AI Server Market Surge, Training Products in High Demand


Tencent's Q3 2023 earnings show revenue growth, but capital spending missed expectations, raising AI project concerns. President Liu Chiping assured sufficient GPU reserves for internal needs, especially the 'Yuanbao' project.....
Microsoft is building a global data center network with high-speed links to support trillion-parameter AI training, including a new Wisconsin node connected to Atlanta.....
Amazon and OpenAI signed a $3.8 billion AI computing power cooperation agreement, drawing global attention. The news stimulated the capital market, with Amazon's stock rising more than 5% during trading and reaching a new all-time high, while also boosting stock index futures in Japan and South Korea.
Nvidia's market cap surpasses $5 trillion, making it the world's most valuable company. Its GPUs drive AI growth, with expansion in data centers and AI factories reinforcing its market leadership.....
According to IDC reports, China's AI IaaS market size reached 19.87 billion yuan in the first half of 2025, increasing by 122.4% year-over-year. Among them, generative AI IaaS performed outstandingly, with a scale of 16.68 billion yuan, growing by 219.3%; the other AI IaaS market shrunk by 14.1% to 3.19 billion yuan. Cloud service providers continue to strengthen their investment in AI infrastructure.