伴随中国政府和企业不断加大对云计算的投入，中国云计算市场实现了快速增长，中国云服务供应商的竞争力不断增强，因而出现了像阿里巴巴公司这样的优秀云服务供应商。尽管如此，在全球范围的竞争中，绝大多数中国公有云服务商的竞争力与美国优秀云计算企业相比，在很多方面存在较大差距。因此，本文对中美两国优秀云服务商从多个维度进行对比，研究发现：和美国相比，中国公有云市场参与者在全球竞争中处于弱势地位但提升潜力很大；和亚马逊比较，阿里巴巴的公有云业务有助于公司整体发展，但云业务本身的经营表现有待提高；在全球业务领域，公有云基础设施即服务和存储服务的能力建设上，阿里云和亚马逊云可相互借鉴。学习并借鉴美国优秀云计算企业，本文进一步探讨中国云计算企业在下一周期发展过程中应当关注的重点。从战略上看，中国云计算产业的快速发展及云服务商核心能力的构建，对处于转型过程的大量中国企业而言具有重要意义。因而，本研究将给中国云计算践行者带来启示。

With the increasing investment in cloud computing industry from Chinese government and corporations, Chinese cloud computing market has achieved rapid growth since 2011. In the meantime, the competitiveness of Chinese cloud vendors keeps enhancing, emerging an outstanding vendor named Alibaba Corporation. However, Chinese cloud vendors’ competitiveness is not as strong as their American peers in global competition, reflecting in many operational shortcomings. In this case, this study initiates multidivisional comparison between Chinese and American cloud vendors. The findings include: Even though Chinese cloud vendors are inferior to their American peers in global competition, they have a large amount of growth potential; compared with Amazon Cloud, the cloud computing business of Alibaba Corporation is beneficial to its overall development in the long run, but the performance of its cloud business needs to be improved; in global market, AliCloud and Amazon Cloud can learn from each other on how to build up reliable cloud infrastructure and memory. Through learning from outstanding American cloud vendors, this paper explores where Chinese cloud vendors should focus on in the next ten years. In a strategic view, the development of Chinese cloud computing has a great impact on Chinese corporate transformation. Thus, this study will inspire Chinese cloud computing practitioners.

无