Recently, the burgeoning demand for AI services, fueled by DeepSeek, has spurred companies like Alibaba and the three major telecommunications operators to expedite investments and developments in cloud and AI hardware infrastructure. On the policy front, various local governments and departments are actively fostering the research, development, and innovation of key cloud computing technologies through policy incentives and capital injections. It is anticipated that the evolution of AI large models will propel the cloud computing industry into a fresh wave of growth, with China's cloud computing market projected to surpass the RMB 2.1 trillion threshold by 2027.

Alibaba has unveiled plans to invest over RMB 380 billion in cloud and AI hardware infrastructure over the next three years, while the three major telecommunications operators are likewise intensifying their investment strategies in pivotal areas such as computing power centers. According to the "2025 China AI Computing Power Development Assessment Report," China's intelligent computing power is forecast to reach 1037.3 EFLOPS by 2025, marking a 43% increase from 2024. Spurred by generative AI and large models, computing power industries, including the computing power internet, are embracing new avenues of growth. Government entities are accelerating policy implementations and strengthening the foundation of computing power to further catalyze the research, development, and innovation of pivotal cloud computing technologies.