On September 9, Omdia released the report "China AI Cloud Market, 1H25," which indicates that in the first half of 2025, the scale of China's AI cloud market reached RMB 22.3 billion, with Alibaba Cloud ranking first with a market share of 35.8%, surpassing the combined total of the second to fourth players. The report suggests that generative AI (GenAI) has driven the explosive growth of the AI cloud market, with an expected growth of 148% in 2025, and the market is projected to reach RMB 193 billion by 2030.
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