Showing posts with label technology. Show all posts
Showing posts with label technology. Show all posts

Saturday, December 4, 2010

技术,资金和实践有助更廉价地汲取太阳之光



位于纽约尼什卡纳的通用电气全球研究中心,一名研究人员正在分析碲化镉太阳能电池。碲化镉是一种比硅更便宜的光伏材料。


The sun packs some serious power. Even taking into account the all the energy that’s lost in space, enough still reaches Earth in an hour to power the entire planet, theoretically, for a year.



太阳拥有无穷无尽的能量。即便除去辐射到茫茫太空中的大部分,每小时到达地球的能量理论上仍可供人类使用一年。

So why doesn’t the world harness all this energy?

☀ 人类为何不充分利用这些太阳能呢?

The truth: Capturing that power, and putting it to work in the form of electricity, is relatively expensive.

It’s true that the cost of solar electricity has declined over the past ten years. Along the way, the popularity of solar electricity has risen. A decade ago, fewer than 25,000 solar cells and modules were shipped in the United States every year. In 2008, that number had skyrocketed to more than 500,000. But that is still a drop in the bucket. Only about one-tenth of 1 percent of the energy consumed in the United States came from solar sources in 2008.

In Germany, a country with a much more robust government incentive program, solar’s share is much larger, but still only 1.1 percent of that nation’s electricity.

And, while most scientists agree solar power will be an important part of the future energy mix, there’s no clear consensus on when it will be able to compete on a large scale. In fact, the experts don’t even agree on how much solar electricity costs today.

答案是:捕获太阳能并利用它来发电相对较贵。

  过去的十年里,太阳能发电的成本在不断下降,太阳能的使用率也越来越高。十年前,美国每年装运的太阳能电池和模块不足两万五千块。但到了2008年,这个数字上升到了五十万。不过这仍然只是杯水车薪,2008年太阳能仅占美国能源消耗的0.1%。德国拥有更多太阳能刺激项目,太阳能发电的比例要高得多,即便在这里,这个比例也仅有1.1%。

  大部分的科学家都认为太阳能是未来能源的重要组成部分,但是何时才能实现大规模发电,大家尚未形成一致的意见。事实上,专家们甚至都还无法确定目前太阳能发电的成本有多大。3



Calculating the Sun’s Power

☀ 如何计算太阳能发电的成本

The problem: Solar electricity isn’t just one thing.

Think about any simple item, like a shirt. A shopper may know how much he or she paid for it, but that doesn’t mean the consumer knows how much a shirt, in general, costs. That number can vary quite a bit, depending on the type of shirt and where it is purchased.

Solar electricity is similar. The cost varies based on the technology being used, and on where it is being installed. The situation looks much different in Phoenix, Arizona, than it does in Albany, New York, and looks much different in Seville, Spain, than in Leipzig, Germany.

The reasons for those differences are fairly easy to figure out, but sunlit geography is only the beginning, says Seth Darling, a scientist at the U.S. Department of Energy (DOE) Argonne National Laboratory in Illinois.

难点在于:太阳能发电涉及众多方面。

  任何一件简单的东西如衬衫,买家或许知道他应该付多少钱,但这并不代表他知道一件衬衫值一般多少钱。因衬衫类型和购买地的不同,一件衬衫的成本可能会相差很大。太阳能发电也是这样。依据其所选用的技术和安装场地的不同,成本千差万别。比如在亚利桑那州的凤凰城和纽约的奥尔巴尼就不一样,再比如在西班牙的塞维利亚和德国的莱比锡也有所差别。

  伊利诺斯州美国国家能源部阿尔贡国家实验室的科学家塞斯•达灵说道,产生这些差异的原因很简单:阳光照射的角度不同,但这也仅仅是一个方面。5

A standard way of thinking about the cost of electricity is “total system levelized cost”—basically, how much a power producer would have to charge for electricity to earn back the money spent building a new generating facility.

“But what’s surprising is that there’s no one accepted way to do a levelized cost calculation,” Darling said. “That’s the gorilla in the room and it’s a big reason there’s so much confusion about the cost” of solar photovoltaics (PV).

Figuring out the levelized cost requires a number of guesses: How well the solar energy system will perform, how long it will last, and even how much sunshine it will get over the next 30 years. It’s possible to make good guesses. But, right now, everybody makes different ones and it’s hard to say who’s right.

  一个衡量电力成本的标准方法就是:整个系统的平准化成本。它是指能源供应商该收多少电费才可以赚回安装发电设备所花的钱。达灵说道:“但是令人惊讶的是,暂时尚无一个普遍认可的计算方法,但是又要必须面对这个问题,所以大家对于光伏发电的成本的都还很困惑”。要估算出平准化成本需要很多的假设:太阳能系统运行状况,运行时长以及三十年内受阳光照射的时间。事实上给出假设很容易,问题是每个人给出的都不一样,并且很难说谁是正确的。

That said, there’s wide agreement that solar electricity is pricey. The U.S. DOE’s Energy Information Administration (EIA) estimates that it’s the most expensive form of electricity among current technologies for new electricity generation, about $396 per megawatthour for PV. That’s more than double EIA’s estimate of the total system levelized cost of wind, and almost four times the cost of conventional coal.

And that analysis looks at large-scale solar, the kind usually owned by utility companies. Small installations on home rooftops are even more expensive, because they don’t take advantage of buying—or installing—in bulk. To be fair, over 20 years, a homeowner will earn back between 76 percent and 109 percent of the system’s cost in the form of lower electricity bills, because the fuel that powers solar energy is free, according to a 2009 report on financing solar installations in the residential sector by the U.S. DOE National Renewable Energy Laboratory.

  但是大家一致认为太阳能发电非常昂贵。据美国国家能源部能源信息部估计,太阳能发电是所有发电技术中成本最高的,每兆瓦约396美元。那是风能平准化成本的两倍,燃煤发电的四倍。并且这种分析的假设是公司运营的大规模发电。而装在屋顶的小型装置成本更高,因为它们没有批量购买和安装的优势。美国能源部可替代能源国家实验室2009年发布的一份关于资助太阳能设施安装的报告称,考虑到阳光照射时免费的,一个家庭仍需要二十年才能赚设备安装成本的76%至 109%。

With such a broad range in the potential rate of return, it isn’t always easy to find a bank that will make that loan, says Ed Regan, assistant general manager of strategic planning at Gainesville Regional Utilities (GRU) in Gainesville, Florida. GRU helped Gainesville residents get around that problem by implementing a feed-in tariff, a system where a utility offers solar panel owners a 20-year contract to buy solar electricity, guaranteeing the owners will make a set profit on their decision to go solar. There are other alternative financing options—such as letting the utility or a third party buy and own the solar system, while the homeowner hosts it on the roof—but these options aren’t available everywhere.

  因为回收成本的风险太高,所以很少有银行愿意发放贷款,埃德•瑞根说道。他是位于佛罗里达州盖恩斯维尔地方公共事业部门(GRU)分管战略策划的经理。 GRU给盖恩斯维尔的居民提供电价补贴,帮助它们解决相关问题,并给太阳能电板拥有者提供二十年的合同,保证他们能够在太阳能发电方面获得稳定收益。当然也有其它的激励措施,比如让设备商或第三方拥有太阳能设施,而居民只需将其放在屋顶即可。不过这种方式并不是适用于所有地方。




It’s All in the Material

☀ 材料是关键

So why is solar so expensive?

Converting light into electricity with no moving parts is a profoundly different enterprise than turning a turbine to make power—the technology that is at work in coal, natural gas, nuclear, hydropower plants and, most visibly to the public, at wind farms.

“Wind power is the same technology as it’s been for 1,000 years,” said Tom Meyer, a professor of chemistry at the University of North Carolina at Chapel Hill. “There’s nothing to invent. It just needs to be improved.” The makers of wind turbines have made huge cost reductions in recent decades with relatively small tweaks to an otherwise familiar system.

That’s not yet true for solar, experts say. Most solar cells are made from silicon—the same semiconductor material that is at the heart of computers. The cells are expensive to produce because it takes a great deal of energy to purify the silicon. And, while the computer industry has made enormous strides in making cheaper silicon devices, those advancements don’t translate to the solar industry.

那么为什么太阳能发电如此昂贵呢?

  在没有运动部件的情况下,将光能转换成电能和燃煤,天然气,核能,水力以及常见的风力发电所采用的传统的涡轮机发电的方式有很大不同。北卡罗来纳大学查普尔山分校化学系教授汤姆•梅耶说道,“风能的利用技术千年未变,已经没有什么可发明的了,只能进行一些小的改进。” 几十年来风力涡轮机的制造商们就是通过这些小的改进极大地降低了成本。但是专家们表示,这在太阳能发电并不可行。大部分的太阳能电池是用硅制造的,它是一种用于生产计算机核心部件的半导体材料。因为纯化硅要消耗很多能量,所以太阳能电池的成本很高。虽然计算机工业在降低制造硅器件的成本方面取得了长足的进步,但这并不适用于太阳能工业。5

“It’s kind of comparing apples and oranges,” says Hugh Hillhouse, a professor of chemical engineering at the University of Washington. “The semiconductor industry makes minutely patterned silicon. You’d have to look at it under an electron microscope to see the intricate structure. Their advancements have been about how to design and fabricate that intricate structure cheaply. And the solar cell: That’s completely not intricate. It’s simply a few layers of semiconductor. It changes the economics dramatically since the manufacturing cost is more closely tied to the cost of the material, not the patterning.”

What may really help to lower the cost of solar are new materials—especially semiconductors made from the compound cadmium telluride. It’s cheaper to make “thin-film solar cells” with cadmium telluride than with silicon.

  华盛顿大学化学工程系的教授休•希尔豪斯说道,“它们之间并无可比性,半导体工业主要是制作微小的特定图形的硅,需要在电镜下才能看清它的复杂结构。它们的进展主要是关于如何低成本地设计和制备这些精细结构的。但是太阳能电池并不精细,它只是简单的几层半导体。这样情况就完全不一样了,因为它们的成本直接跟材料的成本相关,而非制作特定图形的成本。而真正能降低太阳能发电成本的就是使用新材料——比如使用碲化镉制成的半导体材料。用碲化镉制作薄膜太阳能电池比硅更便宜。

But that still leaves what experts call “soft costs,” everything from permitting fees to the hardware that mounts solar panels onto a roof. Even though there’s disagreement over how much of the price of solar is tied up in these soft costs, they are clearly an important factor. In fact, Ryne Raffaelle, director of the National Center for Photovoltaics at the National Renewable Energy Laboratory, says the solar array itself accounts for only half the cost of a solar system today.

Innovations that could cut both hard and soft costs are being made all the time, but they don’t necessarily reach customers quickly. For one thing, not every great idea that works in a lab can be replicated on a mass production scale. And it can take a long time to iron out technological kinks on an apparatus that the manufacturer wants to be sure will last a long time.

“Different industries have different speeds from discovery to marketing. Consumer electronics is relatively quick. But it can be seven or eight years for the auto industry,” said Paul Friley, an energy economist at U.S. DOE’s Brookhaven National Laboratory in Upton, New York. “With solar, you have 20-year warrantees. You want it to work and be durable. And that means you have to spend a long time testing it.”

  此外还有专家们所谓的”软成本“尚未考虑,它是指在屋顶安装太阳能板所需其它硬件的成本。甚至太阳能发电的价格和这些软成本的关系也不甚明了,而这显然又是一个很重要的因素。可替代能源国家实验室光伏中的主任瑞恩•拉法尼说道,事实上,太阳能阵列的成本只占整个系统成本的一半。

  虽然技术创新能同时降低软硬成本,但太阳能发电离消费者依然很远。一方面,实验室的伟大构想不一定可在大规模生产中应用。另一方面,制造商们要保证它们的设备能长期稳定使用,而解决这种技术难关需要花很长时间。位于纽约阿普顿的美国能源部布鲁克海文国家实验室的能源经济学家保罗•弗赖利说道,”从发现到市场化,不同的工业速度是不一样的。消费电子工业比较快,而汽车工业却需要七到八年。太阳能发电设施必须要二十年的质保,它们必须很耐用。那就意味着你要花很长时间来测试它。“



Seeking an Even Footing

☀ 寻找应用领域

Expensive as it is, solar electricity can already be competitive in a limited way.

In Hawaii and some parts of the Southwest, solar has already dipped below “grid parity.” Essentially, that means solar energy can be produced and sold for less than the average, going electric rate. That works because electricity is already expensive in those places, and because locations are ideal for producing solar electricity—lots of clear, sunny days.

Friley offers another option. Even in places where the average cost of electricity is low, that cost varies with the seasons and the time of day. Peak load electricity—the power that consumers draw on in the middle of a hot summer afternoon, for instance—costs a lot more than a region’s average cost of electricity. Peak load times happen to coincide with the peak hours for sunshine. If the system were designed to encourage the use of solar to cover peak load, the cost savings would be substantial, he says.

It’s also important to point out why fossil fuel electricity is relatively cheap in the United States: The behind-the-scenes costs of burning fuel that produces carbon dioxide and noxious pollutants—health care costs, environmental cleanup, and the current and future expenses of adapting to a warmer world—are not included in the U.S. electric bill. Solar would naturally reach grid parity faster under policies that accounted for those costs by putting a tax or price on carbon.

尽管很贵,太阳能发电在一些特定领域仍然拥有竞争力。

  在美国西南部以及夏威夷,太阳能发电已经可以和普通电网媲美了。也就是说,太阳能产生的电力的销售价格已经低于平均价格了。那是因为这些地方的电价比较贵并且光照时间长。弗赖利还提到了另外一种情况。即便在一些电价较低的地方,成本价也会随季节和每日的时间而不同。在用电高峰期,如夏日的午后,电价会比成本价高很多。而此时又常常恰好是阳光最强烈的时候。如果鼓励在用电高峰期用太阳能发电,那样成本也会大幅下降。

  另外我们要清楚的是为什么化石燃料发电的成本很低:因为很多隐性成本并没有包括到美国的电价中。化石燃料发电会排放二氧化碳和有毒污染物,这些都会增加医药卫生,环境清理和气候暖化的成本。因此,在征收碳排放税的政策鼓励下,太阳能发电最终会更快地接入电网。



How Long Must Consumers Wait?

☀ 消费者还要等多久?

But the question for most consumers is when it will make sense to put a solar panel on the roof.

Partly because of the issues in estimating levelized cost, there’s not a clear answer right now. In fact, the right answer could change over time. For instance, cadmium telluride thin film panels could help solar reach grid parity sooner than silicon panels could, but tellurium—a key ingredient—is fairly rare. If production of cadmium telluride solar panels increases substantially, it could trigger a scarcity of tellurium, raising the price for that type of panel. If the solar industry has become dependent on the short-term low-cost cadmium telluride option, long-term scarcity could end up moving solar electricity back out of grid parity for many people.

Thanks to the rising cost of coal and natural gas—as well as the short-term cost benefits of cadmium telluride, and falling costs of silicon and other solar options—the National Renewable Energy Laboratory estimates that solar energy could reach nationwide grid parity by 2017. That’s without any subsidies and with only small, incremental improvements on current technology.

But Seth Darling at Argonne says the United States won’t be likely to see hundreds of gigawatts of solar running at grid parity until 2025, at the earliest.

消费者最关心的问题是:我何时才能在自家屋顶上装上太阳能板?

  因为平准化成本无法估计等原因,这个问题尚无明确答案。不过实际情况会随时间改变。比如, 碲化镉薄膜电板可能会加速太阳能发电接入电网。但是元素碲非常稀有。如果碲化镉电板被大量生产,它可能使碲变得更加稀有,从而带来电板价格的上扬。如果太阳能工业依赖于这种暂时低价的碲化镉,从长远角度看,它最终还是会远离消费者的。

  得益于煤和天然气价格的上升,短期低价的碲化镉和硅成本的降低等综合因素,可替代能源国家实验室估计,在没有政府津贴和当前技术仅有稍稍改进的情况下,太阳能发电将会于2017年接入国家电网。不过塞斯•达灵说,美国最早也要等到2025年才能实现千亿瓦量级的太阳能发电。

Tuesday, July 1, 2008

IBM 在企业内部建立“云”的概念

  Sogeti 是欧洲一家大型咨询公司,同时也是 CapGemini(凯捷集团) 的子公司,它要求公司的经理在年会时开展“头脑风暴”,共同思考公司应实施的新创意。
  但和其他许多公司一样,Sogeti没有合适的工具来支持经理之间的此类对话,也没有足够的资源、人员和时间来自己实施解决方案。

  于是Sogeti 向IBM寻求解决方案。通过与其他客户进行合作以创建创新计划,IBM 认识到协作工具本身并不会像结构化的创新平台和计划那样高效地产生期望的结果。借助于内置到云数据中心管理的自动化能力,IBM能够满足该请求,并将“创意梦工厂”作为服务提供给 Sogeti。通过利用 IBM“创意梦工厂”解决方案和新企业数据中心模型,Sogeti 实现了目标——支持员工轻松地共享创意和概念,并就创意和概念进行更高效的协作。

  通过给企业提供相关的解决方案。IBM可以帮助大企业运用“云计算”充分利用他们内部的计算资源和能力,这相当于在企业的内部建立一个内部“云”的概念。

  作为一家全球IT业的巨头,IBM的“蓝云”计划将将如何走下去?IBM公司高性能随需解决方案(HiPODS)部门首席技术官Dennis Quan阐述了自己的观点。他谈到,早在几年前,IBM创新网站就已开始其内部的“云计算”尝试,这让公司355000名员工可以更加方便快捷地访问计算资源,而无须额外购买硬件设备。

  这种方式为IBM带来许多创新和改革,并允许用户对其进行反馈。在这一网站上诞生的项目,有近20%影响了IBM的产品,帮助IBM将“云计算”产品和服务最终推向市场。

  相比于IBM的软硬件组合,Google、Yahoo们提供的云计算产品和服务完全植根于互联网,衍生于纯粹的解决方案。IBM则看准内部数据中心方向。抛开所有围绕着计算服务和“云计算”的概念,尽管部分企业用户希望获得更多网络计算资源,但是,大部分保险和证券服务企业更愿意将数据中心置于自己的控制之下。这些公司正在进行的工作是,参观Google、Facebook和MySpace的数据中心,然后考虑如何在自己的数据中心获得可测的计算能力。

  这让IBM看到了其中的机会。

  在被问到“云计算”的租用模式是否会影响到IBM传统的硬件、软件和服务业务时,IBM大中华区董事长周伟焜表示:“云计算”的模式将更加有效地运用计算资源,无论是用户购买服务器、软件等来自己搭建“云计算”中心,还是购买设备由用户和IBM合作搭建或是委托IBM搭建“云计算”中心,甚至是用户租用“云计算”中心的计算资源,用户都可以用更加灵活的方式达到其最终目的。对于IBM,最终目的是服务客户。灵活有效地方式将吸引更多的客户、带来更多的应用,业务将会继续增加。

  周伟焜表示,IBM正以其惯有的谨慎态度和创新精神迈向“云计算”,他们会观望市场,看看哪里有合适的商业机会,然后问自己,这里是否有我们可以提供而其他人却做不到的东西。就像每一次面对新的业务机会时那样,IBM小心地定义着自己的“云计算”策略。最终,随着不断深入“云计算”领域,新机会就会自己来敲门。

  日前,IBM大中华区第二个“云计算”中心落户北京,旨在帮助区域内的客户设计和部署自己的云计算设施和程序,而其第一个云计算中心已落户无锡。(by杨国强, CBN)

Monday, June 23, 2008

Some Nanotubes Could Cause Cancer


New studies suggest that long carbon nanotubes behave like asbestos.

Certain types of carbon nanotubes could cause the same health problems as asbestos, according to the results of two recent studies. In one, published yesterday, tests in mice showed that long and straight multiwalled carbon nanotubes cause the same kind of inflammation and lesions in the type of tissues that surround the lungs that is caused by asbestos. The other study, also done in mice, showed that similar carbon nanotubes eventually led to cancerous tumors.

Carbon nanotubes, tube-shaped carbon molecules just tens of nanometers in diameter, have excellent electronic and mechanical properties that make them attractive for a number of applications. They have already been incorporated into some products, such as tennis rackets and bicycles, and eventually they could be used in a wide variety of applications, including medical therapies, water purification, and ultrafast and compact computer chips. "It's a material that's got many unique characteristics," says Andrew Maynard, a coauthor of one of the studies, which appears in the current issue of Nature Nanotechnology. "But of course nothing comes along like this that is completely free from risk."

Carbon nanotubes that are straight and 20 micrometers or longer in length--qualities that are well suited for composite materials used in sports equipment--resemble asbestos fibers. This has long led many experts to suggest that these carbon nanotubes might pose the same health risks as asbestos, a fire-resistant material that can cause mesothelioma, a cancer of a type of tissue surrounding the lungs. But until now, strong scientific evidence for this theory was lacking.

The new studies partially confirm the carbon nanotubes' similarity to asbestos by showing that long, straight carbon nanotubes injected into mesothelial tissues in mice cause the sort of lesions and inflammation that also develop as a result of asbestos. Such reactions are a strong indicator that cancer will develop with chronic exposure. One of the studies, which appeared in the Journal of Toxicological Study and was done by researchers at Japan's National Institute of Health Sciences, also showed actual cancerous tumors. The Nature Nanotechnology study was done primarily by researchers in the United Kingdom at the University of Edinburgh and elsewhere.

What isn't known is whether, during nanotubes' manufacture, use, and disposal, they can become airborne and be inhaled in sufficient quantities to cause problems. Indeed, earlier work has shown that it is actually difficult to get carbon nanotubes airborne, since they tend to clump together, says Maynard, the chief science advisor for the Project on Emerging Nanotechnologies, at the Woodrow Wilson Center for Scholars, in Washington, DC. He says that this could decrease the chance that they will be inhaled. He adds that further research is needed to confirm this.

Not all types of carbon nanotubes behave like cancer-causing asbestos. The Nature Nanotechnology article showed that short nanotubes (those less than 15 micrometers long) and long nanotubes that have become very tangled do not cause inflammation and lesions. Also, while the study did not look explicitly at single-walled nanotubes, these tend to be shorter and more tangled than multiwalled nanotubes, so they probably won't act like asbestos, the researchers say. The authors suggest that this could be because such nanotubes can easily be taken up by immune cells called macrophages, and long, straighter ones can't. (Macrophages can only stretch to 20 micrometers, which makes it difficult for them to engulf nanotubes longer than that.) This finding is consistent with results published in January that suggest that certain types of short carbon nanotubes are nontoxic to mice, says Hongjie Dai, the professor of chemistry at Stanford University who published the earlier work. Short nanotubes are likely to be useful in electronics and medical applications, while long, multiwalled nanotubes are more attractive for composite materials because of their mechanical strength. Dai says that it's important not to lump all carbon nanotubes together, since they can have very different characteristics depending on how they are manufactured.

The Nature Nanotechnology study is a strong one because it establishes the link between a particular type of nanotube and asbestos-like symptoms, while controlling for chemical impurities that are a by-product of manufacturing carbon nanotubes, says Vicki Colvin, a professor of chemistry and chemical and biological engineering at Rice University in Houston, TX. Such chemical impurities have led to contradictory results in earlier toxicity studies on nanoparticles. The Journal of Toxicological Study paper, which showed not only that long carbon nanotubes could cause lesions, but also that these can actually lead to cancerous tumors, had the drawback that the researchers used genetically modified mice that are particularly sensitive to asbestos, Colvin says. But that study still shows a relationship between these particular kinds of carbon nanotubes and mesothelioma.

As is the case with asbestos, carbon nanotubes are not likely to cause problems while they're embedded inside products. It's most important to protect workers involved in the manufacturing and disposal of these products, at which point the nanotubes could be released into the air, the authors of the Nature Nanotechnology study say. This could be done with established methods for handling fibrous particles, Colvin says, and by starting to keep track of what products have the potentially dangerous nanotubes--something that's not done systematically now. Armed with the results, engineers could possibly use types of carbon nanotubes that are safer, Maynard says.

Anthony Seaton, one of the authors of the Nature Nanotechnology paper, a researcher at the University of Aberdeen, and a medical doctor who has treated people exposed to asbestos, draws a connection between the promise of carbon nanotubes and the hope people once had for asbestos. Asbestos, like carbon nanotubes, was seemingly ideal for many applications. At one point, Seaton says, asbestos was "almost ubiquitous." But whereas the dangers of asbestos weren't recognized and dealt with until people got sick, the new findings present a chance to keep people from being hurt, he says, by taking preventative measures. "We've learned a serious lesson from asbestos," Seaton says. (By Kevin Bullis, technologyreview.com)

Monday, April 21, 2008

云计算下的商业雨

云计算被视为科技业的下一次革命,而它也将对工作方式和商业模式带来根本性的改变

IBM的创立者托马斯·沃森曾表示,全世界只需要5台电脑就足够了。

微软的创立者比尔·盖茨则在一次演讲中称,个人用户的内存只需640K足矣。

现在看来,这两间伟大公司的创始人在他们所熟知的科技和软件行业,均没能进行准确的预测。今天,即使是普通的个人电脑用户,也在不断追求更强的计算能力:处理能力更强劲的芯片,容量更大的内存,更大的硬盘空间……

最近兴起的云计算甚至可以让你体验每秒10万亿次的运算能力,拥有这么强大的计算能力可以模拟核爆炸、预测气候变化和市场发展趋势。简言之,云计算是一种基于因特网的超级计算模式,在远程的数据中心里,成千上万台电脑和服务器连接成一片电脑云— 一个浪漫的比喻—用户通过电脑、笔记本、手机等方式接入数据中心,按自己的需求进行运算。

你或许有过以下体验:你把照片(或视频)从你的电脑上传到一个网站供朋友们分享;你拥有一个电子邮件,它的容量根据你的需求在动态变化;你把与同学、朋友的联系方式存放在一个网站上,你每次上网而不是翻出纸质的通讯录与他们联系;你打开文字编辑软件,写下了一段文字,然后通过这个软件直接把它发布到你的博客上……

你明白我上面提到的是什么,它们是:雅虎的图片共享网站Flickr,谷歌的视频分享网站YouTube,电子邮件Gmail,社交网络Facebook,微软的博客写作软件Writer……

所有这些网络软件、存储、安全等服务都只是云计算的一种体现,而非全部。云计算更多的是指,通过千万台互联的电脑和服务器进行大量数据运算,为搜索引擎、金融行业建模、医药模拟等应用提供超级计算能力。

下面这个具体例子便于你加深对云计算的理解:《纽约时报》租用亚马逊的云计算服务,使用基于云计算的开源软件Hadoop,将其自1851年以来的1100万份报道转变成可搜索的数字化文档,耗时仅一天。如果用传统方法,这项工作可能要数月才能完成。

计算云 商业雨

云计算被视为科技业的下一次革命,它将带来工作方式和商业模式的根本性改变。

首先,对中小企业和创业者来说,云计算意味着巨大的商业机遇,他们可以借助云计算在更高的层面上和大企业竞争。自1989年微软推出Office办公软件以来,我们的工作方式已经发生了极大变化,而云计算则带来了云端的办公室——更强的计算能力但无须购买软件,省却本地安装和维护。

其次,从某种意义上说,云计算意味着硬件之死。至少,那些对计算需求量越来越大的中小企业,不再试图去买价格高昂的硬件,而是从云计算供应商那里租用计算能力。在避免了硬件投资的同时,公司的技术部门也无须为忙乱不堪的技术维护而头痛,节省下来的时间可以进行更多的业务创新。

以亚马逊为例,其云计算产品价格便宜(当然利润丰厚),吸引了大批中小企业,甚至纽约时报、红帽、晟碟等大型公司。亚马逊提供每1G的存储收费15美分,服务器的租用则是每小时10美分。据称其“云”中的每台计算机投资仅为300美元,假设电力消耗也是300美元,而按此收费标准,在一年不间断的情况下其收益为876美元,利润率约为45%—高于其销售书籍的毛利。

随着云计算的兴起,传统硬件制造商再次面临危机。戴尔、惠普、SUN等多年来一直担忧美国市场的衰退,或许这下硬件市场的衰退真的要来了。

云计算对商业模式的影响体现在对市场空间的创新上。哈佛商学院教授克里斯滕森认为, Google Apps是他关于创新的理论中的新市场创新。他在接受一家中国商业媒体采访时说:“我在哈佛商学院的学生做文字处理时用Google Docs,他们将文件存储在Google的服务器上,而不是自己的电脑上。这是一个典型的新市场破坏,当互联网变得越来越快和更可依赖,用户正从桌面电脑上的软件应用转向基于互联网的应用。”

同时,云计算开发新产品拓展新市场的成本非常低。比如,如果用户对Gmail的需求突然出现猛增,谷歌的云计算系统会自动为Gmail增加容量和处理器的数量,无需人工干预,而且增加和调整都不增加成本。依赖云计算,谷歌能以几乎可以忽略不计的成本增加新的服务。如果新增的服务失败了,那没关系,关掉并且忘掉它就可以。如果成功了,系统会自动为它增加空间和处理能力。

谷歌CEO埃立克·施密特认为,云计算意味着从PC机时代重返大型机时代。“在PC时代,PC提供了很多很好的功能和应用,现在又回到大型时的时代了。现在的大型机看不见,摸不着,不过确确实实就摆在那里,它们在云里,在天空里。”

云的阴暗面

即使最引人注目的云也有其阴暗的一面。云计算也并非完美无瑕。

今年2月中旬,亚马逊的网络主机服务—简易存储(Simple Storage Service,S3)出现故障,持续时间约4小时。除了听到客户的抱怨之外,这一事件还让人们开始重新审视甚嚣尘上的云计算的安全性。

亚马逊开办S3服务以来,吸引了大批web2.0创业者将其网站托管、存储在亚马逊的数据中心,这些初创企业也因此节省了硬件投资费用。不过一旦出现安全问题,这些初创企业的信心也极易动摇。由于正处于初创期,这些公司的品牌黏性还不大,如果服务出现中断,容易造成用户用脚投票。

这只是云计算的风险之一。其实最引人担忧的是云计算的隐私问题,目前网上最流行的基于网络的商业应用是工资和客户账户管理,这是最敏感的商业信息之一。此类信息泄露事件已经发生了不止一起,并且每次都是大规模的数据外泄。去年,美国零售商TJX 约有4500万份用户信用卡号被黑客盗取。英国政府丢失2500万人的社会保障号码等资料。在线软件公司salesforce.com也丢失了100万份用户的Email和电话号码。

这不由得引起隐私专家的担忧。普林斯顿大学一位专家称:“谷歌将引发人类历史上最严重的隐私难题。”

《哈佛商业评论》前执行主编尼古拉斯·卡尔在新书《大转换》(The Big Switch)描绘了云计算不怎么光明的一面。他认为计算机既是解放的技术,又是控制的技术。尤其是当系统变得更加集中化时,个人数据被越来越多地暴露;数据挖掘软件越来越专业时,控制之手将占上风。此时,系统将变成监视和操控人类的绝佳机器。

卡尔认为,谷歌为了实现最佳的搜索结果,将引领搜索最终走向人工智能。在这种人工智能的全自动搜索中,用户无需坐在键盘前面搜索信息,当他脑子里刚浮现一个问题时,谷歌立刻通过手机将搜索出的答案轻声传进了用户耳中。

卡尔总结说:“我所担忧的不是谷歌最后制造出机器人奴役人类,但它确实能制造出能代替人类一部分思考能力的机器,当我们开始依靠这些机器来记忆和作决定时,你不禁开始为我们的自由意志担忧。”

也许托马斯·沃森的预测并没有错,这个世界只需5台电脑——它们分别是谷歌、雅虎、微软、IBM和亚马逊——而谷歌将是最大的一个。

云计算的前世今生

云计算为大众广泛所知始于去年10月份。IBM和谷歌当时宣布的一个美国高校教育项目称,美国首批6所大学可以使用其基于云计算的数据中心进行远程研究。随后雅虎也宣布了类似的计划。

与以上的教育项目不同,IBM去年11月在上海点击查看上海及更多城市天气预报向金融机构等行业客户推出蓝云计划(Blue Cloud),使金融机构可以在远程数据中心进行复杂的大量计算,加快反应能力。

事实上,在此之前亚马逊已经向个人和中小企业用户开通了云计算服务。2006年3月,亚马逊开始向中小企业出租其冗余的空间提供数据存储服务,后来逐渐扩展至计算、数据库等一系列服务。

所有这些参与者中最引人注目的是谷歌和微软。谷歌目前推出的云计算服务包括:搜索、广告、 Apps。而Google Apps便是通过一系列收购后,谷歌提供类似微软的办公套件的免费办公软件。这迫使微软发布了Office Live Workspace,即Office办公软件的网络版本。

其实,云计算并非新事物或一夜成名。早在24年前,Sun公司当时的首席技术官就提出了“网络就是计算机” (The network is the computer)的宣传语,较早地表达了云计算的工作模式:分散的个人电脑管理成本很高,维护、更新和配置都很不方便,随着网络的发展,个人桌面电脑可通过网络共享网络上的计算能力等资源。

十几年后,软件公司甲骨文CEO拉里·埃利森为抗衡微软和英特尔主导的个人电脑,推出了网络计算机(Network Computer),被看作是对Sun公司宣传语的一个回应。不过,这个计划无疾而终。

在此之后,又出许多新的概念,包括:无处不在的运算(ubiquitous computing)、瘦客户机、网络操作系统(WebOS)以及网格计算。

如果说,SUN只是描绘出了未来的前景,而谷歌今天正在将其变为现实。巧合的是,谷歌责任CEO埃立克·施密特曾经在SUN担任首席技术官,并负责制定互联网战略。

有意思怕是,谷歌两位创始人成立谷歌的目标就是“梳理世界上的信息,使之在全球范围内可得”,这正与云计算的工作方式不谋而合。(作者:季诺 原载于《长江商学院》)