SpaceX/SI entered the top-10 of tier-two cloud infrastructure companies by service revenue in Q3 as AI demand continued to reshape the market, Synergy Research Group reported.

SpaceX/SI began its commercial rollout this year following SpaceX’s acquisition of xAI in February. The AI and cloud unit adopted its current name in October to follow US President Donald Trump’s effort to rebrand the technology as super intelligence.

Synergy Research stated tier-two players with the highest growth rates in Q3 included Oracle and neoclouds CoreWeave, Crusoe, Nebius, Fluidstack, Together AI and Nscale.

It noted the rapid growth of neoclouds was eroding the market share of more established cloud providers.

The research company noted Anthropic and OpenAI also “rank strongly” through the platform portions of their operations.

Chief analyst John Dinsdale said AI had reshaped cloud services, customer demand and growth prospects. While the decade before ChatGPT’s launch saw providers move workloads and investment from on-premises data centres to public clouds, AI is now driving expansion on a scale unforeseen four years ago.

“As the growth rate jumps to well over 50%, the leading cloud providers are benefiting from surging revenues, but they are also facing a much-changed market landscape, with AI labs and neoclouds emerging as both partners and competitors.”

Metrics
Amazon remained the market leader with a 26% share, followed by Microsoft (19%) and Google (16%).

Enterprise spending on cloud infrastructure services surged 55% year-on-year to $167.7 billion, with trailing 12-month revenues hitting $558 billion.

The market has taken just eight quarters to double in size, with AI-specific cloud services now accounting for roughly a third of the total.

Cloud market growth remained strong across all regions. The US was by far the largest market and grew the fastest among major countries to account for 44% of the global total.

In local currency terms, India, Indonesia, the Republic of Ireland, Canada and Taiwan were also among the strongest performers. The UK and Germany remained Europe’s largest cloud markets.

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Global smartphone shipments fell 20% year-on-year to 254.7 million units in Q3, the lowest volume for the period in more than a decade, Omdia reported.

Omdia noted rising device costs and component shortages continued to weaken consumer demand in emerging markets. Distributors and retailers also remained cautious about restocking as higher device costs raised working capital needs and limited inventories.

Principal analyst Sanyam Chaurasia said regions which once drove shipment growth faced the greatest pressure on affordability.

Shipments in Africa fell 39%, the largest regional decline, forcing vendors to prioritise margins over volumes.

Samsung remained the largest vendor, shipping 57.8 million smartphones globally, though this was 5% less than in Q3 2025.

Its entry-level Galaxy A series and the Z8 foldable range are credited as contributing to Samsung’s performance.

Apple’s shipments were flat at 56.5 million units: Omdia noted the vendor’s iPhone 18 launch schedule effectively extended the run of its previous model, which it stated continued to ship well in North America and China.

Chinese vendors experienced larger declines.

Xiaomi’s shipments fell 29% to 30.7 million units as it adjusted prices in China and India.

Oppo and Vivo’s shipments dropped 39% and 33%, respectively as they raised prices to cover higher component costs.

Omdia forecast full-year shipments would decrease by around 12%, while persistent shortages of high-bandwidth and conventional memory could keep hardware costs high well into 2027.

The data is broadly in line with IDC figures showing shipments dropped 22% to 255.3 million.

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