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Omdia: China Cloud Infrastructure Rebounds to 21% Growth on AI
📅 - Mainland China's cloud infrastructure market has returned to high-growth territory, with spend climbing to $12.4 billion in the second quarter of 2025, according to new figures from research firm Omdia. Year-on-year growth hit 21%, the first time the market has broken the 20% threshold since early 2024, underscoring how AI infrastructure demand is reshaping capital allocation and product strategy among Chinese hyperscalers.
AI remains the dominant growth catalyst. As foundation models improve and tooling matures, Chinese enterprises are moving beyond simple API-style "call a model and get a response" use cases. Instead, they are beginning to embed AI into specific business processes, [...][... Check source for end of article ...]
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📅 - Mainland China's cloud infrastructure market has returned to high-growth territory, with spend climbing to $12.4 billion in the second quarter of 2025, according to new figures from research firm Omdia. Year-on-year growth hit 21%, the first time the market has broken the 20% threshold since early 2024, underscoring how AI infrastructure demand is reshaping capital allocation and product strategy among Chinese hyperscalers.
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