Sou Hu Cai Jing·2025-12-26 09:29Core Insights - Global cloud infrastructure service spending is projected to reach $102.6 billion by 2025, with a year-over-year growth rate of 25%, marking the fifth consecutive quarter of growth exceeding 20% [1] Group 1: Market Overview - The traditional leaders in the cloud market, Amazon AWS, Microsoft Azure, and Google Cloud, maintain their rankings with a combined market share of 66%, and their revenue growth rate is 29%, surpassing the overall industry growth [3] - Amazon AWS has seen its revenue growth rate return to over 20% for the first time in three years, while both Microsoft Azure and Google Cloud have reported revenue growth rates exceeding 35% [3] Group 2: AI Integration in Cloud Services - The growth in the cloud market is shifting from early experiments to large-scale deployment of enterprise-level AI applications, driven by increasing demand for AI from businesses [5] - The strategies of the three major cloud providers have evolved from focusing solely on model performance to offering integrated platforms that provide a variety of optional models for enterprises [5]