China Cloud Computing Market Reaches RMB 1.07 Trillion in 2025, Up 29%; Global Market at $823 Billion

In 2025, China's cloud computing market reached RMB 1,069.2 billion, up 29% year-on-year. The global cloud computing market stood at $823 billion in the same year. The core value of global cloud computing has shifted from supporting digital transformation to driving intelligent upgrade. The United States relaxed policies to unlock energy supply potential and promoted the export of the full-stack 'cloud + AI' technology package. In April 2025, the European Commission released the 'AI Continent Action Plan', proposing to triple its own data center capacity within five years to ultimately meet domestic demand. Major Asia-Pacific countries continued to increase investment in computing infrastructure. By segment, in 2025, global cloud computing IaaS, PaaS, and SaaS accounted for 30%, 28%, and 42% of the market respectively, with the application layer dominating. At the vendor level, Amazon Web Services and Microsoft Azure generated revenues of $128.7 billion and $120.5 billion respectively, together holding over a 30% market share. Google Cloud, Oracle, and IBM formed differentiated advantages in AI-native and hybrid cloud tracks, recording the top three growth rates. The structure of China's cloud computing market showed a convergence in IaaS share and a rapid increase in PaaS and SaaS. In 2025, IaaS reached RMB 520.9 billion, with growth slowing to 24%; PaaS, benefiting from the large-scale application of AI platforms, grew 67% to RMB 173.6 billion; SaaS penetration continued to rise, reaching RMB 132.5 billion, up 36%. Public cloud, intelligent computing cloud, and cloud overseas expansion became the three core growth drivers. Chinese cloud computing's overseas expansion formed a regional pattern centered on Asia Pacific, with the Middle East as a new growth pole, and coordinated layout in Europe, the Americas, Africa, and Latin America. In 2025, revenue from the Asia Pacific cloud computing market grew 33%. The 15th Five-Year Plan outline proposed to strengthen core digital economy industries, develop new-generation communication technologies, cloud computing, blockchain, and other industries, and enhance the level of high-end chips, optoelectronic devices, basic software, and industrial software to build an internationally competitive digital industry cluster. In the section on improving industrial basic capabilities and competitiveness, the plan outline focused on basic software such as domestic operating systems, databases, middleware, programming languages and compilers, development and testing tools, and cloud computing software, as well as industrial software for R&D design, production control, and business management, promoting full-chain technological breakthroughs and application of results.