According to Omdia, mainland China’s cloud infrastructure services market reached $12.4 billion in Q2 2025, up 21% year on year, marking the first return to above-20% growth since early 2024. AI remained the primary growth engine. As AI foundation model capabilities continue to advance and toolchains mature, enterprise demand is shifting beyond basic model invocation toward more business-aligned use cases, including industry-specific models and early exploration of AI agent-based applications. ...