Amid digital transformation and the deep penetration of AI into all sectors, Vietnamese technology enterprises are focusing on developing cloud computing (Cloud) infrastructure integrated with artificial intelligence (AI). This is a crucial foundation for businesses to optimize operations, reduce costs, and enhance competitiveness.

While FPT and Viettel have made significant strides in the Cloud sector, VNG has chosen a different path: merging VNG Cloud and GreenNode to form a comprehensive AI Cloud ecosystem serving digital enterprises.

VNG Cloud and GreenNode Merger – “AI-first” Strategy

According to VNG: On December 16, 2025, VNG officially announced the merger of VNG Cloud and GreenNode under the GreenNode brand.

Post-merger, GreenNode boasts an AI Cloud ecosystem with over 80 products and services, combining traditional Cloud infrastructure and high-performance AI Cloud on a unified platform.

VNG pursues an “AI-first” strategy, focusing on three core capabilities: infrastructure, platform, and data, to support businesses in deploying AI flexibly and cost-effectively.

VNG CEO Kelly Wong emphasized: “AI and Cloud are no longer separate domains but serve a unified infrastructure solution.”

Not Competing Directly – Building an Ecosystem

The most distinctive aspect of VNG’s strategy is its avoidance of direct competition with FPT or Viettel. Instead, VNG positions itself as a trailblazer, focusing on:

• Building an AI Cloud ecosystem to serve digital enterprises.
• Reducing dependence on foreign platforms, offering more choices for the Vietnamese market.
• Expanding into Southeast Asia, aiming to become the leading AI Cloud provider in the region.

Significance for Vietnam’s Technology Market

• Diversifying options for domestic businesses in deploying AI and Cloud.
• Promoting sustainable development and international integration of Vietnam’s technology ecosystem.
• Creating a foundation for innovation, enabling startups and tech enterprises to easily transform ideas into products.

Conclusion

VNG’s AI Cloud strategy is not a race for market share with FPT or Viettel but a journey to build a comprehensive AI Cloud ecosystem. This strategic move not only strengthens VNG’s position in Vietnam but also opens opportunities to expand regionally.