➀ Demand for CPUs has stabilized at Alibaba and Tencent clouds, while GPU demand is increasing. ➁ Alibaba Cloud reported 6% year-over-year revenue growth, attributing part of the growth to AI and GPU demand. ➂ Tencent's Business Services showed 'teens' growth, with GPU rentals booming but still modest compared to the US market. ➃ Lenovo's Infrastructure Solutions Group saw a 65% revenue increase, driven by AI and GPU demand, though profitability remains a challenge.