China Cloud Infrastructure Market Grows 24% in Q3 2025
Analysis based on 10 articles · First reported Feb 10, 2026 · Last updated Feb 10, 2026
The robust growth in Mainland China's cloud infrastructure services market, driven by AI demand, signals a strong and expanding technology sector. This positive trend is expected to benefit leading cloud providers like Alibaba Group===Alibaba Cloud, Huawei===Huawei Cloud, and Tencent===Tencent Cloud, potentially leading to increased investment and innovation in AI and cloud technologies.
Mainland China's cloud infrastructure services market reached $13.4 billion in Q3 2025, growing 24% year-on-year, marking the second consecutive quarter of over 20% growth. This expansion is primarily fueled by sustained AI demand, which is driving adoption and generating spillover effects across core cloud infrastructure services. Leading cloud providers, including Alibaba Group===Alibaba Cloud, Huawei===Huawei Cloud, and Tencent===Tencent Cloud, are actively building out AI capabilities, emphasizing productization, model differentiation, and strengthening AI agent platforms. Alibaba Group===Alibaba Cloud maintained its market leadership with a 36% share, reporting triple-digit AI-related revenue growth. Huawei===Huawei Cloud secured the second position with a 16% share and 14% revenue growth, focusing on industry-specific AI adoption. Tencent===Tencent Cloud held approximately 9% of the market, with growth constrained by AI computing resources but advancing its agent development platform. The market is also seeing increased partner-driven revenue, highlighting the importance of ecosystem collaboration.
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