Global Scans · Cloud computing · Weekly Summary

• [New] Management expects demand from AI labs to represent about a quarter of its business in 2027, while the Vera Rubin platform is expected to account for around one-fifth of Data Center revenue in the current quarter. investing.com
• [New] Large cloud and enterprise technology companies have an advantage in platform integration, installed customer bases, and global distribution, while specialist vendors compete through AI governance depth, model-risk expertise, regulatory intelligence, and vendor-neutral capabilities. MAXIMIZE MARKET RESEARCH
• [New] By 2026, about 80% of software engineering organizations will establish platform teams - Gartner. Modern Data 101
• [New] BLS expects to see strong growth in data science, software development and other computer-related jobs. H2K Infosys Blog
• [New] There will be a 15.8% increase in software developer jobs from 2024 to 2034, with approximately 267,700 new jobs becoming available. H2K Infosys Blog
• [New] 57% of global mobile connections will be on 5G by 2030, with operators expected to invest approximately US$ 1.2 trillion in network infrastructure between 2025 and 2030, supporting the adoption of software-defined, cloud-managed networking models. Persistence Market Research
• [New] Developers now have the opportunity to utilize Edge Impulse's platform to create, evaluate, and effortlessly deploy models and algorithms on MemryX edge AI processors. Knowledge Sourcing Intelligence
• [New] The US tech industry faces a persistent talent shortage: software developer employment is projected to grow 15.8% between 2024 and 2034, adding 267,000+ jobs (BLS), pushing senior salaries to $ 15,675/month in 2026. Alcor Recruitment & EOR for Tech
• [New] The software-as-a-service (SaaS) platform will provide a secure, UK-hosted cloud environment for income management, enhance operational efficiency, and enable data-driven decision-making. UKAuthority
• [New] Worldwide spending on AI-optimized Infrastructure as a Service (IaaS) is projected to grow by an incredible 96% through 2026, reaching $42 billion. verakworld - From confusion to clarity
• [New] Beyond AI software and consulting, 75.7% of respondents (n = 185) expect application development to drive growth for their business in 2026. Futurum
• [New] With NVIDIA HGX B300 systems and NVIDIA Spectrum-X Ethernet networking on IBM Cloud, IBM and Together AI will deliver an accelerated computing platform to help enterprises deploy open-source AI with the performance, efficiency and scale required for real-time AI services. IBM Newsroom
• [New] Cloud and platform services are not far behind, projected to nearly double from $4.8 billion in 2025 to $9.5 billion by 2030 at a 14.21% CAGR, as enterprises modernize on Microsoft's regional cloud rollout and Equinix's sub-5 - millisecond interconnect fabric. / Mexico Alcor Recruitment & EOR for Tech
• [New] By 2026, 80% of enterprise software interactions will involve agentic workflows, requiring a seamless bridge between SAP S/4HANA, Microsoft Fabric, and Salesforce. Site Title
• [New] With funding, a flight software update could restore high-rate data from Voyager's Plasma Wave Subsystem. theregister
• [New] Platform ecosystems where orchestration reliability, data-sovereignty alignment, and domain-specific agent templates differentiate offerings are emerging as the primary competitive battleground through 2030. evolvancemarketresearch.com
• [New] Software is expected to account for 64% of revenue in 2026. Persistence Market Research
• [New] AI agents are becoming the primary way SaaS delivers value - Gartner expects 40% of enterprise apps to embed task-specific agents by end of 2026, up from under 5% in 2025. The SaaS Library
• [New] The software segment is anticipated to register the fastest growth, expanding at a CAGR of 14.2% between 2026 and 2033, supported by rising adoption of analytics platforms, digital twins, and subscription-based solutions. Persistence Market Research
• [New] The U.S. Transportation Security Administration has been piloting AI-enabled Automated Threat Recognition (ATR) software under its NextGen EDS program, with rollout planned across major U.S. airports through 2027. Persistence Market Research
• [New] Start-up investments accounted for the highest deal volume with 47 transactions, with US$ 643 million of capital deployed, reflecting strong investor appetite for emerging opportunities across AI infrastructure, cloud computing, semiconductors and data-center-enabling technologies. EY
• [New] Subscription (cloud-based) software is predicted to lead with a share of about 63.3% in 2026, because mental health providers prefer flexible platforms that can be accessed from any location without investing in expensive IT infrastructure. Persistence Market Research

Last updated: 06 September 2026