Kingsoft Cloud (KC) – Turning into an AI Powerhouse

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🔍 Overview

Kingsoft Cloud Holdings Limited KC is rapidly evolving into a major player in China’s AI infrastructure space. With strong foundations in cloud computing and a sharp pivot toward high-performance AI services, KC is riding the wave of digital transformation in China's economy.

🚀 AI Cloud Growth

In Q1 2025, AI Cloud billings soared +228% YoY to RMB 525M.

Now makes up 39% of public cloud segment, up from a much smaller base.

This growth highlights KC's strategic shift from generic cloud to AI-driven infrastructure solutions.

🤝 Strategic Partnerships

Key ecosystem ties with Xiaomi and Kingsoft Corporation.

These integrations create network effects, boosting stickiness, cross-sell potential, and long-term revenue growth.

📊 Financial Turnaround

Q2 2025 revenue: +20.3% YoY, first profitable quarter in company history.

Q1 revenue: +10.9% YoY to RMB 1.97B.

Reflects tight cost control + margin expansion from AI services.

📈 Technical Outlook

Bullish bias above $12.75–$13.00

Upside target: $21.00–$22.00

Watching for consolidation or breakout from recent base.

💡 KC is emerging as a high-growth AI infrastructure play, aligned with national and enterprise trends in China’s digital economy.

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