클라우드 인프라 서비스 시장 : 점유율 분석, 업계 동향과 통계, 성장 예측(2026-2031년)

According to Mordor Intelligence, cloud infrastructure services market size in 2026 is estimated at USD 377.07 billion, growing from 2025 value of USD 319 billion with 2031 projections showing USD 871.48 billion, growing at 18.21% CAGR over 2026-2031.

This report is Segmented by Service Type (Compute As A Service, Storage As A Service, and More), Deployment Model (Public Cloud, Private Cloud, and More), Organization Size (Small and Medium-Sized Enterprises (SMEs), and More), End-User Vertical (BFSI, IT and Telecommunications, and More), and by Geography. The Market Forecasts are Provided in Terms of Value (USD).

Global Cloud Infrastructure Services Market Trends and Insights

Growing IaaS Benefits

Enterprises accelerate adoption of Infrastructure as a Service to gain operational flexibility and avoid capital expenditure on rapidly obsolescing hardware. Hyperscalers deploy purpose-built GPU clusters such as Oracle's Zettascale Cloud Supercluster with 131,000 NVIDIA Blackwell GPUs to capture AI training demand. Healthcare providers illustrate this shift, as Epic workloads migrated to the public cloud recorded better scalability and user satisfaction, even while grappling with cost-visibility challenges. Extended server lifecycles, AWS moved to five-year depreciation in 2025, improve provider margins that can be reinvested in new capacity. These dynamics collectively elevate the cloud infrastructure services market trajectory by enabling elastic consumption models aligned to unpredictable AI workload peaks.

Cost-Savings and ROI Focus

Budget priorities favor operational spending that matches resource usage, prompting organizations to replace on-premises infrastructure with pay-as-you-go cloud contracts. Small businesses embrace SaaS at a 78% penetration rate, highlighting how simplified services lower technical barriers. The UAE projects USD 17 billion in cumulative economic value from hyperscale cloud deployments by 2030, mainly through productivity gains and SME job creation. Despite this upside, OECD data show only 41% of SMEs use cloud computing, evidencing a persistent skills gap. Providers increasingly bundle AI-powered automation and cost-governance tools to help smaller firms monitor consumption, reinforcing the inclusive expansion of the cloud infrastructure services market.

Data-Loss and Privacy Concerns

Cybersecurity incidents remain a primary barrier. Surveyed federal agencies reported 90% ransomware exposure within three years, prompting a pivot to zero-trust architectures. Multinationals juggle conflicting jurisdictions such as GDPR and the US CLOUD Act, adding compliance overhead. Although sovereign-cloud options mitigate exposure, they introduce multicloud complexity and higher run-rates, tempering the growth of the cloud infrastructure services market.

Other drivers and restraints analyzed in the detailed report include:

1. Rapid Edge-Computing Roll-Outs
2. Sovereign-Cloud Build-Outs
3. GPU / Server Supply-Chain Bottlenecks

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

Segment Analysis

Compute as a Service generated 45.72% of 2025 revenue as enterprises pursued elastic processing power for complex AI model training. The cloud infrastructure services market size for compute surpassed USD 145.86 billion in 2025 and is expected to expand steadily through 2031. Networking as a Service exhibits a 22.74% CAGR, reflecting the proliferation of edge nodes that interlink 5G core networks with regional data centers. Google's carrier-grade 5G Core-as-a-Service, built with Ericsson, illustrates how integrated networking and AI functions unlock incremental opportunities. Storage as a Service registers consistent uptake as data-intensive workloads migrate to cost-effective object storage. Database and managed-hosting lines address compliance-heavy industries, offering pre-configured encryption and audit trails.

The growth split underscores the architectural transition toward distributed computing. As sensor-rich devices push telemetry directly into edge caches, networking services experience outsized momentum. Meanwhile, compute services defend share by embedding custom accelerators, such as Google's A3 Ultra VMs that boost GPU-to-GPU bandwidth for generative AI positions, bundled offers that combine networking, compute, and storage under unified SLAs, enabling customers to adopt composable resources across the cloud infrastructure services market without vendor lock-in.

Public Cloud retained 90.35% share in 2025 and remains the default entry point for greenfield digital programs. However, the hybrid model is forecast to grow at 26.35% CAGR, adding flexibility for data-sensitive workloads. The cloud infrastructure services market share attributable to hybrid environments is set to double by 2031 as firms deploy private extensions inside colocation sites. Federal agencies have already cut exclusive data center usage from 27% to 5% within three years, highlighting irreversible migration away from legacy setups.

Hybrid strategies resolve sovereignty and latency concerns by placing sensitive data on private clouds while consuming burst capacity in public regions. Orchestrating these patterns is complex; therefore, IBM acquired HashiCorp for USD 6.4 billion to integrate Terraform automation into its portfolio and simplify workflow portability. As orchestration standards consolidate, the cloud infrastructure services market size tied to hybrid solutions accelerates, bringing new revenue for system integrators and multicloud management vendors.

Complete Report Scope:

• By Service Type
  • Compute as a Service
  • Storage as a Service
  • Networking as a Service
  • Other Service Types (DaaS, Managed Hosting)
• By Deployment Model
  • Public Cloud
  • Private Cloud
  • Hybrid Cloud
• By Organisation Size
  • Large Enterprises
  • Small and Medium-sized Enterprises
• By End-user Vertical
  • IT and Telecommunications
  • BFSI
  • Retail
  • Healthcare and Life Sciences
  • Government
  • Other End-user Verticals
• By Geography
  • North America
  • South America
  • Europe
  • Asia-Pacific
  • Middle East and Africa

Geography Analysis

North America controlled 46.28% of 2025 revenue, reflecting deep enterprise cloud maturity and large-scale AI investments by hyperscalers. Amazon earmarked more than USD 30 billion for new data centers in Pennsylvania and North Carolina, creating 1,750 skilled positions. Meta committed USD 10 billion to a Louisiana facility that will require three additional power plants, capturing expanding AI inference workloads. Power-grid limitations present a mounting hurdle: lead times for new capacity now span up to seven years, forcing operators to negotiate renewable energy contracts and explore nuclear partnerships. Despite these constraints, the cloud infrastructure services market remains anchored in the region thanks to sustained demand from Fortune 500 enterprises and advanced digital public-sector programs.

Asia-Pacific is the fastest-growing geography, forecast to rise at a 23.41% CAGR through 2031. The regional data-center market could reach USD 30.69 billion by 2029, buoyed by IoT proliferation and 5G adoption. India plans an additional 850 MW of capacity by 2026, with AWS pledging USa USD 12.7 billion investment in Asia. Malaysia's Johor Bahru region holds 1.6 GW in active supply and may surpass Singapore as Southeast Asia's prime hub, though the projected demand of 5 GW by 2035 strains sustainability targets. ASEAN aggregate capacity could quintuple to 7,589 MW by 2028, positioning regional providers alongside global incumbents. This momentum cements Asia-Pacific as the epicenter of new workload deployments, expanding the cloud infrastructure services market at record pace.

Europe, South America, and Middle East and Africa contribute smaller but strategic shares. European growth centers on sovereign-cloud frameworks that comply with GDPR and the forthcoming EU Data Act Lexology. Africa's cloud sector, valued at more than USD 600 billion and growing 25-30% annually, struggles with data-residency laws and limited local infrastructure. Operators like Africa Data Centres add regional POPs while Starlink's satellite coverage across 15 African nations offers alternative last-mile connectivity. These initiatives collectively expand the cloud infrastructure services market footprint into previously underserved territories.

1. Amazon Web Services
2. Microsoft Corporation
3. Google LLC
4. IBM Corporation
5. Oracle Corporation
6. Alibaba Cloud
7. Rackspace Technology
8. Fujitsu Ltd
9. Lumen Technologies (CenturyLink)
10. VMware Inc.
11. DXC Technology
12. NTT Ltd / Dimension Data
13. Verizon Business
14. Tencent Cloud
15. ATandT Business
16. NEC Corporation

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 Market Drivers
  • 4.2.1 Growing IaaS benefits
  • 4.2.2 Cost-savings and ROI focus
  • 4.2.3 Rapid edge-computing roll-outs
  • 4.2.4 Sovereign-cloud build-outs
  • 4.2.5 AI-accelerator demand for custom silicon
  • 4.2.6 Carbon-optimised green cloud contracts
• 4.3 Market Restraints
  • 4.3.1 Data-loss and privacy concerns
  • 4.3.2 High bandwidth and monitoring costs
  • 4.3.3 GPU / server supply-chain bottlenecks
  • 4.3.4 Egress-fee and localisation regulations
• 4.4 Industry Value Chain Analysis
• 4.5 Regulatory Landscape
• 4.6 Technological Outlook
• 4.7 Porter's Five Forces Analysis
  • 4.7.1 Threat of New Entrants
  • 4.7.2 Bargaining Power of Suppliers
  • 4.7.3 Bargaining Power of Consumers
  • 4.7.4 Threat of Substitutes
  • 4.7.5 Intensity of Competitive Rivalry

5 MARKET SIZE AND GROWTH FORECASTS (VALUE)

• 5.1 By Service Type
  • 5.1.1 Compute as a Service
  • 5.1.2 Storage as a Service
  • 5.1.3 Networking as a Service
  • 5.1.4 Other Service Types (DaaS, Managed Hosting)
• 5.2 By Deployment Model
  • 5.2.1 Public Cloud
  • 5.2.2 Private Cloud
  • 5.2.3 Hybrid Cloud
• 5.3 By Organisation Size
  • 5.3.1 Large Enterprises
  • 5.3.2 Small and Medium-sized Enterprises
• 5.4 By End-user Vertical
  • 5.4.1 IT and Telecommunications
  • 5.4.2 BFSI
  • 5.4.3 Retail
  • 5.4.4 Healthcare and Life Sciences
  • 5.4.5 Government
  • 5.4.6 Other End-user Verticals
• 5.5 By Geography
  • 5.5.1 North America
  • 5.5.2 South America
  • 5.5.3 Europe
  • 5.5.4 Asia-Pacific
  • 5.5.5 Middle East and Africa

6 COMPETITIVE LANDSCAPE

• 6.1 Market Concentration
• 6.2 Strategic Moves
• 6.3 Market Share Analysis
• 6.4 Company Profiles
  • 6.4.1 Amazon Web Services
  • 6.4.2 Microsoft Corporation
  • 6.4.3 Google LLC
  • 6.4.4 IBM Corporation
  • 6.4.5 Oracle Corporation
  • 6.4.6 Alibaba Cloud
  • 6.4.7 Rackspace Technology
  • 6.4.8 Fujitsu Ltd
  • 6.4.9 Lumen Technologies (CenturyLink)
  • 6.4.10 VMware Inc.
  • 6.4.11 DXC Technology
  • 6.4.12 NTT Ltd / Dimension Data
  • 6.4.13 Verizon Business
  • 6.4.14 Tencent Cloud
  • 6.4.15 ATandT Business
  • 6.4.16 NEC Corporation

7 MARKET OPPORTUNITIES AND FUTURE OUTLOOK

• 7.1 White-space and Unmet-need Assessment