Lates News

Omdia's latest data shows that the cloud infrastructure service market in mainland China reached $13.4 billion, a year-on-year increase of 24%, with growth rates exceeding 20% for two consecutive quarters. The continued demand for artificial intelligence continues to drive the adoption rate and has created spill-over effects in the core cloud infrastructure service areas, accelerating the shift of cloud resource consumption to production workloads. As a result, leading cloud service providers continue to strengthen their artificial intelligence capabilities. In the third quarter of 2025, the market shares of Alibaba Cloud, Huawei Cloud, and Tencent Cloud were 36%, 16%, and 9% respectively. In the third quarter of 2025, Alibaba Cloud's market share in the Chinese cloud market increased from 34% in the previous quarter to 36%, expanding its lead. At the same time, Alibaba Cloud's market share has continued to grow for three consecutive quarters, firmly holding the number one position in the Chinese market. Omdia points out that AI is increasingly becoming the primary driver of new demand for core cloud infrastructure services. According to Alibaba's financial report, Alibaba Cloud's AI-related product revenue has achieved triple-digit year-on-year growth for nine consecutive quarters.