Latest news with #YiZhang
Channel Post MEA
11 hours ago
- Business
- Channel Post MEA
Global Cloud Infrastructure Spending Rose 21% In Q1 2025
Global spending on cloud infrastructure services, according to Canalys (now part of Omdia) estimates, reached US$90.9 billion in Q1 2025, marking a 21% year-on-year increase. Enterprises have recognized that deploying AI applications requires renewed emphasis on cloud migration. Large-scale investment in both cloud and AI infrastructure remains a defining theme of the market in 2025. Meanwhile, to accelerate the enterprise adoption of AI at scale, leading cloud providers are intensifying efforts to optimize infrastructure—most notably through the development of proprietary chips—aimed at lowering the cost of AI usage and improving inference efficiency. In Q1 2025, the ranking of the top three cloud providers (AWS, Microsoft Azure, and Google Cloud) remained unchanged from the previous quarter, with their combined market share accounting for 65% of global cloud spending. Collectively, the three hyperscalers recorded a 24% year-on-year increase in cloud-related spending. Growth momentum diverged among the top players. Microsoft Azure and Google Cloud both maintained growth rates of over 30% (although Google Cloud's growth slowed slightly from the previous quarter), while AWS grew by 17%, a deceleration from 19% growth in Q4 2024. This deceleration was largely driven by supply-side constraints, which limited the ability to meet rapidly rising AI-related demand. In response, cloud hyperscalers have continued to invest aggressively in AI infrastructure to expand capacity and position themselves for long-term growth. Overall, the global cloud services market sustained steady growth in Q1 2025, as enterprises sharpened their focus on two strategic priorities: accelerating cloud migration—either by shifting additional workloads or reviving stalled on-premises transitions—and exploring the adoption of generative AI. The rise of generative AI, which relies heavily on cloud infrastructure, has in turn reinforced enterprise cloud strategies and hastened migration timelines. 'As AI transitions from research to large-scale deployment, enterprises are increasingly focused on the cost-efficiency of inference, comparing models, cloud platforms, and hardware architectures such as GPUs versus custom accelerators,' said Rachel Brindley, Senior Director at Canalys (now part of Omdia ). 'Unlike training, which is a one-time investment, inference represents a recurring operational cost, making it a critical constraint on the path to AI commercialization.' 'Many AI services today follow usage-based pricing models—typically charging by token or API call—which makes cost forecasting increasingly difficult as usage scales,' added Yi Zhang, Analyst at Canalys (now part of Omdia ). 'When inference costs are volatile or excessively high, enterprises are forced to restrict usage, reduce model complexity, or limit deployment to high-value scenarios. As a result, the broader potential of AI remains underutilized.' To address these challenges, leading cloud providers are deepening their investments in AI-optimized infrastructure. Hyperscalers including AWS, Azure, and Google Cloud have introduced proprietary chips such as Trainium and TPU, and purpose-built instance families, all aimed at improving inference efficiency and reducing total cost of AI. Amazon Web Services (AWS) maintained its position as the market leader in Q1 2025, capturing 32% of global market share and recording a 17% year-over-year increase in revenue. Its AI business continues to grow at a triple-digit annual rate, though it remains in the early stages of development. In March, AWS introduced a price-cutting strategy to promote adoption of its Trainium AI chips over more costly NVIDIA-based solutions, highlighting Trainium 2's 30–40% price-performance advantage. The company also accelerated the expansion of its Bedrock service, adding Anthropic's Claude 3.7 Sonnet and Meta's Llama 4 models, and became the first cloud provider to fully manage DeepSeek R1 and Mistral's Mixtral Large. Further underscoring its long-term commitment to global infrastructure, AWS announced a capital investment of over US$4 billion in May 2025 to establish a new cloud region in Chile by the end of 2026. Microsoft Azure remained the second-largest cloud provider in Q1 2025, holding a 23% market share and delivering strong year-over-year growth of 33%. Microsoft reported a 16 point growth rate lift to Azure from AI, marking the largest single-quarter uplift since Q2 2024. In April, Azure announced the availability of the GPT-4.1 model series on both Azure AI Foundry and GitHub, further broadening developer access to advanced AI capabilities across its ecosystem. Azure AI Foundry, Microsoft's platform for building and managing AI applications and agents, is now used by developers at more than 70,000 enterprises. The platform processed over 100 trillion tokens this quarter, a fivefold increase year-over-year. Microsoft has also focused on lowering the cost of AI adoption, reporting a nearly 30% improvement in its AI performance at constant power consumption and a reduction of over 50% in cost per token. As part of its ongoing global infrastructure expansion, it opened new data centers in 10 countries across four continents during Q1. Google Cloud, the world's third-largest cloud provider, maintained a 10% market share in Q1 2025 and delivered strong year-over-year growth of 31%. As of 31 March, its revenue backlog reached US$92.4 billion, marking a slight decline from the previous quarter. This decrease was primarily attributed to supply constraints, particularly in compute capacity, that limited Google Cloud's ability to fully meet customer demand. In March, Google introduced the Gemini 2.5 model series, with Gemini 2.5 Pro receiving widespread acclaim for its leading benchmark performance and top ranking on Chatbot Arena. With enhanced reasoning and coding capabilities, the model opens new possibilities for both developers and enterprise users. Since the beginning of the year, active usage of Google AI Studio and the Gemini API has surged by over 200%, reflecting strong developer adoption and growing demand for generative AI solutions. Google also launched a new cloud region in Sweden (its 42nd globally) and committed US$7 billion to expand its Iowa data center, further supporting its growing AI and cloud workloads.
Yahoo
22-05-2025
- Automotive
- Yahoo
SINEXCEL and Phoenix Contact Sign Global Strategic Partnership Agreement
SHENZHEN, China, May 22, 2025 /PRNewswire/ -- SINEXCEL( has officially signed a global strategic partnership agreement with Phoenix Contact at the PHIIDF (Phoenix Contact Innovation and Industry Development Forum) in Shenzhen. Under this agreement, SINEXCEL and Phoenix Contact will collaborate extensively in the electric vehicle (EV) sector, leveraging each company's expertise to drive innovation. SINEXCEL's advanced power electronics and cutting-edge EV charging technologies will be enhanced by Phoenix Contact's reliable and high-performance connector solutions. The partnership aims to deliver faster, safer, and more efficient charging experiences for electric vehicles. During the PHIIDF event, Kevy Zhao, vice president of SINEXCEL, and Yi Zhang, senior vice president of Phoenix Contact China, signed the agreement on behalf of their respective companies. The ceremony was attended by senior executives from both organizations, including SINEXCEL's CEO Raymond Fang and Jiandang Gu, President of Phoenix Contact China. In early May, at Power2Drive Europe, SINEXCEL and Phoenix Contact jointly unveiled the MCS (Megawatt Charging System) solution, a charging system capable of delivering up to 1500A and 1280kW. This groundbreaking solution sets new standards for efficiency, reliability, and performance, advancing the electrification of heavy-duty trucks. Building on this collaboration, the signing of the global strategic partnership agreement further deepens the relationship between the two companies. This strategic partnership between SINEXCEL and Phoenix Contact underscores their mutual commitment to expanding their international presence and strengthening long-term cooperation. It demonstrates their strong connection in the global EV charging market and further solidifies their joint efforts to advance sustainable mobility solutions worldwide. About Phoenix Contact Founded in 1923 and headquartered in Germany, Phoenix Contact collaborates with customers and partners to develop future-oriented solutions using innovative connection and automation technology. The integrated concepts include engineering and services, and are applied in transportation infrastructure, e-mobility, for clean water, regenerative energy and intelligent supply networks, and in energy-efficient machine building and systems manufacturing, committed to build a digital industrial enterprise that empowers the All Electric Society. About SINEXCEL Founded in 2007, SINEXCEL is a pioneering leader in EV charging, energy storage, and power quality solutions, with nearly two decades of expertise in power electronics. With over 140,000 DC chargers installed and 1,000,000 power modules deployed across more than 60 countries and six continents, SINEXCEL collaborates with industry leaders to provide innovative energy solutions that promote energy freedom and contribute to a cleaner, greener future. View original content to download multimedia: SOURCE SINEXCEL Sign in to access your portfolio
