Global Scans · Cloud computing · Weekly Summary

• [New] 2026's demos will likely center around AI, cloud computing, and other productivity tools. ZDNet
• [New] Amazon Web Services will be the exclusive third-party cloud provider for OpenAI Frontier, the ChatGPT maker's enterprise platform for building and running AI agents. ST
• [New] Amazon said it plans to invest US$ 12 billion in data center campuses in Louisiana, to support AI and cloud computing. Sophic Capital
• [New] Vertical SaaS will account for 75% of the total SaaS opportunity by 2028. Groovy Web
• [New] Building API-first is increasingly a prerequisite for enterprise sales procurement teams evaluating software in 2026 will ask about automation capabilities as a standard requirement, not an advanced feature. Magnise
• [New] The most capable software systems of 2026 will largely be invisible to end users operating as intelligent fabric beneath products, automating processes, exchanging data, and making decisions without surfacing interfaces. Magnise
• [New] Agentic AI could drive 30% of all enterprise application software sales by 2035, up from just 2% in 2025. Yahoo Finance
• [New] 2026 inflection points include TSMC's Rubin platform adoption, Alphabet's TPU revenue visibility, and risks from potential hyperscaler capex slowdown disrupting AI spending cycles. Ainvest
• [New] If the spending peak in 2026 leads to a sharper-than-expected trough, it could compress the entire AI hardware and software cycle. Ainvest
• [New] Gartner's best-case projection puts agentic AI at roughly 30% of enterprise application software revenue by 2035, potentially exceeding $450 billion. Clawd Bot
• [New] One advantage of deploying Nokia's solution is that it expects 6G will be a software-only upgrade. CCS Insight
• [New] All in all, while software stocks are currently experiencing a SaaS-pocalypse, Nvidia remains the primary beneficiary of hundreds of billions that hyperscalers plan on spending on AI infrastructure in 2026. Yahoo Finance
• [New] Nvidia Corp., the leading provider of artificial intelligence processors, will only further drive up demand for memory with its latest Rubin platform and the next generation of products. CommonWealth Magazine
• [New] The S&P North American Technology Software Index, home to 110 predominantly larger-cap software companies, is still forecasted to grow revenues this year by 17% and generate free cash flow margins by around 25% (free cash flows divided by revenue). Carnegie Private Wealth
• [New] Fears of AI disruption caused a US$ 2 trillion software sector sell-off in early 2026, despite strong earnings, as investors question long-term sustainability. ST
• With 94% of organizations worldwide now relying on cloud computing, the risk is widespread. Industrial Cyber
• Global software spending is projected to grow 14.7% to $1.43 trillion in 2026, with AI-related spending expected to triple over the 2025-2026 period. The Chronicle-Journal
• Asia Pacific is projected to grow at the fastest rate during the forecast period fueled by fast-paced digital transformation, higher SaaS adoption, and greater procurement automation in developing countries such as India and China. GlobeNewswire
• The Software-mageddon sparked by agentic AI has permanently altered the valuation framework for the tech sector, while a renewed 15% blanket tariff has introduced systemic risk into global trade. Valley City Times-Record
• By deployment model, the cloud-native SaaS / Pay-per-use segment is expanding at a strong CAGR between 2026 and 2035. Precedence Research
• The first autonomous AM gigafactories will emerge in Europe: shared, software-defined production platforms capable of manufacturing entirely different products for different companies at any time, with minimal human intervention. 3D Printing Industry
• By 2026, 40% of enterprise software workflows will feature task-specific AI agents, highlighting the rise of Ambient Intelligence across business operations. techessentia

Last updated: 08 March 2026