China’s cloud market is the world’s second largest and shares almost nothing with the first: seven or eight providers of scale where the West has three, three of them state-owned carriers; a largest provider that took ten years to earn a profit and still earns a margin a third of AWS’s; and, since 2025, the fastest growth of any large cloud market on earth, delivered on chips the United States will not sell it. Alibaba Cloud grew 45% in the June 2026 quarter, Baidu’s AI infrastructure business 50%, and the Canalys/Omdia market 26%. This is a full institutional-grade sector report on the Chinese cloud providers — Alibaba Cloud, Huawei Cloud, Tencent Cloud, Baidu AI Cloud, China Telecom, China Mobile, China Unicom, ByteDance’s Volcano Engine and Kingsoft Cloud — built from the providers’ own filings and results, Canalys/Omdia, IDC, CAICT, Synergy and Gartner market data and US export-control notices into nine structured chapters and 35 charts, current through the June 2026 quarter.
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