AI Cloud Reacceleration: What It Means for Kingsoft Cloud (KC)

Posted on by Eben@CANSLIM Research

In a report titled “3Q26 Preview: AI Cloud Growth Reaccelerates as Compute Constraints Ease; Prioritizing GPUaaS Economics over MaaS; Buy”, the analysis argues that improving advanced GPU supply is set to lift growth across China’s neocloud and AI data-centre operators in the second half of 2026. It points to threefold and 1.5-fold quarter-on-quarter capex growth at Range Intelligent and Guangdong HEC respectively, reaching Rmb7bn and Rmb17bn in 3Q26, as evidence that domestic compute availability is improving.

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