tphuang
@tphuang
My random thoughts on EVs, clean energy, chips, aerospace and other tech. Find more extended pieces at substack
加入 May 2009
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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.
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