Cloud infrastructure services in China are to accelerate on the mainland, which grew by 13 percent last year, an increase of 15 percent in the 2025 -led Dibsic momentum that led to a rapid adoption of artificial intelligence (AI), according to Canalys.
Cloud spending, which reached a total of $ 40 billion in 2024, is expected to reach 46 billion US dollars this year, as both cloud service providers such as Alibaba Group Holding, Huawei Technologies and Trent Holdings are all plans to expand their investments.
Rachel Brendley, Senior Director of Canalys, said that the launch of the Deepseek’s R1 model in January “has redefined the criteria for the performance of the AI ​​Foundation model, accelerating the adoption of institutions from artificial intelligence and leading deep changes through the cloud services chain.”
Deepseek demand has already been increased, as cloud services providers mentioned in the fourth quarter of 2024 “strong customer demand, although growth is restricted through restrictions on the offer side,” according to Canalys.
This year, all major cloud developers pledged to increase spending. Alibaba, the leading market share, pledged 36 percent in the fourth quarter, to invest 380 billion yuan ($ 52.4 billion) in computing resources and infrastructure for Amnesty International over the next three years, more than the company’s total investment in these areas in the past decade. In February, new data centers were opened in Thailand and Mexico. Alibaba Post South China Morning Post has.
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