tphuang
@tphuang
My random thoughts on EVs, clean energy, chips, aerospace and other tech. Find more extended pieces at substack
参加 May 2009
411 フォロー中 37.9K ファン
China's AI Cloud service mkt according to Sullivan.
Alibaba Cloud leads w/ 42%. Ali here didn't show the other top competition, but I assume ByteDance/Volcano Engine, Tencent, HW & Baidu are other top ones.
もっと見る
