Cloud Infrastructure Spending Grows 29% in Q4 2025
Written by Emily J. Thompson, Senior Investment Analyst
Updated: Mar 26 2026
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Should l Buy TTGT?
Source: Newsfilter
- Accelerated Market Growth: According to Omdia, global spending on cloud infrastructure services reached $110.9 billion in Q4 2025, reflecting a 29% year-on-year growth, marking the sixth consecutive quarter of over 20% growth, indicating strong demand and investment willingness from enterprises.
- Increased AI Infrastructure Investment: As enterprise AI shifts from experimentation to production deployment, hyperscalers are ramping up investments to expand AI infrastructure capacity, with AWS expecting capital expenditures to reach $200 billion in 2026, over 50% higher than the nearly $132 billion recorded in 2025.
- Strong Performance from Major Cloud Providers: AWS held a 32% market share in Q4 2025 with a 24% year-on-year growth, while Microsoft Azure and Google Cloud achieved year-on-year growth rates of 39% and 50%, respectively, highlighting the intensifying competition in the cloud services market.
- Launch of Productized Agent Solutions: AWS introduced productized agent solutions such as Kiro and Amazon Quick, helping enterprises translate AI model capabilities into tangible business value, while Microsoft Azure continues to expand its multi-model AI platform, enhancing enterprise application capabilities.
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Analyst Views on TTGT
Wall Street analysts forecast TTGT stock price to rise
3 Analyst Rating
3 Buy
0 Hold
0 Sell
Strong Buy
Current: 4.870
Low
10.00
Averages
11.67
High
15.00
Current: 4.870
Low
10.00
Averages
11.67
High
15.00
About TTGT
TechTarget, Inc., which also refers to itself as Informa TechTarget, is a business-to-business (B2B) growth accelerator that informs, influences and connects the world’s technology buyers and sellers, helping accelerate growth from R&D to return on investment (ROI). It has scale in permissioned B2B first-party data and a unique end-to-end portfolio of data-driven solutions that services the full B2B product lifecycle, from R&D to ROI: from strategy, messaging and content development to in-market activation via brand, demand generation, purchase intent data and sales enablement. In intelligence and advisory, it offers expert analyst, data-driven intelligence products and advisory services to product managers, corporate strategists and the C-suite, challenging market strategies and sharpening product roadmaps. In brand and content, it provides expert editorial, data-driven brand products and content marketing services for brand marketers, product marketers and content marketers.
About the author
Emily J. Thompson
Emily J. Thompson, a Chartered Financial Analyst (CFA) with 12 years in investment research, graduated with honors from the Wharton School. Specializing in industrial and technology stocks, she provides in-depth analysis for Intellectia’s earnings and market brief reports.
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