TENCENT(HK:00700) Canalys·2025-03-20 04:39Core Insights - The global game cloud market is undergoing significant changes, with Tencent Cloud emerging as a key player alongside international giants like AWS, Microsoft, and Google [1] - By 2029, Asian game manufacturers are expected to invest over $10 billion in cloud computing and operations, with a compound annual growth rate (CAGR) of 10.9% [1] - The demand for cloud infrastructure and real-time service solutions is driving this growth, particularly due to the rapid development of multiplayer online and real-time service games [1] Group 1 - The competition in the game cloud sector has shifted from "infrastructure" to "ecosystem collaboration," with Tencent Cloud leveraging its technological advantages to break the computing power monopoly [2] - Developers now have unprecedented opportunities as creativity is no longer limited by server costs, allowing them to reach a global audience [2] - The Omdia report highlights that the global cloud market is entering a new phase of competition, particularly between the US and China, with Tencent Cloud becoming the preferred choice for Asian game developers [1][2]