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Enterprise cloud infrastructure spending hits $143 billion - report

Driven by AI growth, the 11th consecutive growth quarter

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Enterprise cloud infrastructure spending hits $143 billion - report

Enterprise cloud spending hit $143B in Q2 2025; AI-specific services surge 165% YoY, US growth +49%. Amazon/Microsoft/Google control 63%, but specialist AI providers (CoreWeave, Anthropic) scale fast—CTO capex now splits between hyperscale and neocloud strategies.

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lunedì 27 luglio 2026·theregister.com
Tech sector pours $1T into AI and sends customers the bill
History's biggest infrastructure build-out is pushing up hardware and software prices, analyst says
mercoledì 29 luglio 2026·datacenterdynamics.com
AWS reports fastest growth since 2021, Amazon annual capex to hit $220bn on AI memory costs
Cloud sales boom as company ramps up data center buildout

Enterprise cloud infrastructure spending hits $143 billion - report

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Enterprise cloud infrastructure spending hits $143 billion - report

Timeline cronologica

Tech sector pours $1T into AI and sends customers the bill

AWS reports fastest growth since 2021, Amazon annual capex to hit $220bn on AI memory costs

Amazon beats estimates for quarterly cloud revenue growth

US stocks: Amazon beats estimates for quarterly cloud revenue growth

Andy Jassy said Amazon will spend $220 billion this year—and still won't have enough capacity to meet demand…

‘AWS is booming’: Amazon lifts AI spending to $220 billion as cloud sales surge

Amazon to boost spending on AI and other technology by $20 billion after strong Q2 results

Enterprise cloud infrastructure spending hits $143 billion - report

Microsoft tops quarterly cloud growth estimates, easing spending concerns

Microsoft Azure tops $100 billion as cloud growth hits four-year high

Azure cracks $100bn as AI boosts Microsoft cloud

Amazon set to report Q2 2026 earnings with focus on cloud and capex

Amazon beats estimates for quarterly cloud revenue growth

US stocks: Amazon beats estimates for quarterly cloud revenue growth

Amazon's AWS posts fastest growth since 2021, citing AI and chip demand

Amazon to boost spending on AI and other technology by $20 billion after strong Q2 results

Amazon beats expectations with cloud and AI growth

‘AWS is booming’: Amazon lifts AI spending to $220 billion as cloud sales surge

Amazon’s Cloud Surge Wins Over Wall Street

Andy Jassy said Amazon will spend $220 billion this year—and still won't have enough capacity to meet demand | Fortune

Andy Jassy said Amazon will spend $220 billion this year—and still won’t have enough capacity to meet demand | Fortune

Amazon AI investment: Amazon to boost spending on AI and other technology by $20 billion after strong Q2 results - The Economic Times

Amazon beats expectations as AWS posts its fastest growth in 18 quarters, shares jump 9%

Amazon jumps as AWS growth soothes fears over its AI spending

Amazon soars as cloud revenue surge allays fears over ballooning AI bets - The Economic Times