IDC: China's public cloud IaaS market is expected to surpass a total scale of one trillion in the first half of 2025, with a year-on-year growth rate of close to 20%.

According to the financial and economic app Zhitong, the first half of 2025 marks a key turning point for the infrastructure as a service (IaaS) market in China's public cloud sector. With the growth of the "general computing" market slowing down, "intelligent computing" has emerged as the core engine driving the overall growth of the IaaS market. The latest report released by IDC shows that the total scale of China's public cloud IaaS market exceeded one trillion yuan in the first half of 2025, with a year-on-year growth rate of nearly 20%, reaching a new high since the outbreak of the pandemic. This round of growth is mainly attributed to the expansion of demand for AI large model training and inference, cutting-edge practices of AI intelligence, and the strategic overseas layout of cloud vendors. The strategic focus of cloud vendors is shifting from "general computing" to "intelligent computing," with intelligent computing becoming the key growth point in the competitive landscape of public cloud.