The last two quarters have been a turning point for China’s hyperscale cloud giants. Sequential YoY growth rates are accelerating at a speed we haven’t seen since the early AI training boom; only this time, it’s inference demand that’s lighting the fire. With generative AI adoption surging in Doubao, Ernie, Kimi, DeepSeek and other LLM/chatbot platforms, workloads have shifted from sporadic model training to relentless, high-frequency inference calls.
From Q3 2024 to Q1 2025, the numbers speak for themselves:
• Alibaba Cloud: 7% → 13% → 18%
• Tencent Cloud & Business Services: 8% → 13% → 24%
• Baidu Cloud: 11% → 26% → 42%
Baidu’s pace is the standout; that 42% YoY in Q1 2025 is the kind of growth you only get when inference workloads are exploding alongside new AI-driven consumer and enterprise apps. Alibaba and Tencent aren’t far behind, showing robust scaling capacity and stickier revenue streams from vertical integration into their ecosystems.
Technical setups reflect the momentum. $BABA is trading at $120.38, holding above multi-EMA clusters on the 4H chart, with Keltner and Bollinger compression suggesting an imminent volatility expansion.
$BIDU sits at $87.34, coiled within narrowing Keltner channels, a potential springboard if Q3 earnings commentary confirms sustained inference growth.
If these growth rates hold, and all macro signs point to AI adoption only accelerating, Q2 through Q4 2025 will not just surprise the market: they’ll redefine expectations for China’s role in the global AI infrastructure race. The rest of the world’s hyperscalers need to be watching closely.
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