Hyperscalers, sovereign cloud, data centres and networking.
Microsoft has accelerated its quantum-safe security roadmap, citing rapid advances in quantum computing that threaten current encryption standards sooner than anticipated.
AWS has launched CloudFormation Express mode, a feature that accelerates infrastructure deployments by up to four times by completing deployments once resource configuration is applied, rather than waiting for stabilization checks. The mode is available at no additional cost in all commercial AWS regions.
DISA is restructuring its cloud procurement into a three-tier Unified Cloud Marketplace, allowing smaller software and platform providers to compete alongside hyperscalers for Pentagon contracts starting in fiscal 2027.
CBRE’s latest research reveals that global data center supply is struggling to meet AI and hyperscale demand, with North American vacancy rates at historic lows and rents climbing as operators scramble for land and power. The mismatch is reshaping site plans and opening new markets, but relief is not expected before 2036.
OVHcloud posted 20.2% year-on-year growth in its public cloud segment for Q3 2026, driven by starter products, corporate demand, and sovereign cloud contracts, though legacy segments remain under pressure. The company reaffirmed fiscal targets while advancing AI acquisitions and European Commission cloud deals.
JetCool has introduced a fully integrated liquid-cooled version of Dell's PowerEdge XE7745 AI server, bundling hardware, cooling infrastructure, installation, and lifecycle support into a single package for enterprise data centers.
SUSE and Openchip have signed an MoU to develop a European sovereign technology stack integrating RISC-V accelerators with SUSE’s enterprise software portfolio, targeting public-sector, AI, and critical infrastructure buyers facing compliance pressures under NIS2, DORA, and the Cyber Resilience Act.
Qualcomm announced a multigenerational CPU supply deal with Meta, secured two hyperscale customers, and projected $15 billion in annual data center revenue by fiscal 2029. The company also introduced a new AI inference server architecture and High-Bandwidth Compute memory technology.
The European Commission has preliminarily determined that AWS and Microsoft Azure qualify as gatekeepers under the Digital Markets Act, despite not meeting quantitative thresholds. The designation would impose interoperability, data access, and competition requirements on the cloud giants, with potential fines of up to 10% of global revenue for non-compliance. Amazon and Microsoft have pushed back, arguing the move could harm European competitiveness and innovation.
Specialist AI cloud providers, dubbed 'neoclouds,' are projected to secure 20% of the global AI cloud market by 2030, according to Gartner. The shift reflects enterprise demand for GPU capacity, deployment flexibility, and sovereignty assurances, challenging hyperscaler dominance.
Supermicro and Turkish systems integrator Odine have formed a strategic partnership to deploy GPU-based AI infrastructure in Türkiye, addressing enterprise demand for localized, sovereign compute capacity and reduced latency.
SpaceX has signed a $6.3 billion compute contract with open-source AI startup Reflection AI, providing direct access to NVIDIA GB300 infrastructure at its Colossus 2 data center near Memphis starting July 2026. The deal reflects shifting procurement dynamics as AI labs secure dedicated hardware amid global scarcity.
TensorX has allocated €8 million to deploy NVIDIA Blackwell GPUs, including B300 processors, to build an inference platform for enterprises requiring data residency within European regulatory boundaries. The move reflects growing demand for AI infrastructure that complies with EU sovereignty requirements amid regulatory uncertainty.
Nebius has deployed Komodor’s AI-powered SRE platform to automate incident investigation across its GPU-heavy cloud environments, addressing complexity in custom Kubernetes setups for AI workloads.
OneWork, a new unified communications platform by e& UAE, offers voice, video, and messaging hosted entirely within the UAE, targeting enterprises and government agencies with strict data sovereignty needs. The service includes managed infrastructure and local phone number migration to simplify adoption.
Australia’s Digital Transformation Agency will enforce a cloud-first policy from July 1, 2026, requiring agencies to justify non-cloud IT projects. Industry analysts caution that tight timelines could lead to lift-and-shift migrations, vendor lock-in, and security gaps without proper planning.
The Public Utility Commission of Texas approved ERCOT’s Batch Zero framework, replacing a utility-by-utility approach with a systemwide study to assess new large loads, including 65 GW of data center and AI-related demand. The shift aims to address backlogs and coordination challenges in the existing interconnection process.
A RIPE Labs analysis distinguishes IPv6-Only+IPv4aaS for unmanaged access networks from IPv6-Mostly for corporate environments, urging operators to match transition mechanisms to use cases to prevent service degradation and operational complexity.
AWS has activated a Local Zone in Hanoi, Vietnam, offering compute, storage, and database services with local data residency support. The deployment connects to the Singapore parent region and targets latency-sensitive applications in regulated sectors.
Cloudflare, Google Chrome, Microsoft Edge, and Mozilla Firefox are collaborating on Private Access Control Tokens (PACT), a system designed to distinguish legitimate web traffic from bots without requiring CAPTCHAs or logins. The initiative aims to reduce repetitive identity checks while addressing concerns about AI-driven automation and privacy.