According to the latest data from IDC, the hybrid cloud market in China experienced a year-over-year growth rate of 22.7% in the second half of 2025, with a market size reaching 101.47 billion yuan. For the full year of 2025, the total market size stood at 145.17 billion yuan.
IDC observes that the technology trends within the hybrid cloud market are evolving toward supporting "intelligent computing and AI applications." This includes the expansion of AI applications into vertical industries like government and manufacturing, as well as the deployment of edge inference and intelligent agents, which drives the construction of edge intelligent computing platforms. Localized computing power is leading the expansion and upgrade of computing resources for central and state-owned enterprises. AIOps is enhancing intelligent operations management for unified general and intelligent computing, while FinOps is helping enterprises with intelligent management of their cloud platform investment budgets.
Key Market Characteristics for the Second Half of 2025
The market definition of hybrid cloud in China, as defined by IDC, typically refers to a model where a privately deployed cloud platform is the core, capable of network connectivity with public clouds and possessing the ability to interconnect and invoke public cloud services. The overall hybrid cloud market is segmented into three parts: hybrid cloud infrastructure hardware, hybrid cloud infrastructure system software, and hybrid cloud platform software and services.
In the second half of 2025, the Chinese hybrid cloud market showed a significant shift in the proportion of computing power. With the large-scale implementation of intelligent computing platforms and AI applications like intelligent agents, the share of AI computing power has risen markedly, leading to structural changes between general computing and intelligent computing. The demand for managing heterogeneous computing resources has become prominent. There is a growing need to integrate heterogeneous hardware and chip computing resources through a computing management platform to achieve intelligent scheduling and coordination, accelerating the construction of hybrid cloud intelligent computing platforms. The focus on localized computing power is now paired with AI security. Localization policies continue to drive the comprehensive replacement of cloud infrastructure for governments and enterprises, while security and compliance requirements impose stricter data and application security demands on industries such as finance, government, and healthcare, deepening the development of hybrid cloud in key sectors. The demand for AI applications like intelligent agents is exploding. The large-scale deployment and operation of intelligent agents across industries are driving enterprises to rapidly expand their hybrid cloud infrastructure. The need for edge inference continues to grow. The rising demand for edge inference in enterprise applications is prompting the use of hybrid cloud models to build cloud-edge integrated intelligent computing platforms, meeting the needs of large-scale edge AI application deployment.
Market Landscape
In the second half of 2025, the Chinese hybrid cloud market reached a size of 101.47 billion yuan, a 22.7% increase year-over-year. Competition in the overall hybrid cloud market has shifted from building and operating general computing capabilities on cloud platforms to upgrading intelligent computing infrastructure. Supporting AI applications like intelligent agents and intelligent operations management have become the core competitive points for hybrid cloud. The market for hybrid cloud infrastructure hardware in China reached 45.91 billion yuan in the second half of 2025, up 25.7% year-over-year. Competition here has fully transitioned from "general computing plus intelligent computing" to "heterogeneous integration," with heterogeneous chip adaptation and computing management becoming key. The market for hybrid cloud infrastructure system software reached 18.04 billion yuan in the second half of 2025, a 19.9% year-over-year increase. Driven by AI applications like intelligent agents, demand for hybrid cloud intelligent computing from government, manufacturing, healthcare, and finance sectors has surged, boosting the need for hybrid cloud IaaS software. The market for hybrid cloud platform software and services reached 37.52 billion yuan in the second half of 2025, a 20.7% year-over-year increase. Similarly driven by AI applications, this has spurred demand for hybrid cloud PaaS software and services.
Future Predictions
IDC predicts that the Chinese hybrid cloud market will maintain relatively fast growth from 2025 to 2030, with an expected compound annual growth rate of 18.4%. The overall market size is projected to reach 337.04 billion yuan by 2030. With the rapid implementation of new AI technologies and applications like intelligent computing and intelligent agents, significant growth is expected in 2026. Over the medium term, the market is anticipated to experience a trend of growth deceleration followed by recovery, before maintaining steady growth in the long term.
An IDC senior research manager, Zhang Li, noted that in 2025, with the continued deepening of cloud platform localization and the scaled implementation of AI applications like intelligent agents, the overall trend in the Chinese hybrid cloud market is characterized by "localized cloud platform construction and expansion as the foundation, and sustained high-speed demand for AI applications as the driving force." The five major characteristics observed in the second half of 2025 include: significant changes in the proportion of computing power, prominent demand for heterogeneous computing management, an equal focus on localized computing power and AI security, an explosion in demand for AI applications like intelligent agents, and continuous development in edge inference requirements.