Frost & Sullivan: Alibaba Cloud Leads China Full-Stack AI Cloud With 42% Share, Market Up 123.8%
Frost & Sullivan's China Full-Stack AI Cloud Service Market Report (H1 2026), released October 28, shows Alibaba Cloud held a 42% share of China's full-stack AI cloud service market in the first half, ranking first and exceeding the sum of the second to fourth places and more than double the runner-up. The market reached 58.13 billion yuan, up 123.8% year on year, with Volcano Engine, Baidu AI Cloud, Tencent Cloud and SenseTime ranking second through fifth. The report says inference demand has replaced training as the main driver of compute growth, and the industry is shifting from a "resource race" to an "efficiency and ecosystem race," where full-stack capability of leading vendors becomes the key competitive edge.
Source: Frost & Sullivan / Sohu, Oct 28, 2026 | 2026-10-28
- China Unveils 'StarHub' Plan for Space-Based Computing: 800 Satellites by 2032, Trillion-Yuan Industry
- Action Intelligence Launches Chorus Cross-Embodiment Data Engine, Expanding Robot Training Data 40x
- GTHT Plans 20 Billion Yuan Shanghai Navigation Tech Innovation Fund With AI as Key Focus
- Physical AI Hits Commercial Inflection as Nvidia, Germany and Optimus Bet on a 6 Trillion Dollar Market
- Yiwu's First-Half Export Exceeds 420.7 Billion Yuan for First Time as Christmas Goods Hold 80% of Global Market
- China's Commerce Minister Meets European Parliament Trade Chair, Pledges Stable, Balanced EU-China Ties
- US Section 232 Finds Robot and Industrial Machinery Imports a 'National Security Threat' but Delays Tariffs 180 Days
- Tencent Open-Sources Hunyuan Hy3 With Apache 2.0 License, Free for Commercial Use
- DiffuSphere Open-Sources Clover-35B Diffusion LLM, Claims 5-10x Speed Over Autoregressive Peers
- Wuzhen Summit Open-Source Pavilion Opens as China's Open Models Top Global Call Volume
