The Private Cloud Market Reaches $5.29 Billion, Growing Demand for Scaled Replication of AI Application Scenarios


According to QuestMobile's report, mobile AI application users exceeded 700 million in Q3 2025. The monthly active users for native apps, In-APP AI, and mobile AI assistants were 287 million, 706 million, and 535 million respectively, with compound annual growth rates of 3.4%, 9.3%, and 1.2%. The growth is mainly driven by upgrades in manufacturer models and ecosystem collaboration, with internet companies frequently updating their large models.
OpenAI's CEO Sam Altman has explicitly stated for the first time that the company is most likely to go public through an IPO. As the AI competition enters the 'heavy asset' era, OpenAI is making unprecedented capital and computing power investments to build the next generation of AI infrastructure. Altman pointed out that the exponential expansion of its business makes IPO an inevitable choice, providing opportunities for global investors to participate in the AI revolution.
The company Anthropic launched Claude for Excel, designed specifically for financial professionals, currently in research preview. Users can interact with the AI assistant directly through the Excel sidebar, enabling reading, analysis, and modification of workbooks. All changes are clearly tracked and explained, helping to improve efficiency in financial services.
Artificial intelligence startup Mercor has completed a $350 million funding round, led by Felicis with additional investments from Benchmark. The company was founded by three Thiel Fellows and has shifted its focus from recruitment decisions to hiring skilled talent for training AI models.
OpenAI urges U.S. to boost power investment for AI edge over China, citing electricity shortages as a key bottleneck in infrastructure expansion.....