International data agency IDC recently released the latest report “China Intelligent Computing Cloud Infrastructure Market Tracking”, showing that in the first half of 2025, China's AI infrastructure service market grew 122.4% year on year to reach 19.87 billion yuan. Among them, Alibaba Cloud held the top position with 24.7%, and ranked first in both GenAI IaaS and Other AI IaaS segments. AI IaaS refers to AI infrastructure with AI-specific chips such as GPUs as the core of computing power. In recent years, the AI IaaS market has exploded, driven by a wave of generative AI and big models. According to the IDC report, in the first half of 2025, GenAI IaaS's share of the AI IaaS market further expanded to more than 80%, and the market size increased by 219.3% year-on-year. IDC pointed out that by continuously increasing AI infrastructure capital expenditure and increasing computing power reserves, Alibaba Cloud meets the strong training and promotion needs of customers in different AI scenarios by providing diversified AI IaaS services such as Lingjun AI clusters and GPU elastic computing power, achieving rapid growth and maintaining the top market share for a long time. IDC expects the overall AI infrastructure market to reach 150 billion yuan by 2029.

International data agency IDC recently released the latest report “China Intelligent Computing Cloud Infrastructure Market Tracking”, showing that in the first half of 2025, China's AI infrastructure service market grew 122.4% year on year to reach 19.87 billion yuan. Among them, Alibaba Cloud held the top position with 24.7%, and ranked first in both GenAI IaaS and Other AI IaaS segments. AI IaaS refers to AI infrastructure with AI-specific chips such as GPUs as the core of computing power. In recent years, the AI IaaS market has exploded, driven by a wave of generative AI and big models. According to the IDC report, in the first half of 2025, GenAI IaaS's share of the AI IaaS market further expanded to more than 80%, and the market size increased by 219.3% year-on-year. IDC pointed out that by continuously increasing AI infrastructure capital expenditure and increasing computing power reserves, Alibaba Cloud meets the strong training and promotion needs of customers in different AI scenarios by providing diversified AI IaaS services such as Lingjun AI clusters and GPU elastic computing power, achieving rapid growth and maintaining the top market share for a long time. IDC expects the overall AI infrastructure market to reach 150 billion yuan by 2029.