클라우드 AI : 시장 점유율 분석, 업계 동향 및 통계, 성장 예측(2026-2031년)

According to Mordor Intelligence, the cloud AI market size is projected to be USD 89.43 billion in 2025, USD 114.26 billion in 2026, and reach USD 269.02 billion by 2031, growing at a CAGR of 18.68% from 2026 to 2031.

This report is Segmented by Type (Solutions, and Services), End-User Vertical (BFSI, Healthcare, Automotive and Mobility, and More), Deployment Model (Public Cloud, Private Cloud, and Hybrid and Multi-Cloud), Application (Customer Service and Contact-Center AI, and More), Technology (Machine Learning, Computer Vision, and More), and Geography. The Market Forecasts are Provided in Terms of Value (USD).

Global Cloud AI Market Trends and Insights

Rising Big-Data Volume

Organizations generated 120 zettabytes of data in 2025, and only scalable cloud AI platforms can cost-effectively ingest, label, and analyze multimodal datasets at that magnitude. Public-cloud object stores give manufacturers inexpensive retention of machine-vision footage used for predictive-maintenance algorithms that spot thermal anomalies weeks in advance. Financial institutions are funneling transaction logs and call-center transcripts into cloud data lakes, then applying NLP to surface emerging fraud behaviors that rule-based engines miss. Eleven-nines durability guarantees and sub-USD 0.02 per-gigabyte pricing have all but ended interest in on-premises storage expansions for AI use cases. As a result, demand for data-pipeline automation, feature stores, and scalable annotation services is amplifying the growth of the cloud AI market.

Growing Adoption of AI-as-a-Service (AIaaS)

AIaaS revenue reached USD 28 billion in 2025 as firms without deep ML talent embraced turnkey model APIs. Databricks' Model Serving processed 14 billion monthly inference calls, demonstrating how one-click deployment compresses time-to-production from quarters to weeks. Snowflake Cortex enabled SQL analysts to run sentiment and translation models inside familiar queries, widening access beyond data-science teams. A 2025 survey showed 42% of European SMEs already consume cloud NLP or vision APIs because consumption pricing removes up-front licensing risk. These dynamics position AIaaS as a near-term accelerator of cloud AI uptake across company sizes.

Lack of Skilled Workforce and Data-Security Concerns

The global shortage of 1.4 million ML professionals in 2025 pushed Silicon Valley median compensation to USD 385,000, pricing out many mid-market firms. Universities produced only 87,000 AI-focused doctorates, well below demand growth. Misconfigured cloud buckets exposed 2.3 billion records, triggering 34% of CIOs to postpone migrations until zero-trust and encryption controls mature. GDPR and CCPA fines reached USD 2.03 billion, raising the compliance stakes for sectors handling sensitive personal data. Without improved training pipelines and automated security tooling, talent scarcity and breach fears remain formidable obstacles.

Other drivers and restraints analyzed in the detailed report include:

1. Increasing Demand for Virtual Assistants and Generative-AI Chatbots
2. GenAI GPU-Fractionalization Expanding SME Access
3. Persistent GPU and HBM Supply-Chain Shortages

For complete list of drivers and restraints, kindly check the Table Of Contents.

Segment Analysis

Solutions held a 62.39% cloud AI market share in 2025, reflecting enterprises' preference for turnkey infrastructure, PaaS tooling, and expansive model marketplaces that shorten development cycles. GPU-optimized instances from every hyperscaler remained the anchor purchase, while Databricks Lakehouse AI and Snowflake Cortex abstracted data prep and version control so retailers could roll out holiday recommendation engines on time. Model hubs such as Hugging Face hosted 340,000 algorithms, letting teams fine-tune BERT or Stable Diffusion instead of training from scratch, computer vision, and code-generation workloads proliferate, customers continue to funnel budget toward solution bundles that promise predictable latency and embedded governance.

Services are set to post a 20.19% CAGR through 2031, driven by professional guidance on bias mitigation and managed offerings that guarantee 99.9% uptime for production inference. As the EU AI Act starts enforcement in 2026, 67% of European firms intend to outsource compliance audits and model documentation, raising the services slice of overall cloud AI market size during the forecast window. Continuous-training contracts already cover drift alerts, adversarial filtering, and zero-day patching, helping clients bridge the AI-talent gap without ballooning payrolls. Collectively, these factors position service vendors to capture a growing share of budget even among organizations that keep core infrastructure in-house.

Public cloud accounted for 70.24% of 2025 spending, with elastic capacity and rapid access to new silicon, H100, H200, MI300X, remaining decisive advantages. Digital-native firms especially prize the pay-as-you-go economics that avoid capex on data centers, cooling, and high-speed networking. Public platforms now package AutoML and foundation-model APIs, letting business analysts stand up pilots in days rather than quarters. Yet regulators continue to push finance, healthcare, and government users to retain sensitive data within national borders, forcing teams to bifurcate architectures.

Hybrid and multi-cloud deployments are projected to expand at a 22.31% CAGR, as 54% of enterprises now schedule AI workloads across at least two providers to sidestep lock-in and meet latency goals. Banks repatriate transaction ledgers to private clouds for GDPR compliance, while anonymized features flow back to public clusters for large-scale model training. Healthcare networks follow a similar pattern by storing PHI on-premises and shipping stripped tensors to GPU farms for federated learning. Tooling that normalizes MLOps across providers, feature stores, observability dashboards, and policy engines, is therefore emerging as a pivotal growth vector for the cloud AI market.

Complete Report Scope:

• By Type
  • Solution
    • Infrastructure (Compute, Storage, Networking)
    • Platform-as-a-Service for AI
    • Model Marketplace
  • Service
    • Professional Services
    • Managed Services
• By End-User Vertical
  • Banking, Financial Services, and Insurance (BFSI)
  • Healthcare
  • Automotive and Mobility
  • Retail and E-Commerce
  • Government and Public Sector
  • Education
  • Manufacturing
• By Deployment Model
  • Public Cloud
  • Private Cloud
  • Hybrid and Multi-Cloud
• By Application
  • Customer Service and Contact-Center AI
  • Predictive Maintenance and Asset Operations
  • Fraud and Risk Analytics
  • Marketing and Personalization
  • Computer-Vision-as-a-Service
• By Technology
  • Machine Learning
  • Natural Language Processing
  • Computer Vision
  • Generative AI
  • Reinforcement and Edge AI
• By Geography
  • North America
    • United States
    • Canada
    • Mexico
  • South America
    • Brazil
    • Argentina
    • Chile
    • Rest of South America
  • Europe
    • Germany
    • United Kingdom
    • France
    • Italy
    • Spain
    • Netherlands
    • Russia
    • Rest of Europe
  • Asia-Pacific
    • China
    • India
    • Japan
    • South Korea
    • ASEAN
    • Rest of Asia-Pacific
  • Middle East
    • GCC
    • Turkey
    • Rest of Middle East
  • Africa
    • South Africa
    • Nigeria
    • Kenya
    • Rest of Africa

Geography Analysis

North America commanded a 40.59% cloud AI market share in 2025, reflecting deep Fortune 500 budgets and hyperscaler capital expenditure that topped USD 200 billion on new datacenter builds during the year. Sovereign-compute initiatives are also scaling: Canada's Pan-Canadian AI Strategy earmarked CAD 2.4 billion (USD 1.77 billion) to retain talent and fund local GPU clusters. Mexico leveraged near-shoring to infuse cloud AI into automotive and electronics supply chains, pushing regional cloud-services revenue up 19% year over year. Across the United States, enterprises report median 240% ROI on generative-AI pilots, an outcome that fuels continued expansion of the cloud AI market in the region. Taken together, these factors keep North America at the forefront of large-parameter model training and inference consumption.

Asia-Pacific is projected to record the fastest 22.74% CAGR through 2031, propelled by state-led mandates and rising private investment in localized model ecosystems. China redirected roughly USD 18 billion in annual enterprise spending toward domestic AI clouds under its sovereign-AI directive, accelerating adoption of locally trained foundation models. India's National AI Mission allocated INR 103 billion (USD 1.24 billion) for multi-city GPU clusters and subsidized compute credits for 14,000 startups, broadening developer access to advanced silicon. Japan and South Korea committed a combined USD 1.5 billion to edge-cloud infrastructure and domestic AI-chip production, actions that shorten inference latency for smart-city and autonomous-mobility projects.

Europe, South America, Middle East, and Africa together accounted for 37% of 2025 revenue, and regulatory dynamics now shape procurement criteria across these territories. The forthcoming EU AI Act is prompting 62% of surveyed enterprises to adopt explainable-AI tooling and engage compliance consultants before 2026 go-live. Germany's AI Made in Europe program set aside EUR 3 billion (USD 3.39 billion) for sovereign cloud nodes, attracting 340 enterprise tenants in its first year. Brazil's banks and Argentina's agritech firms pushed South American cloud AI market size upward by 18% in 2025 through fraud analytics and precision-farming solutions. GCC nations invested USD 12 billion in AI infrastructure, with Saudi Arabia's NEOM project piloting autonomous fleets and smart-grid optimization. In Africa, mobile carriers used AI-powered credit scoring to extend micro-loans to 8.2 million unbanked adults in 2025, underscoring the region's early-stage yet high-impact opportunity set.

1. Amazon Web Services
2. Microsoft Corp.
3. Google LLC
4. IBM Corp.
5. Salesforce Inc.
6. NVIDIA Corp.
7. Oracle Corp.
8. Alibaba Cloud
9. SAP SE
10. ServiceNow Inc.
11. Databricks Inc.
12. Snowflake Inc.
13. Hugging Face Inc.
14. OpenAI LP
15. Anthropic PBC
16. CoreWeave Inc.
17. AMD Inc.
18. Intel Corp.
19. Wipro Ltd.
20. Infosys Ltd.
21. SoundHound AI Inc.
22. Twilio Inc.
23. Cohere Inc.
24. Tencent Cloud

Additional Benefits:

• The market estimate (ME) sheet in Excel format
• 3 months of analyst support

TABLE OF CONTENTS

1 INTRODUCTION

• 1.1 Study Assumptions and Market Definition
• 1.2 Scope of the Study

2 RESEARCH METHODOLOGY

3 EXECUTIVE SUMMARY

4 MARKET LANDSCAPE

• 4.1 Market Overview
• 4.2 Industry Value Chain Analysis
• 4.3 Impact of Macroeconomic Factors on the Market
• 4.4 Market Drivers
  • 4.4.1 Rising Big-Data Volume
  • 4.4.2 Growing Adoption of AI-as-a-Service (AIaaS)
  • 4.4.3 Increasing Demand for Virtual Assistants and Generative-AI Chatbots
  • 4.4.4 GenAI GPU-Fractionalization Expanding SME Access
  • 4.4.5 Edge-Cloud AI Interoperability Standards (e.g., ONNX, MEDAL)
  • 4.4.6 Carbon-Aware Workload Orchestration Incentives
• 4.5 Market Restraints
  • 4.5.1 Lack of Skilled Workforce and Data-Security Concerns
  • 4.5.2 Persistent GPU and HBM Supply-Chain Shortages
  • 4.5.3 AI Datacenter Energy Constraints and Carbon Regulations
  • 4.5.4 Geopolitical GPU Export-Control Frameworks
• 4.6 Regulatory Landscape
• 4.7 Technological Outlook
• 4.8 Porter's Five Forces Analysis
  • 4.8.1 Threat of New Entrants
  • 4.8.2 Bargaining Power of Suppliers
  • 4.8.3 Bargaining Power of Buyers
  • 4.8.4 Threat of Substitutes
  • 4.8.5 Intensity of Competitive Rivalry

5 MARKET SIZE AND GROWTH FORECASTS (VALUE)

• 5.1 By Type
  • 5.1.1 Solution
    • 5.1.1.1 Infrastructure (Compute, Storage, Networking)
    • 5.1.1.2 Platform-as-a-Service for AI
    • 5.1.1.3 Model Marketplace
  • 5.1.2 Service
    • 5.1.2.1 Professional Services
    • 5.1.2.2 Managed Services
• 5.2 By End-User Vertical
  • 5.2.1 Banking, Financial Services, and Insurance (BFSI)
  • 5.2.2 Healthcare
  • 5.2.3 Automotive and Mobility
  • 5.2.4 Retail and E-Commerce
  • 5.2.5 Government and Public Sector
  • 5.2.6 Education
  • 5.2.7 Manufacturing
• 5.3 By Deployment Model
  • 5.3.1 Public Cloud
  • 5.3.2 Private Cloud
  • 5.3.3 Hybrid and Multi-Cloud
• 5.4 By Application
  • 5.4.1 Customer Service and Contact-Center AI
  • 5.4.2 Predictive Maintenance and Asset Operations
  • 5.4.3 Fraud and Risk Analytics
  • 5.4.4 Marketing and Personalization
  • 5.4.5 Computer-Vision-as-a-Service
• 5.5 By Technology
  • 5.5.1 Machine Learning
  • 5.5.2 Natural Language Processing
  • 5.5.3 Computer Vision
  • 5.5.4 Generative AI
  • 5.5.5 Reinforcement and Edge AI
• 5.6 By Geography
  • 5.6.1 North America
    • 5.6.1.1 United States
    • 5.6.1.2 Canada
    • 5.6.1.3 Mexico
  • 5.6.2 South America
    • 5.6.2.1 Brazil
    • 5.6.2.2 Argentina
    • 5.6.2.3 Chile
    • 5.6.2.4 Rest of South America
  • 5.6.3 Europe
    • 5.6.3.1 Germany
    • 5.6.3.2 United Kingdom
    • 5.6.3.3 France
    • 5.6.3.4 Italy
    • 5.6.3.5 Spain
    • 5.6.3.6 Netherlands
    • 5.6.3.7 Russia
    • 5.6.3.8 Rest of Europe
  • 5.6.4 Asia-Pacific
    • 5.6.4.1 China
    • 5.6.4.2 India
    • 5.6.4.3 Japan
    • 5.6.4.4 South Korea
    • 5.6.4.5 ASEAN
    • 5.6.4.6 Rest of Asia-Pacific
  • 5.6.5 Middle East
    • 5.6.5.1 GCC
    • 5.6.5.2 Turkey
    • 5.6.5.3 Rest of Middle East
  • 5.6.6 Africa
    • 5.6.6.1 South Africa
    • 5.6.6.2 Nigeria
    • 5.6.6.3 Kenya
    • 5.6.6.4 Rest of Africa

6 COMPETITIVE LANDSCAPE

• 6.1 Market Concentration
• 6.2 Strategic Moves
• 6.3 Market Share Analysis
• 6.4 Company Profiles (includes Global Level Overview, Market Level Overview, Core Segments, Financials as available, Strategic Information, Market Rank/Share, Products and Services, Recent Developments)
  • 6.4.1 Amazon Web Services
  • 6.4.2 Microsoft Corp.
  • 6.4.3 Google LLC
  • 6.4.4 IBM Corp.
  • 6.4.5 Salesforce Inc.
  • 6.4.6 NVIDIA Corp.
  • 6.4.7 Oracle Corp.
  • 6.4.8 Alibaba Cloud
  • 6.4.9 SAP SE
  • 6.4.10 ServiceNow Inc.
  • 6.4.11 Databricks Inc.
  • 6.4.12 Snowflake Inc.
  • 6.4.13 Hugging Face Inc.
  • 6.4.14 OpenAI LP
  • 6.4.15 Anthropic PBC
  • 6.4.16 CoreWeave Inc.
  • 6.4.17 AMD Inc.
  • 6.4.18 Intel Corp.
  • 6.4.19 Wipro Ltd.
  • 6.4.20 Infosys Ltd.
  • 6.4.21 SoundHound AI Inc.
  • 6.4.22 Twilio Inc.
  • 6.4.23 Cohere Inc.
  • 6.4.24 Tencent Cloud

7 MARKET OPPORTUNITIES AND FUTURE OUTLOOK

• 7.1 White-Space and Unmet-Need Assessment