"Omdia reported today that the market size of cloud infrastructure services in Chinese Mainland will reach US $12.4 billion in the second quarter of 2025, the first quarterly year-on-year growth rate of more than 20% since the beginning of 2024 (specific proportion is 21%).
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Omdia reported today that the market size of cloud infrastructure services in Chinese Mainland reached US $12.4 billion in the second quarter of 2025, the first quarterly year-on-year growth rate of more than 20% since the beginning of 2024 (specific proportion is 21%).
In terms of market share, Alibaba Cloud, Huawei Cloud, and Tencent Cloud have market shares of 34%, 17%, and 10% respectively in Q2 2025, with the remaining 39% shared by other service providers.
Overall, the exceptionally strong demand for AI played a key role in the rebound of Q2 growth. The demand for enterprise AI is shifting from basic model calling to application scenarios that better meet business needs, including early exploration of industry-specific models and AI agent/agent applications.
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