中国的云市场在AI需求驱动下在2025年Q3增长24%, 阿里巴巴云居领先地位。 China's cloud market grew 24% in Q3 2025, driven by AI demand, with Alibaba Cloud leading.

中国云层基础设施市场在2025年Q3年同比增长24%,达到134亿美元,连续第二季度超过20%,由AI需求增加和生产工作量增加所推动。 China's cloud infrastructure market grew 24% year-on-year in Q3 2025 to $13.4 billion, the second consecutive quarter above 20%, fueled by rising AI demand and production workloads. Alibaba Cloud以36%的比例领先,报告在新的多式联运和视频模式以及无服务器的AI代理服务驱动下,AI类三位数收入增长连续9个季度。 Alibaba Cloud led with 36% share, reporting nine straight quarters of triple-digit AI revenue growth, driven by new multimodal and video models and a serverless AI agent service. 华卫云(Huawei Cloud),占16%,与行业相关的先进人工智能,包括中国南方航空公司的预测模型。 Huawei Cloud, at 16% share, advanced industry-specific AI, including a predictive model with China Southern Airlines. Tencent Cloud改进了Hunyuan2.0平台,以发挥更明确的示范作用。 Tencent Cloud refined its Hunyuan 2.0 platform for clearer model roles. 供应商侧重于可扩展的AI代理平台、改进一体化和商业化准备,由伙伴驱动的收入为25%。 Providers focused on scalable AI agent platforms, improved integration, and commercialization readiness, with partner-driven revenue at 25%.