IaaS(Infrastructure As A Service) 시장 : 점유율 분석, 업계 동향과 통계, 성장 예측(2026-2031년)

According to Mordor Intelligence, the infrastructure as a service market size is expected to grow from USD 188.56 billion in 2025 to USD 225.47 billion in 2026 and is forecast to reach USD 551.08 billion by 2031 at 19.58% CAGR over 2026-2031.

This report is Segmented by Deployment Mode (Public Cloud, Private Cloud and Hybrid Cloud), Service Type(Compute As A Service (CaaS), Storage As A Service (STaaS), Database / Analytics As A Service (DBaaS) and More), End-User Industry(BFSI, IT and Telecom, Healthcare and Life Sciences) and Geography.

Global Infrastructure As A Service Market Trends and Insights

Accelerating Gen-AI Infrastructure Demand

Generative-AI training clusters require GPU racks drawing 700 W per chip, pushing liquid cooling adoption from 10% of data halls in 2024 to an estimated 20% in 2025. Hyperscalers now redesign campuses around 1 MW liquid-cooled racks, standardizing 400 V DC power distribution to curtail conversion losses, DataCenterFrontier. Enterprises echo the trend: nearly 40% of data-center operators plan to use liquid cooling by 2026 to host AI workloads. These technical shifts reshape facility blueprints, making AI-ready designs a default requirement across the cloud infrastructure market.

Enterprise Hybrid and Multi-Cloud Migration Spike

Organizations now spread workloads across multiple clouds to balance cost and compliance. IBM's USD 6.4 billion HashiCorp acquisition in 2024 deepens automation for multi-cloud orchestration. Oracle's and Google's multicloud tie-up eliminates egress fees for Oracle Database inside Google regions, removing a long-standing barrier to workload portability. Banking adoption is especially strong: 70% of institutions have moved beyond pilots, spurred by data-residency rules and operational-resilience tests. As hybrid patterns scale, specialized service providers find new revenue in governance and security advisory, reinforcing a virtuous cycle for the cloud infrastructure market.

Escalating Energy-Grid Constraints

Data centers already drew 4.4% of US electricity in 2023; the share may hit 12% by 2028, stressing legacy grids. Northern Virginia and Texas, once prime hubs, now ration megawatt allocations, sending operators to Indiana or Mississippi for fresh capacity. Ireland anticipates up to 70% of national power heading to digital loads by 2030, prompting moratoriums in some counties. Operators respond with immersion cooling that cuts facility power use by 95%, yet those retrofits demand fresh capital and extended build timelines. Limited electricity, therefore, slows the near-term expansion of the cloud infrastructure market.

Other drivers and restraints analyzed in the detailed report include:

1. Hyperscaler CAPEX Race Exceeding USD 250 Billion
2. Edge-to-Core Latency Requirements in the 5G Era
3. Data-Sovereignty and Extraterritoriality Conflicts

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

Segment Analysis

Public cloud held 70.34% of revenue in 2025, a reflection of a decade-long migration away from on-premises stacks. The hybrid tier, however, records the fastest 23.68% CAGR through 2031 as regulated industries mesh on-prem control with off-prem scale. Financial-services leaders credit hybrid setups for meeting customer-experience targets while passing regulatory audits. The cloud infrastructure market size for hybrid deployments is projected to reach USD 163.4 billion by 2031, underscoring its role in balancing latency-sensitive and compliance-critical workloads.

A sharp increase in private connectivity options such as AWS Outposts and Azure Stack supports this hybrid wave. CME Group's private Google Cloud region in Aurora illustrates how mission-critical trading stays local yet leverages public-cloud tooling. Multifaceted orchestration software-boosted by IBM's HashiCorp deal-lowers complexity barriers. As maturity rises, the cloud infrastructure industry increasingly views deployment decisions as a portfolio exercise rather than a binary choice.

Complete Report Scope:

• By Deployment Mode
  • Public Cloud
  • Private Cloud
  • Hybrid Cloud
• By Service Type
  • Compute as a Service (CaaS)
  • Storage as a Service (STaaS)
  • Networking & CDN
  • Database / Analytics as a Service (DBaaS)
  • Disaster-Recovery as a Service (DRaaS)
  • Managed Hosting / Dedicated Cloud
• By End-user Industry
  • BFSI
  • IT & Telecom
  • Healthcare & Life Sciences
  • Media & Entertainment
  • Retail & e-Commerce
  • Government & Public Sector
  • Manufacturing & Automotive
• By Geography
  • North America
    • United States
    • Canada
    • Mexico
  • South America
    • Brazil
    • Argentina
    • Rest of South America
  • Europe
    • United Kingdom
    • Germany
    • France
    • Russia
    • Rest of Europe
  • Asia-Pacific
    • China
    • Japan
    • India
    • South Korea
    • Australia
    • Rest of Asia-Pacific
  • Middle East and Africa
    • Middle East
      • UAE
      • Saudi Arabia
      • Turkey
      • Rest of the Middle East
    • Africa
      • South Africa
      • Nigeria
      • Rest of Africa

Geography Analysis

Asia Pacific owns 42.86% of global revenue in 2025 and sustains the fastest 21.02% CAGR as sovereign AI programs in China, Japan, and India funnel subsidies into domestic clouds. China's East Data-West initiative alone channels CNY 400 billion annually toward eight megaclusters, redistributing computing inland and lowering coastal congestion. Japan approaches JPY 2 trillion (USD 13.4 billion) in data-center value by 2030, buoyed by AWS's USD 15 billion and Oracle's USD 8 billion pledges. India gains from NTT's USD 1.5 billion expansion and local tax incentives favoring digital infrastructure.

North America remains the second-largest base but sees relative growth slow as legacy hubs saturate. Energy limitations redirect projects to overlooked states: AWS earmarks USD 11 billion for Indiana, Compass breaks ground on a USD 10 billion Mississippi campus, and STACK commits over 1 GW in Northern Virginia. Canada's Digital Ambition program accelerates federal cloud adoption, propelled by Shared Services Canada's brokerage role.

Europe balances demand with carbon-neutral targets. Regulations such as DORA compel financial firms to diversify providers while national energy caps limit capacity in traditional locations like Dublin and Amsterdam. Alternative metros-Berlin, Warsaw, Oslo, Zurich, Milan, Vienna, and Marseille-rise thanks to renewable grids and supportive permitting regimes. The EU's aim for zero-carbon data centers by 2030 spurs investment in heat-reuse schemes and offshore wind tie-ins, shaping the next phase of the cloud infrastructure market.

1. Amazon Web Services (AWS)
2. Microsoft Azure
3. Google Cloud Platform (GCP)
4. Alibaba Cloud
5. IBM Cloud
6. Oracle Cloud Infrastructure (OCI)
7. Tencent Cloud
8. Huawei Cloud
9. OVHcloud
10. DigitalOcean
11. Rackspace Technology
12. Hetzner
13. Equinix Metal
14. Cloudflare Workers / R2
15. Linode / Akamai
16. Oracle Cloud (Japan)
17. Liquid Sky (Africa)
18. Wasabi Technologies
19. Scaleway
20. SAP Business Technology Platform (BTP-IaaS portion)

Additional Benefits:

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

TABLE OF CONTENTS

1 INTRODUCTION

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

2 RESEARCH METHODOLOGY

3 EXECUTIVE SUMMARY

4 MARKET LANDSCAPE

• 4.1 Market Overview
• 4.2 Market Drivers
  • 4.2.1 Accelerating Gen-AI infrastructure demand
  • 4.2.2 Enterprise hybrid & multi-cloud migration spike
  • 4.2.3 Hyperscaler CAPEX race (more than USD 250 billion in 2025)
  • 4.2.4 Edge-to-core latency requirements in 5G era
  • 4.2.5 Long-duration green-energy PPAs unlocking new DC sites
  • 4.2.6 Government sovereign-AI sandboxes mandating local IaaS nodes
• 4.3 Market Restraints
  • 4.3.1 Escalating energy-grid constraints
  • 4.3.2 Data-sovereignty & extraterritoriality conflicts
  • 4.3.3 Liquid-cooling supply-chain bottlenecks
  • 4.3.4 Surging insurance premiums for more than 100 MW hyperscale campuses
• 4.4 Value/Supply-Chain Analysis
• 4.5 Regulatory Landscape
• 4.6 Technological Outlook (AI accelerators, liquid cooling, Zero-Trust fabrics)
• 4.7 Porter's Five Forces
  • 4.7.1 Bargaining Power of Suppliers
  • 4.7.2 Bargaining Power of Buyers
  • 4.7.3 Threat of New Entrants
  • 4.7.4 Threat of Substitutes
  • 4.7.5 Intensity of Competitive Rivalry

5 MARKET SIZE AND GROWTH FORECASTS (VALUE)

• 5.1 By Deployment Mode
  • 5.1.1 Public Cloud
  • 5.1.2 Private Cloud
  • 5.1.3 Hybrid Cloud
• 5.2 By Service Type
  • 5.2.1 Compute as a Service (CaaS)
  • 5.2.2 Storage as a Service (STaaS)
  • 5.2.3 Networking & CDN
  • 5.2.4 Database / Analytics as a Service (DBaaS)
  • 5.2.5 Disaster-Recovery as a Service (DRaaS)
  • 5.2.6 Managed Hosting / Dedicated Cloud
• 5.3 By End-user Industry
  • 5.3.1 BFSI
  • 5.3.2 IT & Telecom
  • 5.3.3 Healthcare & Life Sciences
  • 5.3.4 Media & Entertainment
  • 5.3.5 Retail & e-Commerce
  • 5.3.6 Government & Public Sector
  • 5.3.7 Manufacturing & Automotive
• 5.4 By Geography
  • 5.4.1 North America
    • 5.4.1.1 United States
    • 5.4.1.2 Canada
    • 5.4.1.3 Mexico
  • 5.4.2 South America
    • 5.4.2.1 Brazil
    • 5.4.2.2 Argentina
    • 5.4.2.3 Rest of South America
  • 5.4.3 Europe
    • 5.4.3.1 United Kingdom
    • 5.4.3.2 Germany
    • 5.4.3.3 France
    • 5.4.3.4 Russia
    • 5.4.3.5 Rest of Europe
  • 5.4.4 Asia-Pacific
    • 5.4.4.1 China
    • 5.4.4.2 Japan
    • 5.4.4.3 India
    • 5.4.4.4 South Korea
    • 5.4.4.5 Australia
    • 5.4.4.6 Rest of Asia-Pacific
  • 5.4.5 Middle East and Africa
    • 5.4.5.1 Middle East
      • 5.4.5.1.1 UAE
      • 5.4.5.1.2 Saudi Arabia
      • 5.4.5.1.3 Turkey
      • 5.4.5.1.4 Rest of the Middle East
    • 5.4.5.2 Africa
      • 5.4.5.2.1 South Africa
      • 5.4.5.2.2 Nigeria
      • 5.4.5.2.3 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 & Services, Recent Developments)
  • 6.4.1 Amazon Web Services (AWS)
  • 6.4.2 Microsoft Azure
  • 6.4.3 Google Cloud Platform (GCP)
  • 6.4.4 Alibaba Cloud
  • 6.4.5 IBM Cloud
  • 6.4.6 Oracle Cloud Infrastructure (OCI)
  • 6.4.7 Tencent Cloud
  • 6.4.8 Huawei Cloud
  • 6.4.9 OVHcloud
  • 6.4.10 DigitalOcean
  • 6.4.11 Rackspace Technology
  • 6.4.12 Hetzner
  • 6.4.13 Equinix Metal
  • 6.4.14 Cloudflare Workers / R2
  • 6.4.15 Linode / Akamai
  • 6.4.16 Oracle Cloud (Japan)
  • 6.4.17 Liquid Sky (Africa)
  • 6.4.18 Wasabi Technologies
  • 6.4.19 Scaleway
  • 6.4.20 SAP Business Technology Platform (BTP-IaaS portion)

7 MARKET OPPORTUNITIES AND FUTURE OUTLOOK

• 7.1 White-space & Unmet-Need Assessment