Story perspectives

Hangzhou's AI Cloud Race: Alibaba vs. ByteDance Showdown

10/10/2025

Summary

Story summary

In late September 2025, competition in Hangzhou's AI cloud market intensified, mainly between Alibaba Cloud and ByteDance's Volcengine.
Volcengine claimed a 46.4% market share in China's public cloud large-model sector during Alibaba Cloud's conference, raising questions about the accuracy of such statistics.
Industry insiders noted that varying definitions of market metrics complicate comparisons between companies.
Alibaba highlighted its diverse revenue sources, while ByteDance emphasized call volume, reflecting the complexity of the competitive landscape.

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Story summary

In late September 2025, competition in Hangzhou's AI cloud market intensified, mainly between Alibaba Cloud and ByteDance's Volcengine.
Volcengine claimed a 46.4% market share in China's public cloud large-model sector during Alibaba Cloud's conference, raising questions about the accuracy of such statistics.
Industry insiders noted that varying definitions of market metrics complicate comparisons between companies.
Alibaba highlighted its diverse revenue sources, while ByteDance emphasized call volume, reflecting the complexity of the competitive landscape.