3 6 Ke·2025-12-02 04:14Core Insights - Both Chinese and American cloud computing giants are increasingly using airport advertising to showcase their capabilities and compete for market share [1][16] - The airport advertising space is seen as a strategic battleground for cloud and AI services, with major players vying for visibility and influence [1][11] Chinese Cloud Market - By 2025, airport advertising in China will be dominated by major cloud providers such as Alibaba Cloud, ByteDance's Volcano Engine, and Baidu Smart Cloud, all competing for the title of "AI Cloud Market Leader" [1] - The competition in airport advertising reflects the broader economic landscape and the high-stakes nature of the cloud industry in China [1] American Cloud Market - The American cloud market is witnessing a shift, with challengers like Google Cloud GCP, Oracle OCI, and CoreWeave emerging to disrupt the established order dominated by Amazon AWS and Microsoft Azure [2][13] - Google Cloud GCP is promoting its Gemini Enterprise AI subscription service, emphasizing practical applications of AI for businesses [5][10] Advertising Strategies - Google Cloud GCP's advertisements focus on the utility of AI in business operations, aiming to attract CIOs by highlighting the effectiveness of their services [5][10] - CoreWeave, backed by NVIDIA, is leveraging its early access to cutting-edge technology to position itself as a formidable competitor, with a significant market valuation of $38.1 billion as of December 2025 [7] - Amazon AWS adopts a more straightforward advertising approach, showcasing customer success stories and emphasizing ROI rather than technical specifications [8][10] Market Dynamics - The competition among cloud providers is intensifying, with significant contracts being locked in for future revenue, indicating a shift in market dynamics [13][14] - Major cloud providers are experiencing a supply-demand imbalance in computing power, as demand from large contracts outpaces their capacity to deliver [14] Conclusion - The use of airport advertising by cloud giants in both China and the U.S. reflects a strategic effort to capture the attention of key decision-makers in the industry, highlighting the competitive landscape and the importance of brand visibility in securing future contracts [11][16]