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The growing demand for AI is helping Chinese cloud providers reverse their long-term losses. According to Kingsoft Cloud's latest financial report, revenue in the fourth quarter of 2025 reached 2.76 billion yuan, up 23.7% year-on-year, and the adjusted operating profit turned positive for two consecutive quarters. Tencent's financial report also shows that after years of losses, Tencent Cloud achieved large-scale profitability for the first time in 2025. Industry insiders point out that China's cloud computing industry has long been affected by low-price competition, resulting in weak overall profitability. However, with the surge in AI demand, the industry landscape is undergoing profound changes. Despite the pressure of supply chain price increases upstream of cloud services, cloud providers' bargaining power is expected to improve in the AI era.
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