Global cloud infrastructure spending Q4 2025 rises to US$110.9 billion; year-on-year growth climbs to 29% due to higher hyperscaler AI investment

Reuters03-26 17:00

Omdia estimated global spending on cloud infrastructure services at USD 110.9 billion in Q4 2025, up 29% year over year.
The forecast for 2026 called for 27% growth in global cloud infrastructure services spending.
AWS was reported to hold a 32% market share with 24% revenue growth, while Microsoft Azure had a 22% share with 39% growth and Google Cloud had a 12% share with 50% growth.
Backlog was reported at USD 244 billion for AWS and USD 240 billion for Google Cloud by the end of Q4 2025.
Hyperscaler capital spending guidance included AWS at USD 200 billion for 2026 and Google at USD 175 billion to USD 185 billion for 2026.

Disclaimer: This news brief was created by Public Technologies (PUBT) using generative artificial intelligence. While PUBT strives to provide accurate and timely information, this AI-generated content is for informational purposes only and should not be interpreted as financial, investment, or legal advice. TechTarget Inc. published the original content used to generate this news brief via Business Wire (Ref. ID: 202603260500BIZWIRE_USPR_____20260326_BW200238) on March 26, 2026, and is solely responsible for the information contained therein.

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While PUBT strives to provide accurate and timely information, this AI-generated content is for informational purposes only and should not be interpreted as financial, investment, or legal advice. TechTarget Inc. published the original content used to generate this news brief via Business Wire (Ref. ID: 202603260500BIZWIRE_USPR_____20260326_BW200238) on March 26, 2026, and is solely responsible for the information contained therein.","kind":"highlight","is_publish_news":true,"is_publish_highlight":false,"is_publish_live":false,"is_publish_wemedia":null,"editions":null,"column":"","sentiment":"1","news_tag":"economic","news_rank":0,"symbols":[],"gpt_button":0,"need_auth":true,"code":"91000000","status":"200"},"commentList":[],"isCommentEnd":true,"newsSizeData":{"likeSize":0,"commentSize":0,"repostSize":0,"favoriteSize":0,"likeStatus":false,"favoriteStatus":false},"APP":{"userAgent":"Mozilla/5.0 AppleWebKit/537.36 (KHTML, like Gecko; compatible; ClaudeBot/1.0; +claudebot@anthropic.com)","isDev":false,"isTTM":true,"tenantId":"TBGLOBAL","deviceId":"web-server-community-laohu8-v3","version":"4.38.0","shortVersion":"4.38.0","platform":"web","vendor":"web","appName":"ttm","isIOS":false,"isAndroid":false,"isTiger":false,"isTHS":false,"isWeiXin":false,"isWeiXinMini":false,"isWeiBo":false,"isQQ":false,"isBaiduSwan":false,"isBaiduBox":false,"isDingTalk":false,"isToutiao":false,"isOnePlus":false,"isHuaWei":false,"isXiaomi":false,"isXiaomiWebView":false,"isOppo":false,"isVivo":false,"isSamsung":false,"isMobile":false},"href":"/m/news/2622830277","isCrawlerRequest":true}