Global Scans · Cloud computing · Weekly Summary

• [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
• [New] The irony of a vulnerability in Microsoft Defender - a tool meant to protect systems-underscores an uncomfortable reality: security software increases attack surface. Vici Tech Solutions
• [New] Integration of cockpit and driver assistance functions on common computing platforms is expected to reduce development costs, improve vehicle software upgradability, and accelerate commercialization of intelligent driving technologies across global automotive markets. MarkNtel Advisors
• [New] Global public cloud spending will surpass $1 trillion with 21% growth year over year, driven by platform and AI services. YS Lootah Tech
• [New] Cloud computing is growing faster than many expect in 2026. YS Lootah Tech
• [New] More than 70% of tech spending growth through 2030 will come from enterprise and government investments in compute and software. Memeburn
• [New] Global SaaS revenue is projected to grow at an 18.7% compound annual rate through 2030. TechEniac
• [New] SaaS applications captured more than 40% of all public cloud spending in 2024, with a projected 16.5% CAGR through 2028. TechEniac
• [New] Worldwide AI-optimized infrastructure as a service (IaaS) spending is projected to grow 96% through 2026, reaching $42 billion, according to Gartner, Inc., a business and technology insights company. Gartner
• [New] 55% of AI-optimized IaaS spending is forecast to support inference in 2026 and is set to reach 59% in 2027. Gartner

Last updated: 30 August 2026