Global spending on cloud infrastructure services reached US$110.900 billion in the fourth quarter of 2025, reflecting a 29% year-over-year increase, according to Omdia.
This growth accelerated compared to the previous quarter, marking the sixth consecutive quarter in which the market expanded by more than 20%.
The driver behind this increase is stronger corporate demand as enterprise AI moves from experimentation to production deployment, Omdia explained.
During the quarter, AWS growth accelerated to 24%, while Microsoft Azure and Google Cloud posted strong year-over-year growth of 39% and 50%, respectively.