As AI continues to shape innovations, it may surprise you to know that in Q3 2025, enterprise spending on cloud infrastructure services jumped by over $7.5 billion from the previous quarter, which is by far the biggest ever sequential increase.
Today’s visualization shows the total amount that top cloud service providers spent on cloud infrastructure so far in 2025.
The data comes from Omdia, a global technology market research and advisory firm.
TL;DR
- Global cloud infrastructure spending rose 21% in Q1 2025
- Amazon Web Services made the most significant investment in this area, accounting for 32% of cloud infrastructure spend during the period.
- Total cloud spending is projected to reach $723 billion by the end of 2025.
According to Omdia, the total worldwide cloud infrastructure service spend in the first three months of 2025 was $90.9 billion.
In the table below, you will see which top players contributed the most to this figure.
Global Cloud Infrastructure Service Spend by Providers (Q1 2025)
| wdt_ID | wdt_created_by | wdt_created_at | wdt_last_edited_by | wdt_last_edited_at | Cloud Provider | Share of spending | Amount spent ($/billion) |
|---|---|---|---|---|---|---|---|
| 1 | Monica Ebunoluwa | 05/02/2026 04:08 PM | Monica Ebunoluwa | 05/02/2026 04:08 PM | Amazon Web Services | 32% | 29.1 |
| 2 | Monica Ebunoluwa | 05/02/2026 04:08 PM | Monica Ebunoluwa | 05/02/2026 04:08 PM | Microsoft Azure | 23% | 20.9 |
| 3 | Monica Ebunoluwa | 05/02/2026 04:08 PM | Monica Ebunoluwa | 05/02/2026 04:09 PM | Google Cloud | 10% | 9.1 |
| 4 | Monica Ebunoluwa | 05/02/2026 04:08 PM | Monica Ebunoluwa | 05/02/2026 04:08 PM | Others | 35% | 31.8 |
AWS Spent More, But Are They Winning?
AWS generated a record $29.3 billion in revenue (up 17% YoY), but is growing more slowly than the market it dominates.
Meanwhile, Microsoft Azure and Google Cloud both maintained growth rates over 30%.
Meanwhile, AWS’s market share has declined from 33% in late 2021 to 32% in Q1 2023, then to 29% by Q3 2025, even though some sources show a 29-32% range for Q1 2025.
This implies that after over 18 years of cloud dominance, AWS is hitting a growth ceiling while competitors accelerate.
The company that created cloud computing is losing market share quarter after quarter, not because it’s failing but because it can’t scale fast enough to meet AI demand.
In March 2025, AWS introduced a price-cutting strategy to promote adoption of its Trainium AI chips over more costly NVIDIA-based solutions, highlighting Trainium 2’s 30-40% price-performance advantage.
AWS is spending billions developing custom chips (Trainium, Inferentia, Graviton) not to innovate but because Nvidia can’t (or won’t) supply enough GPUs to meet demand.
It’s a defensive move disguised as innovation.
“Others” Control $31.8 Billion—Nearly As Much As AWS
The Big 3 (AWS, Azure, Google) control 65% of global cloud spending, leaving 35% for everyone else. That’s $31.8 billion split among:
- Alibaba: 4% global share ($3.6B)
- Oracle: 3% share ($2.7B)
- IBM Cloud, Tencent Cloud, OVHcloud, and dozens of smaller regional players
This implies that, despite “hyperscaler dominance” narratives, over one-third of cloud spending goes to alternatives.
Enterprises are deliberately avoiding vendor lock-in or choosing specialized providers for specific workloads.
Which Region Is Growing Most In Cloud Infrastructure?
Cloud infrastructure is expanding globally, but the strongest growth is coming from a group of fast-rising markets outside the traditional US–Europe core.
Based on local-currency measurements, the countries showing the highest above-average growth rates are India, Australia, Indonesia, Ireland, Mexico, and South Africa.
These markets are currently growing faster than the global average, making them the fastest-expanding segments of the cloud landscape.
The United States remains the world’s largest cloud market, growing a strong 27% in Q3, far outpacing the scale of the entire APAC region.
In Europe, the fastest-growing markets are Ireland, Spain, and Italy, even though the UK and Germany remain the largest markets.
ELI5: Cloud Spending Trends
Global cloud infrastructure spending jumped by 21% in Q1 2025, reflecting how quickly enterprises are moving critical workloads off-premise.
AWS held its lead with a 32% share of cloud service spending, even as rivals closed in with faster growth rates.
However, winners in the cloud aren’t determined by better software anymore.
They’re determined by who can secure GPU supply from Nvidia or build alternatives fast enough.
Sources:
Omdia |