China has demonstrated that cutting- edge AI capabilities can be achieved with significantly much less hardware, defying standard expectations of computing power requirements. To place that in perspective, Meta needed eleven occasions as much computing power - about 30.Eight million GPU hours - to train its Llama 3 mannequin, which has fewer parameters at 405 billion. Again - like the Chinese official narrative - DeepSeek’s chatbot stated Taiwan has been an integral part of China since historic occasions. For Chinese cloud/information heart players, we proceed to imagine the focus for 2025 will heart around chip availability and the flexibility of CSP (cloud service providers) to ship enhancing income contribution from AI-pushed cloud income growth, and beyond infrastructure/GPU renting, how AI workloads & AI associated services could contribute to development and margins going forward. AI Advisor