Omdia: Global Cloud Infrastructure Spending Rose 29% in Q4 2025 as Hyperscalers Scaled AI Infrastructure Investment

What we drew from this source

The claims Via News extracted from this document. We point to the source; we don't replace it.

• AI demand is no longer confined to specialized compute such as GPUs, but is also driving broader infrastructure demand across CPUs, storage, and networking

  60% confidence

• Vendors that can expand in a more targeted and efficient way will be best positioned to lead in the next phase of competition

  60% confidence

• AWS expects capital expenditure to reach US$200 billion in 2026, more than 50% above the nearly US$132 billion recorded in 2025

  60% confidence

• AWS, Microsoft, and Google Cloud all reported backlog growth, pointing to sustained demand and continued enterprise investment in AI and cloud infrastructure

  60% confidence

• Competitive differentiation will be increasingly shaped by infrastructure scale, capital efficiency and the strength of AI agent-related platform capabilities

  60% confidence

• Google raised its 2026 capital expenditure guidance to between US$175 billion and US$185 billion, more than double the prior year's level

  60% confidence

• For cloud vendors, the challenge is no longer just about scaling capacity quickly enough to meet surging demand, but about doing so with discipline across investment pace, resource allocation, and global operational efficiency

  60% confidence

• Global spending on cloud infrastructure services reached US$110.9 billion in Q4 2025, reflecting year-on-year growth of 29%

  60% confidence

• Growth accelerated from the previous quarter, marking the sixth consecutive quarter in which the market expanded by more than 20%

  60% confidence

• Global cloud infrastructure services spending will grow by 27% in 2026

  60% confidence

Data points we hold from this source