Amazon has unveiled its financial results for the first quarter of 2025, showcasing net sales of $155.67 billion, marking an 8.6% increase year-over-year, and net income of $17.127 billion, reflecting a significant 64% year-over-year jump. Within these figures, the AWS cloud business revenue expanded by 17% to hit $29.27 billion, narrowly missing analysts' projections of $29.42 billion. Despite this slight miss, AWS continues to reign as the world's largest cloud infrastructure provider, contributing approximately 19% to Amazon's overall revenue. In contrast, Microsoft's Azure cloud business surpassed expectations, while Google Cloud's revenue fell slightly short. This marks the third consecutive quarter where AWS has witnessed a deceleration in its growth rates.

Amazon reported first-quarter revenue of $155.7 billion, surpassing market forecasts of $154.92 billion, and achieved an operating profit of $18.4 billion. In terms of AWS, net sales amounted to $29.3 billion, marginally lower than market expectations of $29.41 billion. Looking ahead, Amazon anticipates net sales for the second quarter to range between $159 billion and $164 billion. However, the operating profit for this period is projected to be between $13 billion and $17.5 billion, falling shy of analysts' expectations of $17.82 billion.

Brad Smith, Microsoft's Chief Legal Officer, unveiled the five cornerstones of the company's "European Digital Commitment." He revealed that Microsoft intends to enhance its European data center capacity by a significant 40% over the next two years, while expanding data center operations across 16 European nations. This strategic move underscores Microsoft's deepened commitment to Europe, aiming to bolster the continent's digital economy and enhance its economic competitiveness amidst global trade challenges.

Microsoft's shares in the U.S. have surged nearly 8% in pre-market trading, fueled by the company's optimistic prediction of robust growth in its Azure cloud services business.

Microsoft anticipates a 34% to 35% surge in Azure business revenue during the fourth fiscal quarter, with intelligent cloud revenue projected to hit $28.75 billion to $29.05 billion, surpassing market forecasts.

Microsoft's latest financial report reveals a remarkable surge in its Azure cloud business, with revenue soaring to $70.07 billion and net income reaching $25.8 billion. These figures represent a 13% and 18% year-over-year increase, respectively, comfortably exceeding market expectations. Despite investor concerns about the potential implications of tariff policies, Microsoft has demonstrated its commitment to growth by significantly boosting its investment in AI infrastructure. Capital expenditures have risen by 53%, and Azure revenue has witnessed a 33% uptick. Additionally, revenues from sectors like Office and LinkedIn have also surpassed projections. During the earnings call, Microsoft further announced adjustments to its collaboration mode with OpenAI and provided valuable performance guidance for the future.

Recently, a significant advancement in the realm of cloud secure storage has been achieved by Professor Zhang Xiaosong's team from the School of Cyberspace Security at the University of Electronic Science and Technology of China. Their research, titled "ShieldReduce: Fine-Grained Shielded Data Reduction," has been accepted for presentation at USENIX ATC'25, a leading international conference in computer systems. The paper introduces a novel bidirectional incremental compression technique designed to enhance deduplication efficiency while safeguarding data privacy. Experimental results demonstrate notable improvements in both throughput and compression efficacy.

Microsoft has unveiled an ambitious European digital business strategy aimed at bolstering its cloud computing presence across an extensive network of over 200 data centers worldwide.

Inphi asserts that the global demand for computing power remains steadfast, exhibiting no signs of waning. The company anticipates that its revenue in 2025 will be predominantly driven by its 1.6T, 800G, and 400G products, and it currently boasts a substantial backlog of orders.

On April 30, Microsoft announced five pivotal digital commitments to Europe, aiming to expand its European data center capacity by 40% within the next two years and enhance data center operations across 16 European nations. By 2027, Microsoft's data center capacity in Europe is projected to double, surpassing 200 centers, to support its cloud computing operations. Furthermore, the company pledged to uphold European digital resilience, safeguard data privacy and cybersecurity, and contribute to bolstering the continent's economic competitiveness.

On April 27, the national finals of the fourth 'Wutong Cup' Big Data Innovation Competition came to a successful conclusion at Xiamen University, hosted by China Mobile and co-organized by the Communist Youth League Committee of Xiamen University. During the event, China Mobile, in concert with the government, industry leaders, academia, and research institutions, jointly unveiled the 'Wutong·Honghu' Digital Intelligence Empowerment Collaboration Ecosystem. This initiative aims to foster a virtuous cycle of 'education-talent-industry' digital and intelligent development through the 'Wutong·Honghu' school-enterprise cooperation platform. China Mobile emphasized its commitment to deepening collaborative innovation across industry, academia, research, and application in the future. The company aims to create a novel ecosystem of industry-education integration, involving all sectors of society, and propel the high-quality development of the digital economy.

The latest IDC report reveals that the Chinese public cloud Infrastructure as a Service (IaaS) market attained a value of RMB 94.82 billion in the second half of 2024, marking a 13.8% year-over-year growth. Notably, Alibaba Cloud has seen a consistent resurgence in its market share, with fourth-quarter revenues soaring to RMB 31.742 billion, a 13% year-over-year increase. This growth is primarily fueled by the expansion of its AI-related product offerings. Huawei, China Telecom, China Mobile, and Tencent follow closely, occupying the second to fifth positions in the market, respectively.

IDC forecasts that in 2025, the public cloud market's development will pivot towards computing power infrastructure and AI empowerment. The integration of large AI models with big data is anticipated to further propel the market towards robust and sustained growth.

Qingdao is inviting public feedback on the "Regulations on the Promotion of Marine Economy (Draft)", aiming to foster collaboration across various departments to drive innovation in intelligent supercomputing and big data, with the ultimate goal of establishing a preeminent marine AI industry cluster. The draft regulations underscore the importance of opening up smart application scenarios across marine fisheries, cultural tourism, port shipping, and other domains to accelerate the industrialization of smart marine industries and the digital transformation of traditional marine sectors. Additionally, the draft supports the research and development of core technologies, including underwater communication and navigation systems, multifunctional cross-domain gateways, as well as the advancement of marine electronic information equipment such as deep-sea remotely operated vehicles, underwater gliders, and autonomous underwater vehicles. These initiatives are aimed at elevating the level of informatization and fostering a robust marine electronic information industry chain.

Guided by the Shanghai Data Administration, the "Innovation Consortium for Overseas Services of Smart Terminals" was launched in the "Digital Shanghai" exhibition area. This consortium aims to tackle the challenges faced by smart terminals in expanding overseas and foster a collaborative innovation platform. Qian Xiao, Deputy Director of the Shanghai Data Administration, emphasized that the consortium will consolidate resources to facilitate enterprises' overseas expansion, execute the national "dual circulation" strategy, and enhance international cooperation. Shanghai will intensify its focus on digital infrastructure, intergovernmental collaborations, and fostering an ecosystem conducive to enterprises' global endeavors. Additionally, the city will refine its service system to support the globalization of digital enterprises.

The 8th Digital China Summit took place in Fuzhou, where Huawei actively participated with the theme "All-Scenario Intelligent Interconnection Driving Forward to an Intelligent World." The company showcased solutions in digital core technology innovation and digital intelligence infrastructure. During the summit, Huawei collaborated with partners to introduce the AI CITY@Urban Intelligence Ecosystem Alliance, which emphasizes industry scenarios like urban governance. Additionally, Huawei hosted the HarmonyOS Ecosystem Summit, where it discussed practical applications and innovative achievements in smart cities, supported the digital transformation of governments and enterprises, and promoted high-quality development in the construction of Digital China.

On April 30, Shenzhen Qianhai Shekou Area of China (Guangdong) Pilot Free Trade Zone announced the establishment of the Qianhai Data Industry Fund. Led by the Qianhai Administration and the Bao'an District Government Data Bureau, this fund represents a joint investment of 500 million yuan from the Qianhai Industry Guidance Fund and the Bao'an District Industry Investment Guidance Fund.

The Qianhai Data Industry Fund will concentrate on various aspects of the data industry, including data resources, technology, services, applications, security, and infrastructure. Its primary objective is to nurture high-growth data technology enterprises. Moving forward, the fund aims to leverage its capital strengths to bolster the real economy and inject fresh momentum into the development of the data industry within the Guangdong-Hong Kong-Macao Greater Bay Area.

At the 2025 Innovative Data Infrastructure Forum, Huawei introduced its latest iteration of the OceanStor Dorado Converged All-Flash Storage. This cutting-edge storage solution employs an inherent parallel architecture tailored for blocks, files, and objects, delivering a remarkable 20% performance enhancement and a significant 25% reduction in Total Cost of Ownership (TCO). Boasting A-A dual-active high reliability and guaranteeing zero data loss, it sets a new standard in data integrity. Furthermore, its cross-generational convergence capabilities ensure seamless business operations, with system reliability soaring to an impressive 99.99999%. The storage system also integrates intelligent algorithm acceleration, AI-powered assistants for streamlined Operations and Maintenance (O&M), and robust ransomware protection features.

The International Data Corporation (IDC) has released its "China Automotive Cloud Market (H2 2024) Tracker" report, revealing that China's automotive cloud market expanded to RMB 6.51 billion in the second half of 2024, marking a 27.4% year-on-year growth. The report underscores that advancements in autonomous driving technology and the evolution of generative AI are poised to introduce new growth avenues for the automotive cloud market, further accelerating the adoption of cloud computing in the automotive sector. Additionally, the market for autonomous driving R&D solutions in 2024 surpassed RMB 1.634 billion, registering an 18.42% year-on-year increase. Notably, Baidu Intelligent Cloud emerged as the market leader with a revenue of RMB 564 million, capturing a 34.51% market share.

Alibaba Cloud's Tongyi Qianwen Qwen3 series model has been introduced onto the National Supercomputing Internet Platform, leveraging the Apache 2.0 open source protocol. This offers users a diverse range of models, including Dense and MoE, for download. Leveraging the platform's super-intelligent fusion computing power and domestic accelerator card ecosystem, Qwen3 series model images and application space rapid experience services are now available, facilitating seamless cloud usage. With over 350,000 users, the platform sees daily API calls exceeding one million and boasts a catalog of over 7,000 computing power products. It supports numerous domestic open source models and has established a Model as a Service (MaaS) system, underscoring its commitment to enterprise-level deployment.

Gansu Entive Intelligent Technology, a wholly-owned subsidiary of Entive Smart, has inked a strategic cooperation framework agreement with the Qingyang Municipal Government and Suiyuan Intelligent Technology (Qingyang). The objective of this collaboration is to jointly establish a domestic computing power cluster with a capacity of 100,000 cards and foster a new-quality productivity ecosystem. Together, Gansu Entive and its partners will invest 5.5 billion yuan to develop this domestic computing power cluster, offering no less than 25,000 PetaFLOPS (P) of computing power services. The project is anticipated to reach completion by the end of 2027. While the agreement outlines a strategic partnership among the three entities, the specific implementation details and progress milestones remain to be determined.