Publisher: IDC
Release Date: November 2025
Industry Tags: Internet, Manufacturing, Government, Finance, Retail, Education, Healthcare, Media, Telecom, Transportation, Energy, Construction & Real Estate, Utilities
Product Tags: #TDSQL, #GooseFS, #NitroFS, #Tencent Meeting, #Tencent Cloud TI Platform, #Tencent Hunyuan Large Model, #CODING, #Cloud Studio, #Tencent Cloud EdgeOne (EO), #Real-Time Audio & Video (TRTC), #Instant Messaging (IM)
Report Directory
Methodology
Research Method: The report utilizes IDC's proprietary tracking methodology, combining quantitative market sizing with qualitative strategic analysis.
Scope & Definitions: The study covers Public Cloud services (IaaS, PaaS, SaaS) defined by shared standard services, ubiquitous network access, resource pooling, rapid elasticity, and measured service.
Data Sources: Data is derived from the "IDC Worldwide Semiannual Public Cloud Services Tracker, 2025H1," covering the period from January to June 2025.
Currency: Market size and revenue figures are presented in US Dollars (USD).
Core Findings
Market Scale & Growth: The China public cloud market reached $25.01 billion in 2025H1. The IaaS market grew by 18.0% to $14.01 billion, while the PaaS market saw the fastest growth at 21.4%, reaching $4.74 billion, driven by the commercial implementation of AI Agents and MaaS (Model as a Service).
AI as the Primary Engine: Intelligent computing (GenAI) contributed over one-third of the computing power market share. In the IaaS sector, "Accelerated Compute" achieved a year-over-year growth of over 100%.
Industry Shift: The manufacturing industry surpassed the government sector for the first time to become the largest contributor to the public cloud market among non-internet industries, driven by AI and intelligent agent applications in scenarios like autonomous driving and electronic manufacturing detection.
Global Expansion: "Going Global" has become the second growth curve for Chinese cloud vendors. The overseas revenue share is projected to rise from under 10% to over 30% within the next five years (2026-2030), with a focus on Southeast Asia and the Middle East.
Why Choose Tencent Cloud
Strategic Transformation:
Tencent Cloud is shifting its cloud infrastructure focus from "resource supply" to "business-driven," comprehensively upgrading its IaaS technology stack to support the rapid fission of front-end intelligent agents.
PaaS & Database Leadership: Focusing on high-value scenarios and key clients, Tencent Cloud released an integrated version of #TDSQL and upgraded the TDSQL-B distributed engine, significantly improving performance and reducing user costs.
Advanced AI Infrastructure:
To support the AI wave, Tencent Cloud released the #GooseFS data accelerator and #NitroFS smart computing storage, providing high-performance storage foundations optimized for AI training and inference.
Global Network Capabilities:
Under the "Global One Network" strategy, Tencent Cloud is accelerating its international layout, with 7 new data centers planned for 2025 in the UAE, Thailand, Malaysia, the Philippines, Korea, Japan, and Mexico, ensuring robust global service stability.
Innovative AI Applications:
Tencent Cloud launched a series of ADP3.0 intelligent agent applications, covering enterprise customer service, marketing intelligence, location services, and knowledge management, demonstrating strong practical application capabilities.