Omdia: Global Cloud Infrastructure Spending Rose 29% in Q4 2025 as Hyperscalers Scaled AI Infrastructure Investment [Yahoo! Finance]
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Source: Yahoo! Finance
LONDON, March 26, 2026 BUSINESS WIRE )--According to Omdia, global spending on cloud infrastructure services reached US$110.9 billion in Q4 2025, reflecting year-on-year growth of 29%. Growth accelerated from the previous quarter, marking the sixth consecutive quarter in which the market expanded by more than 20%. As enterprise AI demand shifts from experimentation to production deployment, hyperscalers are increasing investment to expand AI infrastructure capacity. Looking ahead to 2026, Omdia forecasts that global cloud infrastructure services spending will grow by 27%, with competitive differentiation increasingly shaped by infrastructure scale, capital efficiency and the strength of AI agent-related platform capabilities. During the quarter, AWS's growth accelerated to 24%, while Microsoft Azure and Google Cloud recorded strong year-on-year growth of 39% and 50%, respectively. AI demand is no longer confined to specialized compute such as GPUs, but is also driving broader inf
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