Omdia：2025年四季度全球云基础设施支出达1109亿美元同比增长29%

智通财经03-27

智通财经APP获悉，Omdia数据显示，2025年第四季度，全球云基础设施服务支出达到1109亿美元，同比增长29%。增速较上一季度进一步加快，这已是市场连续第六个季度实现超过20%的增长。随着企业对AI的需求从实验阶段转向生产部署阶段，顶级云厂商(hyperscalers)正持续加大投资，以扩展AI基础设施容量。展望2026年，Omdia预测全球云基础设施服务支出将增长27%。未来市场竞争的...

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YoY","themeId":null,"isJumpTheme":false,"ttsUrl":null,"symbols_score_info":{"USJW.SI":0.6,"GOOY":0.6,"GOOP":0.6,"AIYY":0.6,"AMZN":1.95,"GOOW":0.6,"MSFY":0.6,"MSFL":0.6,"GGLL":0.6,"MSFU":0.6,"GOU":0.6,"MSFX":0.6,"MSFW":0.6,"MSFT":1.92,"GGLS":0.6,"MSFD":0.6,"MSFO":0.6,"GOOGL":1.9,"GOOX":0.6},"content_text":"智通财经APP获悉，Omdia数据显示，2025年第四季度，全球云基础设施服务支出达到1109亿美元，同比增长29%。增速较上一季度进一步加快，这已是市场连续第六个季度实现超过20%的增长。随着企业对AI的需求从实验阶段转向生产部署阶段，顶级云厂商(hyperscalers)正持续加大投资，以扩展AI基础设施容量。展望2026年，Omdia预测全球云基础设施服务支出将增长27%。未来市场竞争的差异化将越来越取决于基础设施规模、资本效率以及AI智能体(AI agent)相关平台能力的完善程度上。2025年第四季度，亚马逊云科技(AWS) 的增长加速至24%，而微软Azure和谷歌云分别实现39%和50%的同比增长。AI需求已不再局限于GPU等专用算力，同时也在推动CPU、存储和网络等更广泛的基础设施需求增长。企业正加速围绕agent、工作流和数据整合构建AI应用，对具备编排、扩展与治理能力的一体化云环境的需求持续增长。这进一步强化了云平台作为AI基础的核心地位，同时也推动更多传统及新兴工作负载向云端迁移。与此同时，AWS、微软Azure和谷歌云均报告订单积压(backlog)持续增长，反映出需求持续强劲，企业在 AI 和云基础设施领域的投入意愿仍在增强。需求的上升也促使顶级云厂商进一步加大资本支出，以支持AI 基础设施扩张。2026年，AWS预计资本支出将达到2000亿美元，较2025年约1320亿美元增长超过50%；微软报告其季度资本支出375亿美元，同比增加近150亿美元；谷歌则将2026年资本支出指引上调至1750亿至1850亿美元，较上一年实现翻倍增长。Omdia高级总监Rachel Brindley表示：“对云厂商而言，挑战已不再只是如何快速扩展产能以满足激增的需求，更在于如何在投资节奏、资源配置与全球运营效率之间实现更具纪律性的平衡。AI持续推高基础设施需求，但各类约束仍未缓解。在此背景下，能够以更高效率、更具针对性实现扩张的厂商，将在下一阶段竞争中占据更有利的位置。”与此同时，竞争正从模型接入与基础设施规模，进一步向应用层延伸，尤其体现在 AI agent的开发与部署能力上。Omdia高级分析师章一表示： “对企业客户而言，决定性因素在于这些能力能否融入现有系统、工作流与数据环境，并在生产环境中稳定运行、实现规模化。这一趋势正推动云厂商持续加大在工具治理、工作流编排及部署能力方面的投入，助力AI更快实现规模化落地。” 例如，AWS已推出多款产品化的智能代理方案，如Kiro、Amazon Quick、Transform和Connect；而微软也在将agent能力延伸至云运维及应用现代化等场景。AWS在2025年第四季度继续保持全球云基础设施市场领先地位，市场份额为32%，营收同比增长24%，较上一季度进一步提升。第四季度末，AWS的积压订单(backlog)达到2440亿美元，凸显出持续强劲的市场需求。AWS表示，Amazon Bedrock已实现数十亿美元的年化运行收入规模，客户支出环比增长60%。2025年12 月，AWS推出了Nova Forge，允许企业在Amazon Nova 模型的早期训练阶段引入专有数据，构建定制化基础模型(Novellas)，从而支持企业级AI agent的深度模型定制。AWS同时推出了包括Kiro、Amazon Quick、Transform和Connect在内的一系列产品化agent解决方案，加速将模型能力转化为可落地的业务价值。在基础设施层面，AWS持续扩展其全球布局，正在欧洲和美国加大数据中心容量投资，以满足不断增长的AI算力需求。微软Azure在2025年第四季度继续保持全球第二大云服务提供商的位置，市场份额为22%，营收同比增长39%。自2025年12月以来，微软持续扩展Azure AI Foundry的模型生态，新增Mistral Large 3、GPT-5.2和Claude Opus 4.6等模型，进一步强化其作为企业级多模型AI平台的定位。与此同时，Azure正将agentic AI从模型接入延伸至企业级执行层。2026年2月推出的 agentic 云运维能力，将Azure Copilot扩展至云运维与持续优化场景；而3月在Azure Copilot与GitHub Copilot 中引入的新一轮 agent 能力，则进一步将应用现代化整合进端到端工作流体系。在基础设施方面，微软于2026年2月宣布其沙特阿拉伯东部数据中心区域将于2026年第四季度正式启用，进一步拓展其本地化云与AI基础设施布局。谷歌云在 2025年第四季度继续保持全球第三大云服务提供商地位，实现50%的强劲同比增长，市场份额提升至12%。截至季度末，其积压订单(backlog)达到2400亿美元，较第三季度的1577亿美元大幅增长，显示出需求可见性显著提升。2026年1月，谷歌与苹果达成一项多年合作，将基于Gemini模型与谷歌云技术共同开发下一代Apple Foundation Models。自2025年12月以来，谷歌云持续完善其企业级AI平台Vertex AI，新增包括Gemini Embedding、Gemini 3.1 Pro以及Nano Banana Pro/2在内的多项能力，进一步强化企业在检索、复杂推理和多模态生成方面的应用能力。与此同时，谷歌云也在持续提升企业级AI agent的落地能力，通过Vertex AI Agent Builder 中的工具治理能力，以及Provisioned Throughput 对高并发场景的稳定支持，推动AI 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Omdia：2025年四季度全球云基础设施支出达1109亿美元 同比增长29%

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Omdia：2025年四季度全球云基础设施支出达1109亿美元同比增长29%