Xin Lang Cai Jing·2025-08-29 06:10Core Viewpoint - China Telecom's Tianyi Cloud revenue growth has been revealed for the first half of the year, with specific performance details for provincial companies remaining undisclosed. However, insider information indicates that ten provincial companies have shown significant revenue growth in their cloud business during the first five months of the year [1][4]. Group 1: Revenue Growth - The ten provincial companies with the fastest growth in cloud business are Guangdong Telecom, Jiangsu Telecom, Sichuan Telecom, Henan Telecom, Hebei Telecom, Zhejiang Telecom, Anhui Telecom, Hunan Telecom, Shanghai Telecom, and Fujian Telecom [3][4]. - Among the top ten companies, two are from northern China: Henan Telecom and Hebei Telecom, which rank relatively high in growth [4]. - In the first half of 2025, Tianyi Cloud's revenue reached 57.3 billion yuan, representing a year-on-year growth of 3.8%, indicating a slowdown compared to previous double-digit growth rates [5][6]. Group 2: Comparison of Revenue and Growth - A comparison of the top ten provincial companies by revenue and growth shows slight differences, with Henan Telecom and Hebei Telecom emerging as fast growers despite not being in the top ten for revenue [5]. - The overall difference between the two lists is minimal, suggesting that these provincial companies not only have large cloud business revenue but also experience rapid growth [5][6]. Group 3: Industry Insights - China Telecom's Chairman, Ke Ruiwen, noted that the global cloud computing industry is undergoing a critical transition, with a significant decline in growth for traditional cloud services, while demand for AI-driven intelligent computing power remains strong [6]. - He expressed confidence that Tianyi Cloud will maintain good growth this year, with the ten provincial companies expected to be the main drivers of cloud business growth [6].