Institutions: Global cloud infrastructure service spending will reach $110.9 billion in Q4 2025, a 29% year-over-year increase.

GateUser-bd883c58 · 2026-04-06T18:52:07+00:00

Omdia data shows that global cloud infrastructure service spending will reach $110.9 billion in Q4 2025, a 29% increase, marking the sixth consecutive quarter of over 20% growth. The transformation driven by enterprise AI demand has prompted leading cloud providers to increase investments, and future market competition will depend on infrastructure scale and AI platform capabilities.

GateUser-bd883c58

2026-04-06 18:52:07

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Ask AI · How AI demand transformation is driving continuous six-quarter rapid growth in cloud spending?

According to Omdia data, in Q4 2025, global cloud infrastructure services spending reached $110.9 billion, up 29% year over year. The growth rate further accelerated compared with the previous quarter, marking the sixth consecutive quarter in which the market delivered more than 20% growth. As enterprise demand for AI moves from the experimental phase to production deployment, leading cloud providers (hyperscalers) are continuing to increase investment to expand AI infrastructure capacity. Looking ahead to 2026, Omdia predicts that global cloud infrastructure services spending will grow by 27%. In the future, differentiation in market competition will depend increasingly on the scale of infrastructure, capital efficiency, and the maturity of platform capabilities related to AI agents (AI agent).

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