Cloud spend rises as hyperscalers race to meet demand

AI infrastructure investments soared as global cloud spend reached $110 billion in the final quarter of 2025, according to an Omdia report.

Dive Brief: 

• Global cloud spending on infrastructure services grew 29% year over year in Q4 2025, reaching $110.9 billion as hyperscalers increased AI infrastructure capacity investments to support growing enterprise demand, according to a Thursday report from analyst firm Omdia. 
• Enterprise AI adoption is surging toward agentic, a shift requiring infrastructure that can be scaled and operated effectively, further reinforcing hyperscalers’ position as the “operational foundation for AI,” according to Omdia. AWS, the dominant provider in terms of market share, saw revenue increase 24% during the quarter, while Microsoft Azure and Google Cloud recorded 39% and 50% year over year growth, respectively. 
• “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 ...