, it's been tasked with a lot of tasks of building AI data centers for large customers to do large scale training.
supercat
Major
Some say that perating system may be a bigger issue to Chinese automakers than chips. The saving grace is that China still has 3-5 years to catch up and companies such Huiwei are already working on it.
China's pharmaceutical industry is advancing rapidly.
China's pharmaceutical industry is advancing rapidly.
They are making Huawei do everything. What are the other companies doing?
I'd say it was for Huawei too. If it was only chips Huawei could easily stick with lower-end phones. Most users rarely use the full power of their devices. The real problem was the lack of access to Android services and popular apps (which happen to be mostly American). That was what killed the appeal of Huawei.
hmm, BYD makes everything themselves.
Maybe this ex-minister is just a little behind his time. Or maybe he has spent too much time with those slow legacy automakers that BYD is about to put out of business.
the issue is not the OS itself, but rather support for Apple CarPlay and Android auto. For export, you need to support these things. According to BYD, they will support it on Atto 3. We will see.
Any self respecting automaker should be developing their own OS. Tesla has their own OS based on some version of linux Ubuntu.
Mckinsey report on Chinese cloud market
Expect it to grow from $32 billion in 2021 to $90 billion in 2025. IT work load go from 59% public/private cloud in 2021 to 78% public/private cloud in 2025. Personally, I think any self respecting IT firm should have their own data storage and computing power, but cloud is the way people are going.
70% of people preferred Chinese CSP, 20% had no preference and 10% preferred Global CSPs
This number looks different from Gartner number, but gives you a sense of the major players in the Chinese market
Public cloud growing really fast, private cloud not as much.
Chinese cloud servers are dominated by IaaS
Top public IaaS CSPs are Alibaba(34.3%), China Telecom! (14%), Tencent (11.2%), Huawei(10%), China Mobile(8.4%). Surprised Baidu is not up here. (CPU/GPU, network storage, bandwidth)
Top public PasS CSPs are Alibaba, Huawei, Tencent and Baidu. (PasS includes AI/ML)
For first quarter
Alibaba still leads, but Baidu saw the largest growth. Alibaba at 36.7%, Huawei at 18%, Tencent at 13.7% and Baidu AI Cloud at 8.4%. Seems like Baidu cloud is mostly about AI.
According to Baidu's most recent earnings call, they have the largest AI cloud market share in China and grew 31% YoY.
Baidu recently announced their all new Cloud Intelligence Integration 3.0 which combines IaaS (kunlun chips) with PaaS (through PaddlePaddle). Against, Kunlun-3 ready from mass production in early 2024.
Expect it to grow from $32 billion in 2021 to $90 billion in 2025. IT work load go from 59% public/private cloud in 2021 to 78% public/private cloud in 2025. Personally, I think any self respecting IT firm should have their own data storage and computing power, but cloud is the way people are going.
70% of people preferred Chinese CSP, 20% had no preference and 10% preferred Global CSPs
This number looks different from Gartner number, but gives you a sense of the major players in the Chinese market
Public cloud growing really fast, private cloud not as much.
Chinese cloud servers are dominated by IaaS
Top public IaaS CSPs are Alibaba(34.3%), China Telecom! (14%), Tencent (11.2%), Huawei(10%), China Mobile(8.4%). Surprised Baidu is not up here. (CPU/GPU, network storage, bandwidth)
Top public PasS CSPs are Alibaba, Huawei, Tencent and Baidu. (PasS includes AI/ML)
For first quarter
Alibaba still leads, but Baidu saw the largest growth. Alibaba at 36.7%, Huawei at 18%, Tencent at 13.7% and Baidu AI Cloud at 8.4%. Seems like Baidu cloud is mostly about AI.
According to Baidu's most recent earnings call, they have the largest AI cloud market share in China and grew 31% YoY.
Baidu recently announced their all new Cloud Intelligence Integration 3.0 which combines IaaS (kunlun chips) with PaaS (through PaddlePaddle). Against, Kunlun-3 ready from mass production in early 2024.
