KINGSOFT CLOUD(US:KC) Zheng Quan Ri Bao Wang·2026-01-23 13:25Group 1 - The core importance of "cloud + AI" is increasingly highlighted as AI technology accelerates its large-scale deployment, shifting from model training to practical application [1] - AI cloud serves as a critical infrastructure for AI training and deployment, providing elastic computing power and efficient platforms, thus creating significant market growth opportunities [1] - Major tech companies are upgrading technologies and forming cross-industry collaborations to promote the deep integration of "cloud + AI" into sectors like robotics [1] Group 2 - Cloud service providers are transitioning from merely providing resources to becoming comprehensive AI empowerment platforms, enhancing their foundational capabilities [2] - Kingsoft Cloud has upgraded its platform to a one-stop AI training and deployment solution, covering a complete system from resource management to commercial model API services [2] - Alibaba Cloud and Huawei Cloud are collaborating with hardware manufacturers to optimize efficiency in large-scale inference scenarios, lowering the barriers for SMEs to access computing power [2] Group 3 - The industry is addressing common pain points such as fragmented R&D processes and high costs by building more open ecosystems [3] - The integration of cloud collaboration is crucial for the robotics industry, with Kingsoft Cloud launching a robot platform that supports various core functions from data collection to deployment [4] - The platform supports nearly 40 different models, enhancing the capabilities of robotics in real-world applications [4] Group 4 - Several listed companies are collaborating with cloud enterprises in the field of embodied intelligence, promoting the development and deployment of intelligent robots in various industries [5] - The trend of collaboration between terminal and cloud service companies is expected to accelerate the intelligent upgrade of the robotics industry [5] Group 5 - The AI cloud market is projected to exceed 100 billion yuan, with the demand for inference experiencing explosive growth [6] - By mid-2025, the Chinese AI cloud market is expected to reach 22.3 billion yuan, with a projected growth of 148% by 2025, reaching 193 billion yuan by 2030 [6] - The competition in the "cloud + AI" space is evolving from a focus on computing power to a comprehensive ecosystem involving computing power, models, data, and application scenarios [6]