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offer a highly interesting solution for non-Chinese companies to provide services in China (even assisting their customers to obtain the necessary licenses)

Do you need a highly interesting solution with necessary licenses to use any other cloud in any other country?

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It's a fair point. But licenses could be the right direction to go in future. Consider GDPR for doing business in Europe: that seems to be a good thing for data privacy. Cloud services that are licensed to provide GDPR assistance in Europe would be good for both clients and European consumers.

That’s not the point. You need them when you want to provide services in China. And it’s a non-trivial endeavor, especially for non-Chinese companies. Most multinationals face this challenge when providing online services for their Chinese customers - ranging from software distribution to content management. And you need to play by the rules in every jurisdiction around the globe. GDPR is just another example, like it or not.

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