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Omdia: Global Cloud Infrastructure Spending Hits $102.6 Billion, up 25% in Q3 2025 [Yahoo! Finance]
Last alphabet inc. - class c capital stock earnings: 4/28 04:02 pm
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Market momentum remained stable, marking the fifth consecutive quarter in which growth has remained above 20% highlighting continued strength across the sector. This performance reflects a significant shift in the technology landscape as enterprise demand for AI moves beyond early experimentation toward scaled production deployment. As this transition accelerates, hyperscalers are increasingly redirecting competition away from the incremental gains in model performance and toward platform-level capabilities that support multi-model deployment and ensure the reliable operation of AI agents in real-world environments. In Q3 2025, AWS, Microsoft Azure, and Google Cloud maintained their market rankings from the previous quarter, collectively accounting for 66% of global cloud infrastructure spending. Together, the three hyperscalers delivered 29% year-on-year growth. AWS's growth reaccelerated to 20% year on year quartering Q3 2025, marking its strongest performance since 2022. Micros
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