He Expenditure on cloud infrastructure services, according to Canalsys, reached 95.3 billion of dollars in the second quarter of 2025which represents an interannual increase of 22%. The demand for the cloud increased due to the consumption of AI, the reactivation of inherited migrations and native cloud extensions.
As hyperscalars improve their AI capacities and applications, companies are adopting multimodel approaches to meet their needs in terms of costs and use cases. In the second quarter of 2025, AWS, Microsoft Azure and Google Cloud remained the three main providers of Cloud infrastructure, with a combined market share that represented 65% of the world expenditure in this area. In addition, the expenditure of the clients of these three hyperscales rose 27% year -on -year.
In the analyzed period, Microsoft Azure and Google Cloud had an increase in income above 30%, while AWS; Market leader had an interannual growth of 17%. After the second quarter, in July, Google raised its capital spending target by 2025 of 75,000 million dollars to 85,000. Before, AWS had planned that the total expenditure by 2025 would exceed 100,000 million dollars, and Microsoft announced plans to invest about 80,000 million dollars in the expansion of infrastructure during the current fiscal year.
AWS led the market in the second quarter of 2025 with a fee of 32% and an interannual growth of income of 17%. Its growth has remained stable since the first quarter of 2024, oscillating between 17% and 19% interannual in the last six quarters. On June 30, it had a total request for 195,000 million dollars, which represents an interannual increase of 25%.
However, the shortage of energy and semiconductors has limited the expansion of computer capacity and has stopped general growth. To accelerate the production and expansion of AI applications, in July AWS launched Amazon Bedrock Agentcore and a new category of ia agents and tools in AWS Marketplace, with more than 800 agents and tools, in order to optimize the implementation and commercialization of AI agents.
In August he integrated the Claude Opus 4.1 models of Anthropic and Openai GPT-Oss at Amazon Bedrock, with the expansion of companies access to advanced AI capacities. AWS also announced multimillion -dollar investments to expand cloud infrastructure and promote innovation in AI in North Carolina, Pennsylvania and Australia.
Azure remained the second major provider Cloud In the second quarter of 2025, with a market share of 22 % and an interannual growth of 39 %, driven by three factors: the migration of traditional workloads to Azure, the expansion of application implementations by Native Cloud companies and the adoption of AI work flows.
Azure Ai Foundry has continued to expand its model portfolio, with offers of OpenAi, Deepseek, Meta and Grok of Xai; as well as with the next Black Forest Labs and Mistral AI models. In May, Microsoft announced the general availability of Ai Foundry Agent services, to create agents that automate complex tasks.
In August, GPT-5 launched in Azure Ai Foundry, accessible through API and orchestrated through its models. Microsoft also expanded its presence in infrastructure, with the opening of new data centers on six continents, which raises the total to more than 400 in more than 70 regions.
Google Cloud, the third cloud service provider in importancerecorded an interannual growth of 34% in the second quarter of 2025, which increased its 11% market share. The growth was backed by a strong impulse in the agreements: its number of contracts of more than 250 million dollars doubled with respect to the previous year, while the agreements worth $ 1,000 million signed in the first half of 2025 matched the total of all 2024.
Its order portfolio amounted to 108.2 billion dollars to June 30, compared to 92.4 billion dollars of the first quarter. To meet the demand and relieve supply restrictions, Google announced an increase in its capital expenses by 2025, raising the total planned of 75 billion dollars to 85 billion. In June, he announced the general availability of Gemini 2.5 Flash and Pro, along with the launch of 2.5 Flash-Lite.
