r/baba
Omdia: CN Al Cloud Mkt Whops RMB56.7B in 2025; Alibaba Cloud Takes Lion's Share at 38.1%
Omdia: China's 2025 AI cloud market hit RMB 56.7B; Alibaba Cloud leads with 38.1% share, beating the next three rivals combined.
- China's AI cloud market is expanding significantly, reaching a total size of RMB 56.7 billion in 2025.
- Alibaba Cloud dominates the sector, capturing 38.1% market share and surpassing the combined share of the 2nd to 4th players.
China's Al cloud market reached a total size of RMB56.7 billion in 2025, with laaS accounting for approximately 69% and MaaS about 31%, as market research firm Omdia released its "China Al Cloud Market Share 2025" report.
Among providers, Alibaba Cloud ranked first in both Al laas and Maas segments. Its total market share ascended from 35.8% in 1H25 to 38.1%, firmly maintaining the top position and toppling the combined share of the second- to fourth-ranked players.
Volcengine, Baidu Cloud, Tencent Cloud and eSurfing Cloud ranked second to fifth, respectively. The top five cloud vendors together accounted for more than 80% of the market.
Source: aastocks
Baidu cloud revenue increased 79% YoY. Crazy
Smaller base
Baidu’s market share is pretty small, can’t make top 3.