Alibaba Cloud Leads China LLM MaaS Market with 46.6% Share in H1 2026, IDC Says

IDC's tracker puts Alibaba Cloud at nearly half of a market where the next two players are clustered around 10%, which says more about distribution and cloud bundling than about model quality alone. The gap matters because MaaS share tends to compound: developers build on the platform that already hosts their infrastructure, and switching costs rise with usage. What's worth watching is whether Zhipu and Volcano Engine close the distance in the next semiannual reading, or whether the leader's pull widens.