Omdia: Mainland China Cloud Infrastructure Spending Rises 26% in Q4 2025, Driven by AI and Agent Growth

AI Briefing

• – Mainland China's cloud infrastructure services spending reached $14.7 billion in Q4 2025, up 26% year-on-year.
• – AI remained the market's primary growth driver, accounting for the majority of the increase.
• – Omdia forecasts China's cloud infrastructure services spending will grow by 26% in 2026.