The cloud infrastructure market is expected to exceed $400 billion this year, driven by growth in AI demand.

Statista reported on the 21st through an infographic that while the cloud infrastructure market continues to grow due to AI demand, the three companies AWS, Azure, and Google Cloud continue to dominate.

In the second quarter of 2025, the global cloud infrastructure market reached $99 billion, growing 25% year-over-year.

The cloud market is expected to surpass $400 billion for the first time ever on an annual basis, and competition is intensifying.

According to market research firm Synergy Research Group, Amazon Web Services (AWS) remains the leader in the cloud infrastructure market with a 30% market share.

Microsoft Azure took 20% and Google Cloud 13%, with the 'Big 3' accounting for more than 60% of the total market.

Competitors other than these are stuck with single-digit market shares, widening the gap further.

The growth of the cloud market has picked up again in recent quarters. It is accelerating, and at the heart of it are generative AI (GenAI) and the demand for high-performance computing.

“It’s a very good time to be a cloud provider,” said John Dinsdale, chief analyst at Synergy Research. “Generative AI-related cloud services grew 140-180% in the second quarter.”

In particular, AI is driving functional enhancements and further growth across the cloud services portfolio.

Enterprises require massive computational resources for AI model training and inference, which is driving explosive growth in demand for cloud infrastructure.