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CITIC Securities has issued a research report, highlighting that the strong demand for AI model training and inference will keep acting as a key driving force behind the performance growth of cloud computing providers. Despite the fact that the shortage of computing power supply has, to a certain extent, constrained the growth momentum, with major providers ramping up their investments and data centers being gradually put into operation, it is anticipated that the shortage of computing power supply will see a slight alleviation by 2026, and the order fulfillment process will become more steady. Given this situation, it is projected that the year-on-year revenue growth rate of cloud computing providers will pick up even more speed in 2026 compared to 2025. CITIC Securities maintains an optimistic stance on the investment opportunities for leading cloud providers in 2026.
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