Physix FrontierPhysix Frontier · News Briefing Card (Leiphone · Nov 2, 2026)
Global AI NeoCloud map released; DataCanvas enters top tier
KEY FACTS
- On October 19, a global AI NeoCloud industry map drew industry attention.
- The map divides NeoCloud vendors into three tracks: GPUaaS, GPUaaS+MaaS, and AI Engineering.
- DataCanvas is one of the few Chinese vendors to enter the top tier on the map.
- IDC data shows that the domestic AI IaaS market reached RMB 48.67 billion in 2025, up 128% year over year.
- DataCanvas says its platform can help customers cut TCO by 73.8%.
KEY DATA
RMB 48.67 billion2025 domestic AI IaaS market size
128%2025 AI IaaS market year-over-year growth
1,944 trillion Tokens2025 public cloud MaaS model invocation volume
73.8%DataCanvas TCO reduction
PHYSIX OBSERVATION
NeoCloud competition has shifted from stacking GPUs to engineering and cost, with TCO and training/inference stability becoming hard metrics. DataCanvas is staking out a position with heterogeneous scheduling and full-stack capabilities, but the adaptation cost of the domestic multi-chip ecosystem remains the biggest variable; whoever can push engineering overhead to the lowest level will be the one to turn compute dividends into sustainable revenue.
Source: Leiphone report