Alibaba Cloud invests 200 billion yuan in data centers to take the lead in new infrastructure

Alibaba Cloud announced yesterday that it will invest 200 billion yuan in the next three years to tackle major core technologies and build future-oriented data centers.

Really generous!

At the beginning of the year, Quanquan was still counting the "data center projects with an investment of over 10 billion in 2019"... 10 billion is already the investment amount for a super-large-scale data center. Many of them still need to be built in phases, with supporting facilities and so on.

Who would have thought that Alibaba Cloud would invest 200 billion in one go.

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Of course, Alibaba Cloud's 200 billion includes investments in data centers, cloud operating systems, servers, chips, networks, and more, and will last for three years. However, the "future-oriented data center" is listed separately, which is obviously the focus of investment.

Alibaba Cloud claims to be confident, which of course mainly refers to its confidence in the future development of Alibaba Cloud. As the leader in the domestic public cloud market, Alibaba Cloud should indeed have this confidence. However, Quanquan believes that what gives Alibaba Cloud greater confidence is the "new infrastructure" that China is currently vigorously promoting.

Just this morning, the National Development and Reform Commission clarified the scope of "new infrastructure" to the public for the first time at its April press conference. It should be noted that although the concept of "new infrastructure" has been proposed for many years and has been repeatedly mentioned by the government, the specific scope has not been clearly defined. This meeting of the National Development and Reform Commission can be regarded as a direction for many private forces interested in new infrastructure.

Data centers are in the computing infrastructure category of information infrastructure, the first category of new infrastructure, and data centers are also the hardware foundation of cloud computing. Driven by both, Alibaba Cloud's confidence naturally grew.

New infrastructure is a new track without a starting gun, and the referees are the market and time. Alibaba Cloud has taken the lead, and I believe that whether it is the other two BAT companies, other public cloud companies, or companies in the data center field, they can see a clear signal from this - it is time to move forward into the future.