Core Insights - The Chinese AI Infrastructure as a Service (IaaS) market is projected to grow by 122.4% year-on-year, reaching 19.87 billion by the first half of 2025, driven by the demand for AI capabilities across various industries [1][2] - Alibaba Cloud leads the market with a 24.7% share, excelling in both Generative AI IaaS and Other AI IaaS segments [1] - The Generative AI IaaS segment is expected to account for over 80% of the AI IaaS market, with a staggering growth of 219.3% year-on-year [1] Market Dynamics - The demand for AI services is robust across multiple sectors, including internet, automotive, mobile manufacturing, finance, and government, with automotive companies intensifying competition for smart driving solutions [2] - Alibaba Cloud has established partnerships with major Chinese automotive manufacturers, such as FAW, BYD, Geely, NIO, and Xpeng, to enhance their smart capabilities [2] Future Projections - The importance of inference infrastructure, necessary for running AI agents, is expected to significantly increase, becoming a core component of AI cloud services [2] - The overall AI infrastructure market is anticipated to approach 150 billion by 2029 [2]
IDC：中国AI基础设施市场爆发式增长，阿里云第一
Cai Jing Wang·2025-10-22 08:20