## Concentration in the Chinese GPU cloud market The Chinese GPU cloud market is experiencing a phase of rapid consolidation, with a small number of domestic companies vying for leadership. Baidu and Huawei have established themselves as the main players in this sector. ## Export restrictions and opportunities for local companies The export restrictions on advanced accelerators by Nvidia have created an opportunity for Chinese companies to develop homegrown solutions. This situation has prompted Baidu and Huawei to invest in the development of locally produced artificial intelligence (AI) chips, accelerating their rise in the GPU cloud market. ## General context Cloud computing, in general, has become an essential infrastructure for companies of all sizes. It offers scalability, flexibility, and cost reduction compared to traditional IT infrastructures. The GPU cloud, in particular, is crucial for applications that require high computing capabilities, such as artificial intelligence, machine learning, and advanced graphics.