2025年中国云计算市场规模达10692亿元，同比增长29%[1]。其中基础设施即服务（IaaS）规模为5209亿元，增速从前一年的36%回落至24%；平台即服务（PaaS）增速最高，达67%，规模达1736亿元[1]。
在IaaS领域，阿里云处于领先地位，市场份额从2024年的30.1%上升至2025年的32.8%，收入同比增长34.4%[1]。火山引擎、腾讯云等厂商通过降价和新产品积极争夺市场份额[1]。据云计算代理透露，当前销售折扣一般为官网价基础上的七到八折，部分销售宣传打出"五折甚至更低"[1]。
在AI云市场中，2025年全年中国AI云市场总规模达567亿元，阿里云以38.1%的份额占据首位，火山引擎、百度云、腾讯云和天翼云分别占20.4%、9.4%、6.3%和5.9%[1]。此外，火山引擎在中国公有云模型即服务（MaaS）市场中以49.5%的份额位居第一[1]。
China's cloud computing market reached 106.92 billion yuan in 2025, expanding 29 percent year-over-year, yet growth is increasingly concentrated in the AI platform layer [1]. While infrastructure-as-a-service (IaaS) expanded to 52.09 billion yuan with a decelerated 24 percent growth rate compared to previous years, platform-as-a-service (PaaS) surged 67 percent to 17.36 billion yuan [1]. The shift reflects intensifying competition among major cloud providers as they exhaust opportunities in saturated enterprise markets and aggressively pursue emerging consumer-facing opportunities.
Alibaba Cloud solidified its dominance in the IaaS segment, lifting its market share from 30.1 percent in 2024 to 32.8 percent in 2025 with revenue growth of 34.4 percent [1]. Within the AI cloud market, which totaled 56.7 billion yuan annually, Alibaba Cloud commanded 38.1 percent of the market, followed by ByteDance's Volcano Engine at 20.4 percent, Baidu Cloud at 9.4 percent, Tencent Cloud at 6.3 percent, and China Telecom's Tianyi Cloud at 5.9 percent [1]. In the model-as-a-service (MaaS) segment, Volcano Engine emerged as the leader with 49.5 percent market share [1].
Aggressive pricing strategies underpin the competitive scramble for market share. Cloud resellers disclosed that typical sales discounts range from 70 to 80 percent off official pricing, with some sales teams promoting discounts as low as 50 percent or deeper [1]. Universities seeking to migrate laboratory operations to the cloud typically face costs between 50,000 and 100,000 yuan [1].