Giants struggle .. Who dominates the intelligence of China? | economy

Witness market artificial intelligence In China, an unprecedented intensification in the competition between the technology giants such as “Baidu”, “Ali Baba”, “Tennant” – known combined as “Pat” – besides the rise of promising companies such as “Bait Dance”, “Huawei”, “Metan” and “Pinzado”, according to what the Economist magazine dealt with in a recent analytical report.

According to the report, the company “Bido” recorded a 42% remarkable growth in the revenue of cloud computing services during the first quarter of 2025, bypassing analysts’ expectations.

On the same day, “Tennant” organized a special conference on cloud computing, in which she announced a major promotion of her platform and a price reduction, while “Ali Baba” revealed the next day its expected global expansion to provide its cloud services in dozens of countries.

3 fronts for battle: infrastructure, models and applications

The report indicates that the cloud computing market is in China It will exceed 50 billion dollars this year, and rises to 80 billion by 2027, mainly driven by an increasing demand for artificial intelligence.

Although “Ali Baba” retained the leadership, its competitors are achieving remarkable progress, as “Bate Dance” has sought the services of “Volkino Ingen” quickly since its launch in 2020, while “Huawei” acquires an increasing share by targeting government companies that trust more than private internet companies.

Variety of models and application market

Both “Pat” companies have developed their models for artificial intelligence to attract customers, despite the challenges put forward by startups such as “Deep Cick”, which launched their models for free. Bidu, for example, focuses on attracting robots through a multimedia model that combines language and vision.

In the application market, “Tennant” appears to be the most prepared thanks to its “Wei Chat” application, which includes 1.4 billion active users and contains millions of mini -applications. The company began to integrate artificial intelligence advantages that include research and generation of images, and is currently working on developing “agent” services that implement duties on behalf of the user. The company relies on its wide user base to give it preference.

For its part, “Ali Baba” benefits from its broad database in the e -commerce to improve the recommendations of products and attract advertisers. On the other hand, “Bido” faces challenges due to the erosion of the base of its users, as the free “Erney” chat robot undermines the research work, which led to a decrease in advertising revenues by 6%, while “Tennant” achieved 20% growth.

The rise of competitors and the decline in dominance

The report expected that fierce competition will decline the traditional domination of “Pat”. The “Benaddo”, which is competing with “Ali Baba” in the e -commerce, the development of its models, as well as “Metan”, which turned from the service of delivering food into a comprehensive application.

As for “Huawei”, thanks to the base of its large user in smartphones and devices, it has an opportunity to spread dedicated artificial intelligence services.

But the greatest threat according to the report comes from “byte Dance”, which does not only have accurate data about users’ behavior on “Tek Tok” and “Dwin”, but also has a global presence that enables it to access the competencies and chips more easily, which gives it an advantage in the artificial intelligence race.

The report concludes by saying that the real battle is on artificial intelligence In China, it has just started, and the balance of power in the Chinese technology world has changed radically over the next few years.