Global Scans · Cloud computing · Weekly Summary

• [New] Increasing demand for capacity in generative AI and various cloud computing services has resulted in a significant rise in data center investments, which are said to have reached $267 billion in 2025 and are expected to climb to $700 billion by 2035. Artemis.bm - The Catastrophe Bond, Insurance Linked Sec
• [New] If regulators succeed in forcing meaningful access, it could lower barriers for EU and global startups building search and AI products that currently struggle against platform advantages. Tech Startups - Tech News, Tech Trends & Startup Fundin
• [New] Key Stat: AI platform-driven ecommerce sales will surpass $144 billion by 2029, which will be 8.8% of total retail ecommerce sales. eMarketer
• [New] The California Privacy Protection Agency continues to focus on data brokers and with the availability of the Delete Request and Opt-Out Platform will likely step up enforcement in 2026. Global Privacy & Security Blog
• [New] As governments worldwide grapple with tech regulation, software that balances innovation with compliance will be essential for businesses operating in sensitive sectors. Coaio Limited
• [New] BMW was announced as the first OEM customer to adopt Alexa + on the iX3, which will be the first vehicle built on BMW's Neue Klasse SDV platform. Frost & Sullivan
• [New] As businesses increasingly augment knowledge workers with AI, global software spending could accelerate from 14% annually during the past decade to between 19% and 56% during the next five years. ZDNet
• [New] Deals such as OpenAI's acquisition of io and its hardware platform and ServiceNow's purchase of Moveworks for its natural language platform will continue as technology companies race to strategically integrate AI into their products and workflows. Bain & Company
• [New] In 2026, over 60% of enterprises will embed security during software development. SolCoders
• [New] By 2026, over 60% of enterprises will invest in customized enterprise software solutions. SolCoders
• [New] Budget allocations for targeted workforce upskilling and reskilling programmes aligned to GCC demand, particularly in AI, software engineering, data sciences, and cloud, will help build a strong talent pipeline for the 2+ million professionals already employed in India's GCC landscape. The Times Of India
• [New] In the United States, Waymo plans to expand to more than 20 cities while Cruise and Zoox scale urban fleets, and Tesla continues to refine its Full Self-Driving software. Short Term Rentals
• [New] The integration of orbital data centers could provide the massive compute power needed for Tesla's Full Self-Driving (FSD) software to finally achieve global Level 5 autonomy. The Chronicle-Journal
• [New] Data centers, driven by artificial intelligence and cloud computing, are emerging as major load centers, with forecasts suggesting they could account for nearly half of U.S. electricity demand growth through 2030. National Law Review
• [New] As AI, cloud computing, and digital transformation continue to accelerate, the need for high-quality memory chips will only grow, making the stakes of US export policy higher than ever. Grand Pinnacle Tribune
• [New] Operators will further sharpen their software bill of materials and use more signed firmware to better combat nation-state-backed and other APTs. Nexus
• [New] Software vendors and cloud providers are bearing the burden of the expected trillion-dollar increase in AI spending in 2026, as investment hits $2.52 trillion. The Register
• [New] In 2026, the best software testing practices represent a shift from defect detection alone to a broader focus on risk control and system reliability. Software Development Company - N-iX
• [New] Samsung acquired Xealth, a digital health platform, which Samsung anticipates will help unify fragmented health information. JD Supra
• [New] GovCIO acquired SoldierPoint Digital Health, assuming management of the VA's seven-year, $2 billion Connected Care Integrated Network contract, under which it will support over 4 million veterans through its telehealth platform. JD Supra
• [New] Platforms such as GoodMaps, Matterport, Esri, and CVG's own EASE enterprise SaaS program are being leveraged to anticipate bottlenecks, manage assets dynamically, and provide a shared operational picture across stakeholders. Future Travel Experience
• [New] More relevant for small software businesses: the micro-SaaS segment is growing at roughly 30% annually, from $15.70 billion in 2024 to a projected $59.60 billion by 2030. Lovable

Last updated: 01 February 2026