The market over the next three to five years
Aijie Capital is positive on the AI compute market, but the centre of gravity is shifting from obtaining GPU capacity to making AI genuinely operational.
As large enterprises and government bodies accelerate adoption, customers need more than equipment: they need one partner covering requirement diagnosis, system construction, industry deployment, and ongoing operations — while data security, regulatory compliance, and data sovereignty become decisive factors.
The most valuable opportunity therefore lies in combining enterprise AI infrastructure, industry solutions, and long-term managed operations, so AI moves from proof of concept to a continuously improving core business system.

