- The worldwide cloud market has been rising by 20% or extra for six consecutive quarters
- 2025 cloud spend was round $400 billion, led by three world hyperscalers
- Omdia predicts an extra 27% development in 2026 as demand continues
New figures have claimed world cloud spend within the last three months of 2025 rose 29% year-over-year to $110.9 billion, making it the sixth consecutive quarter not simply of any development, however of 20%-or-higher development.
Omdia, the corporate behind the info, defined AI’s shift from experimentation to manufacturing deployment is accountable for the massive development, with spend increasing far past the already-high demand for CPUs and GPUs to storage and networking too.
Although the corporate has not explicitly printed information for the second quarter, quarterly income of $90.9 billion in Q1 2025 and $102.6 billion in Q3 suggests full-year cloud spend fell into the $400 billion area in calendar 2025.
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World cloud market retains on rising
However as for the person corporations that make up the market, nothing has modified with three main hyperscalers remaining unbeatable. AWS continues to account for round one-third (32%) of the market, with Microsoft Azure (22% share) and Google Cloud (12% share) following in second and third place.
Although Google trails far behind its competitors, its 50% development is way greater than these of Azure (39%) and AWS (24%). Google is the third of three $3 billion corporations, behind Apple and Nvidia.
“As AI continues to boost infrastructure necessities whereas constraints stay, distributors that may increase in a extra focused and environment friendly manner shall be greatest positioned to steer within the subsequent part of competitors,” Senior Director Rachel Brindley wrote concerning the months that lay forward.
Omdia additionally famous that AWS ended the quarter with a $244 billion backlog and Google Cloud with a $240 billion backlog (up from $157.7 billion in simply three months), indicating sustained demand.
Trying forward, Omdia is predicting an extra 27% development in cloud infrastructure spending in 2026, bringing complete yearly spend into the $500 billion area.
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