The financial report reveals BAT in the context of artificial intelligence: Some people are stable, some are anxious


Editor’s Note: This article is from WeChat public account “AIDaily” (ID: AIDaily), author Xiao A, editor Xiao A, 36 is authorized to publish.The original title “Financial Report reveals BAT in the context of artificial intelligence: Ma Yun is stable, Ma Huateng is anxious, and Li Yanhong’s ambition is revealed.” In the second quarter of 2019, various listed companies handed over the quarterly answer, cloud computing, AI.Hardware and AI technology are still an important part of the financial report.However, several families are happy, even though the acceptance of AI technology is getting higher and higher, and the products and application scenarios are more and more, the benefits brought about by this aspect are not satisfactory.Of course, except for cloud computing.Strong growth of cloud computing On August 15, Alibaba released the last financial report before Ma Yun officially retired. The financial report shows that this quarter, Alibaba Group’s revenue reached 114.924 billion yuan, an increase of 42%.Not based on US GAAP, the net profit was 30.949 billion yuan, a year-on-year increase of 54%.E-commerce as its core business is gratifying, with revenue reaching 99.544 billion yuan. Tmall’s physical payment GMV increased by 34% year-on-year, but it is still the cloud computing business.The financial report shows that Alibaba’s cloud computing business’s revenue growth is relatively fast, up 66% year-on-year, reaching RMB 7.787 billion.According to analyst analysis Canalys, in the first quarter of 2019, Alibaba Cloud’s market share in China expanded to 47.3%.In this statistic, the second Tencent cloud only accounted for 15.4%, the third Amazon AWS only accounted for 8.8%, and the fourth Baidu cloud only accounted for 8%.Among them, although Tencent Cloud ranks second in the domestic cloud market, its pressure is even greater than Alibaba Cloud.In the second quarter and first half of 2019’s performance report released by Tencent, other income sectors dominated by financial technology and cloud computing increased 37% year-on-year to 22.9 billion yuan, accounting for 26% of Tencent’s total revenue..However, this sector is still showing a relatively large decline compared with the growth of 263% in 2016, the growth of 153% in 2017 and the growth of 80% in 2018.In fact, Tencent began to adjust its B-side business in August last year, not only expanding its sales team and product types, but also increasing its penetration of small and medium-sized business customers by working with independent software developers and agents.Tencent also said that the growth of enterprise services is mainly driven by the number of commercial payment users, the number of merchants, transaction revenue and cloud service revenue growth.But as of now, Tencent Cloud still does not threaten the position of Alibaba Cloud’s domestic cloud market.However, Baidu, which was gradually stripped of BAT by default, brought some surprises to the domestic cloud market this quarter.According to the statistical report of Canalys, Baidu Intelligent Cloud (hereinafter referred to as “Baidu Cloud”) surpassed Tianyi Cloud for the first time in the domestic cloud market, and the market share of Amazon AWS is only 0.8%.IDC pointed out in a report in May that Baidu Cloud entered the top five in the domestic cloud market for the first time in the second half of last year.The rise of Baidu Cloud benefited from the combination of cloud computing and artificial intelligence. Its hosting of the CCTV Spring Festival Evening Red Packets campaign has won an opportunity to demonstrate its capabilities and has achieved success.In fact, in the fourth quarter of 2018, Baidu Cloud’s revenue reached 1.1 billion yuan, four times the fourth quarter of 2017.According to IDC’s previous statistical report, the domestic cloud service market reached US$2.46 billion in the first quarter of 2019, a year-on-year increase of 67.9%.Baidu Cloud and Huawei Cloud have shown a strong growth rate, which means that the domestic cloud market structure still has a lot of variables.In addition to cloud computing, the highly competitive AI hardware, the listed giants also value the AI ​​hardware such as smart speakers, and AI hardware is gradually narrowing the gap with the Silicon Valley giants.In the third quarter of 2018, the first time in the Alipay newspaper, the artificial intelligence sector appeared. The revenue data at that time was from the Tmall Elf, and the sales volume of the Tmall Elf was the first time since the sale.Subsequently, after fierce competition in 2018, the domestic smart speaker pattern was basically confirmed, Ali, Baidu, and Xiaomi were firmly in the top three.After that, Ali and Baidu fell into the data battle of “Who is the first in the country” after entering 2019.In the first quarter, Baidu announced that the sales of small speakers in the first quarter exceeded the full year of 2018, and more than Ali became the first in the country.Ali has classified the Tmall Elf into an innovative business (including Gold and Tmall), and has maintained a growth rate of more than 20% since the first quarter of 2019.Revenue in the second quarter reached 1.281 billion yuan, exceeding the first quarter of 1.207 billion yuan.Previously, data analysis company Strategy Analytics released the 2019 Q2 global smart speaker market share report, Baidu smart speakers in the second quarter with 4.7 million units of sales topped the domestic smart speaker list, followed by Ali’s 4.3 million units and3.4 million sets of millet.The above data comes from Strategy Analytics. In fact, sales may not be the only concern of these listed giants. Whether Baidu or Xiaomi or Ali are trying to make smart speakers into the control and entrance of smart homes, this aspect,Xiaomi’s hardware advantage is even greater.In addition to the speakers, the chip has also become a competition point for the giants.Layout cloud computing was once a bold and far-sighted decision of Ma Yun. Ali invested in cloud computing core technology research and development 10 years ago, and built a self-developed Feitian cloud operating system and big data platform.Today, this business has become an important source of revenue for Ali.In contrast, the layout chip business is also a very bold decision.Last year, Ali acquired the acquisition of Zhongtianwei and Alida Moto to form a chip company “Pingtou Ge”, followed by the launch of the first neural network AI chip in April this year, as well as the fully developed CK902 series chips.And plan to build a true quantum chip in the next 23 years, the chip will be used in cloud data scenarios such as Ali data center, urban brain and autopilot.The chip is the hardware foundation for the layout of artificial intelligence. In addition to Ali, Baidu and Huawei are also working on this aspect. Among them, Baidu released two AI chips, Kunlun and Hongjun, last year and this year, while Huawei isHe has been investing heavily in chip research and has now begun to plan to shed his reliance on traditional chip vendors with his ability to conduct research.The development of technology by AI’s industry-based enterprises will eventually need to be applied in specific scenarios. However, although the giants have begun to apply AI technology to their various business modules, they have not shown too much in the financial report.Especially in terms of industry landing.In 2017, Ma Yun announced that he invested 100 billion yuan in basic science and subversive technological innovation research in 3 years. In 2019, the positive effect of this huge investment began to appear.Ali’s latest data shows that its AI smart copywriter helps businesses to export 10 million copies of the text every day.But more technology comes from the intelligent consumption of services, including box horse’s robot restaurant, hungry drone distribution, word-of-mouth smart restaurant, flying pig’s face, and paperless entry of barley.Tencent did not disclose any data related to the industry’s landing, but from the previous actions, Tencent focused on smart cities, travel and medical care.In terms of smart cities, Tencent launched the WeCity solution, which includes a basic cloud, three central stations (applications in the middle, data in the middle, artificial intelligence in the middle), four areas (digital government, urban governance, urban decision-making), industry interconnection); smart travel is based on Tencent car intelligent system, car cloud, smart 4S shop, automatic driving, “four horizontal two vertical one middle platform travel strategy”; smart medical integration AI, blockchain, financial insurance, payment and other capabilities.The three aspects combine Tencent’s capabilities in cloud computing, AI and big data, financial payments, and social platforms.In contrast, Baidu, which is more high-profile in terms of AI, has achieved good results in the AI ​​industry and AI ecological construction this quarter.Baidu’s quarterly earnings report shows that its AI open platform developers have increased to 1.3 million.In addition, Baidu has become one of the few manufacturers in China that has achieved commercial success in the field of autonomous driving – the self-driving taxi landing test with FAW.Moreover, the Apollo test fleet currently has a mileage of more than 2 million kilometers, covering 13 cities.As of July, Baidu has obtained more than 100 self-driving road test licenses in China, which is five times that of the second company.From the initial listing of giants crazy to seize AI talent, until now AI technology, hardware is widely used, any company has been inseparable from AI, deep AI will also mean that a number of manufacturers in the future will be bound to see the red sword technology..