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Source document· March 26, 2026

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

View original at finance.yahoo.com
Omdia: Global Cloud Infrastructure Spending Rose 29% in Q4 2025 as Hyperscalers Scaled AI Infrastructure Investment Top cloud vendors’ market share trends, Q1 2021 to Q4 2025Worldwide cloud infrastructure services spend, Q4 2025 LONDON, March 26, 2026--(BUSINESS WIRE)--According to Omdia, global spending on cloud infra…
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  • 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

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

    60% confidence

  • 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

  • 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

  • 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

  • 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

  • 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

Data points we hold from this source

Amazon Web Services · capex forecast200 USD
Amazon Web Services · capex132 USD
What we know · the intelligence behind this page
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What we're seeing
The Agentic Takeover of the CFO's Office
Enterprise finance software vendors—BlackLine, OneStream, Numero AI, and Oracle—are racing to embed autonomous AI agents into core financial operations (close, consolidation, reporting), backed by consolidation M&A (Numero-Royu, BlackLine-WiseLayer), fresh leadership hires, and survey data showing nearly a quarter of CFOs plan to boost AI spending over 50%. Adoption momentum is strong even as at least one bellwether (Oracle) sees its stock lag year-to-date, suggesting the market hasn't yet fully priced in the shift from AI-as-feature to AI-as-agent in finance.
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Satellite-Terrestrial Network Integration Acceleration
Increased investment and launches in hybrid satellite-cellular networks across telecom industry; competitive responses from other carriers; regulatory activity around satellite spectrum; expansion of emergency/rural connectivity use cases
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Where sources disagree
Morgan Stanley & Co. LLC
Two significantly different EPS values (10.21 vs 2.68 USD_per_share) are reported for Morgan Stanley on the same observation date (2025-12-31). Fact A specifies FY 2025, while Fact B's 'N/A' fiscal period is ambiguous. If both represent FY 2025 annual EPS, these values directly conflict. The magnitude of the difference (3.8x) is too large to attribute to rounding or minor calculation variations. The missing fiscal period in Fact B raises data quality concerns, but same-date observation + same attribute should reference the same period.
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