Entering the second half of 2026, the cloud computing industry's competitive logic has shifted from a "price war" to a "value war," with the core proposition becoming who can truly help clients run their businesses better and make money. Giants like ByteDance, Alibaba, and Tencent are restructuring to deeply integrate large language models, office software, and cloud services, moving from "selling resources" to providing "full-stack intelligence" capabilities. Simultaneously, Amazon Web Services, Google Cloud, and major Chinese cloud providers have collectively raised prices on AI computing power and storage, breaking the industry's nearly two-decade-long "only down, never up" pricing convention and signaling the end of the low-cost expansion era. Competition now centers on comprehensive capabilities including computing power adaptation, model fine-tuning, security compliance, and the depth of industry solutions. On July 30, ByteDance initiated a major organizational adjustment targeting its AI business, integrating the Feishu (Lark) product team with the Doubao product team, and merging its marketing, sales, and customer service teams with Volcano Engine. After the restructuring, Doubao provides the large language model and AI Agent capabilities, Volcano Engine offers cloud infrastructure and commercial delivery channels, and Feishu represents the specific implementation scenarios, forming a closed loop of "Model + Scenario + Cloud." Following closely, Alibaba's enterprise-grade Agent product "QwenWork" began pu...