According to statistics reported by the International Data Corporation, benefiting from the centralized release of inference demand, the number of enterprise-level MaaS token calls increased about 16 times a year in 2025, driving China's AI cloud market to 68.4 billion yuan. Among them, Alibaba's market share is 29.7%, ByteDance's share is 14.7%, followed by Baidu with 8.2%, and Huawei with 7.9%. The competitive dimension of AI cloud is shifting from “who can provide resources” to “who can turn resources into deliverable and trustworthy results”. According to IDC research, when choosing AI cloud infrastructure, the most important factors are response quality/model effectiveness, performance, and security compliance.

Zhitongcaijing · 3d ago
According to statistics reported by the International Data Corporation, benefiting from the centralized release of inference demand, the number of enterprise-level MaaS token calls increased about 16 times a year in 2025, driving China's AI cloud market to 68.4 billion yuan. Among them, Alibaba's market share is 29.7%, ByteDance's share is 14.7%, followed by Baidu with 8.2%, and Huawei with 7.9%. The competitive dimension of AI cloud is shifting from “who can provide resources” to “who can turn resources into deliverable and trustworthy results”. According to IDC research, when choosing AI cloud infrastructure, the most important factors are response quality/model effectiveness, performance, and security compliance.