Organization: In the fourth quarter of 2025, global spending on cloud infrastructure services reached $110.9 billion, an increase of 29% compared to the previous year.

According to Omdia data, global spending on cloud infrastructure services reached $110.9 billion in the fourth quarter of 2025, a year-on-year increase of 29%. The growth rate has further accelerated compared to the previous quarter, marking the sixth consecutive quarter of growth exceeding 20%. As enterprises shift their demand for AI from the experimental stage to production deployment, top cloud providers are continuing to increase their investments to expand AI infrastructure capacity. Looking ahead to 2026, Omdia predicts that global spending on cloud infrastructure services will increase by 27%. The differentiation in future market competition will increasingly depend on the scale of infrastructure, capital efficiency, and the level of perfection of AI intelligent body-related platform capabilities.