Global Scans · Cloud computing · Weekly Summary

• [New] 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
• [New] 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
• [New] 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
• [New] 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
• [New] 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
• [New] 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
• [New] Search results show continued investment, wider business use, and rising software demand through 2030. Mean CEO's BLOG
• [New] 80% of G1000 organizations will use a digital adoption platform by 2027 in order to address technical skill shortages. Userpilot
• [New] AI agents will eventually rival the capabilities of human traders, while OpenAI and Anthropic are racing to build increasingly autonomous systems that can navigate software and complete complex tasks on their own. CoinDesk
• [New] Infrastructure as a Service (IaaS) builds on 25% growth in 2025, with a predicted 29.3% bump to $287 billion in 2026. IT Pro
• [New] Worldwide IT spending is forecast to reach $6.31 trillion in 2026, up 13.5% from 2025, with data center systems growing 55.8% and software spending up 15.1%. FE International
• [New] A recent Motley Fool Money segment addressed a growing fear among software investors: that generative AI could make much of the SaaS industry obsolete. 24/7 Wall St.
• [New] Software is forecast to represent 42.1% share in 2026 because regulated teams need persistent control over quality events and records. FactMr
• [New] As AI changes how software is developed - Google says 75% of its code is now written by AI - it's altering the profession much faster than the rank-and-file anticipated. The Guardian
• [New] Human software engineers will still be needed if for no other reason than the cost of AI. The Guardian
• [New] Rapid enterprise adoption, expanding cloud infrastructure and increasing demand for AI-enabled software continue creating significant opportunities for Canadian technology companies. Kalkine
• [New] Software is projected to record growth of 15.5%, a touch higher than last year, while services climbs slightly to 5.3%, and communications services nudges up only slightly to 4.4% in 2026. IT Pro
• [New] Cloud Computing has already changed the way businesses store and manage information and the year 2026 will see more businesses using it. The Topical Daily
• Enterprise software engineering teams adopting supply chain security tools will increase from 60% in 2025 to 85% by 2028, positioning ASPM as the central orchestration layer for comprehensive security program management. Palo Alto Networks
• The broader ecosystem-software frameworks, training algorithms, developer tools - is expected to mature over the next 3-5 years. Innovative AI Solutions
• Over the next several years, the most significant evolution in enterprise software will be the transition from applications designed primarily for human interaction toward systems designed for both humans and AI agents. Manoj Gopanapalli
• Within the next three years, large enterprises will begin establishing formal governance frameworks for AI-generated software. Manoj Gopanapalli

Last updated: 09 August 2026