This Round Table discussion delves into the rapidly growing computing power leasing market in China, which is expected to hit $36 billion by 2026. In this model, companies establish large data centers and lease their processing power, providing a vital resource for smaller businesses that can't afford their own infrastructure. While the market is booming and attracting major tech players, it is also becoming more competitive, resulting in price reductions and challenges for some companies. The future success of this market will depend on the ongoing expansion of AI applications, the establishment of a strong domestic chip supply chain, and the resolution of issues related to information asymmetry and talent development.
