Kingsoft Cloud AI Sales Up 120 Percent

Kingsoft Cloud(NASDAQ:KC) reported second quarter 2025 earnings on August 20, 2025, with revenue reaching RMB 2.35 billion, public cloud revenue up 32% year-over-year (YoY), and AI-related gross billings surging more than 120% YoY. Management highlighted a strategic capital expenditure (CapEx) shift, margin impacts from AI infrastructure investment, and strong momentum in ecosystem partnerships, setting expectations for continued growth and evolving business models.

AI-related gross billings totaled RMB 728.7 million, making up 45% of public cloud revenue and growing over 120% YoY, driven by demand from large language model clients and ecosystem partners. This growth aligns with a broader industry trend of generative AI adoption expanding the cloud market and increasing infrastructure investment.

This rapid expansion of AI revenue streams demonstrates Kingsoft Cloud’s effective transition to technology-intensive offerings, strengthening its competitive position in China’s cloud market.

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Source Fool.com