According to Omdia’s report, "Global AI Cloud Stack 2026: Rethinking Cloud in the Agentic AI Era," a seismic shift is occurring within cloud-native architectures, particularly influenced by the rise of large language models (LLMs). This change is consolidating multiple layers of traditional cloud architecture into more integrated forms, signaling the collapse of previously established vertical structures.
Key Changes in Cloud Architecture
-
Integration of Model APIs: The evolution of AI technology allows a single model API call to encompass functionalities across various cloud layers. This integration redefines these layers from being independent to key components of AI models.
-
Shift in Procurement Logic: There is a notable transformation in how enterprises procure services, moving from a “pay-per-layer” model to a “pay-per-token” system. This change underscores the diminishing independent commercial value of these layers, which are increasingly seen as components supporting AI rather than standalone products.
-
Changing Human-Machine Dynamics: The relationship between humans and machines is altering as AI capabilities expand. Tools like Salesforce’s Agentforce and Microsoft’s Copilot illustrate how AI is beginning to take over tasks traditionally performed by humans, changing the operational landscape significantly.
As these shifts occur, Omdia has identified two main groups in how enterprises utilize AI models:
-
API-first Approach: This group focuses on quick implementation and cost efficiency, relying on general model capabilities without extensive customization. Their applications might involve scenarios like basic chatbots or content generation.
-
Agent-centric Approach: This group targets complex, specific problems that require more sophisticated solutions, utilizing AI models to perform tasks like analyzing market trends and automating workflows.
Redefined AI Cloud Architecture
Omdia has proposed a new three-layer structure for AI Cloud in 2026:
-
AI Cloud Infra: Encompassing multi-tenant AI infrastructure as a service and dedicated resource solutions.
-
Model-as-a-Service (MaaS): Including services for both model production and consumption.
-
Agent-as-a-Service (AaaS): Providing platforms and services related to AI agents.
These market segments will operate independently, with Omdia emphasizing the distinct revenue streams without detailing specific cost structures.
Market Trends and Future Implications
In 2025, the global AI Cloud Infra market was valued at approximately $65.74 billion. Within this, the AI Infrastructure as a Service (IaaS) market accounted for $24.79 billion, with North America leading at 45.7%.
The Model Production Service (MaaS-MPS) market was valued at $18.54 billion, where model development and training made up 63.5% of that market, underscoring its significance.
Raymond Zhan, Omdia’s Senior Principal Analyst, emphasizes the importance of these new market dynamics, suggesting that as AI stacks evolve, they will shift the focus from resource layers to application layers. This shift presents opportunities for traditional infrastructure vendors to adapt and capture new market logic.
Omdia aims to provide ongoing reports to track these trends, offering insight into the market evolution surrounding AI cloud technologies, which increasingly rely on models as resources within an integrated framework.
Welcome to DediRock, your trusted partner in high-performance hosting solutions. At DediRock, we specialize in providing dedicated servers, VPS hosting, and cloud services tailored to meet the unique needs of businesses and individuals alike. Our mission is to deliver reliable, scalable, and secure hosting solutions that empower our clients to achieve their digital goals. With a commitment to exceptional customer support, cutting-edge technology, and robust infrastructure, DediRock stands out as a leader in the hosting industry. Join us and experience the difference that dedicated service and unwavering reliability can make for your online presence. Launch our website.