Global Cloud Race Heats Up: $300 Billion on the Line
Beijing, Tuesday, 23 September 2025.
Global cloud infrastructure spending is set to surge past $300 billion next year. This is driven by cloud giants and strategic initiatives in both China and the US. China’s ‘East-Data-West-Calculation’ and the US CHIPS Act are major catalysts. These are boosting data center infrastructure and semiconductor manufacturing. Tektronix unveils new testing solutions. These include oscilloscopes with record-breaking data transfer speeds. Tektronix plans to launch a 200V high-performance SMU module in early 2026.
Tektronix’s new offerings
Tektronix is poised to capitalize on this surge with its advanced AIDC testing solutions [1]. The company recently launched the 7 Series DPO oscilloscopes and MP5000 series modular precision testing system [1]. The new oscilloscopes feature custom ASIC chips and TekHSI™ technology, enabling data transfer speeds ten times faster than traditional instruments [1]. These innovations are crucial for industries involved in AI and quantum computing [1]. Tektronix’s new products will help to ensure the reliability and performance of next-generation cloud infrastructure [1].
Advancements in testing technology
The 7 series DPO oscilloscopes are designed for high-performance single-point measurements [1]. The MP5000 series targets full-process automated testing [1]. The MP5000 series features a modular architecture designed to maximize functionality with fewer resources [1]. The MP5000 series can accommodate six test channels in a 1U rack, reducing space usage by over 50% [1]. This system uses a Test Script Processor (TSP) for sub-microsecond synchronization [1]. These features address the limitations of traditional automated testing systems, offering a comprehensive testing capability from research and development to production [1].
China’s financial developments
China’s financial sector is undergoing significant changes that could impact investment strategies [2]. The People’s Bank of China is accelerating improvements to the central bank system [2]. The China Securities Regulatory Commission (CSRC) is enhancing the market environment [2]. The General Administration of Financial Supervision is focused on preventing systemic risks [2]. These regulatory efforts aim to create a more stable and attractive environment for investors, particularly in technology and infrastructure [2]. These changes may lead to increased confidence in Chinese markets.
Morgan Stanley’s insights on a-shares
Morgan Stanley Fund’s analysts highlight the increasing allocation of overseas funds to A-shares [7]. They note that investor risk appetite remains high [7]. Their analysis suggests multiple themes are unfolding simultaneously in the market [7]. Morgan Stanley’s fund managers point to the potential for technology innovation to drive a re-evaluation of Chinese assets [7]. They also observe that residents’ asset reallocation is fueling the rise of dividend-focused stocks [7]. These insights suggest a positive outlook for strategic investments in the Chinese market [7].