On October 27, 2025, Frost & Sullivan, an internationally recognized and authoritative consulting firm, unveiled the 'China Full-Stack AI Cloud Service (Public Cloud) Market Report for the First Half of 2025'. According to the report, during the first half of 2025, the market size for full-stack AI cloud services in China soared to RMB 25.9 billion. Among the key players, Alibaba Cloud claimed the top spot with a 30.2% market share, while Baidu Intelligent Cloud followed closely in second place, securing a 22.5% share. Together, these two giants accounted for over 50% of the market, signaling the emergence of a dual-leader dynamic—a scenario that could be aptly described as a 'duopoly' or a 'two-horse race,' depending on the nuance one wishes to convey.

Frost & Sullivan highlighted that the current competitive landscape in AI cloud services has transitioned into an era of 'ecosystem warfare.' In this phase, cloud providers are compelled to cultivate scenario-specific competitiveness by adopting a trinity model that integrates Infrastructure as a Service (IaaS), Platform as a Service (PaaS), and Model as a Service (MaaS). The inherent platform advantages of full-stack AI have emerged as pivotal elements, enabling Baidu Intelligent Cloud and Alibaba Cloud to solidify their respective market footholds.