Global Scans · Cloud computing · Weekly Summary

• [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
• [New] The software segment is projected to register the fastest growth at a CAGR of 19.8% during 2026-2034, supported by increasing adoption of artificial intelligence, autonomous mission management, advanced analytics, and cloud-based satellite operations. Straits Research
• [New] IBM's stock declined after it warned that Q2 revenue and EPS would miss expectations, citing customers shifting spending to hardware (servers, storage, memory) to lock in constrained supply and pricing, delaying software and consulting deals. DataCenterKnowledge
• [New] Security teams are closely monitoring for additional post-patch exploitation of Microsoft, VMware, and SAP vulnerabilities, as well as evidence of City-Forum toolset deployments across new SaaS platforms. TECHMANIACS.com
• [New] Google DeepMind has introduced Gemini 3.5 Flash Cyber, a specialized AI model designed to help security teams find, validate, and remediate software vulnerabilities more efficiently. Exploring Information Security
• [New] Microsoft has announced MAI-Cyber - 1-Flash, a cybersecurity-focused AI model designed to identify and help remediate software vulnerabilities within its MDASH security platform. Exploring Information Security
• [New] Organizations in the UAE and Middle East should continue to prioritize timely vulnerability remediation, phishing-resistant authentication, continuous security monitoring, employee awareness and software supply-chain security. Crowe UAE
• Telecom operators are investing in cost-efficient solutions like software-defined networking and massive MIMO technologies, facilitating a smooth evolution from existing 5G infrastructure to 6G with minimal disruption. cavliwireless.com
• The enterprise software market's base-case trajectory, rising from $379 B in 2025 to $762 B in 2031 at a 12.2% CAGR, creates room for vertical specialists to grow without displacing horizontal incumbents. Futurum
• The next phase of IBM's execution will hinge on whether AI orchestration, hybrid cloud software, and security offerings can become sufficiently large to offset the cyclicality of infrastructure purchases and deliver more consistent growth across business cycles. Futurum
• Software revenue is expected to grow 6% to 8% for FY 2026, with the lower end assuming recent enterprise spending dynamics persist and the higher end assuming a more typical pipeline conversion pattern. Futurum
• If enterprise IT buyers continue pulling hardware purchases forward to beat price increases, software and services vendors face headwinds that could span multiple reporting quarters, not just Q2 2026. Tech Times
• The EU Cyber Resilience Act mandates third-party supplier assessments, continuous software monitoring, vulnerability scanning, and transparent software bill of materials, with noncompliance penalties of €15 million or 2.5% of an organization's global revenue. Palo Alto Networks
• Search results show continued investment, wider business use, and rising software demand through 2030. Mean CEO's BLOG

Last updated: 23 August 2026