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According to statistics from an International Data Corporation (IDC) report, driven by the concentrated release of inference demand, enterprise-level MaaS Token usage grew about 16-fold in a single year in 2025, pushing the scale of China's AI cloud market to 68.4 billion yuan. Among them, Alibaba held a market share of 29.7%, ByteDance 14.7%, followed by Baidu at 8.2% and Huawei at 7.9%. The dimensions of competition in AI cloud are shifting from "who can provide resources" to "who can turn resources into deliverable, trustworthy results." According to an IDC survey, when enterprises choose AI cloud infrastructure, the factors they value most are answer quality/model effectiveness, performance, and security and compliance.
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