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

AI Briefing

• – Global cloud infrastructure spending rose 29% in Q4 2025, driven by hyperscalers' increased investment in AI infrastructure.
• – This marks the sixth consecutive quarter of growth exceeding 20%.
• – Growth is expected to continue in 2026 as enterprise AI demand shifts to production deployment.