Where Data Tells the Story
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China’s cloud computing landscape is undergoing a major transformation as domestic tech giants race to power the nation’s AI ambitions. Alibaba Cloud remains the market leader with 39% share, supported by vast investments in AI chips, inference tooling, and global data center expansion. Its international presence and optimized workload placement strategies give it a clear edge in scalability and performance.
Huawei Cloud, with a 19% share, is leveraging its in-house Ascend chips and Atlas supernode systems to create tightly integrated AI-ready infrastructure. This vertical approach allows Huawei to align hardware and software performance, positioning it strongly in domestic markets that favor locally developed silicon.
Tencent Cloud holds 15%, driven by its dual focus on gaming, consumer services, and enterprise AI workloads. Its data-center campuses in Gui’an and other regions highlight Tencent’s rapid capacity expansion and long-term AI infrastructure strategy.
Meanwhile, Baidu Cloud accounts for 9%, doubling down on its Kunlun chip family and large training clusters to support massive model training at scale.
Together, these players reflect how China’s cloud market is increasingly shaped by AI infrastructure from chip design to hyperscale data-center strategy.
Key Takeaways:
👉 Explore how China’s “Eastern Data, Western Computing” strategy is powering this growth