According to Canalys, global cloud infrastructure spending reached $90.9 billion in Q1 2025, marking a 21% increase year-on-year. The rapid growth is largely attributed to the widespread adoption of AI programs among enterprises. Canalys emphasizes that both end-users and cloud providers, particularly leading hyperscalers like AWS and Google Cloud, are intensifying efforts to optimize their infrastructures to commercialize AI effectively. With AI inference costs becoming a major factor in operational expenses, investing in AI-optimized infrastructure is crucial for these providers to remain competitive and meet demand.
Global cloud infrastructure spending reached $90.9 billion in Q1 2025, driven by AI adoption, marking a 21% year-on-year increase.
Companies are investing heavily in AI-optimized infrastructure to enhance efficiency in AI inference, shifting focus from research to deployment.
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